Alphabet Management
Management Kriterienprüfungen 4/4
Alphabet CEO ist Sundar Pichai , ernannt in Dec 2019, hat eine Amtszeit von 6.75 Jahren. Die jährliche Gesamtvergütung beträgt $10.91M , bestehend aus 18.4% Gehalt und 81.6% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 0.031% der Aktien des Unternehmens, im Wert von $1.33B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 4.8 Jahre bzw. 16.3 Jahre.
Wichtige Informationen
Sundar Pichai
Geschäftsführender
US$10.9m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 18.41% |
| Amtszeit als Geschäftsführer | 6.8yrs |
| Eigentum des Geschäftsführers | 0.03% |
| Durchschnittliche Amtszeit des Managements | 4.8yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 16.3yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Sep 11
Alphabet: Chips War Is Now In Its Favor
Summary Alphabet's (GOOGL) summer slump has deepened, lagging in the AI model race behind OpenAI and Anthropic, with Meta's new Muse agent intensifying competition. GOOGL's strategic focus is now on Google Cloud and its TPU hardware, offering superior price-performance and potential revenue diversification beyond advertising. TPU sales and infrastructure optionality are positioned as critical growth drivers, with Wall Street projecting up to $730 billion in revenue by FY2028. I maintain a Buy rating, seeing the current valuation closer to historical averages as a timely entry point before a potential TPU-driven turnaround accelerates. Read the full article on Seeking Alpha
Neues Narrative • Aug 05
Negative Free Cash Flow For The First Time In A Second Quarter
Correct the earnings line before anything else. Reported EPS of $9.11 contains $6.26 from unrealised gains on equity securities, per Alphabet's own footnote.
Narrative-Update • Aug 03
Two Months On, Google Is a Better Business at a Worse Price
In June I wrote that Alphabet was a wonderful business wearing a price tag that left the buyer nothing at all. The stock was about $362.
Narrative-Update • Jul 23
GOOGL: AI Infrastructure Buildout Will Drive Future Cloud And Platform Optionality
Alphabet's updated analyst price target framework edges lower to $360.92 per share as analysts weigh strong Q2 cloud and AI driven revenue trends against higher long term capital spending and margin pressure. Analyst Commentary Recent research on Alphabet highlights a split view, with many firms pointing to strong Q2 cloud and AI driven revenue trends while others flag rising capital intensity, margin pressure, and the impact of a higher 2026 capex framework on valuation and free cash flow expectations.
Narrative-Update • Jul 07
Alphabet May Transform into an AI Infrastructure Giant
AI Did Not Break Google. It Changed The Investment Question.Narrative-Update • Jun 12
GOOGL: AI Infrastructure Capex And Legal Overhangs Will Shape Future Upside Potential
Alphabet's updated fair value estimate has moved from $267.91 to $368.41 per share as analysts factor in higher forecast profit margins, a richer future P/E of about 30.8x linked to growing confidence in AI driven products and cloud demand, and recent Street research that frames the large AI infrastructure funding plans as supportive of the long term thesis, despite a slightly higher discount rate and a more measured revenue growth outlook. Analyst Commentary Recent research shows a split view on Alphabet, with many firms lifting price targets on the back of AI products, cloud demand and large capital plans, while a smaller group of bearish analysts highlights execution and risk factors tied to these same themes.Neues Narrative • Jun 03
Warren Buffett Just Bet $10 Billion on Google. The Catch? You May Already Be Too Late.
Ben Graham taught a generation of investors one sentence that has made more money than any chart ever printed. Price is what you pay.
Narrative-Update • May 29
GOOGL: AI Partnerships And Cloud Demand Will Drive Multi Year Re Rating
Alphabet's analyst price target has been raised from $443.00 to $493.30 as analysts factor in higher revenue growth assumptions, modestly stronger profit margins, and expectations for continued AI product traction following recent I/O announcements and broad price target increases across the Street. Analyst Commentary Recent research points to a clear tilt toward optimism on Alphabet, particularly around its AI roadmap and the potential for Gemini driven products to support the company across search, cloud and consumer services.
Narrative-Update • May 13
GOOGL: AI Capacity Buildout And Anthropic Ties Will Shape Balanced Outlook
Alphabet's updated analyst price target has moved higher to $427.89 from $375.79 as analysts adjust revenue growth, profit margin and long term P/E assumptions following a broad wave of recent target increases across the Street. Analyst Commentary Recent research on Alphabet is highly active, with a cluster of firms lifting price targets and a smaller group trimming targets or ratings.
