Free · no account · quoted from the filing

What changed in GOOGL's 10-Q

Source: 10-Q filed 2026-04-30 · compared against 10-Q 2025-10-30. Every passage below is quoted verbatim from the filing itself.

Revenue Backlog

This filing

In the first quarter of 2026, we elected to change our reporting of revenue backlog to now also include contracts with an original expected term of one year or less.

Acquisitions

This filing

Following the close of the acquisition, the financial results are included in our consolidated financial statements and are allocated to our segments.

Debt and Derivatives

This filing

Equity derivatives $0 $30,000

Profitability

This filing

Net income $34,540 $62,578

Non-marketable Securities

This filing

Non-marketable securities $68,687 $106,946

Divestiture

This filing

Pending Divestiture ... expected to close in late 2026.

Deferred Revenue

This filing

Total deferred revenue as of March 31, 2026 was $9.8 billion.

What it means — the analyst reading

The passages above are the company's own words. The plain-English reading of them — what changed, why it matters, and the direction of travel — is part of the Filing Change Monitor.

See the Filing Change Monitor →

Compared from narrative excerpts (outlook, risks, MD&A) of both filings — quotes are verbatim from the new filing. Not advice. Source: company SEC filings via stockportfolio.pro. Educational, not investment advice.