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AI English summary of an SEC filing — figures as filed

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Alphabet said consolidated revenues for the quarter ended September 30, Q3 2025 increased 16% year over year to $102.3 billion, or 15% in constant currency.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. Alphabet said consolidated revenues for the quarter ended September 30, Q3 2025 increased 16% year over year to $102.3 billion, or 15% in constant currency.

  2. The company said operating income in Q3 increased 9% and operating margin was 30.5%, and excluding the $3.5 billion European Commission fine, operating income increased 22% and operating margin was 33.9%.

  3. Alphabet said Google Cloud revenues in Q3 increased 34% to $15.2 billion, and backlog at the end of the quarter was $155 billion.

  4. The company said it now expects 2025 capital expenditures to be in a range of $91 billion to $93 billion, citing growth across the business and demand from Cloud customers.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Q3 2025 Revenues $102.3 billion

Alphabet said consolidated revenues for the quarter ended September 30, Q3 2025 increased 16% year over year to $102.3 billion, or 15% in constant currency.

Source · Based on the filing body and exhibits

European Commission Fine $3.5 billion and Operating Income

The company said operating income in Q3 increased 9% and operating margin was 30.5%, and excluding the $3.5 billion European Commission fine, operating income increased 22% and operating margin was 33.9%.

Source · Based on the filing body and exhibits

Google Cloud Revenues and Backlog

Alphabet said Google Cloud revenues in Q3 increased 34% to $15.2 billion, and backlog at the end of the quarter was $155 billion.

Source · Based on the filing body and exhibits

2025 Capital Expenditures Outlook $91 billion to $93 billion

The company said it now expects 2025 capital expenditures to be in a range of $91 billion to $93 billion, citing growth across the business and demand from Cloud customers.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.