Despite challenges, Alphabet remains committed to its AI investments, with CEO Sundar Pichai highlighting the company's leadership in AI and ongoing product development. This focus on AI continues to bolster investor optimism, even as the industry faces competition from China's DeepSeek, which has introduced a cost-effective open-source AI model. Alphabet's strategic emphasis on AI, including projects like its AI assistant Gemini, underscores its efforts to maintain a competitive edge in the tech industry.
Key takeaways:
- Alphabet reported a 12% growth in consolidated revenue for the fourth quarter, reaching $96.5 billion, but missed revenue expectations.
- The company beat earnings per share estimates with $2.15 compared to the expected $2.13.
- Alphabet's Cloud Services sales fell slightly short of expectations, contributing to a 7% drop in postmarket trading.
- Despite industry disruption from China's DeepSeek, Alphabet continues to heavily invest in AI, planning $75 billion in capital expenditures this year.