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Google (GOOGL, MSFT, META) Earnings Call | Q3 2025 Breakdown

Name: Google (GOOGL, MSFT, META) Earnings Call | Q3 2025 Breakdown
Uploaded: 2025-10-29T19:28:50Z
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10/29/2025, 7:28:50 PM

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Economic Summary

The company is expanding agentic AI into shopping with a visual, conversational shopping mode and agentic checkout, aiming to improve conversion and merchant experiences; a PayPal (PYPL) partnership helps merchants build agentic commerce.
An open protocol for agent-to-agent transactions is being developed to enable seamless commerce between agents, potentially lowering friction and creating new revenue channels for merchants and platforms.
Waymo is expected to scale notably in 2026, and combining Gemini's multimodal capabilities with services like YouTube could materially enhance in-car user experiences and create new monetization opportunities for platform owners.

Bullish

Agentic AI makes shopping conversational and visual, boosting engagement.
PayPal partnership accelerates merchant adoption of agentic commerce.
Waymo scaling plus Gemini multimodal could improve in-car experiences in 2026.

Bearish

Merchant adoption of agentic checkout may be slow due to integration complexity.
Waymo commercialization timeline uncertain despite scaling plans for 2026.
In-car AI features risk privacy, regulatory, and user-acceptance hurdles.

Bullish tickers

PYPLWAYMOYOUTUBE

Bearish tickers

WAYMOPYPLYOUTUBE

PYPL

Bullish

Partnership places PayPal as a payments infrastructure provider for agentic transactions, potentially increasing transaction volumes.

Bearish

Merchant uptake could be limited and integration complexity may slow transaction growth from agentic commerce.

WAYMO

Bullish

Scaling in 2026 and integration with multimodal AI could improve in-car experiences and downstream monetization.

Bearish

Commercialization and scale-up risks; 2026 timeline may be optimistic or face operational hurdles.

YOUTUBE

Bullish

Integration with multimodal AI can boost in-car engagement and open new ad/service revenue streams.

Bearish

In-car monetization faces privacy, regulatory, and user-acceptance risks.

AOL

Bullish

Introduction of agentic checkout signals industry interest in agent-driven commerce experiences.

Bearish

New agentic checkout may not gain widespread merchant traction.

JPM

People mentioned

BrianDoug AnuthPhilip