Alphabet Inc. (NASDAQ: GOOGL) beats Q2-2026 earnings (29 July 2026, after market close) on adjusted Non-GAAP EPS consensus of approximately $2.65 per share (confirmed by Alphabet press release)
Partial Hit
✦ AI-generated prediction
Published on 25. July 2026
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Predicted for 29. July 2026
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Based on: Historical Cycle
Alphabet is expected to report Q2 2026 on July 29 after market close (typical reporting cadence). The company has beaten EPS consensus in at least 8 of the last 8 quarters. The estimated consensus is approximately $2.65 (basis: Q2 2025 Non-GAAP EPS approx. $2.29; implied YoY growth ~16% driven by Google Cloud expansion +28% YoY in Q1 2026). No active Polymarket market for this event. Cassandra.news estimates a 72% probability based on historical beat rate and AI-driven cloud growth.
Data basis for this prediction
- Alphabet Earnings Kalender: Q2 2026 erwartet 29. Juli 2026 (Yahoo Finance, Stand 25.07.2026)
- Alphabet Q2 2025 Non-GAAP EPS ca. 2,29 USD — Basis für YoY-Wachstumsschätzung 2026
- Google Cloud Q1 2026 Umsatzwachstum YoY >28 % (Seeking Alpha / Alphabet IR)
- Alphabet historische EPS-Trefferquote: ≥8 konsekutive Beats (FactSet-Konsensvergleich)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Partial Hit
Alphabet berichtete Q2 2026 (ca. 22. Juli 2026, nicht wie vorhergesagt am 29. Juli). Das bereinigte operative EPS (GAAP-EPS $9,11 minus $6,26 Effekt aus $99 Mrd. Wertpapiergewinnen von SpaceX/Anthropic) lag bei ~$2,85 – damit übertraf Alphabet den in der Vorhersage genannten Schwellenwert von $2,65. JEDOCH: Der tatsächliche Analystenkonsens zum Berichtszeitpunkt lag bei ~$2,89 (nicht $2,65), und das bereinigte EPS verfehlte diesen Konsens knapp (~$0,04 darunter). Das beendete die Streak von mindestens 8 aufeinanderfolgenden EPS-Beats. Die im Vorfeld zu konservativ angesetzte Konsensprognose von $2,65 wurde übertroffen, die eigentliche Prämisse der Vorhersage – Alphabet setzt seine Konsens-Beat-Serie fort – trat hingegen nicht ein. Quellen: Tickeron GOOGL Q2 2026 Earnings Recap (adjusted EPS $2.85, Konsens $2.89, verfehlt), SEC Exhibit 99.1 Q2 2026 (GAAP-Effekt der Eigenkapitalgewinne: +$6,26/Aktie), Beancount.io ($2,60–$2,75 normalisierte Schätzung), CNBC Q2 2026 Earnings Recap.
💻 Technology
✦ AI
The Nintendo Switch 2 launched on June 5, 2025, and by September 2026 had reportedly sold approximately 20–24 million units (industry sources noted it had already surpassed GameCube's lifetime sales of 21.74M). Successful Nintendo consoles typically sell an additional 5–8 million units in the holiday quarter (October–December). With a conservative Q4 of 5 million additional units (from a base of ~23–24 million), the 28-million mark is achievable. No Polymarket quote; Metaculus implies ~52% at this threshold.
💻 Technology
✦ AI
Apple follows its established chip refresh cycle: M4 MacBook Pro announced November 2024 — M5 refresh after 23–24 months in October/November 2026 fits the historical pattern exactly (M1→M2: ~17 months; M2→M3: ~16 months; M3→M4: ~14 months). An existing open Cassandra prediction already expects the iPad Pro with new Apple Silicon by October 31 — MacBook Pro updates typically accompany iPad refreshes at the same event slot. 9to5Mac and Bloomberg reported M5 MacBook Pro leaks for H2 2026. Main risk: Apple could defer MacBook Pro to November (as in 2024), making the October 31 deadline tight.
💻 Technology
✦ AI
Samsung announced Intelligent Eyewear for 'Fall 2026' at Galaxy Unpacked London (July 2026). On October 11, 2026, Samsung holds its first Asia Unpacked event in Malaysia — the most likely platform for the final announcement. Meta's Meta Connect (September 23) will showcase Ray-Ban smart glasses with a display, putting Samsung under competitive time pressure. The condition 'with a concrete market launch date' is stricter than merely naming the product. No Polymarket market; calibrated at 46% — Samsung hardware launches regularly slip, and a display-integrated product is technically more demanding than a simple smart frame.