谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)
Google Cloud Revenue Doubles but Ad Sales Miss, Shares Slide
谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)
Google Cloud Revenue Doubles but Ad Sales Miss, Shares Slide
谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)
Google Cloud Revenue Doubles but Ad Sales Miss, Shares Slide
谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)
Google Cloud Revenue Doubles but Ad Sales Miss, Shares Slide
谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)
Google Cloud Revenue Doubles but Ad Sales Miss, Shares Slide
谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)
Google Cloud Revenue Doubles but Ad Sales Miss, Shares Slide
谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)
Google Cloud Revenue Doubles but Ad Sales Miss, Shares Slide
谷歌三季度云收入翻倍但广告不及预期,股价盘后大跌逾10%

Alphabet reported third-quarter revenue of 127.58 billion dollars on October 28, up 25 percent but slightly below expectations, while adjusted earnings per share of about 2.67 dollars also missed the consensus of 3.02 dollars. Google Cloud was the standout, with revenue up 103 percent to 30.71 billion dollars and operating margin expanding to 36.2 percent, helped by TPU system sales. But advertising revenue rose only 11 percent to 82.01 billion dollars, below forecasts, as search ad growth slowed and AI mode queries monetize at a lower rate. Capital expenditure hit 51.36 billion dollars, up 114 percent, and free cash flow turned negative for a second straight quarter. Alphabet shares fell more than 10 percent in after-hours trading.

谷歌母公司Alphabet 10月28日发布三季度财报,营收1275.8亿美元,同比增长25%,略低于预期;剔除投资损失后的调整后每股收益约2.67美元,低于分析师预期的3.02美元。谷歌云表现最为亮眼,收入同比增长103%至307.1亿美元,营业利润率扩大至36.2%,TPU系统销售贡献显著。但广告收入仅增长11%至820.1亿美元,低于预期,搜索广告增速放缓,AI模式查询的变现率较低。当季资本开支达513.6亿美元,同比增长114%,自由现金流连续第二个季度为负。财报公布后,Alphabet股价盘后一度下跌超10%。

Google building signage in an urban setting
谷歌办公楼(示意图)

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