Alphabet (GOOGL) Reports Q3 Earnings: What Key Metrics Have to Say

Alphabet (GOOGL) reported $87.47 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 17.3%. EPS of $2.87 for the same period compares to $2.12 a year ago.The reported revenue compares to the Zacks Consensus Estimate of $84.96 billion, representing a surprise of +2.95%. The company delivered an EPS surprise of +26.99%, with the consensus EPS estimate being $2.26.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.Here is how Alphabet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:Total TAC (traffic acquisition costs): $14.88 billion compared to the $15.01 billion average estimate based on 12 analysts.Headcount (Number of employees): 190,167 compared to the 187,952 average estimate based on four analysts.Revenues- EMEA: $29.91 billion compared to the $29.22 billion average estimate based on three analysts. The reported number represents a change of +17.4% year over year.Revenues- United States: $48.76 billion versus the three-analyst average estimate of $48.11 billion. The reported number represents a year-over-year change of +13%.Revenues- Other Americas (Canada and Latin America): $6.07 billion compared to the $6.14 billion average estimate based on three analysts. The reported number represents a change of +19.1% year over year.Revenues- APAC: $17.82 billion versus the three-analyst average estimate of $17.15 billion. The reported number represents a year-over-year change of +22.5%.Revenues- Google properties: $66.83 billion compared to the $65.18 billion average estimate based on 11 analysts. The reported number represents a change of +14.6% year over year.Revenues- YouTube ads: $10.26 billion versus $10.03 billion estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +15% change.Revenues- Google Network: $7.35 billion compared to the $7.35 billion average estimate based on 10 analysts. The reported number represents a change of -2.6% year over year.Revenues- Google Search & other: $56.57 billion versus $55.15 billion estimated by 10 analysts on average. Compared to the year-ago quarter, this number represents a +14.5% change.Revenues- Google advertising: $74.18 billion versus the 10-analyst average estimate of $72.52 billion. The reported number represents a year-over-year change of +12.7%.Revenues- Google Cloud: $15.16 billion versus the 10-analyst average estimate of $14.68 billion. The reported number represents a year-over-year change of +33.5%.View all Key Company Metrics for Alphabet here>>>Shares of Alphabet have returned +10% over the past month versus the Zacks S&P 500 composite's +3.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Alphabet Inc. (GOOGL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks