Entering the Agent-driven era! Google's market cap targets $5 trillion
Google Marketing Live
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Fellow investors, please note! Google will host two key events this week:
At 8 PM Beijing time on Tuesday, the Google I/O developer conference will showcase the latest advancements in its products and models, outlining the future technological roadmap;The Google Marketing Live event, starting at 8 PM Beijing time on Wednesday, will focus directly on advertising and commercialization, with Google presenting a crucial update on its AI commercialization progress to the market!
Prior to this, Google has already delivered an impressive earnings report that caught the market's attention.In the first quarter of 2026, the company’s total revenue reached $109.9 billion, with net profit surging 81% to $62.6 billion; advertising revenue grew steadily by 15.5%, with search business growth reaching 19%;Google Cloud’s quarterly revenue surpassed the $20 billion mark for the first time, skyrocketing 63% year-on-year, with operating margin increasing significantly from 17.8% to 32.9%, marking its AI cloud business officially entering a phase of scaled profitability.Strong financial performance drove the company's market cap to continue rising, breaking through $4.8 trillion as of May 15, leading global tech giants in year-to-date gains.
In the first quarter of 2026, the company’s total revenue reached $109.9 billion, with net profit surging 81% to $62.6 billion; advertising revenue grew steadily by 15.5%, with search business growth reaching 19%;Google Cloud’s quarterly revenue surpassed the $20 billion mark for the first time, skyrocketing 63% year-on-year, with operating margin increasing significantly from 17.8% to 32.9%, marking its AI cloud business officially entering a phase of scaled profitability.Strong financial performance drove the company's market cap to continue rising, breaking through $4.8 trillion as of May 15, leading global tech giants in year-to-date gains.Behind this round of market value reassessment lies a fundamental shift in how the market perceives Google —It is steadily transforming from a mature internet company into a complete closed-loop AI full-stack platform with 'computing power, large models, cloud infrastructure, search, content distribution, and subscription services.'
Additionally, 13F filings show,Berkshire$Berkshire Hathaway-A (BRK.A.US)$Significantly increased holdings in the past quarter$Alphabet-A (GOOGL.US)$Exceeding 36.4 million shares, a sharp increase of 204% quarter-over-quarter,Google has jumped to become its seventh-largest holding, sparking widespread discussion among investors.Google's Chief Business Officer Philipp Schindler had already clearly revealed on the earnings call,that its AI product Gemini will introduce advertising features in the future.This is not only a key step in Google's AI commercialization path, but also signifies that the monetization race for conversational AI has officially moved from the imagination stage to implementation. The market generally expects,this year’s Google Marketing Live may provide clearer guidance on the specific format, ad placement models, and timeline for Gemini advertisements.
If Google I/O answers 'where AI capabilities are headed,' then Google Marketing Live will answer 'how AI makes money.' The story of AI is transitioning from tech demos to actual monetization, and the long-anticipated AI monetization report card is awaited by the market—will it exceed expectations this time?Fellow investors, welcome to make an appointment to watch~
Fellow investors, welcome to make an appointment to watch~Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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