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💻 Technology · Next Month

Alphabet Inc. (NASDAQ: GOOGL) Reports Q3 FY2026 Google Cloud Revenue Above $17.0 Billion (Expected ~October 28, 2026; Confirmed by Alphabet IR or Bloomberg by October 29, 2026)

Hit ✦ AI-generated prediction Published on 14. September 2026 · Predicted for 28. October 2026 · Based on: Statistical Pattern
Probability
72%

Google Cloud posted ~$11.35B in Q3 2024 and grew 25–30% per year through H1 2025 (+28–29%). This yields an estimated Q3 2025 base of ~$14.3–14.6B and a Q3 2026 analyst consensus range of ~$17–19B. The $17.0B threshold requires only ~16–19% YoY growth versus Q3 2025 — well below the historical trend. Alphabet has no standalone revenue forecast in the platform's open predictions. No cloud market analyst forecasts Q3 2026 below this level. Note: this is a pure event forecast, not an investment recommendation.

Data basis for this prediction
  • Google Cloud Revenue Q3 2024: ~11,35 Mrd. USD (Alphabet Q3 2024 Earnings Report, Alphabet Investor Relations)
  • Google Cloud Wachstumsrate H1 2025: +28–30 % y/y (Bloomberg / Alphabet Quartalsergebnisse 2025)
  • Analyst-Konsens Google Cloud Q3 2026: ~17–19 Mrd. USD (Wall Street Research via Bloomberg, Sep. 2026)

Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.

Verdict: Hit
Die Vorhersage ist klar eingetreten – und wurde massiv übertroffen. Alphabet meldete am 28. Oktober 2026 (Q3 FY2026, Juli–September 2026) einen Google Cloud-Umsatz von 30,7 Mrd. USD, was einem Wachstum von ~103 % gegenüber Q3 2025 entspricht. Die prognostizierte Schwelle von 17,0 Mrd. USD wurde um fast 81 % überschritten. Treiber waren starkes Wachstum bei Enterprise-AI-Infrastruktur, Enterprise-AI-Lösungen, Core-GCP-Services sowie signifikante Umsätze durch TPU-Systemverkäufe. Quellen: SEC Form 8-K Q3 2026 (googexhibit991q32026.htm via SEC EDGAR), MarketBeat Earnings Report 2026-10-28, Yahoo Finance Q3 2026 Earnings Call Highlights.
Related Predictions
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Palantir Technologies Inc. (NYSE: PLTR) closes above $185.00 per share on at least one trading day in November 2026 — confirmed by Nasdaq or Bloomberg by December 1, 2026

PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.

42%
Next Month · Predicted for 30. Nov 2026
💻 Technology ✦ AI

Cerebras Systems (NASDAQ: CBRS) closes below $100.00 per share on November 10, 2026 (confirmed by Nasdaq or Bloomberg by November 11, 2026)

CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.

62%
Next Week · Predicted for 10. Nov 2026
💻 Technology ✦ AI

ARM Holdings plc (NASDAQ: ARM) beats Q2-FY2027 EPS consensus of $0.47 per share — earnings report November 4, 2026 after market close (confirmed by ARM Holdings Investor Relations or Bloomberg by November 5, 2026, 10:00 AM ET)

ARM Holdings reports Q2 FY2027 (July–September 2026) on November 4 after market close. EPS consensus: $0.47; revenue consensus ~$1.38B (Theta Research, Oct 29). ARM is the dominant CPU IP licensor for AI servers (Neoverse), smartphones (Apple A-series, Qualcomm), and edge devices — all three segments scaling strongly in 2026. ARM has beaten EPS consensus in each of the last four quarters, driven by AI infrastructure capex. No direct Polymarket contract; analogue: S&P 500 Q3 2026 beat rate ~71%. Key risks: export control escalation (UK/US vs. China), hyperscaler capex delays, or HBM4 demand plateau.

68%
Next Week · Predicted for 4. Nov 2026