Search, cloud, and digital advertising platform
Search, cloud, and advertising platform where AI investment, ad demand, cloud growth, and capital allocation drive results.
What changed
$GOOG filed five non-routine 8-Ks in the past 30 days, against a 90-day baseline median of one per 30 days. The cluster includes two material agreement 8-Ks (Jun 4 and Jun 5, 2026) and two leadership or governance 8-Ks (Jun 5 and Jun 11, 2026).
$GOOG filed four 8-Ks in the past 30 days versus a 90-day baseline median of 1 per 30 days, including two material agreement 8-Ks on Jun 4 and Jun 5, 2026, a leadership or governance 8-K on Jun 5, 2026, and an other event 8-K on May 21, 2026.
$GOOG filed five 8-Ks in the past 30 days against a 90-day baseline median of one per 30 days, including two material agreement 8-Ks on Jun 4 and Jun 5, 2026 alongside a leadership or governance 8-K on Jun 5, 2026.
Signal summary
Scores summarize filing, market, ownership, and exposure records for research prioritization.
Regulatory filing quality and event signal from SEC disclosures
Key inputs: Recent leadership disclosure · 3 filing: Form 4 insider transaction
Net insider buying/selling pattern and cluster activity
Key inputs: 4 insider transaction clusters · 20 Form 4 transactions
Directional signal from recent SEC event categorizations
Key inputs: 17 recent SEC filings · 6 fresh source updates
Delayed quote
Session timestamp: Jun 12, 2026, 3:01 PM
Showing the latest source-confirmed income statement values. The bar scale compares magnitude within this statement only; it is not a trend line and does not indicate positive or negative quality.
3 metrics · latest period Mar 31, 2026. 3 metrics include a prior-period comparison.
| Metric | Value | Period | Prior | Change |
|---|---|---|---|---|
| Revenue | 109.9B USD | Mar 31, 2026 | 402.84B USD | -292.94B USD (-72.7%) |
| Net income | 62.58B USD | Mar 31, 2026 | 132.17B USD | -69.59B USD (-52.7%) |
| Operating income | 39.7B USD | Mar 31, 2026 | 129.04B USD | -89.34B USD (-69.2%) |
Risk Factor Watch
Compared 10-K 2026-02-05 with 10-K 2025-02-05.
As the regulatory environment continues to evolve, we may continue to incur fines and we expect increased costs associated with compliance, modifications to our products and services, and limitations on our ability to pursue certain business practices.
• In 2025, we entered into definitive agreements to acquire Wiz, a leading cloud security platform, for $32.
Both acquisitions are expected to close in 2026, subject to customary closing conditions, including the receipt of regulatory approvals.
At the same time, we face increasing competition, including from other developers and providers of AI products and services, which may affect our revenues.
Provision for Income Taxes Provision for income taxes represents the estimated amount of federal, state, and foreign income taxes incurred in the US and the many jurisdictions in which we operate.
1 billion, primarily related to unrealized gains on our non-marketable equity securities.
Trends in Our Business and Financial Effect The following long-term trends have contributed to the results of our consolidated operations, and we anticipate that they will continue to affect our future results: • Users' behaviors and advertising continue to shift online as the digital economy evolves.
• Users continue to access our products and services using diverse devices and modalities, which allows for new advertising formats that may benefit our revenues but adversely affect our margins.
Additionally, as the market for a particular device type or modality matures, our advertising revenues may be affected.
For example, changing dynamics within the global smartphone market, such as increased market saturation in developed countries, can affect our mobile advertising revenues.
Source-extracted Item 1A comparison.
Form 4 context
Recent insider transaction activity
The 30, 90, and 365 day windows are measured backward from the newest Form 4 row loaded for this ticker. “Acquired” and “Disposed” are the Form 4 share-direction fields; they are not a Sawse conclusion about insider intent.
A cluster groups related Form 4 rows with the same transaction direction and code inside a weekly date window. Sawse flags a group as a cluster when it has multiple rows, multiple reporting owners, or at least 100,000 reported shares.
Cluster filter
Use clusters to inspect grouped Form 4 activity without scrolling through the full table.
Unclustered single rows remain in the table when All groups is selected.
