Alphabet 과거 순이익 실적
과거 기준 점검 5/6
Alphabet은 연평균 23.1%의 비율로 수입이 증가해 온 반면, Interactive Media and Services 산업은 수입이 22.8% 증가했습니다. 매출은 연평균 11.9%의 비율로 증가했습니다. Alphabet의 자기자본이익률은 38.1%이고 순이익률은 54.8%입니다.
핵심 정보
23.14%
순이익 성장률
25.64%
주당순이익(EPS) 성장률
| Interactive Media and Services 산업 성장률 | 6.15% |
| 매출 성장률 | 11.91% |
| 자기자본이익률 | 38.13% |
| 순이익률 | 54.75% |
| 최근 순이익 업데이트 | 30 Jun 2026 |
최근 과거 실적 업데이트
Recent updates
Seeking Alpha • Aug 12
Alphabet's Blowout Q2 Confirmed The AI Stack Thesis And Shares Are Still Undervalued
Summary Alphabet (GOOGL) delivered a historic Q2 2026, with 24% YoY revenue growth to $119.8B and 82% YoY Cloud growth, affirming its AI leadership. GOOGL’s $514B Cloud backlog, expanding operating margins, and accelerating TPU system sales position it for multi-year earnings and revenue upside. Despite significant CapEx increases and new leverage, GOOGL’s robust cash flow and full-stack AI ecosystem de-risk forward estimates and support a bullish rating. I believe GOOGL remains undervalued at 20.68x 2028 earnings, with consensus underestimating backlog conversion, TPU ramp, and AI monetization potential. Read the full article on Seeking Alpha
새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • Jul 07
Alphabet May Transform into an AI Infrastructure Giant
AI Did Not Break Google. It Changed The Investment Question.내러티브 업데이트 • 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.새로운 내러티브 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
새로운 내러티브 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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.새로운 내러티브 • Feb 21
Alphabet will shine
Date: February 21, 2026 Subject: The AI Infrastructure Inflection Point Rating: BUY (Accumulate on Pullbacks) Intrinsic Value: $345.05 (Simply Wall St) | Current Price: ~$303.00 Executive Summary Alphabet Inc. (GOOGL) enters 2026 at a critical strategic junction.새로운 내러티브 • Feb 20
Google Isn’t Just Search It’s Becoming the Internet’s Operating System
Google isn’t just search; it’s becoming the internet’s operating system. As markets move from pure AI hype to rewarding proven profitability and defensible platforms, I think Alphabet offers one of the cleaner ways to get asymmetric upside in this AI cycle.내러티브 업데이트 • Feb 16
GOOGL: AI Partnerships And Easing Regulation Will Support Multi Year Re Rating
The analyst price target for Alphabet has been updated from $415.20 to $443.00. This reflects analysts' use of slightly lower discount rates, higher revenue growth and profit margin assumptions, and a modestly lower future P/E multiple supported by recent Street research highlighting Gemini partnerships and AI monetization potential.분석 기사 • Feb 14
Alphabet's (NASDAQ:GOOGL) Promising Earnings May Rest On Soft Foundations
Last week's profit announcement from Alphabet Inc. ( NASDAQ:GOOGL ) was underwhelming for investors, despite headline...
내러티브 업데이트 • Feb 07
FY2025
Updated with most recent 10-K.내러티브 업데이트 • Feb 02
GOOGL: AI Partnership Hype Will Outpace Real Cash Flow Benefits
Alphabet's updated analyst price target reflects a modest fair value adjustment to about $268 per share, with analysts pointing to stronger assumptions for revenue growth, profit margins, and AI related partnerships as key drivers behind the change. Analyst Commentary Across recent research, most commentary on Alphabet centers on AI partnerships, cloud adoption, and the role of Gemini in both consumer and enterprise products.내러티브 업데이트 • Jan 19
GOOGL: AI Partnerships Are Expected To Drive Multi Year Re Rating
Analysts have raised their implied fair value for Alphabet from about $291 to around $415 per share. This reflects higher assumed revenue growth, profit margins and a richer future P/E multiple as recent research points to growing confidence in Gemini driven partnerships and Google Cloud.내러티브 업데이트 • Jan 09
Alphabet (GOOGL): When Scale Meets Intelligence at the Infrastructure Level
Alphabet (NASDAQ: GOOGL) is often discussed through familiar lenses: Search dominance, YouTube advertising, or the long-term promise of AI. But that framing can undersell what Alphabet has quietly become.내러티브 업데이트 • Jan 05
GOOGL: AI Infrastructure Expansion And Regulatory Headwinds Will Shape Balanced Prospects
