GOOG — what changed in the latest 10-Q

Text added vs the prior filing · source: 10-Q · 2026-04-30

• have signed a limited number of agreements to supply Tensor Processing Units (TPU) hardware to customers who require or provide on-premises infrastructure for specialized, high-scale workloads. We expect to begin recognizing revenues from these agreements later in 2026, with the significant majority…

• Revenues from Other Bets are generated primarily from the sale of autonomous transportation services and internet services.

• Our cost structure has two components: cost of revenues and operating expenses. Our operating expenses include costs related to research and development, sales and marketing, and general and administrative functions. Certain of our costs and expenses, including those associated with the operation of…

• The main components of our research and development expenses are:

• •depreciation expense, primarily related to our technical infrastructure;

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• Revenues from Other Bets are generated primarily from the sale of autonomous transportation services, healthcare-related services, and internet services.

• Our cost structure has two components: cost of revenues and operating expenses. Our operating expenses include costs related to R&D, sales and marketing, and general and administrative functions. Certain of our costs and expenses, including those associated with the operation of our technical infras…

• •employee compensation expenses for engineering and technical employees responsible for R&D related to our existing and new products and services; and

• (1) See "Use of Non-GAAP Constant Currency Information" below for details relating to our use of constant currency information.

• (2) For additional information on the calculation of diluted EPS, see Note 12 of the Notes to Consolidated Financial Statements included in Item 1 of this Quarterly Report on Form 10-Q.

Text added vs the prior filing · source: 10-Q · 2026-04-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:

• •the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;

• •fluctuations in our revenues and margins and various factors contributing to such fluctuations;

• •our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;

• •our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;

Text added vs the prior filing · source: 10-Q · 2026-04-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:

• •the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;

• •fluctuations in our revenues and margins and various factors contributing to such fluctuations;

• •our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;

• •our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;

Text added vs the prior filing · source: 10-Q · 2026-04-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:

• •the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;

• •fluctuations in our revenues and margins and various factors contributing to such fluctuations;

• •our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;

• •our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;

Text added vs the prior filing · source: 10-Q · 2026-04-30

• Our operations and financial results are subject to various risks and uncertainties, including but not limited to those described in Part I, Item 1A, "Risk Factors" in our Annual Report on Form 10-K for the year ended December 31, 2025, which could harm our business, reputation, financial condition,…

• Below are material changes to our risk factors since our Annual Report on Form 10-K for the year ended December 31, 2025.

• Our increasing investment in new businesses, products, services, and technologies is inherently risky, and could divert management attention and harm our business, financial condition, and operating results.

• We have invested and expect to expand our investment in new businesses, products, services, and technologies in a wide range of industries beyond online advertising. The investments that we are making across our businesses — such as building AI-optimized infrastructure, including our custom TPUs, an…

• We have invested and expect to significantly expand our investment in property and equipment, including our technical infrastructure, and we expect these assets to benefit our business over their estimated useful lives. Changes in facts and circumstances such as changes to historical asset performan…

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:

• •the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;

• •fluctuations in our revenues and margins and various factors contributing to such fluctuations;

• •our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;

• •our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;

Text added vs the prior filing · source: 10-Q · 2026-04-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Forward-looking statements generally can be identified by words such as, but not limited to, "anticipates," "believes," "could," "estimates," "expects," …

Text removed vs the prior filing · source: 10-Q · 2025-10-30

• This Quarterly Report on Form 10-Q contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. These include, among other things, statements regarding:

• •the growth of our business and revenues and our expectations about the factors that influence our success and trends in our business;

• •fluctuations in our revenues and margins and various factors contributing to such fluctuations;

• •our expectation that the continuing shift to an online world as the digital economy evolves will continue to benefit our business;

• •our expectation that the revenues that we derive beyond advertising will continue to increase and may affect our margins;