20 transaction rows match the active filters; 12 rows are shown.
| Insider | Role | Group | Direction | Shares | Dollar value | Date |
|---|---|---|---|---|---|---|
| ARNOLD FRANCES | director | Single row | Disposed | 102 | $38.86K | May 29, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 37 | $14.5K | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 138 | $54.34K | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 134 | $52.64K | May 15, 2026 |
| GV 2019 GP, L.L.C.; GV 2019 GP, L.P.; GV 2019, L.P.; GV 2021 GP, L.L.C.; GV 2021 GP, L.P.; GV 2021, L.P.; Alphabet Inc. | 10% owner; 10% owner; 10% owner; 10% owner; 10% owner; 10% owner; 10% owner | Cluster 1 | Disposed | 45,410 | $1.06M | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 199 | $78.17K | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 134 | $52.58K | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 171 | $67.3K | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 90 | $35.44K | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 32 | $12.52K | May 15, 2026 |
| Hennessy John L. | director | Cluster 1 | Disposed | 31 | $12.26K | May 15, 2026 |
| GV 2019 GP, L.L.C.; GV 2019 GP, L.P.; GV 2019, L.P.; GV 2021 GP, L.L.C.; GV 2021 GP, L.P.; GV 2021, L.P.; Alphabet Inc. | 10% owner; 10% owner; 10% owner; 10% owner; 10% owner; 10% owner; 10% owner | Cluster 2 | Disposed | 87,475 | $0 | May 15, 2026 |
This is a partial 13F manager view, not a full shareholder register. Concentration percentages describe the manager positions currently loaded in this table. The shares-outstanding percentage divides each manager's reported shares by the latest public share-count record when available.
Loaded filings
Of loaded 13F shares
Only 8 loaded
Only 8 loaded
Position or value
Source: SEC 13F filings. 13F reports can arrive up to 45 days after quarter end and do not represent every shareholder. Position change is the reported share-count change versus the prior available filing. Value change is the reported market-value change and can move even when the share count is unchanged.
| Manager | Period | Shares | % Shares out. | Value | Movement |
|---|---|---|---|---|---|
| AQR Capital Management, LLCMarket value moved | Mar 2026 | 230.73K | 0.00% | $66.19B | Position+3.53KValue-$5.11B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 1.23K | 0.00% | $353.41M | Position-225.97KValue-$70.94B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 157 | 0.00% | $45.04M | Position-227.04KValue-$71.25B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 51.44K | 0.00% | $14.75B | Position-175.77KValue-$56.54B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 178 | 0.00% | $51.06M | Position-227.02KValue-$71.24B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 23.23K | 0.00% | $6.66B | Position-203.97KValue-$64.63B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 31.95K | 0.00% | $9.17B | Position-195.25KValue-$62.13B |
| AQR Capital Management, LLCPosition and value moved | Mar 2026 | 2.75K | 0.00% | $787.98M | Position-224.46KValue-$70.51B |
| Title | Type |
|---|---|
| Alphabet's Q3 2025 10-Q: the AI investment cycle meets a disclosure reckoning | Filing Summary |
| GOOG's 10-K carries a risk-factor rewrite that the headline revenue number obscures | Filing Summary |
| Google's Principal Accounting Officer Resigned on April 9, and the Replacement Has Not Been Named | Filing Summary |
| Alphabet's Q1 2026 10-Q: $109.9 billion in revenue and a risk-factor rewrite that tracks the AI stakes | Filing Summary |
| Alphabet drops a $70 billion buyback and a dividend raise on the same day | Filing Summary |
| Alphabet just raised $25.5 billion in a single day. The scale alone is the story. | Filing Summary |
| $GOOG 8-K cadence stepped up to 5 in 30 days | Observation |
| $GOOG 8-K cadence picked up to 4 in 30 days | Observation |
| $GOOG 8-K cadence picked up to five in 30 days | Observation |
| Ticker | Category | Latest revenue | Filing Risk0-100 | Insider Signal0-100 | Event Momentum0-100 |
|---|---|---|---|---|---|
| $GOOGAlphabet | Search, cloud, and digital advertising platform | 109.9B | 100 | 39 | 100 |
| $METAMeta Platforms | Digital advertising and social platform | 38.92B | 88 | 49 | 100 |
| $MSFTMicrosoft | Mega-cap software and cloud platform | 36.15B | 80 | 50 | 100 |
| $ORCLOracle | Enterprise software and cloud infrastructure | 57.4B | 96 | 50 | 100 |
Scores run 0-100: higher means a stronger signal for that dimension, not a buy/sell rating. Market cap, YTD return, and P/E appear when quote history and share-count data are complete.