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An earnings call is the quarterly session where a company's executives answer questions from Wall Street analysts and large investors.
Goldman Sachs has flagged four areas it expects Alphabet to cover on the company's next call, including artificial intelligence spending, competitive pressures around the Gemini product, digital advertising demand, and cost management.
AI spending and what investors get back The first area Goldman Sachs (GS) wants clarity on is capital expenditure, the money a company spends on infrastructure rather than day-to-day operations.
Goldman expects Alphabet (GOOGL) to speak to where that spending is heading, whether the company will need to raise external debt or issue new equity to fund it, and what investors can expect in return.
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