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GOOGLEarnings2025-10-29
The CFO comments on the balance between customer demand and available cloud capacity going into next year.
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Anat Ashkenazi · Alphabet Investor Relations · Alphabet 2025 Q3 Earnings Call
“As I've mentioned on previous earnings calls, while we have been working hard to increase capacity and have improved the pace of server deployments and data center construction, we still expect to remain in a tight demand/supply environment in Q4 and 2026.”
Key terms
- tight demand/supply environment
- — A situation where customers want more of a product or service than the company can currently provide.
Educational summary of a public statement. Not investment advice.