Alphabet Beats EPS Estimates, but Gemini AI Performance Disappoints
JOBhakdi · x · 2026-07-23
Commenting on Alphabet's latest earnings, an analyst noted that while the company delivered a significant EPS beat, this was largely expected by the market.
However, the AI segment, particularly Gemini, continues to disappoint. Investors are now closely watching the capital expenditure outlook during the earnings call to gauge future infrastructure investments and returns.
Related event: Google Cloud Doubles in Q2 but AI Spending Turns Free Cash Flow Negative(60 posts)→
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