Neues Narrative • May 11
Alphabet Inc. remains one of the most strategically positioned mega-cap platforms globally.
Alphabet Inc. (GOOGL) – Investment Memorandum Date: May 2026 Prepared by: M365 Copilot (IB-style analysis) and kapirey 1.
Narrative-Update • Apr 30
Alphabet Inc. Q1 2026: AI Infrastructure Bets Begin to Pay Off
Alphabet Inc. kicked off 2026 with a financial performance that silenced many skeptics regarding its massive capital expenditures in artificial intelligence.Narrative-Update • Apr 28
GOOGL: Expanding AI Capacity And Anthropic Partnership Will Support Multi Year Re Rating
Analysts have lifted Alphabet's average price target by a mid to high double digit dollar amount, with the shift tied to higher implied revenue growth assumptions, a slight uptick in the discount rate, and fresh Street research that highlights Alphabet's AI capacity build out, advertising resilience, and broader AI centric use cases across both consumer and enterprise products. Analyst Commentary Recent Street research around Alphabet has centered on AI capacity, product execution across consumer and enterprise, and how those factors feed into valuation.Narrative-Update • Apr 14
GOOGL: AI Capacity Expansion And Partnerships Will Drive Long Term Upside
Alphabet's analyst price target has been adjusted lower by about $1 to reflect a slightly higher discount rate, offset by modestly higher projected revenue growth and profit margins in updated models, with analysts still pointing to AI capacity, data advantages, and broader product monetization as key long term drivers. Analyst Commentary Recent research on Alphabet points to a mix of optimism around AI driven growth and capacity, alongside some caution related to valuation assumptions and legal or competitive risks tied to large platforms.Narrative-Update • Mar 31
GOOGL: Expanding AI Partnerships With Apple And Walmart Will Support Multi Year Re Rating
Alphabet's updated narrative keeps fair value at $443 per share while incorporating Street price target moves such as Wells Fargo's recent lift to $397. This reflects analysts' focus on Gemini traction, AI capacity build out, and broad price target increases across the coverage group.Narrative-Update • Mar 17
GOOGL: AI Partnerships And Compute Capacity Will Support Long Term Upside
Analysts have slightly increased their price target for Alphabet to about $377, reflecting broad Street support for the company's position in AI data, distribution, and compute, as well as recent partnership momentum around Gemini with major technology and retail platforms. Analyst Commentary Recent research points to a clear skew toward optimism on Alphabet, especially around its AI positioning, cloud trajectory, and a growing set of high profile partnerships.Narrative-Update • Mar 03
GOOGL: AI Partnerships And Compute Expansion Will Drive Future Upside Potential
We are lifting our Alphabet fair value estimate from $330.24 to $376.86, as analysts highlight the company's growing AI role across consumer and enterprise, its expanding compute capacity, and its positioning in key partnerships with major tech and retail platforms as reasons to revisit long term growth and profitability assumptions. Analyst Commentary Street research on Alphabet over the past several weeks has been highly focused on AI, capital investment in compute, and the company’s position across both consumer and enterprise use cases.
