Broadcom Supply
Custom TPU long-term supply + supply assurance agreement · through 2031 [3]
Signed or existingGOOGL·NASDAQ·USD
Advertising and consumer services, Google Cloud, and Other BetsBusiness mechanism
Daily history updates are delayed. Available history through 2026-10-23 remains visible; a current quote does not establish that daily history has been updated.
Requests to the historical-data source are rate limited, delaying daily-price updates. Existing verified periods are retained; trading days not yet retrieved are not fabricated.
The history starts with the provider’s first actual observation; this starting point is not a verified initial listing date.
The earliest available price is not proof of the listing date. Coverage since listing remains unverified.
Trading dates checked for 2004-08-19 — 2026-10-23: all 5,581 expected dates are present. Complete dates do not establish independent verification of every price.
Security basis: The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately. Historical closes use the provider's split adjustments and exclude dividend distributions. Full-history adjustment factors have not been independently recalculated. Price changes do not represent total returns including dividends.
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Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.
Compare growth, earnings, cash flow and capital investment for aligned reporting periods to examine company-wide financial drivers. Calculation inputs and original filings remain available.
2014-09-30 — 2026-06-30 · Valid observations: 241. These observations analyze public financial data; they are not a standalone sector research report, score or price target. Company-wide figures do not replace segment, product or contract disclosures.
Time rangeGOOGL Share price
Each panel has its own value axis; dates and the cursor are synchronized. Operating data appear only on their observed dates; other dates are left blank. US daily prices are checked against the verified 1997–2027 trading calendar. A missing expected trading day breaks the line; weekends and recorded exchange holidays do not. Operating data are positioned at the actual period end, which is not necessarily the date of public disclosure. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
| Reporting period end | Operating margin% · Calculated from disclosures | Net margin% · Calculated from disclosures | (CFO − cash purchases of PP&E) / revenue% · Calculated from disclosures |
|---|---|---|---|
| 2026-06-302026-06-30 | 34.03%Basis · Calculated from disclosuresSource version date: 2026-07-23 View calculation inputs · 4 items
| 93.65%Basis · Calculated from disclosuresSource version date: 2026-07-23 View calculation inputs · 4 items
| -4.89%Basis · Calculated from disclosuresSource version date: 2026-07-23 View calculation inputs · 5 items
|
| 2026-03-312026-03-31 | 36.12%Basis · Calculated from disclosuresSource version date: 2026-04-30 View calculation inputs · 4 items
| 56.94%Basis · Calculated from disclosuresSource version date: 2026-04-30 View calculation inputs · 4 items
| 9.21%Basis · Calculated from disclosuresSource version date: 2026-04-30 View calculation inputs · 5 items
|
| 2025-12-312025-12-31 | 31.57%Basis · Calculated from disclosuresSource version date: 2026-02-05 View calculation inputs · 4 items
| 30.27%Basis · Calculated from disclosuresSource version date: 2026-02-05 View calculation inputs · 4 items
| 21.57%Basis · Calculated from disclosuresSource version date: 2026-02-05 View calculation inputs · 5 items
|
Operating income / revenue × 100
Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Selected net-income concept / revenue × 100
May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
(Operating cash flow − cash purchases of PP&E) / revenue × 100
A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations.
Calculated from disclosures · %
Where revenue comes from and which operating changes still require verification.
