Alphabet (Goog,, Googl) is about to publish its results for the fourth quarter after the bell on Tuesday, launching a second week of results for American technology giants while Wall Street seeks to see how the research giant will react to the threat of models ‘Deepseek ia Chinese startup.
The Google parent should also offer updates on its efforts to transform investments into massive AI In new sources of income and wider performance of the massive digital advertising market.
Meta Rivale Advertising (Meta)) Generations published last weekEasily beating Wall Street expectations on the upper and lower lines, but refused to provide advice in full year. Meta, like Alphabet, invests massively in his AI efforts because he seeks to use technology to improve sales sales and user engagement.
Google and American technological companies are more generally in shock of success in small groups of the V3 and R1 models of Deepseek. Presented for a fraction of the cost of Google Gemini and Openai Chatpt, Deepseek’s efficiency raises questions about the question of whether Silicon Valley Surinterre in AI equipment.
Alphabet should declare a profit per share of $ 2.13 on a turnover of $ 96.6 billion for the quarter, against $ 1.64 per share and $ 86.3 billion for the same period last.
Advertising revenues should get rid of $ 71.7 billion, compared to $ 65.5 billion a year ago, while Google Cloud returned should reach $ 12.1 billion compared to the 9.1 billion that company A seen last year.
Cloud growth is an important metric for alphabet because it seeks to obtain Amazon rivals market (Amzn) and Microsoft (Msft). Microsoft cloud income jumped 21% from one year to the next During his last quarterClimbing $ 40 billion. However, this was shy by Wall Street expectations of $ 41.1 billion, sending actions from the lower window manufacturer.
“We think that cloud growth should maintain a rate of growth to a low level percentage of 20 years until 2026, drawn by a greater contribution from workloads of artificial intelligence as the ability Increases, as well as the launch of December of Gemini 2.0, “said Angelo Zino, Equity, Equity Analyst of Cfra Research, in a note.
Google, like Meta, awaits Trump’s advocacy for Tiktok, the abridged video application that was to close its American operations last month but continued to operate while the president is looking for a bypass solution to avoid a pure and simple prohibition .
Google also continues to deal with regulatory risks. At the end of last year, Google appealed a decision after the courts concluded that the company had abused its monopoly power in the research sector. A potential appeal, suggested by government lawyers, is a break in the company. The market has largely raised immediate concerns of a drastic upheaval, however.