AAPL vs GOOGL: AI Stock Comparison

Apple Inc. vs Alphabet Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.

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$GOOGL scores higher on AI exposure (4/5 vs 2/5) under our published rubric. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Not enough tracked catalysts to compare.
$AAPL
Apple Inc.
iPhone maker adding Apple Intelligence features.
$GOOGL 🏆
Alphabet Inc.
Search, YouTube, Google Cloud and Gemini models.
AI exposure score⚡⚡⚡⚡⚡ 2/5⚡⚡⚡⚡⚡ 4/5
Shares outstanding14.53B
as of 2026-10-23 · 10-K cover page · SEC filing
Not shown (multiple share classes or no recent cover-page figure)
CategoryHyperscalers & platformsHyperscalers & platforms
Key metrics
Revenue (latest fiscal year) $478.83B
10-K period ended 2026-09-26; +15% y/y · SEC filing
Gross margin 48.8%
Gross profit / revenue, same fiscal year · SEC filing
Operating income $158.06B
Same fiscal year; 33% operating margin · SEC filing
Revenue (latest quarter) $127.58B
10-Q period ended 2026-09-30; +25% y/y · SEC filing
Operating income $40.58B
Same quarter; 32% operating margin · SEC filing
Net income $26.47B
Same quarter · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalystNot yet announced / not on our calendar
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Upcoming catalystsNone tracked
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Most recent reported
Nov 2, 2026
Apple Inc. reports quarterly results · source
Apple Intelligence rollout and on-device AI commentary. Revenue (fiscal year): $478.83B (+15% y/y), per 10-K.
Oct 28, 2026
Google announces Gemini 4 Carbon frontier model · source
Google's strongest model, launched first to cyber defenders; keeps Alphabet in the frontier-model race.
Key risks
  • “Issues related to artificial intelligence may result in reputational, competitive and financial harm to the Company, regulatory action, legal liability, and other adverse effects to the…” — 10-K risk factor (filed 2026-11-03) · source
  • “Global markets for the Company’s products and services are highly competitive and subject to rapid technological change, and the Company may be unable to compete effectively in these…” — 10-K risk factor (filed 2026-11-03) · source
  • “We face intense competition. If we do not continue to innovate and provide products and services that are useful to users, customers, and other partners, we may not remain competitive…” — 10-K risk factor (filed 2026-02-05) · source
  • “Issues in the development and use of AI may result in reputational harm and increased liability exposure.” — 10-K risk factor (filed 2026-02-05) · source
AI angle

Apple's AI angle is on-device and private-cloud AI features that may drive device upgrades; AI is not yet a separately reported revenue line.

Alphabet builds frontier Gemini models and TPU chips and sells AI through Google Cloud, while AI search changes are both an opportunity and a risk for its ad business.

Full analysis: $AAPL →Full analysis: $GOOGL →

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Deep dives: AAPL next earnings & catalysts · GOOGL next earnings & catalysts · AI earnings this week