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Alphabet signals $195B-$205B 2026 CapEx while expanding third-party capacity as a bridge (NASDAQ:GOOG)

Earnings Call Insights: Alphabet (GOOGL) Q2 2026

Management View

  • “Alphabet revenue grew 24% year-over-year” (CEO & Director Sundar Pichai). “We saw 17% revenue growth in Search and Other and YouTube ads grew 13%. Cloud revenue grew 82%… and Cloud backlog grew to $514 billion.”

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