Alphabet Inc. (NASDAQ: GOOGL) beats Q2-2026 earnings (29 July 2026, after market close) on adjusted Non-GAAP EPS consensus of approximately $2.65 per share (confirmed by Alphabet press release)
Pending
✦ AI-generated prediction
Published on 25. July 2026
·
Predicted for 29. July 2026
·
Based on: Historical Cycle
Alphabet is expected to report Q2 2026 on July 29 after market close (typical reporting cadence). The company has beaten EPS consensus in at least 8 of the last 8 quarters. The estimated consensus is approximately $2.65 (basis: Q2 2025 Non-GAAP EPS approx. $2.29; implied YoY growth ~16% driven by Google Cloud expansion +28% YoY in Q1 2026). No active Polymarket market for this event. Cassandra.news estimates a 72% probability based on historical beat rate and AI-driven cloud growth.
Data basis for this prediction
- Alphabet Earnings Kalender: Q2 2026 erwartet 29. Juli 2026 (Yahoo Finance, Stand 25.07.2026)
- Alphabet Q2 2025 Non-GAAP EPS ca. 2,29 USD — Basis für YoY-Wachstumsschätzung 2026
- Google Cloud Q1 2026 Umsatzwachstum YoY >28 % (Seeking Alpha / Alphabet IR)
- Alphabet historische EPS-Trefferquote: ≥8 konsekutive Beats (FactSet-Konsensvergleich)
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: Pending
This prediction is still open. It will be evaluated automatically against real-world sources after its due date.
💻 Technology
✦ AI
Nvidia reports Q2 FY2027 on August 26, 2026. Analyst consensus: Non-GAAP EPS ~$2.08 (range $2.07–$2.09). Data center revenue in Q1 was $75.2B; Q2 expected >$80B. Nvidia has beaten EPS estimates every quarter since 2023, often by wide margins. Hyperscaler capex remains at record highs: Alphabet at $205B for 2026, Meta and Amazon also at all-time highs. Polymarket assigns 72% probability to Nvidia as world's most valuable company through end of July. AI infrastructure demand (Blackwell Ultra, GB300) dominates the pipeline.
💻 Technology
✦ AI
Analyst consensus for AWS Q2 2026 revenue growth is ~33% YoY (TheStreet, TipRanks, July 2026), primarily driven by AI workloads via Amazon Bedrock (Anthropic partnership per SpaceX S-1: Anthropic leases 300 MW compute via AWS at $1.25bn/month through May 2029) and broad enterprise cloud migration. 45 of 46 surveyed analysts rate Amazon Buy. Exceeding 35% (vs. consensus 33%) would not be a shock but signals genuine AI monetisation acceleration. No Polymarket quote for this specific metric.
💻 Technology
✦ AI
Qualcomm reports fiscal Q3 FY2026 (April–June 2026) on July 29. The Zacks consensus is $2.22–$2.23 non-GAAP EPS, a -19.9% YoY decline on revenue consensus of $9.68B. The decline reflects handset weakness due to US tariffs. However, Qualcomm employs conservative guidance mechanics and has beaten EPS estimates in 8 of the last 10 quarters. Snapdragon demand stabilization via AI handsets may enable a guidance beat. Own calibration: 60%.