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Alphabet (GOOGL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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For the quarter ended September 2026, Alphabet (GOOGL - Free Report) reported revenue of $111.21 billion, up 27.1% over the same period last year. EPS came in at $2.12, compared to $2.87 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $111.8 billion, representing a surprise of -0.53%. The company delivered an EPS surprise of -27.89%, with the consensus EPS estimate being $2.94.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Alphabet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Total TAC (traffic acquisition costs): $16.37 billion compared to the $16.53 billion average estimate based on 10 analysts.
Headcount (Number of employees): 204,757 versus the three-analyst average estimate of 200,611.
Revenues- United States: $67.68 billion compared to the $64.36 billion average estimate based on two analysts. The reported number represents a change of +38.8% year over year.
Revenues- Other Americas (Canada and Latin America): $7.1 billion versus $7.15 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +17.1% change.
Revenues- APAC: $19.91 billion versus the two-analyst average estimate of $22.01 billion. The reported number represents a year-over-year change of +11.7%.
Revenues- EMEA: $32.7 billion compared to the $34.62 billion average estimate based on two analysts. The reported number represents a change of +9.3% year over year.
Revenues- Google advertising: $82.01 billion versus $83.52 billion estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +10.6% change.
Revenues- YouTube ads: $11.21 billion versus the eight-analyst average estimate of $11.34 billion. The reported number represents a year-over-year change of +9.2%.
Revenues- Google Network: $7.46 billion versus $7.24 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +1.4% change.
Revenues- Google Search & other: $63.35 billion compared to the $64.99 billion average estimate based on eight analysts. The reported number represents a change of +12% year over year.
Revenues- Google subscriptions, platforms, and devices: $14.29 billion versus $14.85 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +11% change.
Revenues- Google Cloud: $30.71 billion versus $29.16 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +102.6% change.
Shares of Alphabet have returned -6% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
View the Zacks #1 Rank List
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Alphabet (GOOGL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
For the quarter ended September 2026, Alphabet (GOOGL - Free Report) reported revenue of $111.21 billion, up 27.1% over the same period last year. EPS came in at $2.12, compared to $2.87 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $111.8 billion, representing a surprise of -0.53%. The company delivered an EPS surprise of -27.89%, with the consensus EPS estimate being $2.94.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Alphabet performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Alphabet here>>>
Shares of Alphabet have returned -6% over the past month versus the Zacks S&P 500 composite's -0.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.