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Team Veye   January 13, 2026

Apple and Google enter a multi-year collaboration

Team Veye   January 13, 2026
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Apple and Google's new AI partnership powers Apple's smarter Siri with Gemini models, benefiting both by expanding reach across billions of iOS devices and boosting services growth. This strengthens GOOG and AAPL's market dominance.

Alphabet Inc. (NASDAQ: GOOG) 

has delivered a strong top line-item growth in the September 2025 quarter. Total revenue for the quarter grew by 16% year over year to reach $102.3B, supported by Google advertising revenues of $74.2B and expanding Google Cloud at $15.2B. 

An important development remains the expansion of AI capabilities via Gemini models which are now embedded across Search, YouTube and Cloud services as it enhances monetization and user engagement. 

Earnings have strengthened with operating income of $31.2B and net income of $35.0B that underscores high gross margins around 60% from the scalable ad and cloud platforms. Cash generation was strong with operating cash flow reaching $112.3B over the first nine months of 2025, funding $40.1B in share repurchases and dividends totalling $7.6B.  

Apple Inc. (NASDAQ: AAPL)

has delivered a strong full year results which ended in September 2025 as total revenue climbed by 6% to reach $416.2B. This was fueled by Services growth of 14% to $109.2B and steady iPhone sales at $209.6B. 

Key momentum came from Apple Intelligence AI features rolling out across iOS 26 which enhances Siri, on-device processing in iPhone 17 series and ecosystem lock-in via Services like App Store and iCloud.

Earnings shone as operating income reached $133.1B and net income to $112.0B, supporting gross margins near 47% that reflect the high-margin Services shift and supply chain efficiencies. 
Cash flow remained exceptional at $111.5B for the year, enabling $90.7B in share repurchases and $15.4B in dividends.

(Source: Company Reports)

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