Alphabet's business is assessed across Google Services, Google Cloud and Other Bets. Advertising, subscriptions and devices provide distinct revenue streams, while Google Cloud serves enterprise cloud and collaboration needs. Shared AI research and development costs at the group level are reported separately; cloud segment profit cannot be treated as the profit of the entire AI operation. [1]
| Operating mechanism | How operating results are affected | Verifiable metrics |
|---|---|---|
| Group-level AI costs extend beyond cloud segment profit | Cloud revenue and segment operating income can be compared on the same reporting scope, but some shared AI research and development costs are borne at the Alphabet level. The segment margin cannot be applied directly to the group's return on AI investment. [1] | |
| Distinguish Cloud contracted balances from the group's recognition schedule | Cloud RPO is a subset of group RPO. From Q1 2026, contracted balances also include contracts with original terms of one year or less; scope must be checked before comparisons across periods or companies. The expectation that slightly more than half will be recognized over the next 24 months applies to all group contracts, not directly to Cloud or to the following year. [1] |
Custom TPU long-term supply + supply assurance agreement · through 2031 [3]
Signed or existingNuclear PPA · Duane Arnold (Iowa, restart of unit shut down in 2020) · 615MW · 25 years · targeting grid connection in Q1 2029, subject to regulatory approval · minority owner CIPCO to purchase remaining output on equivalent terms [4]
Signed or existingArm architecture licence · Google's custom Arm-based Axion CPU serves as the host CPU for its latest TPU AI systems (TPU8t / TPU8i), replacing x86 · licence value not disclosed [5]
Signed or existingFusion PPA · 200 MW offtake from CFS's first ARC plant (Chesterfield County, VA; 400 MW planned) · first grid power expected early 2030s · anchored on SPARC achieving Q>1 net energy gain · Google, a CFS investor since 2021, concurrently increased its equity stake (amount undisclosed) · option to offtake power from additional ARC plants [6]
Signed or existingAdvanced nuclear procurement framework · master plant development agreement (Oct 2024) to unlock up to 500 MW across multiple Kairos SMR deployments · first project Hermes 2 (Oak Ridge, TN) at 50 MW, sold under a Kairos–TVA PPA with Google procuring the clean energy attributes through TVA · serves Google data centers in Montgomery County, TN and Jackson County, AL · commercial operation 2030 [7]
Framework or indication of intentFirst-party embedded cloud storage: NetApp's ONTAP-based fully managed cloud storage offering is available natively on Google Cloud as Google Cloud NetApp Volumes, as named in the 10-K. [8]
Signed or existingStrategic energy and technology partnership: NextEra Energy and Google Cloud will jointly develop multiple GW-scale data center campuses in the U.S., with the first three under development; Google already has roughly 3.5 GW in operation or under contract from NextEra, including the Duane Arnold restart and 600 MW of clean energy for the Oklahoma grid, while NextEra adopts Google Cloud AI (TimesFM 2.5, WeatherNext 2) for field operations and supply chain, with a first commercial product due mid-2026. No financial terms disclosed. [9]
Framework or indication of intentGoogle Cloud A5X uses Vera Rubin NVL72, with general availability planned from November 2026. Plans for up to 960,000 GPUs across regions are not a fully purchased or delivered quantity. [11]
Framework or indication of intentExpanded partnership: Salesforce's Agentforce, Data Cloud and Customer 360 Apps will run on Google Cloud infrastructure, and Agentforce can use Google's Gemini models with Google Search grounding via Vertex AI. No dollar amount or contract term disclosed in the company release. · update 2026-09-15: Hyperforce on Google Cloud now carries production customer traffic; some US customers migrate from Q4 2026, with North America GA set for November 2026 [10]
Signed or existingFuture capital funding commitments of $20bn to an unnamed private company, contingent on operational and financial milestones through 2030 and accounted for as an equity derivative. The filing does not identify Anthropic as the counterparty. [2]
Signed or existingContinue checking facts that could change the conclusions; no hypothetical thresholds are assigned to observations without reliable inputs.
The next disclosure should reconcile Cloud revenue, changes in RPO and the group's disclosed recognition schedule. New orders and recognition of existing contracts both affect the balance. [1]
Review shared AI research and development and facility depreciation outside Cloud operating income. A single segment margin is not a substitute for company-wide cash returns. [1]
If customer usage or performance is delayed, growth in contracted balances may still diverge from near-term revenue conversion. If shared costs increase, the significance of better Cloud segment profit for group shareholders must also be reassessed. [1]
Candlesticks, volume and cross-company prices
Quote 2026-10-27Market cap retrieved 2026-10-28Financial period end 2026-06-30
Public financial and operating analysis is available. Standalone research has not yet been published; exploreOperating data、Financial comparison and SourceSource document。
Select two specific periods to compare changes in scale, earnings and cash.
