Alphabet Inc.

"Google Cloud revenues consist of revenues from...artificial intelligence (AI) offerings including our enterprise AI infrastructure, Vertex AI platform, and Gemini Enterprise"

"As of June 30, 2026, we had $519.5 billion of remaining performance obligations ('revenue backlog'), of which $513.9 billion related to Google Cloud"

"We expect to recognize just over 50% of the revenue backlog as revenues over the next 24 months with the remainder to be recognized thereafter"

"Following the close of the acquisition, the financial results are included in our consolidated financial statements within the Google Cloud segment. The preliminary purchase price was allocated as follows: Intangible assets $8,300 million, Goodwill $22,689 million"

"As of March 31, 2026, we had $467.6 billion of remaining performance obligations ('revenue backlog'), of which $462.3 billion related to Google Cloud. We expect to recognize just over 50% of the revenue backlog as revenues over the next 24 months"

"As of March 31, 2026, we have entered into leases primarily related to data centers that have not yet commenced with future lease payments of $75.6 billion that are not yet recorded. These leases will commence between 2026 and 2031"

"In 2026, we expect to significantly increase, relative to 2025, our investment in our technical infrastructure, including servers and network equipment, and data centers."

"The costs associated with operating our technical infrastructure - depreciation, energy, equipment, and network capacity - are expected to significantly increase as developing and serving AI offerings require more compute power than our historical consumer and enterprise offerings."

"General and administrative expenses increased $7.3 billion from 2024 to 2025, primarily driven by an increase in expenses related to legal and other matters of $6.2 billion, largely the result of the $3.5 billion EC fine accrued in the third quarter of 2025 and a $1.4 billion legal accrual made in the second quarter of 2025."

"capital expenditures will increase, including our expected spend and the expected increase in our technical infrastructure investment to support the growth of our business and our long-term initiatives, in particular in support of artificial intelligence (AI) products and services"

"remaining performance obligations ('revenue backlog') of $157.7 billion, primarily related to Google Cloud"

"In September 2025, the EC announced its decision that Google had infringed European competition laws...imposed a €3.0 billion fine"

"Our expectation that our capital expenditures will increase, including our expected spend and the expected increase in our technical infrastructure investment to support the growth of our business and our long-term initiatives, in particular in support of artificial intelligence (AI) products and services"

"The DOJ's remedy proposal included alterations to our products and services and our business models and operations, including structural remedies, and our distribution arrangements, among other changes, some of which could have a material adverse effect on our business"

"As of June 30, 2025, we had $108.2 billion of remaining performance obligations ('revenue backlog'), primarily related to Google Cloud. We expect to recognize approximately 55% of the revenue backlog as revenues over the next 24 months"

"Our expectation that our capital expenditures will increase, including our expected spend and the expected increase in our technical infrastructure investment to support the growth of our business and our long-term initiatives, in particular in support of artificial intelligence (AI) products and services"

"In March 2025, we entered into a definitive agreement to acquire Wiz, a leading cloud security platform, for $32.0 billion, subject to closing adjustments, in an all-cash transaction"

"We had $92.4 billion of remaining performance obligations ('revenue backlog'), primarily related to Google Cloud. We expect to recognize approximately 55% of the revenue backlog as revenues over the next 24 months"

"We expect to increase, relative to 2024, our investment in our technical infrastructure, including servers, network equipment, and data centers, to support the growth of our business and our long-term initiatives, in particular in support of AI products and services."

"International revenues accounted for approximately 51% of our consolidated revenues in 2024."

"We are expanding our investment in AI across the entire company. This includes generative AI and continuing to integrate AI capabilities into our products and services."

"our expectation that our capital expenditures will increase, including the expected increase in our technical infrastructure investment to support the growth of our business and our long-term initiatives, in particular in support of artificial intelligence (AI) products and services"

"the outcomes of outstanding legal matters are inherently unpredictable and subject to significant uncertainties, and could, either individually or in aggregate, have a material adverse effect"

"the DOJ has proposed a high level remedy framework, which includes alterations to our products and services and our business models and operations, including structural remedies, and/or our distribution arrangements, among other changes, some of which could have a material adverse effect on our financial statements"

"our expectation that our capital expenditures will increase, including the expected increase in our technical infrastructure investment to support the growth of our business and our long-term initiatives, in particular in support of artificial intelligence (AI) products and services"

"We expect to recognize approximately half of the revenue backlog as revenues over the next 24 months with the remaining to be recognized thereafter"

"We are subject to claims, lawsuits, regulatory and government investigations, other proceedings, and consent orders involving competition...could result in substantial fines and penalties, injunctive relief, ongoing monitoring and auditing obligations, changes to our products and services"

"our expectation that our capital expenditures will increase, including the expected increase in our technical infrastructure investment to support the growth of our business and our long-term initiatives, in particular in support of artificial intelligence (AI) products and services"

"Revenue backlog of $72.5 billion, primarily related to Google Cloud, with approximately half expected to be recognized as revenues over the next 24 months"

"Google Search & other revenues grew 14.3% to $46.2B and YouTube ads grew 20.8% to $8.1B, demonstrating strong monetization across core advertising properties"

"The change in accounting estimate was effective beginning in fiscal year 2023. Based on the carrying value of servers and certain network equipment as of December 31, 2022, and those placed in service during the nine months ended September 30, 2023, the effect of this change in estimate was a reduction in depreciation expense of $977 million and $2.9 billion and an increase in net income of $761 million and $2.3 billion."

"As of September 30, 2023, we had $64.9 billion of remaining performance obligations ('revenue backlog'), primarily related to Google Cloud. We expect to recognize approximately half of the revenue backlog as revenues over the next 24 months with the remaining to be recognized thereafter."

"The outcomes of outstanding legal matters are inherently unpredictable and subject to significant uncertainties, and could, either individually or in aggregate, have a material adverse effect."