Alphabet Inc. GOOGL
Revenue Intelligence Report • 44 quarters of SEC filing data • Updated 2026-03-06
Alphabet Inc. continues to demonstrate robust revenue generation, with the latest quarterly revenue reaching $102.3 billion. The company's spending strategy reveals a negative long-run return on R&D investments, with each dollar spent resulting in a loss of $25.82 in revenue, while SG&A expenditures yield a substantial return of $44.34 for every dollar invested. Despite a holdout test showing a 9.1% error in revenue prediction, the company's model maintains a 2.2% MAPE accuracy, supporting a FY forecast of $392 billion, reflecting a modest 1.7% year-over-year growth. Investors can expect continued revenue growth driven primarily by effective SG&A spending, although R&D investments may require reevaluation to enhance overall profitability.
Revenue Forecast
Quarterly Detail
| Quarter | Model Forecast | Actual | 95% Range | YoY Growth | Status |
|---|---|---|---|---|---|
| Q3 2025 | $93B | $102B | $91B – $95B | +5.4% | ✗ Outside range |
| Q4 2025 | $96B | $92B – $99B | -0.8% | ||
| Q2 2026 | $97B | $93B – $101B | +7.1% | ||
| Q3 2026 | $99B | $95B – $104B | +3.0% | ||
| Q4 2026 | $100B | $95B – $106B | -1.8% |
How Spending Drives Revenue
Want this analysis for your portfolio?
I build custom revenue intelligence reports for investors and companies using SEC filing data, econometric modeling, and AI-powered insights.
Get in Touch