GOOGLAlphabet Inc. (Class A)
As our founders Larry and Sergey wrote in the original founders' letter, "Google is not a conventional company. We do not intend to become one." 10-K, Item 1
- Employees
- 190,820
- Headquarters
- Mountain View, CA
- CEO
- Sundar Pichai
- Next results
- around Feb 3, 2027
The biggest changes in the 10-K filed 2026-02-05, this fiscal year against the last, and the sentences in the MD&A (Item 7) where management explains them, quoted word for word. Tickdelta picks sentences that name the line, a direction and a cause. It does not write explanations of its own.
Net income
+32.0% Big change FY to 2025-12-31 vs 2024-12-31The MD&A has no sentence that names a cause for this change. That can be worth a question: ask about the filing.
Cash from operations
+31.5% Big change FY to 2025-12-31 vs 2024-12-31“Net cash provided by operating activities increased from 2024 to 2025 due to an increase in cash received from customers, partially offset by an increase in cash payments for cost of revenues and operating expenses.”
Read it in the 10-K ↗
Revenue
+15.1% Big change FY to 2025-12-31 vs 2024-12-31“Revenues were $402.8 billion, an increase of 15% year over year, primarily driven by an increase in Google Services revenues of $37.8 billion, or 12%, and an increase in Google Cloud revenues of $15.5 billion, or 36%.”
Read it in the 10-K ↗
“Cost of revenues was $162.5 billion, an increase of 11% year over year, primarily driven by increases in TAC, content acquisition costs, and depreciation expense.”
Read it in the 10-K ↗
Operating margin
32.1% → 32.0% (-0.1 pts) FY to 2025-12-31 vs 2024-12-31“Operating expenses were $111.3 billion, an increase of 22% year over year, primarily driven by increases in employee compensation expenses, expenses related to legal and other matters, and depreciation expense.”
Read it in the 10-K ↗
“Research and development expenses increased $11.8 billion from 2024 to 2025, primarily driven by increases in employee compensation expenses of $6.9 billion and depreciation expense of $2.4 billion.”
Read it in the 10-K ↗
Changes are computed from the XBRL figures in the same 10-K. Hover a number to see the line item. Open the 10-K ↗
Work on GOOGL in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/GOOGL/export.csv") into a cell.