The analyst price target for Alphabet has been lifted by about US$6 to reflect updated views on its AI driven potential in Search, Cloud and custom TPUs, together with a slightly adjusted discount rate and modest tweaks to expected revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent Street research around Alphabet clusters around two themes: its AI execution across Search, Cloud and proprietary chips, and how that may flow through to growth, margins and valuation.내러티브 업데이트 • Dec 15
GOOGL: AI Euphoria Will Likely Outrun Durable Cash Flow Realization
Analysts have lifted their fair value estimate for Alphabet from $185.00 to about $257.00 per share, citing a wave of higher Street price targets that reflect growing confidence in the company’s AI driven revenue acceleration, expanding profit margins, and rising valuation multiples for its cloud and search franchises. Analyst Commentary Recent research updates continue to skew positive for Alphabet, with a series of price target increases and new Buy and Outperform initiations framed around improving AI monetization, resilient search economics, and accelerating cloud growth.내러티브 업데이트 • Dec 01
GOOGL: AI And Cloud Initiatives Will Support Balanced Prospects Amid Competitive And Regulatory Shifts
Alphabet's fair value estimate has been raised to $323.70 from $318.24. Analysts point to sustained momentum in search, cloud, and artificial intelligence as drivers of solid revenue growth and margin improvements.매출 및 비용 세부 내역
매출 및 비용 세부 내역
Alphabet가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 30 Jun 26 | 445,866 | 244,119 | 54,915 | 68,974 |
| 31 Mar 26 | 422,498 | 160,208 | 52,361 | 64,563 |
| 31 Dec 25 | 402,836 | 132,170 | 50,175 | 61,087 |
| 30 Sep 25 | 385,476 | 124,251 | 48,387 | 53,835 |
| 30 Jun 25 | 371,399 | 115,573 | 44,615 | 52,927 |
| 31 Mar 25 | 359,713 | 110,996 | 42,255 | 50,979 |
| 31 Dec 24 | 350,018 | 100,118 | 41,996 | 49,326 |
| 30 Sep 24 | 339,859 | 94,269 | 43,153 | 48,323 |
| 30 Jun 24 | 328,284 | 87,657 | 43,190 | 47,134 |
| 31 Mar 24 | 318,146 | 82,406 | 43,502 | 45,862 |
| 31 Dec 23 | 307,394 | 73,795 | 44,342 | 45,427 |
| 30 Sep 23 | 297,132 | 66,732 | 43,696 | 43,581 |
| 30 Jun 23 | 289,531 | 60,953 | 43,359 | 42,596 |
| 31 Mar 23 | 284,612 | 58,587 | 43,384 | 41,849 |
| 31 Dec 22 | 282,836 | 59,972 | 42,291 | 39,500 |
| 30 Sep 22 | 282,113 | 66,990 | 41,756 | 37,941 |
| 30 Jun 22 | 278,139 | 72,016 | 40,002 | 35,362 |
| 31 Mar 22 | 270,334 | 74,539 | 38,332 | 33,196 |
| 31 Dec 21 | 257,637 | 76,033 | 36,422 | 31,562 |
| 30 Sep 21 | 239,210 | 70,618 | 32,823 | 29,876 |
| 30 Jun 21 | 220,265 | 62,929 | 31,038 | 29,038 |
| 31 Mar 21 | 196,682 | 51,363 | 28,907 | 28,238 |
| 31 Dec 20 | 182,527 | 40,269 | 28,998 | 27,573 |
| 30 Sep 20 | 171,704 | 35,713 | 29,420 | 27,773 |
| 30 Jun 20 | 166,030 | 31,534 | 29,079 | 27,471 |
| 31 Mar 20 | 166,677 | 34,522 | 28,848 | 26,809 |
| 31 Dec 19 | 161,857 | 34,343 | 28,015 | 26,018 |
| 30 Sep 19 | 155,058 | 32,620 | 25,997 | 24,830 |
| 30 Jun 19 | 148,299 | 34,744 | 24,953 | 23,508 |
| 31 Mar 19 | 142,012 | 27,992 | 24,242 | 22,409 |
| 31 Dec 18 | 136,819 | 30,736 | 23,256 | 21,419 |
| 30 Sep 18 | 129,866 | 18,768 | 22,239 | 19,691 |
| 30 Jun 18 | 123,898 | 16,308 | 21,274 | 18,664 |
| 31 Mar 18 | 117,251 | 16,637 | 20,327 | 17,722 |
| 31 Dec 17 | 110,855 | 12,662 | 19,733 | 16,625 |
| 30 Sep 17 | 104,596 | 21,015 | 18,821 | 15,941 |
| 30 Jun 17 | 99,275 | 19,344 | 18,573 | 15,332 |
| 31 Mar 17 | 94,765 | 20,697 | 18,015 | 14,523 |
| 31 Dec 16 | 90,272 | 19,478 | 17,470 | 13,948 |
| 30 Sep 16 | 85,537 | 19,068 | 16,579 | 13,836 |
| 30 Jun 16 | 81,761 | 17,986 | 15,890 | 13,470 |
| 31 Mar 16 | 77,988 | 17,040 | 15,381 | 12,896 |
| 31 Dec 15 | 74,989 | 16,348 | 15,183 | 12,282 |
| 30 Sep 15 | 71,763 | 15,133 | 14,902 | 11,585 |
양질의 수익: GOOGL의 비현금 수익 수준이 높습니다.
이익 마진 증가: GOOGL의 현재 순 이익률 (54.8%)은 지난해 (31.1%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: GOOGL의 수익은 지난 5년 동안 연평균 23.1%로 크게 증가했습니다.
성장 가속화: 지난 1년간 GOOGL 의 수익 증가율(111.2%)은 연간 평균(23.1%)을 초과합니다.
수익 대 산업: GOOGL의 지난 1년 수익 증가율(111.2%)은 Interactive Media and Services 업계의 -4.8%를 상회했습니다.
자기자본이익률
높은 ROE: GOOGL의 자본 수익률(38.1%)은 높음으로 평가됩니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/13 04:36 |
| 종가 | 2026/08/13 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Alphabet Inc.는 98명의 분석가가 다루고 있습니다. 이 중 54명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Heasman | Accountability Research Corporation |
| Rocco Strauss | Arete Research Services LLP |
| Richard Kramer | Arete Research Services LLP |