Neues Narrative • Feb 24
Google - The world's first "Full Stack AI Sovereign"
When talking about AI models, people often think of the three core layers to it: The Chip (GPUs) - the hardware layer that allows parallel processing, allowing AI models to perform thousands of mathematical calculations and complex reasoning simultaneously. The Cloud - the infrastructure layer that allows developers to train and deploy the AI model at scale.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Jun 30 2026 | n/a | n/a | US$244b |
| Mar 31 2026 | n/a | n/a | US$160b |
| Dec 31 2025 | US$11m | US$2m | US$132b |
| Sep 30 2025 | n/a | n/a | US$124b |
| Jun 30 2025 | n/a | n/a | US$116b |
| Mar 31 2025 | n/a | n/a | US$111b |
| Dec 31 2024 | US$11m | US$2m | US$100b |
| Sep 30 2024 | n/a | n/a | US$94b |
| Jun 30 2024 | n/a | n/a | US$88b |
| Mar 31 2024 | n/a | n/a | US$82b |
| Dec 31 2023 | US$9m | US$2m | US$74b |
| Sep 30 2023 | n/a | n/a | US$67b |
| Jun 30 2023 | n/a | n/a | US$61b |
| Mar 31 2023 | n/a | n/a | US$59b |
| Dec 31 2022 | US$226m | US$2m | US$60b |
| Sep 30 2022 | n/a | n/a | US$67b |
| Jun 30 2022 | n/a | n/a | US$72b |
| Mar 31 2022 | n/a | n/a | US$75b |
| Dec 31 2021 | US$6m | US$2m | US$76b |
| Sep 30 2021 | n/a | n/a | US$71b |
| Jun 30 2021 | n/a | n/a | US$63b |
| Mar 31 2021 | n/a | n/a | US$51b |
| Dec 31 2020 | US$7m | US$2m | US$40b |
| Sep 30 2020 | n/a | n/a | US$36b |
| Jun 30 2020 | n/a | n/a | US$32b |
| Mar 31 2020 | n/a | n/a | US$35b |
| Dec 31 2019 | US$281m | US$650k | US$34b |
Vergütung im Vergleich zum Markt: SundarDie Gesamtvergütung ($USD10.91M) liegt im Durchschnitt der Unternehmen ähnlicher Größe auf dem Markt US ($USD14.74M).
Entschädigung vs. Einkommen: SundarDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Sundar Pichai (53 yo)
6.8yrs
Amtszeit
US$10,906,079
Vergütung
Mr. Sundar Pichai is Chief Executive Officer at Alphabet Inc. since December 2019. Mr. Pichai has been the Chief Executive Officer of Google Inc., since October 02, 2015. Mr. Pichai leads the product manag...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 6.8yrs | US$10.91m | 0.031% $ 1.3b | |
| President & Chief Investment Officer | 3yrs | US$29.14m | 0.017% $ 736.8m | |
| Co-Founder & Director | 28.7yrs | US$1.00 | 3.18% $ 135.1b | |
| Co-Founder & Director | 28.7yrs | US$1.00 | 5.87% $ 249.2b | |
| Senior VP & CFO | 2.2yrs | US$31.26m | 0.0011% $ 48.8m | |
| President of Global Affairs | 6.7yrs | US$29.14m | 0.00080% $ 34.0m | |
| Senior Vice President & Chief Business Officer of Google | 11.1yrs | US$42.20m | 0.0076% $ 321.0m | |
| Principal Accounting Officer | less than a year | keine Daten | 0.00026% $ 11.0m | |
| Chief Scientist | less than a year | keine Daten | keine Daten | |
| Head of Investor Relations | no data | keine Daten | keine Daten | |
| VP & Head of Design for all Hardware Products | no data | keine Daten | keine Daten | |
| MD of Payments & Commerce of Asia Pacific Region | 2.6yrs | keine Daten | keine Daten |
4.8yrs
Durchschnittliche Betriebszugehörigkeit
54yo
Durchschnittliches Alter
Erfahrenes Management: GOOGLDas Führungsteam des Unternehmens gilt als erfahren (4.8 Jahre durchschnittliche Betriebszugehörigkeit).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| CEO & Director | 9.2yrs | US$10.91m | 0.031% $ 1.3b | |
| Co-Founder & Director | 28yrs | US$1.00 | 3.18% $ 135.1b | |
| Co-Founder & Director | 28yrs | US$1.00 | 5.87% $ 249.2b | |
| Independent Director | 27.3yrs | US$437.40k | 0.33% $ 14.1b | |
| Independent Director | 27.9yrs | US$437.40k | 0.039% $ 1.7b | |
| Independent Chairman | 22.4yrs | US$617.53k | 0.00020% $ 8.5m | |
| Independent Director | 7.4yrs | US$437.40k | 0.00027% $ 11.5m | |
| Independent Director | 6.8yrs | US$437.40k | 0.00016% $ 6.8m | |
| Independent Director | 10.3yrs | US$462.40k | 0.00052% $ 22.1m | |
| Independent Director | 4.2yrs | US$437.40k | keine Daten |
16.3yrs
Durchschnittliche Betriebszugehörigkeit
66yo
Durchschnittliches Alter
Erfahrener Vorstand: GOOGLDie Vorstandsmitglieder sind sehr erfahren ( 16.3 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/09/20 23:23 |
| Aktienkurs zum Tagesende | 2026/09/18 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das , das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Alphabet Inc. wird von 96 Analysten beobachtet. 51 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |