Earnings Edge

Earnings Edge

Put a Fork in Search? Alphabet $GOOG 2Q'25 Consensus Earnings Preview

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Consensus Media
Jul 23, 2025
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How quickly is Search going away, and along with it core advertising revenues? And does Gemini stand any chance of backfilling that meaningfully as LLMs race for user acquisition? Here are the Consensus metrics into this afternoon’s print:

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