| Line item | Current period | Comparison period | Amount change | Growth |
|---|---|---|---|---|
| RevenueRecognized revenue; growth is calculated only when the comparison-period base is positive | 119.80 B | 109.90 B | +9.90 B | +9.01% |
| Operating incomeOperating margin 34.03% · Change -2.09 percentage points | 40.77 B | 39.70 B | +1.07 B | +2.71% |
| Net incomeNet margin 93.65% · Change +36.71 percentage points | 112.19 B | 62.58 B | +49.62 B | +79.29% |
| Operating cash flowOperating cash flow / revenue 32.61% · Change -9.05 percentage points | 39.07 BDerived by subtractionRaw value 39,069,000,000.00 USD 2026-04-01 — 2026-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 45.79 B | -6.72 B | -14.68% |
| Capital expenditureCapital expenditure / revenue 37.50% · Change +5.04 percentage points | 44.92 BDerived by subtractionRaw value 44,924,000,000.00 USD 2026-04-01 — 2026-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 35.67 B | +9.25 B | +25.93% |
The change is the current value minus the comparison value; it is not automatically classified as year-over-year or quarter-over-quarter. Select a value to inspect reporting dates, filing versions and reconstruction inputs.
Time rangeRevenue
Series with the same unit and frequency share a value axis. Each column compares observations with matching period boundaries and units. Records that fail those checks remain blank. Drag within the chart to zoom and move the range window below to pan. Quarterly values are not filled across other trading days.
Scroll to see all periods; select a value to open its source →
| Reporting period end · USD | 2014-09-30 | 2014-12-31 | 2015-03-31 | 2015-06-30 | 2015-09-30 | 2015-12-31 | 2016-03-31 | 2016-06-30 | 2016-09-30 | 2016-12-31 | 2017-03-31 | 2017-06-30 | 2017-09-30 | 2017-12-31 | 2018-03-31 | 2018-06-30 | 2018-09-30 | 2018-12-31 | 2019-03-31 | 2020-03-31 | 2020-06-30 | 2021-03-31 | 2021-06-30 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | 16.52 B | 18.10 BDerived by subtractionRaw value 18,103,000,000.00 USD 2014-10-01 — 2014-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 17.26 B | 17.73 B | 18.68 B | 21.33 BDerived by subtractionRaw value 21,329,000,000.00 USD 2015-10-01 — 2015-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 20.26 B | 21.50 B | 22.45 B | 26.06 BDerived by subtractionRaw value 26,064,000,000.00 USD 2016-10-01 — 2016-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 24.75 B | 26.01 B | 27.77 B | 32.32 BDerived by subtractionRaw value 32,323,000,000.00 USD 2017-10-01 — 2017-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 31.15 B | 32.66 B | 33.74 B | 39.28 BDerived by subtractionRaw value 39,276,000,000.00 USD 2018-10-01 — 2018-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 36.34 B | 41.16 B | 38.30 B | 55.31 B | 61.88 B | 84.74 B | 88.27 B | 96.47 BDerived by subtractionRaw value 96,469,000,000.00 USD 2024-10-01 — 2024-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 90.23 B | 96.43 B | 102.35 B | 113.83 BDerived by subtractionRaw value 113,829,000,000.00 USD 2025-10-01 — 2025-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 109.90 B | 119.80 B |
| Gross profit | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Operating income | 3.72 B | 4.40 BDerived by subtractionRaw value 4,399,000,000.00 USD 2014-10-01 — 2014-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.45 B | 4.83 B | 4.71 B | 5.38 BDerived by subtractionRaw value 5,380,000,000.00 USD 2015-10-01 — 2015-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.34 B | 5.97 B | 5.77 B | 6.64 BDerived by subtractionRaw value 6,639,000,000.00 USD 2016-10-01 — 2016-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.57 B | 4.13 B | 7.78 B | 7.70 BDerived by subtractionRaw value 7,696,000,000.00 USD 2017-10-01 — 2017-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.63 B | 3.05 B | 8.63 B | 8.22 BDerived by subtractionRaw value 8,221,000,000.00 USD 2018-10-01 — 2018-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.61 B | 7.98 B | 6.38 B | 16.44 B | 19.36 B | 27.43 B | 28.52 B | 30.97 BDerived by subtractionRaw value 30,972,000,000.00 USD 2024-10-01 — 2024-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 30.61 B | 31.27 B | 31.23 B | 35.93 BDerived by subtractionRaw value 35,934,000,000.00 USD 2025-10-01 — 2025-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 39.70 B | 40.77 B |
