Form 10-Q · Quarterly report
Alphabet Inc. 10-Q, filed Oct 29, 2026
- Filed
- CIK
- 0001652044
- Accession no.
- 0001652044-26-000084
Summary
Alphabet reported that it began recognizing revenue in the second quarter of 2026 from a limited number of agreements to supply TPU systems to customers that require or provide on-premises infrastructure for specialized, high-scale workloads, with the significant majority of that revenue to be recognized in 2027. Alphabet also described its reporting structure — Google Services and Google Cloud segments plus Other Bets — and said Google Cloud Platform's consumption-based offerings include its Vertex AI platform and Gemini Enterprise.
Key points
- Alphabet reports Google in two segments, Google Services and Google Cloud, and all non-Google businesses as Other Bets, with centralized frontier-model AI research reported in Alphabet-level activities.
- Revenue began being recognized in Q2 2026 from a limited number of TPU system supply agreements, with the significant majority to be recognized in 2027.
- Google advertising revenues comprise Google Search & other, YouTube ads, and Google Network.
- Google subscriptions, platforms, and devices revenues include consumer subscriptions such as YouTube TV, YouTube Music and Premium, NFL Sunday Ticket, and Google One, which offers access to Alphabet's most capable Gemini models.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
From the filing
ITEM 2.MANAGEMENT’S DISCUSSION AND ANALYSIS OF FINANCIAL CONDITION AND RESULTS OF OPERATIONS Please read the following discussion and analysis of our financial condition and results of operations together with "Note about Forward-Looking Statements" and our consolidated financial statements and related notes included under Item 1 of this Quarterly Report on Form 10-Q as well as our Annual Report on Form 10-K for the fiscal year ended December 31, 2025, including Part I, Item 1A "Risk Factors," as updated in our Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, and in Part II, Item 1A of this Quarterly Report on Form 10-Q. …
An excerpt of the text as filed with the SEC, cut for length.
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