3 big things to look out for in Google's Q4 earnings (www.businessinsider.com)

Google is set to report its Q4 earnings, and key interests will revolve around its AI spending, cloud business performance, and a significant partnership with Apple regarding the Gemini AI models for Siri. As Google has experienced remarkable growth driven by its AI models in 2025, investors are keen to see if this success continues, especially given increasing competition from rivals like OpenAI that may be eroding Google’s dominance in search advertising. Analysts predict an uptick in query volume, with Bernstein noting a growth in paid clicks, suggesting that Google's core business remains robust. Additionally, Google's cloud segment is gaining traction, with a reported 34% increase in new customers year-over-year, driven by AI-related deals and advancements in its AI infrastructure, notably through its Tensor Processing Units (TPUs). The substantial agreement with Anthropic for computational resources is expected to bolster Google Cloud's growth, while the partnership with Apple raises questions about data sharing and resource utilization. Overall, investors will be scrutinizing these developments during the earnings call for a deeper understanding of Google's strategic direction in an increasingly competitive AI landscape.