Alphabet (NASDAQ:GOOGL)
Alphabet (NASDAQ:GOOGL) on the public record today: 26 items across AI, Companies, Options, App charts, Bonds, Briefing, How fast revenue grew, IPO Watch…
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AI
- Alphabet Inc.: 2 officer or director departures filed with the SEC in 12 months — 8-K item 5.02, every role, in the 12 months to 7 Nov 2026 · one of the AI Trajectory page's inputs (SEC filings, 7 Nov 2026) GOOGL
- Which company has best AI model end of 2026: the betting crowd's favourite is Google at 64%, +11 points in a week — OpenAI leads Epoch's capabilities index, at 4% in this market · odds stored since 5 Jun 2026 · market ends 31 Dec 2026 · settles on the leaderboard its rules name (Polymarket, 7 Nov 2026) GOOGL
- Which company has the best AI model end of November: the betting crowd's favourite is Google at 76%, +6 points in a week — OpenAI leads Epoch's capabilities index, at 3% in this market · odds stored since 19 Sep 2026 · market ends 1 Dec 2026 · settles on the leaderboard its rules name (Polymarket, 7 Nov 2026) GOOGL
- Google (United States) is the latest institution on record for 151 of the 8,494 AI researchers the terminal tracks — latest employer on Wikidata, else the latest institution on their papers · people chosen by stated rules: field of work, awards, citations (OpenAlex and Wikidata, 8 Nov 2026) GOOGL
- APEX-Agents: the best model closes 82% of the room, up 78 points in 12 months — best score 82.4 by Gemini 4 Argon (Google), released 30 Sep 2026 · 4% a year earlier (Epoch AI Benchmarking Hub, 29 Sep 2026) GOOGL
- Google ranks #3 on the capabilities index, 2.6 points behind the leader: Gemini 4 Argon at 166.4 — United States · +21.7 points in 12 months · 12 models in 12 months (Epoch AI Capabilities Index, 29 Sep 2026) GOOGL
- Google: 14,763 H100-equivalents of AI supercomputers on record, 0 added in the year to Jul 2025 — 9 clusters it owns or trains on (a shared one counts for each company) · Epoch's record runs to Jul 2025 (Epoch AI Supercomputers, 21 Jul 2025) GOOGL
Companies
- Mobile operating systems: Android leads with 72.4% (Oct 2026), +3.1 points on Sep 2026 — #2 iOS 27.6% · #3 KaiOS 0.0% · share of page views, worldwide; 72.6% a year earlier (StatCounter Global Stats, 30 Oct 2026) GOOGL
- Web browsers: Chrome leads with 68.8% (Oct 2026), +2.4 points on Sep 2026 — #2 Safari 16.6% · #3 Edge 5.3% · share of page views, worldwide; 73.2% a year earlier (StatCounter Global Stats, 30 Oct 2026) GOOGL
- Google Cloud: 25 major listed companies on record as customers — 21 name it in their own annual report, 4 appear in Google Cloud's customer stories · Largest by revenue: Walmart Inc., Home Depot, Inc., Mercadolibre Inc, Lloyds Banking Group plc · Major: profitable, $10B+ revenue or… (SEC filings; Google Cloud customer stories, 13 Oct 2026) GOOGL
- US TV viewing time: YouTube leads with 15.8% (August 2026), +2.3 points on June 2026 — #2 Netflix 7.7% · #3 Paramount 2.3% · share of all US TV viewing (Nielsen The Gauge) (Nielsen The Gauge, 30 Aug 2026) GOOGL
- Alphabet Inc. is named as a competitor in 40 companies' annual reports — Named by APP, CHTR, CMCSA, CVNA, ECHO, ESTC, EVC, EXTR, FFIV, FOX and 30 more (SEC filings, 29 Jun 2026) GOOGL
- Alphabet: 13% of U.S. imports in its product categories came from China and Hong Kong in 2025 — 23% in 2024 · Largest source: Other Asia, nes 25% · Categories (the terminal's estimate of what it buys): servers & processing units, processors & ai chips, network equipment, smartphones (Census Bureau, 30 Dec 2025) GOOGL
Options
