Alphabet | 4Q 25 Analysis: $32 billion Wiz acquisition - Was it a bargain?

In this article, we take a look at Alphabet's latest quarterly results, which include slightly lower revenue but strong net profit growth. We'll also mention investments in artificial intelligence and infrastructure, including a $75 billion plan for 2025. Next, we'll look at Alphabet's landmark $32 billion acquisition of Israeli cybersecurity firm Wiz, and explore whether the deal represents a bargain for Alphabet in the competitive landscape of cloud and AI security services.

Shares of Alphabet fell as much as 9% after releasing fourth-quarter results (Feb. 4) that fell short of revenue expectations. The company announced plans to invest $75 billion in 2025 to support its artificial intelligence strategy.

How was the last quarter?

Revenue for the quarter came in at $96.47 billion, slightly less than analysts who had predicted $96.56 billion. Earnings per share came in at $2.15, which was $0.02 more than expectations.

YouTube ad revenue was $10.47 billion, beating the $10.23 billion…