# Alphabet's cloud revenue is its 'single most linear' indicator of AI ROI

> Source: <https://ca.finance.yahoo.com/video/alphabets-cloud-revenue-is-its-single-most-linear-indicator-of-ai-roi-203845728.html>
> Published: 2026-07-22 20:38:45+00:00

Alphabet ([GOOG](https://finance.yahoo.com/quote/GOOG/), [GOOGL](https://finance.yahoo.com/quote/GOOGL/)) is out with its second quarter results, reporting revenue (excluding Traffic Acquisition Costs) of $103.62 billion and adjusted earnings of $9.11 per share. All segments of the Google-parent company's businesses — Search nearly came in line with estimates — outpaced Wall Street's revenue forecasts.

Roth Capital Partners managing director and senior research analyst Rohit Kulkarni comes on Market Domination Overtime to share his reaction to Alphabet's latest earnings release.