- GOOGL: negative gamma, price 5.3% below zero gamma — spot 284.68 · call wall 325.00 · put wall 280.00 · zero gamma 300.76 (NASDAQ, 6 Nov 2026) GOOGL
- GOOGL gamma conditions -4 of ±5: the kind that came with larger moves in this record — negative gamma · size-adjusted GEX at percentile 2 of its year · price 5.3% below zero gamma · implied volatility -19.3 pts against 20-day realised · after this reading the next session's median move, up or down, was… (U.S. options exchanges, 6 Nov 2026) GOOGL
App charts
- YouTube TV up 21 places to No. 21 on Apple App Store (Top free: Entertainment) — Alphabet (Google) (Apple App Store, 8 Nov 2026) GOOGL
Bonds
- GOOGL sold $6B of bonds — 7 tranches · coupons 3.70%-5.25% · due 2028-2045 · spread up to 167 bp over Treasuries (SEC filings, 1 Nov 2026) GOOGL
Briefing
- Big Tech money promised off the books: $3.82T — Stressed · 3.3× the $1.16T of debt they report · operating cash flow a year: $1.37T (2.8 years of it) · contracted backlog: $2.98T at the 33 that report it · largest: GOOGL $1.06T, META $817B, NVDA $442B · 53 companies… (SEC filings, 8 Nov 2026) GOOGL META NVDA
How fast revenue grew
- Alphabet (Google): 3 years from its first fiscal year above $1 billion to its first above $10 billion — +31% a year in the 3 years after its first $10 billion year · Fiscal years, read from the company's 10-Ks; growth after $10 billion separates a ramp that goes on from one that fades (SEC EDGAR (annual reports on Form 10-K; Anthropic's S-1/A), 30 Dec 2025) GOOGL
IPO Watch
- Alphabet: -$8.7B from revaluing its equity securities in Q3 2026, -33% of its net income — Gain (loss) on equity securities, net: -$8.7B against a net income of $26.5B · A revaluation lowers the reported result of one company and raises it at the other side of the contract; adjusted figures that leave it out… (SEC EDGAR (10-Q and S-1/A filings), 29 Sep 2026) GOOGL
Immigration
- Google LLC: 2,204 new H-1B approvals in FY2026, +110% on FY2025 — #2 employer by initial approvals · 3,959 continuing approvals (USCIS, 29 Sep 2026) GOOGL
Lobbying
- Google Client Services LLC spent $3.23M lobbying in Q3 2026, -10% on a year earlier — issues: CPT, LBR, CSP, SCI, TEC, ENG · $3.57M a year earlier (Lobbying Disclosure Act reports, 20 Oct 2026) GOOGL
Markets
- GOOGL: 84 trading patterns flagged in 20 sessions — Newest 6 Nov: Repeated breaks of a price level, then recovery, up. Flagged for review, not a finding about anyone. (Market behavior measured by the terminal, 5 Nov 2026) GOOGL
People & Money
- GOOGL is held by 60 of the 103 tracked 13F filers at 30 Jun, level with 1 other for the most of any security — Filers reporting a position in the security (shares or listed options) in the quarter; 55 a quarter earlier. Next: AMZN 60, NVDA 59, AVGO 56, META 56 (SEC Form 13F, 29 Jun 2026) GOOGL
Valuation
- GOOGL: P/E 14.9, near the bottom of its 10-year range — 10-year average 30.2 · range 14.6-72.0 · lower than 100% of the decade's days (NASDAQ · SEC filings, 7 Nov 2026) GOOGL
What the spending is buying
- Alphabet: capex was 89% of operating cash flow over the last four quarters to 2026 Q3, up from 51% a year earlier — Free cash flow after capex $19.7B · Capex up 105% and operating income up 27% on the four quarters before · Contracted backlog up 260% on a year earlier · Debt issued $111.8B over the same four quarters · Backlog is the… (SEC 10-Q and 10-K filings (cash flow statements), 29 Sep 2026) GOOGL
In the data tables
- The AI race: every major lab's best model, ranked by capability score (Epoch AI Capabilities Index)
- Big Tech's political money: who gave the most in the 2025–2026 cycle (FEC)