Alphabet will release second-quarter financial results after the market closes on Tuesday, revealing the magnificent 7 earnings season. Here are 3 things that should be scrutinized:
First: the growth in Alphabet's spending and capital investment for AI. Google needs to show that AI is driving Google Cloud growth, that there are no share losses in Search as users start leaning more on AI chat, and that the new models being built are competitive.
Second: the company's guidance on adv sales growth in the second half year. Media investment firm GroupM raised its 2024 global advertising growth forecast to 7.8% in June, from 5.3% in December, primarily on account of better-than-expected spending in China and the United States.
Analysts also expect strong performance at YouTube, thanks in part to expanded monetization features in its TikTok-styled video offering, Shorts.
Third: Any progress in monetizing AI cloud services (that is, will customers pay up for the company's AI offerings). The company could provide updates on projects like its AI assistants, Gemini Live and Project Astra, which could help compete with OpenAI. It may offer insights into how AI Overview is affecting Google Search.
Google will infuse artificial intelligence into the U.S. broadcast of the Paris Olympics, allowing sports commentators to use AI to explain competitions.