GOOGL vs TSLA: AI Stock Comparison

Alphabet Inc. vs Tesla, 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.
$GOOGL 🏆
Alphabet Inc.
Search, YouTube, Google Cloud and Gemini models.
$TSLA
Tesla, Inc.
EV and energy-storage maker betting on autonomy and robots.
AI exposure score⚡⚡⚡⚡⚡ 4/5⚡⚡⚡⚡⚡ 2/5
Shares outstandingNot shown (multiple share classes or no recent cover-page figure)3.95B
as of 2026-10-15 · 10-Q cover page · SEC filing
CategoryHyperscalers & platformsHyperscalers & 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) $28.05B
10-Q period ended 2026-09-30; -0% y/y · SEC filing
Gross margin 19.6%
Gross profit / revenue, same quarter · SEC filing
Operating income $718.0M
Same quarter; 3% operating margin · SEC filing
Next earningsNot yet announced / not on our calendarNot yet announced / not on our calendar
Next catalyst
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
Not yet announced / not on our calendar
Upcoming catalysts
Dec 8, 2026 – Dec 13, 2026
NeurIPS 2026 (Atlanta; also Sydney & Paris) · source
None tracked
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
Tesla, Inc. reports quarterly results · source
Autonomy/robotaxi and AI-compute commentary moves an AI-adjacent mega-cap. Revenue: $28.05B (-0% y/y), per 10-Q.
Key risks
  • “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
  • “Demand for our products and services may be impacted by the status of government and economic incentives supporting the development and adoption of such products.” — 10-K risk factor (filed 2026-01-29) · source
  • “Our information technology systems or data, or those of our service providers or customers or users could be subject to cyber-attacks or other security incidents, which could result in data…” — 10-K risk factor (filed 2026-01-29) · source
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.

Tesla's AI exposure is its self-driving software, robotaxi plans, Optimus robot and training compute; vehicle sales still drive most revenue.

Full analysis: $GOOGL →Full analysis: $TSLA →

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