| Net income | 2.74 B | 4.68 BDerived by subtractionRaw value 4,675,000,000.00 USD 2014-10-01 — 2014-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 3.52 B | 3.93 B | 3.98 B | 4.92 BDerived by subtractionRaw value 4,923,000,000.00 USD 2015-10-01 — 2015-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.21 B | 4.88 B | 5.06 B | 5.33 BDerived by subtractionRaw value 5,333,000,000.00 USD 2016-10-01 — 2016-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 5.43 B | 3.52 B | 6.73 B | -3.02 BDerived by subtractionRaw value -3,020,000,000.00 USD 2017-10-01 — 2017-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 9.40 B | 3.20 B | 9.19 B | 8.95 BDerived by subtractionRaw value 8,948,000,000.00 USD 2018-10-01 — 2018-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.66 B | 6.84 B | 6.96 B | 17.93 B | 18.53 B | 23.62 B | 26.30 B | 26.54 BDerived by subtractionRaw value 26,536,000,000.00 USD 2024-10-01 — 2024-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 34.54 B | 28.20 B | 34.98 B | 34.46 BDerived by subtractionRaw value 34,455,000,000.00 USD 2025-10-01 — 2025-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 62.58 B | 112.19 B |
| Operating cash flow | — | 7.01 BDerived by subtractionRaw value 7,012,000,000.00 USD 2014-10-01 — 2014-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 6.72 B | 7.10 BDerived by subtractionRaw value 7,096,000,000.00 USD 2015-04-01 — 2015-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 6.15 BDerived by subtractionRaw value 6,145,000,000.00 USD 2015-07-01 — 2015-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 6.61 BDerived by subtractionRaw value 6,609,000,000.00 USD 2015-10-01 — 2015-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.66 B | 9.12 BDerived by subtractionRaw value 9,120,000,000.00 USD 2016-04-01 — 2016-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 9.85 BDerived by subtractionRaw value 9,845,000,000.00 USD 2016-07-01 — 2016-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 9.41 BDerived by subtractionRaw value 9,413,000,000.00 USD 2016-10-01 — 2016-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 9.55 B | 7.40 BDerived by subtractionRaw value 7,403,000,000.00 USD 2017-04-01 — 2017-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 9.87 BDerived by subtractionRaw value 9,872,000,000.00 USD 2017-07-01 — 2017-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 10.27 BDerived by subtractionRaw value 10,268,000,000.00 USD 2017-10-01 — 2017-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 11.64 B | 10.13 BDerived by subtractionRaw value 10,132,000,000.00 USD 2018-04-01 — 2018-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 13.21 BDerived by subtractionRaw value 13,210,000,000.00 USD 2018-07-01 — 2018-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 12.99 BDerived by subtractionRaw value 12,987,000,000.00 USD 2018-10-01 — 2018-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 12.00 B | 11.45 B | 13.99 BDerived by subtractionRaw value 13,993,000,000.00 USD 2020-04-01 — 2020-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 19.29 B | 21.89 BDerived by subtractionRaw value 21,890,000,000.00 USD 2021-04-01 — 2021-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 26.64 BDerived by subtractionRaw value 26,640,000,000.00 USD 2024-04-01 — 2024-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 30.70 BDerived by subtractionRaw value 30,698,000,000.00 USD 2024-07-01 — 2024-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 39.11 BDerived by subtractionRaw value 39,113,000,000.00 USD 2024-10-01 — 2024-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 36.15 B | 27.75 BDerived by subtractionRaw value 27,747,000,000.00 USD 2025-04-01 — 2025-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 48.41 BDerived by subtractionRaw value 48,414,000,000.00 USD 2025-07-01 — 2025-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 52.40 BDerived by subtractionRaw value 52,402,000,000.00 USD 2025-10-01 — 2025-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 45.79 B | 39.07 BDerived by subtractionRaw value 39,069,000,000.00 USD 2026-04-01 — 2026-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
|
