| 指标 | Q2 FY2025 | Q1 FY2025 | Q/Q | Q2 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $96,428M | $90,234M | +7% | $84,742M | +14% |
| 毛利率 Gross Margin (GAAP) | 59.5% | 59.7% | -0.2 ppt | 58.1% | +1.4 ppt |
| 毛利率 Gross Margin (Non-GAAP) | N/A | — | — | — | — |
| 研发费用 R&D | $13,808M | $13,556M | +2% | $11,860M | +16% |
| 销售及管理 SG&A | $7,101M | $9,711M | -27% | $9,950M | -29% |
| 折旧摊销 D&A | $4,998M | $4,487M | +11% | $3,708M | +35% |
| 股权激励 SBC | $5,998M | $5,516M | +9% | $5,908M | +2% |
| 营业利润 Operating Income (GAAP) | $31,271M | $30,606M | +2% | $27,425M | +14% |
| 利息费用 Interest Expense | $261M | $34M | +668% | $67M | +290% |
| 净利润 Net Income (GAAP) | $28,196M | $34,540M | -18% | $23,619M | +19% |
| 净利润 Net Income (Non-GAAP) | N/A | — | — | — | — |
| 指标 | Q2 FY2025 | Q1 FY2025 | Q/Q | Q2 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $2.31 | $2.81 | -18% | $1.89 | +22% |
| 每股收益 EPS (Non-GAAP) | N/A | — | — | — | — |
| 稀释股数 Diluted Shares | 12,198M | 12,291M | -1% | 12,495M | -2% |
| 实际税率 Effective Tax Rate | 16.9% | 17.3% | -0.4 ppt | 14.3% | +2.6 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Google Search & other | $54,190M | 56.2% | +7% | +12% |
| YouTube ads | $9,796M | 10.2% | +10% | +13% |
| Google Network | $7,354M | 7.6% | +1% | -1% |
| Google subscriptions, platforms, and devices | $11,203M | 11.6% | — | — |
| Google Cloud | $13,624M | 14.1% | +11% | +32% |
| Other Bets | $373M | 0.4% | -17% | +2% |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| United States | $46,063M | 47.8% | +5% | +12% |
| EMEA | $28,262M | 29.3% | +9% | +14% |
| APAC | $16,480M | 17.1% | +11% | +19% |
| Other Americas | $5,735M | 5.9% | +10% | +16% |
本季度数据
| 指标 | Q2 FY2025 | Q1 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"我们度过了一个出色的季度,公司各业务全面强劲增长。我们在AI前沿保持领先,并以惊人的速度推出新功能。AI正在积极影响业务的每个部分,驱动强劲势头。搜索实现了两位数收入增长,我们的新功能如AI Overviews和AI Mode表现良好。YouTube和订阅服务也持续表现强劲。云业务在收入、积压订单和盈利能力方面都实现了强劲增长,年化收入现已超过500亿美元。随着对云产品和服务需求的强劲增长,我们将2025年的资本支出投资提高到约850亿美元,对未来的机遇充满期待。" — Sundar Pichai, Alphabet Inc.
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| Google Services营业利润 | $33.1B | Google Services营业利润同比增长11.4%至330.63亿美元 |
| Google Cloud营业利润 | $2.83B | Google Cloud营业利润同比增长141.1%至28.26亿美元,营业利润率达20.7% |
| 季度TAC增长率 | +9.8% | 流量获取成本(TAC)从133.87亿美元增长至147.05亿美元,同比增长9.8% |
| 员工总数 | 187,103 | 截至2025年6月30日员工总数为187,103人,较去年同期增长4.2% |
| 长期债务 | $23.6B | 2025年5月发行125亿美元固定利率高级无担保票据,长期债务从108.83亿美元增至236.07亿美元 |
| 股票回购金额 | $13.6B | Q2 2025回购136.38亿美元股票,上半年累计回购287.06亿美元 |
| 股息支付 | $25.43/股 | Q2 2025支付股息25.43亿美元,上半年累计支付49.77亿美元 |