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Google-Parent Alphabet Earnings: What to Expect and How the Stock Might React - Barron's

1. Alphabet's Q4 earnings set for Tuesday, expected at $2.13/share, $96.7B revenue. 2. Investors concerned about competition from DeepSeek and AI spending impacts. 3. Google Cloud revenue expected to rise 33% year-over-year to $12.2B. 4. Ongoing DOJ case could threaten GOOGL's search business and lead to a breakup. 5. Analysts have mixed opinions on GOOGL’s competitive positioning and spending strategy.

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FAQ

Why Neutral?

Current pressures from competition and regulatory scrutiny may offset expectations.

How important is it?

Earnings reports have historically impacted stock movements, especially amid competition.

Why Short Term?

Results will influence immediate trading but may not alter long-term trajectory.

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