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Wall Street Breakfast Podcast: Big Tech Delivers, Capex Jumps

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Corporate EarningsCompany FundamentalsCapital Returns (Dividends / Buybacks)

Alphabet delivered strong Q1 results, with revenue up 22% year over year to $109.9B, ahead of consensus and extending its streak to 11 consecutive quarters of double-digit growth. The company also raised its quarterly dividend 5% to $0.22 per share, reinforcing confidence in cash flow durability and shareholder returns.

Analysis

Alphabet delivered strong Q1 results, with revenue up 22% year over year to $109.9B, ahead of consensus and extending its streak to 11 consecutive quarters of double-digit growth. The company also raised its quarterly dividend 5% to $0.22 per share, reinforcing confidence in cash flow durability and shareholder returns.

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