Investors are looking forward to Alphabet's earnings report scheduled for February 4, 2026. Analysts predict the company will showcase a 15% increase in fourth-quarter revenue compared to the previous year.
However, much of the attention will focus on the newly announced partnership between Apple and Google regarding Siri.
In January 2026, Apple revealed that it would be using Google's Gemini AI technology to revamp its Siri virtual assistant. This partnership is significant due to Apple's massive user base, which includes 2.5 billion active devices.
Analysts suggest that while Google may not gain specific consumer data from Apple, the partnership will still provide valuable insights into user queries. This information could be beneficial for training Google's AI models, according to Gil Luria, managing director at D.A. Davidson.
Reports indicate that Apple is planning to pay Google around $1 billion per year for this partnership. However, the specific terms of the deal have not been confirmed by either company.
The agreement is described as a multiyear collaboration that will utilize Google’s Gemini and cloud technology to support future Apple foundational models.
Apple CEO Tim Cook mentioned that the updated Siri will be personalized for users while ensuring that it does not access personal information like Gmail.
Cook expressed optimism about the innovative experiences that Gemini will bring to Apple users. A version of Siri powered by Gemini is expected to be available as soon as February 2026.
Analysts view Apple's decision to partner with Google over competitors like OpenAI as a strategic win for Google. They believe that this partnership alleviates concerns that Apple might collaborate with AI startups.
Previously, Apple had been working with OpenAI to integrate ChatGPT features into Siri. However, the new partnership with Google raises questions about the future of that collaboration.
The upcoming earnings call is set to be crucial for Alphabet as it addresses its shareholders for the first time since the announcement of the Siri-Gemini partnership.
Investors are eager to learn how this collaboration will impact Google's business moving forward, particularly in the realm of AI technology. As the tech landscape continues to evolve, the implications of this partnership between two giants will be closely monitored by analysts and investors alike.
