Top US Stock Results Interpretations
Google Results | Representing AI Headquarters? Three Big Business Blossoms!
Google Results 2025 Q3
Alphabet's third-quarter revenue, profit and capital expenditure guidance all exceeded market expectations, spurring stock price gains of more than 7% after the close. The company's revenue surpassed the $100 billion mark for the first quarter, and core results achieved double-digit growth, with total advertising revenue and other revenue (including subscriptions, platforms and devices) beating market expectations.
AI needs to accelerate its dynamic cloud business, and order volume to reach the $155 billion market is a surprise. The market is looking at the company's full-year capital expenditure at $910 to $93 billion. The Company's Strengthening AI and Infrastructure Building Approach to Future Visitor Reports—driven by AI Gemini's performance, the company has over 0.65 billion monthly users of the Gemini App, while the top AI model handles approximately 7 billion tokens per minute.
(Source: Alphabet Investort Relations)
MAKE SOME SIMPLE COMPARISONS (DETAILS IN THE LAST QUARTERLY ARTICLE”AI Business Has Failed, Continued Bullish After Yakuba Performance?」)
During the last results teleconference, company CEO Sundar Pichai announced in person that Gemini has over 0.45 billion monthly active accounts. In just one quarter, up 44% quarter-on-quarter to over 0.65 billion, an astonishing acceleration and massive demand, increased capital opening naturally became a matter of course.
Token usage is an important Indicator, except for the strong performance of active users. To put it simply, the Token is the unit of measurement of the API, and there is no Token, so there is no accurate pricing and cap flow. Beyond that, token usage is used in-house to measure the ability and speed of AI model development, and large token use can strengthen investors' confidence in AI model long term development.
Simply put, AI Business Presentation is the core reason for investors to take a closer look at the company. Include low-investment projects such as Gemini 2.5 Pro and the upcoming Gemini 3.
At the same time, the performance of Core Business is equally valued. For example, the success of AI overviews. In Pichai's teleconferencing, AI Overviews and AI Mode-like functions will accelerate the overall query growth rate, with Q2 acceleration. However, there are no public details of Mau or rollout figures, given that Q2 has been published and 200+ countries and regions have more than 2 billion monthly active users, market confidence has recovered. What's more important is to ensure that AI is expanding Search markets without cannibalizing, without leading companies and search engines creating their own matches.
The company searched for revenue of $56.57 billion in the third quarter, beating market expectations by 14.5% year-on-year. YouTube's advertising revenue was $10.26 billion, up 15% year on year. Both are the main drivers of overall ad revenue growth.
Cloud Business revenues of $15.16 billion, up 33.5% year on year. Benefit from the strong demand for artificial intelligence products from enterprises.
$Alphabet-C(GOOG.US)$ THE SHARE PRICE RESUMED ITS HIGH AFTER THE EARNINGS ANNOUNCEMENT, TAKING INTO ACCOUNT THE COMPANY'S CURRENT RECENT MARKET PE OF LESS THAN 30 PPM, AND THE COMPANY'S EPS IN THE LATEST QUARTER WAS $2.87, UP 35.4% YEAR-ON-YEAR. Peg's Angular Balancing does not eliminate Persistent Analyst Ratings and Target Prices. The company's current growth highlights include the AI Business getting back on track, plus the advantages and stability of its core business, and valuing Microsoft's approach. Profitable investors do not continue to hold on to the medium-long line. Based on the latest performance, the company expects to continue to win $S&P 500 Index(.SPX.US)$ und $Nasdaq Composite Index(.IXIC.US)$ 。
Google results | Google options analysis
The results outpaced market expectations, with a surge in share prices. Please refer to the options analysis function on the following bull mobile app.
In the Hold Positions breakdown, the maximum hold for call options is $285 at the Strike price, after analyzing options that are not due one month. This can be seen as a support position for the short line operation, with the short term holding above $285, providing a chance to move the stock price back to the upside challenge high.
In the options strategy, the reference to the expansion wave may be reversed in the short term after the performance of the performance, the short term after the performance of the successful market, the short term after the operational market of the performance, the strategy of the Leap Call may refer to the strategy of the Leap Call. Y, Buy Far-to-Date strategy, Buy Far-to-date call long line The long line looks at the Bullish side, reduces the time value and the components of the Bullish, reduces the time value and the risk from the surge band.
Or adopt the VERTICAL SPREAD strategy to make a simple short line look better.
Introduction to Performance Features
From here, fellow investors can follow the phone's performance analysis feature and use options to analyze the company's forecast fluctuations. “GOOGLE DAY, $Microsoft(MSFT.US)$ , and $Meta Platforms(META.US)$ As an example, the volatility of the stock price after the expected results is ± 6.02%, ± 4.81% and ± 6.54%, respectively. Whether the volatility after the company's results will exceed expectations is a reflection of what the market really thinks.
This feature will help fellow investors discern the correct price or delay.
Futu Securities, Chief Analyst, Hui Chi-Lok
(The author is a licensee of the Securities and Exchange Commission and its affiliates do not have any financial interest in the proposed issuer of shares)