| Capital expenditure | — | 3.61 BDerived by subtractionRaw value 3,606,000,000.00 USD 2014-10-01 — 2014-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.93 B | 2.52 B | 2.38 B | 2.10 BDerived by subtractionRaw value 2,102,000,000.00 USD 2015-10-01 — 2015-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.44 B | 2.14 B | 2.55 B | 3.08 BDerived by subtractionRaw value 3,078,000,000.00 USD 2016-10-01 — 2016-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 2.51 B | 2.83 B | 3.54 B | 4.31 BDerived by subtractionRaw value 4,307,000,000.00 USD 2017-10-01 — 2017-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 7.30 B | 5.48 B | 5.28 B | 7.08 BDerived by subtractionRaw value 7,081,000,000.00 USD 2018-10-01 — 2018-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 4.64 B | 6.01 B | 5.39 B | 5.94 B | 5.50 BDerived by subtractionRaw value 5,496,000,000.00 USD 2021-04-01 — 2021-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 13.19 BDerived by subtractionRaw value 13,186,000,000.00 USD 2024-04-01 — 2024-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 13.06 BDerived by subtractionRaw value 13,061,000,000.00 USD 2024-07-01 — 2024-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 14.28 BDerived by subtractionRaw value 14,276,000,000.00 USD 2024-10-01 — 2024-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 17.20 B | 22.45 BDerived by subtractionRaw value 22,446,000,000.00 USD 2025-04-01 — 2025-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 23.95 BDerived by subtractionRaw value 23,953,000,000.00 USD 2025-07-01 — 2025-09-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
| 27.85 BDerived by subtractionRaw value 27,851,000,000.00 USD 2025-10-01 — 2025-12-31 · USD · Reconstructed from cumulative disclosures Fourth quarter reconstructed: full year − first nine months
| 35.67 B | 44.92 BDerived by subtractionRaw value 44,924,000,000.00 USD 2026-04-01 — 2026-06-30 · USD · Reconstructed from cumulative disclosures Quarter reconstructed: current cumulative value − previous cumulative value
|
Comparison columns require aligned period boundaries, currency and duration. Blank values are not zero; directly reported quarters and cumulative reconstructions are distinguished. A non-positive comparison base is shown as an amount change without a percentage growth rate.
View filing sourceCompleted events, conditional arrangements and the document versions used are listed separately.
Google Cloud A5X uses Vera Rubin NVL72, with general availability planned from November 2026. Plans for up to 960,000 GPUs across regions are not a fully purchased or delivered quantity. [11]
Future capital funding commitments of $20bn to an unnamed private company, contingent on operational and financial milestones through 2030 and accounted for as an equity derivative. The filing does not identify Anthropic as the counterparty. [2]
Arm architecture licence · Google's custom Arm-based Axion CPU serves as the host CPU for its latest TPU AI systems (TPU8t / TPU8i), replacing x86 · licence value not disclosed [5]
First-party embedded cloud storage: NetApp's ONTAP-based fully managed cloud storage offering is available natively on Google Cloud as Google Cloud NetApp Volumes, as named in the 10-K. [8]
Strategic energy and technology partnership: NextEra Energy and Google Cloud will jointly develop multiple GW-scale data center campuses in the U.S., with the first three under development; Google already has roughly 3.5 GW in operation or under contract from NextEra, including the Duane Arnold restart and 600 MW of clean energy for the Oklahoma grid, while NextEra adopts Google Cloud AI (TimesFM 2.5, WeatherNext 2) for field operations and supply chain, with a first commercial product due mid-2026. No financial terms disclosed. [9]
Nuclear PPA · Duane Arnold (Iowa, restart of unit shut down in 2020) · 615MW · 25 years · targeting grid connection in Q1 2029, subject to regulatory approval · minority owner CIPCO to purchase remaining output on equivalent terms [4]
Advanced nuclear procurement framework · master plant development agreement (Oct 2024) to unlock up to 500 MW across multiple Kairos SMR deployments · first project Hermes 2 (Oak Ridge, TN) at 50 MW, sold under a Kairos–TVA PPA with Google procuring the clean energy attributes through TVA · serves Google data centers in Montgomery County, TN and Jackson County, AL · commercial operation 2030 [7]
Fusion PPA · 200 MW offtake from CFS's first ARC plant (Chesterfield County, VA; 400 MW planned) · first grid power expected early 2030s · anchored on SPARC achieving Q>1 net energy gain · Google, a CFS investor since 2021, concurrently increased its equity stake (amount undisclosed) · option to offtake power from additional ARC plants [6]
Expanded partnership: Salesforce's Agentforce, Data Cloud and Customer 360 Apps will run on Google Cloud infrastructure, and Agentforce can use Google's Gemini models with Google Search grounding via Vertex AI. No dollar amount or contract term disclosed in the company release. · update 2026-09-15: Hyperforce on Google Cloud now carries production customer traffic; some US customers migrate from Q4 2026, with North America GA set for November 2026 [10]
This page cites periods ending through 2026-06-30. The same document includes multiple comparison periods.
