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Alphabet's Earnings Call Skips Key AI Partnership Details with Apple

2/5/2026

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Summary

Story summary

Alphabet did not address investor questions about its AI partnership with Apple during its fourth-quarter earnings call.
The partnership is part of Alphabet's growing focus on AI.
Historically, the Google-Apple relationship has been beneficial, with Google paying Apple $20 billion to be the default search engine on its devices.
The new AI deal is rumored to cost Apple $1 billion annually, though its benefits for Google remain unclear.
Alphabet's CEO described Apple as a "preferred cloud provider," but details about the partnership were largely overlooked.

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Story summary

Alphabet did not address investor questions about its AI partnership with Apple during its fourth-quarter earnings call.
The partnership is part of Alphabet's growing focus on AI.
Historically, the Google-Apple relationship has been beneficial, with Google paying Apple $20 billion to be the default search engine on its devices.
The new AI deal is rumored to cost Apple $1 billion annually, though its benefits for Google remain unclear.
Alphabet's CEO described Apple as a "preferred cloud provider," but details about the partnership were largely overlooked.