红嘴蓝鹊
2026.04.30 13:43

Google Quarterly Earnings Call Minutes

LongPort - Dolphin Research
Dolphin Research

GOOGL (Trans): ROIC-Disciplined AI Investment to Stay Ahead

Below is Dolphin Research's Trans of the FY26 Q1 earnings call for $Alphabet(GOOGL.US) $Alphabet - C(GOOG.US).

For our earnings analysis, please see 'AI Google: No ghost stories, only a bumper harvest'.

I. Core highlights recap.

1) Shareholder returns: the BOD announced a 5% increase to the quarterly dividend.

2) Outlook: at spot FX, Q2 consolidated revenue is expected to see an ~1 ppt FX tailwind (vs. 3 ppts in Q1); full-year CapEx guidance was raised to $180-190bn (prior $175-185bn)...

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