This page cites periods ending through 2026-03-31. The same document includes multiple comparison periods.
This page cites periods ending through 2025-12-31. The same document includes multiple comparison periods.
This page cites periods ending through 2025-09-30. The same document includes multiple comparison periods.
This page cites periods ending through 2024-06-30.
This page cites periods ending through 2024-03-31.
Showing the latest 6 recorded source versions. Find the remaining 38 in Source values in the full financial table.
Trace supply and demand through contract performance, operating metrics and cash attribution.
Capital sources: no records under the current criteria; this does not establish that a business relationship is absent.
Goods and services are arranged from supplier to customer; capital is shown separately. Select a relationship to inspect its evidence and operating mechanism. Second-degree paths do not establish guarantees or certain revenue.
| Economic direction / relationship type | Status / record date | Recorded amount | Capacity basis | Evidence source |
|---|---|---|---|---|
| Framework / intent2026-10-21 | No attributable amount providedAmount classification not yet structured | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existing2026-06-30 | USD 20 billionAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-05-06 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Signed / existing2026-04-24 | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ | |
| Framework / intent2025-12-08 | No attributable amount providedAmount classification not yet structured | 3.5 GWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2025-10-28 | No attributable amount providedAmount classification not yet structured | 615 MWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Framework / intent2025-08-19 | No attributable amount providedAmount associated with the contract relationship | 500 MWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2025-06-30 | No attributable amount providedAmount classification not yet structured | 200 MWSee the record for capacity definitions and conditions | B · Company / mediaCheck public source ↗ | |
| Signed / existing2025-02-24 | No attributable amount providedAmount associated with the contract relationship | Not structured | B · Company / mediaCheck public source ↗ | |
| Signed / existingDate not specified | No attributable amount providedAmount classification not yet structured | Not structured | A · Original filingCheck public source ↗ |
Arm architecture licence
Recorded as signed or existing; performance progress requires separate verification
No attributable amount is available for this record. This does not mean the amount is zero.
A period-by-period schedule of payments and revenue recognition has not been established. The recorded amount is not converted into current-period revenue, cash paid or stock-price impact.
Relationship counts, capacity and total contract value are not measures of revenue or procurement concentration.
Arm architecture licence · Google's custom Arm-based Axion CPU serves as the host CPU for its latest TPU AI systems (TPU8t / TPU8i), replacing x86 · licence value not disclosed
ARM 6-K (2026-05-06)
The excerpts below come from this record. Verify signed status separately from actual completion.
The amount associated with a relationship cannot substitute for the company's revenue, earnings or stock-price impact. Applies to this relationship; the original document determines the specific legal entities and attribution.
Analytical framework, not a realized impact
ARM supplies products or services to GOOGL; a customer list is not an irrevocable order.
Verify purchasing, inventory preparation, delivery and quality acceptance; monitor alternative supply and capital tied up in inventory.
Assess purchasing costs, gross profit and working capital; verify supply volumes and revenue recognition separately.
First verify the sustainability of earnings and cash flows, then compare valuations; do not infer share-price upside directly from a partnership announcement.
Cross-check relationship events against subsequent disclosures of company revenue, costs, working capital and cash flows; movements in the same direction alone do not establish causation.
Metrics test operating processes; an overall change cannot be attributed to a single relationship. Expand the definitions to check calculation methods and their applicable boundaries.
Can revenue growth translate into earnings attributable to shareholders?
