Alphabet Inc.

"Google Cloud Platform primarily generates consumption-based fees and subscriptions for infrastructure, platform, and other services. These services provide access to solutions such as artificial intelligence (AI) offerings including our enterprise AI infrastructure, Vertex AI platform, and Gemini Enterprise"

"On March 11, 2026, we completed our acquisition of Wiz for $29.5 billion...This acquisition represents an investment by Google Cloud to accelerate our capabilities in multicloud and AI-driven security"

"On March 10, 2026, we completed our acquisition of Intersect, a developer of renewable energy, for $5.9 billion...This acquisition enables acceleration of data center capacity and energy development"

"Revenue backlog represents commitments in customer contracts that have not yet been recognized as revenue... $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 with the remainder to be recognized thereafter"

"The DOJ's remedy proposal includes structural remedies that could have a material adverse effect on our business"

"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."

"In December 2025, entered into a definitive agreement to acquire Wiz, a leading cloud security platform, for $32.0 billion, and Intersect, a provider of data center and energy infrastructure solutions, for $4.8 billion in cash plus the assumption of debt."

"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"

"Revenue backlog represents commitments in customer contracts that have not yet been recognized as revenue. We expect to recognize just over 55% of the revenue backlog as revenues over the next 24 months"

"The EC decision imposed a € 3.0 billion fine and directed Google to cease and desist the alleged 'self-preferencing' practices. We plan to appeal the ruling."

"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"

"Revenue backlog represents commitments in customer contracts for future services that have not yet been recognized as revenue. We expect to recognize approximately 55% of the revenue backlog as revenues over the next 24 months"

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

"Revenue backlog of $92.4 billion, primarily related to Google Cloud, with approximately 55% expected to be recognized over the next 24 months"

"Capital expenditures increased to $17.2B in Q1 2025, with expected increase in technical infrastructure investment to support growth of business and long-term initiatives, in particular in support of artificial intelligence 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 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."

"In August 2024, the U.S. District Court for the District of Columbia ruled that Google violated such antitrust laws. The Court is holding a separate proceeding to determine remedies, which could include alterations to our products and services and our business models and operations."

"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"

"as of September 30, 2024, we had $86.8 billion of remaining performance obligations ('revenue backlog'), primarily related to Google Cloud"

"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"

"As of June 30, 2024, we had $78.8 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"

"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"

"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"

"The presiding judge will determine non-monetary remedies in 2024, and the range of potential remedies vary widely"

"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."

"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."

"In January 2023, we announced a reduction of our workforce...total employee severance and related charges recorded during the nine months ended September 30, 2023 were $2.1 billion, and exit charges for office space optimization were $649 million."