GOOGL vs META: AI Stock Comparison
Alphabet Inc. vs Meta Platforms, Inc.: AI exposure, key metrics, next earnings dates, upcoming catalysts and risks — every number linked to its source.
Tie: both score 4/5 on AI exposure under our rubric; compare the catalysts and risks below. The score measures how directly each business is tied to AI, not which stock to buy.
⏱ Next catalyst: Both have a catalyst on Dec 8, 2026.
| AI exposure score | ⚡⚡⚡⚡⚡ 4/5 | ⚡⚡⚡⚡⚡ 4/5 |
|---|---|---|
| Shares outstanding | Not shown (multiple share classes or no recent cover-page figure) | Not shown (multiple share classes or no recent cover-page figure) |
| Category | Hyperscalers & platforms | Hyperscalers & platforms |
| Key metrics | 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 | Revenue (latest quarter) $64.60B 10-Q period ended 2026-09-30; +26% y/y · SEC filing Operating income $12.99B Same quarter; 20% operating margin · SEC filing Net income $9.86B Same quarter · SEC filing |
| Next earnings | Not yet announced / not on our calendar | Not yet announced / not on our calendar |
| Next catalyst | Dec 8, 2026 – Dec 13, 2026 NeurIPS 2026 (Atlanta; also Sydney & Paris) · source | Dec 8, 2026 – Dec 13, 2026 NeurIPS 2026 (Atlanta; also Sydney & Paris) · source |
| Upcoming catalysts | Dec 8, 2026 – Dec 13, 2026 NeurIPS 2026 (Atlanta; also Sydney & Paris) · source | Dec 8, 2026 – Dec 13, 2026 NeurIPS 2026 (Atlanta; also Sydney & Paris) · source |
| Most recent reported | 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. | Oct 21, 2026 Meta Platforms, Inc. reports quarterly results · source Q3 revenue $64.6B (+26% y/y); capex $34.9B in the quarter; 2026 capex guided to $135–145B. |
| Key risks |
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| AI angle | 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. | Meta uses AI for ad targeting and content ranking and is building frontier models and assistants. Its spending on AI data centers is among the largest of any company. |
| Full analysis: $GOOGL → | Full analysis: $META → |
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