Preserve the distinctions relating to depreciation, stock-based compensation, adjustments and segments. The company's margin cannot be applied as this contract's margin.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Operating margin ↗2026-06-30 · Research calculation | 34.03% | Definition and boundariesOperating income / revenue × 100 Uses reported operating income, not adjusted earnings. Differences in expense classification can still limit comparisons across companies. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Net margin ↗2026-06-30 · Research calculation | 93.65% | Definition and boundariesSelected net-income concept / revenue × 100 May reflect differences in non-controlling interests, taxes and one-time gains or losses. The specific net-income concept is retained for each observation. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / revenue ↗2026-06-30 · Research calculation | 32.61% | Definition and boundariesOperating cash flow / revenue × 100 Shows operating cash inflows and outflows, including working capital and taxes. It is neither a contract collection rate nor cash available for shareholder distribution. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (CFO − cash purchases of PP&E) / revenue ↗2026-06-30 · Research calculation | -4.89% | Definition and boundaries(Operating cash flow − cash purchases of PP&E) / revenue × 100 A free-cash-flow proxy deducting only identified PP&E purchases. It does not deduct acquisitions, capital prepayments, intangible assets or lease principal, and does not establish cash distributable to common shareholders. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Google Cloud segment operating margin ↗2026Q2 · Research calculation | 35.59% | Definition and boundaries(Google Cloud segment operating income) / Google Cloud segment revenue × 100 Segment operating income / segment revenue from the same source document and a quarter with matching start/end dates. Segment scopes differ; this does not replace the company-wide margin or cash return. Calculated from the amounts shown in the source document; results may differ slightly from ratios rounded separately in that document. |
How much cash is required for construction and procurement before delivery?
Compare prepayments, cash capital expenditure and commissioning plans. Current-period revenue is not a substitute for a full investment-recovery calculation.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Cash purchases of PP&E / revenue ↗2026-06-30 · Research calculation | 37.5% | Definition and boundariesCash purchases of PP&E / revenue × 100 Identified cash purchases of PP&E, excluding non-cash additions. Maintenance and expansion investment are not separated. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
What verifiable information does this metric provide about this relationship?
Use the metric's definition and original inputs. Quantitative attribution to this relationship has not been established.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Revenue growth YoY ↗2026-06-30 · Research calculation | 24.23% | Definition and boundaries(Current-period revenue / comparable prior-year revenue − 1) × 100 Requires the same concept and currency for equal-length periods one year apart, with positive prior-year revenue. A 53-week versus 52-week year may still differ by one week; no daily adjustment is made. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Operating cash flow / net income ↗2026-06-30 · Research calculation | 0.348 x | Definition and boundariesOperating cash flow / net income(Net income > 0) Examines cash conversion when earnings are positive. No multiple is calculated when net income is non-positive; taxes, non-cash charges and working capital can all cause divergence. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| (Net income − operating cash flow) / revenue ↗2026-06-30 · Research calculation | 61.04% | Definition and boundaries(Net income − operating cash flow) / revenue × 100 The amount difference divided by revenue. This is not the Sloan accrual ratio or an earnings-manipulation score. A positive value only indicates that earnings exceed operating cash flow for the same period. Uses explicit period boundaries, the reported currency and the selected SEC concept. Cumulative reconstructions retain signed inputs. The filing-version date is not a verified first-disclosure date. Missing values are neither replaced with zero nor interpolated into daily observations. |
| Google Cloud segment operating income ↗2026Q2 · Reported data | 8,814 USD million | Definition and boundariesDirectly reported in the source document Some shared AI research and development is allocated to Alphabet-level activities and is outside Cloud segment costs. |
| Google Cloud remaining performance obligations ↗2026-06-30 · Reported data | 513,900 USD million | Definition and boundariesDirectly reported in the source document This is an outstanding contract balance, not next-year revenue. For the next 24 months, the company's disclosed schedule to recognize slightly more than 50% applies to the full 519.5B and cannot be applied precisely to the Cloud subset. From 2026Q1, RPO includes contracts with an original term of one year or less; historical figures not recast to the same scope are not directly comparable. |
| Alphabet total remaining performance obligations ↗2026-06-30 · Reported data | 519,500 USD million | Definition and boundariesDirectly reported in the source document Cloud RPO is a subset and must not be added to this total. From 2026Q1, contracts with an original term of one year or less are newly included; scope must be checked when comparing across this change or with AWS. Recognition depends on contractual delivery and customer usage. From 2026Q1, RPO includes contracts with an original term of one year or less; historical figures not recast to the same scope are not directly comparable. |
Has relationship expansion converted into recognizable business revenue?
