Alphabet公司公布第二季度财报，营收达119.8亿美元2，超过华尔街预期的117.06亿美元1。按年同比，营收增长23%2。净利润为98亿美元，主要来自股权投资收益1。每股收益为9.11美元1，相比去年同期的2.31美元1大幅提升。
AI投资驱动业务增长
CEO桑达·皮查伊表示，"我们的AI投资正在改变我们业务各个部分的可能性"1。Gemini产品接近成为谷歌第三个拥有10亿用户的消费级AI产品1，云业务也实现强劲增长1。分析师认为这些进展证明了AI投资正在创造实际价值1。
现金流压力与支出剧增
尽管营收表现强劲，Alphabet的自由现金流首次跌入负值，达到负59亿美元2，为十年来首度出现此情况。这反映了AI基础设施支出的激增2。第二季度资本支出高达450亿美元2，其中60%用于服务器，40%用于数据中心2。公司预计全年AI支出将达205亿美元2，较之前预期的190亿美元有所增加2。
首席财务官Anat Ashkanazi指出，"当涉及AI时，需求仍然超过投资"2。CEO皮查伊也表示，"这看起来像是多个领域转变的早期阶段"2。
市场反应分化
财报发布后，股价出现分化反应。一份报道显示盘后股价上涨2.71美元至344.62美元1，但另一份报道则指股票下跌4%2。
Alphabet Inc. announced second-quarter results that exceeded Wall Street expectations, with revenue reaching $119.8 billion, compared to analyst forecasts of $117.06 billion 12. The company reported earnings per share of $9.11 1, while net income totaled $9.8 billion, substantially boosted by gains from equity investments 1.
Revenue grew 23 percent year-over-year and expanded 24 percent sequentially from the prior quarter 12. CEO Sundar Pichai stated that "our AI investments are reshaping the possibilities across all parts of our business," signaling the company's commitment to artificial intelligence development 1.
The strong performance reflects momentum in key growth areas. Gemini, Google's AI product, is approaching one billion consumer users, positioning it as the company's third billion-user consumer-grade AI offering 1. Cloud services also contributed to the beat 1.
However, the earnings revealed mounting financial strain from AI infrastructure buildout. The company's free cash flow turned negative for the first time in a decade, reaching negative $5.9 billion 2. Capital expenditures in the second quarter reached $45 billion, with 60 percent allocated to servers and 40 percent to data center infrastructure 2. Alphabet now projects total AI spending of $205 billion for the year, up from an earlier estimate of $190 billion 2.
CFO Anat Ashkanazi commented that "when it comes to AI, demand still exceeds investment" 2, while Pichai described the developments as "an early stage of transformation across multiple domains" 2.
Stock performance diverged between afterhours trading, with shares rising $2.71 to $344.62 in one period 1, though the company's stock later declined 4 percent reflecting concerns about the cash burn rate 2.
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