Ab dekho, yeh numbers dekh kar toh asli mein sabki aankhein khul gayi! Alphabet ne Q1 mein revenue mein $94.7 billion kamaaye hain, jabki analysts ko laga tha bas $91.6 billion aaenge. Aur Earnings Per Share (EPS) ka toh pucho hi mat, seedha pahunch gaya $5.11 par, jo ki $2.62 ke estimate se kaafi upar hai. Sach mein, expectations ko fail kar diya!
Iske peeche ka sabse bada reason hai AI aur Google Cloud ka strong performance. Google Cloud ne is quarter mein $20 billion ki sales nikali hai, jo ki $18.4 billion ke projections se kaafi zyada hai. Aur haan, inka backlog toh $460 billion se bhi paar ho gaya hai, jo future ki earning ka solid signal de raha hai.
Company ne yeh bhi clear kar diya hai ki AI mein ab puri tarah se full focus rahega. Is saal ke liye capital expenditure forecast $190 billion kar diya hai, pehle $185 billion tha. MATLAB, AI infrastructure pe bahut heavy investment hone wala hai. CEO Sundar Pichai ne kaha hai ki AI integration se search queries all-time high par hain aur woh AI-powered answers ke costs ko bhi kam kar rahe hain.
Investor confidence ko boost dene ke liye, inhone quarterly dividend ko 5% badha kar 22 cents per share kar diya hai. Competition bhale hi OpenAI aur Anthropic PBC se ho, lekin Alphabet ki AI aur Cloud mein pakad aur infrastructure mein yeh bade investments dekh kar lagta hai ki investors ab thoda chain ki saans le sakte hain.