Reconcile by business and financial period. Total company revenue does not establish the selected customer's individual contribution.| Operating metric | Latest value | Definition and boundaries |
|---|---|---|
| Google Cloud segment revenue ↗2026Q2 · Reported data | 24,768 USD million | Definition and boundariesDirectly reported in the source document Includes Google Cloud Platform, Workspace and other businesses; it is not pure AI revenue. |
Related browsing is based on overlapping segments in the current graph. It does not establish direct peers, valuation comparability, or a supply, customer or investment relationship.
A = original SEC or exchange filings; B = company announcements, IR materials, official websites or established media; C = industry-structure inferences or third-party accounts without an independent primary source
Key relationships were reviewed using public information available through 2026-10-23. Historical relationships have not all been individually reverified. Their original dates are retained; delisted entities remain in the relationship archive but are excluded from market-cap weights. Review coverage through 2026-10-23.
Signed status does not mean that the full amount has been paid or that capacity has been delivered. Assess contract value, period revenue, investment, loans, prepayments and guarantee caps separately; do not sum them as a single exposure. Distinguish total power capacity from critical IT load. Company-level metrics cannot be attributed directly to an individual relationship.
Source facts and operating implications are distinguished, with forecasts and conditional scenarios identified as such. Missing relationships mean that this graph has no record of them. Data version 60aad2cdea0eff4f82e9dafe344d1e57aa2b950269b621d7e5bddfef10520644.
2026-10-27, 16:00 ET · Regular-session close. History through 2026-10-23 uses provider split-adjusted prices, excluding dividends. Full-history adjustment factors have not been independently recalculated. MA20 is the arithmetic mean of 20 recorded trading-day closes and does not bridge missing prices or known corporate actions. Price comparisons exclude dividend reinvestment and do not represent total returns. Market cap retrieved on 2026-10-28. Prices refresh daily. Source timestamps and website update times are shown separately.
The current security identity has been checked. Continuity with earlier issuers has not been independently verified; listing-date coverage is shown separately.
first-provider-observation-listing-date-not-verified
Current ticker/issuer checked across available sources. Earlier issuer continuity and first listing date are not independently established; provider first observation is not an IPO claim.
Reporting period 2026-06-30; filed 2026-07-23. Financials use the company's reporting periods and currency; unavailable values appear as —. Expand the section below each chart to inspect metric definitions, inputs and original sources.
Primary company business sources · Through 2026-07-23
Citations: 11 · Documents: 11
Revenue note pp.13–14; Segment Information pp.39–40; Capital Expenditures · Document date 2026-07-23
The Google Cloud segment does not bear all shared AI research and development costs at Alphabet level; the RPO recognition schedule covers the full contract balance.
Alphabet 10-Q 0001652044-26-000071, Note 5 and capital commitments (as of 2026-06-30) [A] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
AVGO 8-K 0001193125-26-144028 (Item 8.01, 2026-04-06) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
NextEra Energy press release 2025-10-28: nuclear partnership with Google and Duane Arnold restart [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
ARM 6-K (2026-05-06) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Commonwealth Fusion Systems press release · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Google official blog (blog.google) · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
NetApp FY2026 Form 10-K (filed 2026-06-05), Item 1 Business — cloud storage services · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
NextEra Energy news release, December 8, 2025 · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Salesforce press release, 24 February 2025; Salesforce press release 2026-09-15 [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
Issuer / authority original 2026-10-21 [B] · Document date unverified
Graph source summary; original documents have not been individually rechecked. Event dates and source-publication dates are listed separately.
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The filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe filing version used. Each observation lists its concept, original-currency amount, period and input signs. This does not establish the first public disclosure date.
View original disclosureThe date identifies the disclosure version used. Comparative figures are not assumed to have been public at the end of their reporting periods.
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