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Rankings/GOOGL/Q4 2022 Analysis

Alphabet

GOOGL
Q4 2022(GOOGL Q3 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$7.7B
AI Revenue (Q)
$345.5M
Total Revenue (Q)
$69.1B
Source: SEC EDGAR SEC Filing Filing
Browse SEC Filing filings on SEC.gov

Analysis

10-Q 2022-09-30. Google Cloud $6,868M. Ring 1 = legacy Cloud AI/ML services. Estimated ~6% of Cloud = ~$412M. ChatGPT launched Nov 2022 but no impact yet on this quarter.
Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix