Alphabet’s GOOGL expanding Pixel portfolio drives top-line growth, with Google subscriptions, platforms, and devices revenues at $11.2 billion in Q2 2025, up 20.3% YoY. New devices like Pixel 10 Pro Fold and Pixel Watch 4 feature advanced technology like Google Tensor G5 chip and domed Actua 360 display, expected to boost Google Services revenues.

GOOGL faces competition from Apple’s AAPL with growing Apple Intelligence adoption and Garmin’s GRMN Venu and vivoactive smartwatch series. Apple’s language updates and iPhone upgrades drive growth, while Garmin’s new fitness features and music-enabled smartwatches contribute to the global wearables market.

Alphabet’s stock performance shows a 9.7% YTD increase but trades at a premium compared to the sector. With a forward 12-month price/sales of 6.9X and a Value Score of C, Alphabet’s Zacks Consensus Estimate for 2025 earnings is $10 per share, indicating 24.4% growth from 2024’s figure.

Alphabet’s expanding Pixel portfolio is expected to boost demand for Google AI, driving Google Services revenues. The Zacks Consensus Estimate for third-quarter 2025 Google Services revenues is $84.51 billion, indicating 10.5% growth YoY. Alphabet currently carries a Zacks Rank #3 (Hold), with potential for further growth in the tech sector.

Read more at Nasdaq: Alphabet Expands Pixel Portfolio: Is it the Next Revenue Pillar?