Alphabet Is Diving Feet First Into AI Coding

Alphabet will be reporting Q2'25 earnings on July 23, 2025; I expect strong, margin-accretive revenue growth for Alphabet in Q2'25, forecasting $93.75B revenue and $2.25 EPS. AI compute capacity, Google Cloud margin expansion, and GenAI advertising are key growth drivers to keep an eye on in the Q2'25 earnings release. Alphabet is expanding its AI-generated coding capabilities through a $2.4b deal to bring in senior leadership from Windsurf and acquire licensing rights.