This article first appeared on GuruFocus.
Alphabet Inc. (GOOG, Financials) is set to report earnings after the bell, and investors are zeroing in on artificial intelligence as the main theme. Market watchers expect the company’s update to showcase progress in its Gemini AI platform and other emerging technologies.
According to prediction market platform Kalshi, there’s a 99% chance executives will discuss Gemini 3, followed by Ironwood at 85% and YouTube Shorts at 75%. Other areas likely to appear include Nano Banana, Wiz, and quantum computing all part of Google’s expanding AI ecosystem.
The strong AI focus reflects Alphabet’s strategic shift from its legacy ad business toward next-generation technologies spanning search, cloud, and enterprise software. Analysts say investors want clarity on how quickly these efforts are translating into revenue.
On the other hand, search advertising and regulatory threats are projected to be less important, with less than a 50% chance of being mentioned.
Microsoft, OpenAI, and Anthropic are all getting more competitive, and today’s call might decide if Google can stay ahead in the AI battle.
