What to watch in Alphabet results 4/24/25

TechCheck

2025/04/24

Overview Shownote Highlights Transcript Chapters Pins

Shownote

Alphabet kicks off earnings season for the hyperscalers after the bell today. We dig into what investors are looking for, from ad revenue to color around capital expenditures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information ...

Highlights

As Alphabet kicks off the earnings season for hyperscalers, this podcast delves into the financial and strategic challenges facing the tech giant. From ad revenue fluctuations to competition in AI, the discussion centers on how Alphabet navigates a complex landscape marked by regulatory pressures and evolving market dynamics.

00:00

Ad revenue is affected by tariffs and macro uncertainty, impacting Chinese e-commerce ad spend.

05:16

Google's Gemini AI has 350 million monthly active users

08:00

Google's ad chief emphasizes inevitability of cannibalizing commercial queries.

10:57

Google must monetize its chat business to compete with OpenAI

Chapters

How Are Tariffs and Legal Battles Affecting Alphabet's Earnings?

00:00

Can Gemini Maintain Its Edge Amidst Waning AI Market Interest?

05:16

What Happens If Advertisers Flock to OpenAI Instead of Google?

08:00

Will Monetization Pressures Force a Strategic Pivot at Alphabet?

10:57

Transcript

Speaker 5: Introducing CNBC Plus, the new streaming platform from the number one source in business news. Watch live or on demand. Access any market, anytime, anywhere. Start streaming. Go to cnbc.com slash stream now. Speaker 6: Alphabet's kicking off th...