Alphabet — FY2025 10-K Annual Report Filed
Original: Annual Report (10-K) — 2025-12-31
Summary
Alphabet filed its FY2025 annual report covering the year ended 2025-12-31, which typically details full-year revenue mix (Search, YouTube, Cloud), AI capex run-rate, segment margins, and updated risk factors around antitrust and AI competition. PMs should mine this for Google Cloud growth, TPU/AI infra spend guidance, and any disclosures bearing on semiconductor demand (custom silicon, HBM, foundry partners). Full filing body not analyzed; description inferred from form + item codes.
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