Alphabet stock tumbles after cloud revenue miss, spending growth

Published On Feb 4, 2025, 4:09 PM

Alphabet Inc. (GOOG, GOOGL) reported its fourth quarter earnings with earnings per share at $2.15 on revenue of $96.4 billion, slightly beating expectations. However, the company's cloud revenue of $11.9 billion fell short of the expected $12.1 billion. Additionally, Alphabet announced an increase in its planned capital expenditures for 2025 from $57.9 billion to $75 billion. This news comes amidst increased competition in the cloud sector from rivals like Microsoft and Amazon, and regulatory challenges, including an antitrust probe initiated by China.

Stock Forecasts

GOOG

Negative

Given the shortfall in cloud revenue and the significant increase in planned capital expenditures, investor sentiment may turn bearish in the near term. The competitive landscape in cloud services and regulatory pressures further complicate growth prospects.

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