{"id":830140,"date":"2025-07-24T04:49:29","date_gmt":"2025-07-23T20:49:29","guid":{"rendered":"https:\/\/ztylezman.com\/?p=830140"},"modified":"2025-07-24T04:49:29","modified_gmt":"2025-07-23T20:49:29","slug":"google-surprises-with-2025-earnings","status":"publish","type":"post","link":"https:\/\/ztylezman.com\/ja\/markets-ja\/google-surprises-with-2025-earnings\/","title":{"rendered":"Google\u30012025\u5e74\u306e\u6c7a\u7b97\u767a\u8868\u3067\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u6210\u9577\u3092\u793a\u3059"},"content":{"rendered":"<p class=\"wp-block-paragraph\">2025\u5e745\u670820\u65e5\u306b\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u30de\u30a6\u30f3\u30c6\u30f3\u30d3\u30e5\u30fc\u3067\u958b\u50ac\u3055\u308c\u305fGoogle\u306e\u5e74\u6b21I\/O\u958b\u767a\u8005\u4f1a\u8b70\u3067\u3001CEO\u306eSundar 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class=\"wp-block-paragraph\">Alphabet\u306f2025\u5e74\u306bAI\u3078\u306e\u6295\u8cc7\u3092\u5f53\u521d\u306e\u4e88\u60f3\u3088\u308a\u3082\u5897\u3084\u3059\u3053\u3068\u3092\u6c7a\u5b9a\u3057\u307e\u3057\u305f\u3002\u4eca\u5e742\u6708\u3001\u540c\u793e\u306fAI\u6226\u7565\u306e\u62e1\u5927\u306b\u5411\u3051\u3066750\u5104\u30c9\u30eb\u306e\u8cc7\u672c\u652f\u51fa\u3092\u8a08\u753b\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u5f8c\u3001\u3053\u306e\u984d\u3092850\u5104\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u3001\u30af\u30e9\u30a6\u30c9\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u306b\u5bfe\u3059\u308b\u5f37\u3044\u9700\u8981\u3092\u7406\u7531\u306b\u6319\u3052\u3066\u3044\u307e\u3059\u3002<\/p>\n<p class=\"wp-block-paragraph\">AI\u7af6\u4e89\u304c\u6fc0\u5316\u3057\u3066\u3044\u308b\u4e2d\u3067\u3082\u3001Alphabet\u306e\u691c\u7d22\u304a\u3088\u3073\u5e83\u544a\u90e8\u9580\u306f\u7b2c\u4e8c\u56db\u534a\u671f\u3067\u6210\u9577\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u691c\u7d22\u90e8\u9580\u306f\u3053\u306e\u56db\u534a\u671f\u306b541.9\u5104\u30c9\u30eb\u306e\u53ce\u76ca\u3092\u4e0a\u3052\u3001\u5e83\u544a\u53ce\u76ca\u306f\u524d\u5e74\u306e646.1\u5104\u30c9\u30eb\u304b\u3089\u7d0410.4%\u5897\u306e713.4\u5104\u30c9\u30eb\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p>\n<p 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class=\"wp-block-paragraph\">\u307e\u305f\u3001AI\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u3092\u642d\u8f09\u3057\u305fGemini\u30a2\u30d7\u30ea\u306f\u3001\u6708\u95934.5\u5104\u4eba\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u3092\u6301\u3064\u3068Pichai\u6c0f\u306f\u5831\u544a\u3057\u307e\u3057\u305f\u3002<\/p>\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u901f\u5831\u3067\u3059\u3002\u6700\u65b0\u60c5\u5831\u3092\u968f\u6642\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>2025\u5e745\u670820\u65e5\u3001Google\u306eCEO\u3001Sundar Pichai\u304c\u5e74\u6b21I\/O\u958b\u767a\u8005\u4f1a\u8b70\u3067\u624b\u3092\u632f\u308b\u59ff\u304c\u5831\u3058\u3089\u308c\u307e\u3057\u305f\u3002Alphabet\u306f\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u6c7a\u7b97\u3092\u767a\u8868\u3057\u30012025\u5e74\u306e\u8cc7\u672c\u6295\u8cc7\u3092100\u5104\u30c9\u30eb\u5897\u984d\u3059\u308b\u3068\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p>\n","protected":false},"author":1,"featured_media":830143,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"footnotes":""},"categories":[5005],"tags":[],"class_list":["post-830140","post","type-post","status-publish","format-standard","has-post-thumbnail","category-markets-ja"],"raw_content":"<!-- wp:paragraph --><p>2025\u5e745\u670820\u65e5\u306b\u30ab\u30ea\u30d5\u30a9\u30eb\u30cb\u30a2\u5dde\u30de\u30a6\u30f3\u30c6\u30f3\u30d3\u30e5\u30fc\u3067\u958b\u50ac\u3055\u308c\u305fGoogle\u306e\u5e74\u6b21I\/O\u958b\u767a\u8005\u4f1a\u8b70\u3067\u3001CEO\u306eSundar Pichai\u304c\u89b3\u8846\u306b\u624b\u3092\u632f\u308b\u69d8\u5b50\u304c\u5831\u3058\u3089\u308c\u307e\u3057\u305f\u3002Alphabet\u306f\u3001\u6c34\u66dc\u65e5\u306b\u767a\u8868\u3057\u305f\u7b2c\u4e8c\u56db\u534a\u671f\u306e\u6c7a\u7b97\u7d50\u679c\u304c\u4e88\u60f3\u3092\u4e0a\u56de\u308b\u53ce\u76ca\u3068\u5229\u76ca\u3092\u793a\u3057\u30012025\u5e74\u306b\u304a\u3051\u308b\u8cc7\u672c\u6295\u8cc7\u3092100\u5104\u30c9\u30eb\u5897\u984d\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u4eca\u5f8c\u3001\u3053\u306e\u4f1a\u793e\u306e\u682a\u5f0f\u306f\u6642\u9593\u5916\u53d6\u5f15\u3067\u82e5\u5e72\u4e0a\u6607\u3059\u308b\u7d50\u679c\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u4ee5\u4e0b\u306f\u3001\u30a2\u30ca\u30ea\u30b9\u30c8\u306e\u4e88\u60f3\u3068\u6bd4\u8f03\u3057\u305f\u4f1a\u793e\u306e\u696d\u7e3e\u3067\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>&#8211; \u53ce\u76ca\uff1a964.3\u5104\u30c9\u30eb\uff08\u4e88\u60f3\uff1a940\u5104\u30c9\u30eb\uff09<br \/>\n&#8211; 1\u682a\u5f53\u305f\u308a\u5229\u76ca\uff1a2.31\u30c9\u30eb\uff08\u4e88\u60f3\uff1a2.18\u30c9\u30eb\uff09<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u30a6\u30a9\u30fc\u30eb\u8857\u306f\u3001\u5831\u544a\u66f8\u306e\u4e2d\u3067\u3044\u304f\u3064\u304b\u306e\u4ed6\u306e\u6570\u5b57\u306b\u3082\u6ce8\u76ee\u3057\u3066\u3044\u307e\u3059\u3002<br \/>\n&#8211; YouTube\u5e83\u544a\u53ce\u76ca\uff1a98\u5104\u30c9\u30eb\uff08\u4e88\u60f3\uff1a95.6\u5104\u30c9\u30eb\uff09<br \/>\n&#8211; Google Cloud\u53ce\u76ca\uff1a136.2\u5104\u30c9\u30eb\uff08\u4e88\u60f3\uff1a131.1\u5104\u30c9\u30eb\uff09<br \/>\n&#8211; \u30c8\u30e9\u30d5\u30a3\u30c3\u30af\u7372\u5f97\u30b3\u30b9\u30c8\uff08TAC\uff09\uff1a147.1\u5104\u30c9\u30eb\uff08\u4e88\u60f3\uff1a141.8\u5104\u30c9\u30eb\uff09<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u5168\u4f53\u306e\u53ce\u76ca\u306f\u524d\u5e74\u540c\u671f\u6bd4\u306714%\u5897\u52a0\u3057\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u60f3\u3067\u3042\u308b10.9%\u3092\u4e0a\u56de\u308a\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Alphabet\u306f2025\u5e74\u306bAI\u3078\u306e\u6295\u8cc7\u3092\u5f53\u521d\u306e\u4e88\u60f3\u3088\u308a\u3082\u5897\u3084\u3059\u3053\u3068\u3092\u6c7a\u5b9a\u3057\u307e\u3057\u305f\u3002\u4eca\u5e742\u6708\u3001\u540c\u793e\u306fAI\u6226\u7565\u306e\u62e1\u5927\u306b\u5411\u3051\u3066750\u5104\u30c9\u30eb\u306e\u8cc7\u672c\u652f\u51fa\u3092\u8a08\u753b\u3059\u308b\u3053\u3068\u3092\u767a\u8868\u3057\u307e\u3057\u305f\u304c\u3001\u305d\u306e\u5f8c\u3001\u3053\u306e\u984d\u3092850\u5104\u30c9\u30eb\u306b\u5f15\u304d\u4e0a\u3052\u3001\u30af\u30e9\u30a6\u30c9\u88fd\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u306b\u5bfe\u3059\u308b\u5f37\u3044\u9700\u8981\u3092\u7406\u7531\u306b\u6319\u3052\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>AI\u7af6\u4e89\u304c\u6fc0\u5316\u3057\u3066\u3044\u308b\u4e2d\u3067\u3082\u3001Alphabet\u306e\u691c\u7d22\u304a\u3088\u3073\u5e83\u544a\u90e8\u9580\u306f\u7b2c\u4e8c\u56db\u534a\u671f\u3067\u6210\u9577\u3092\u793a\u3057\u307e\u3057\u305f\u3002\u691c\u7d22\u90e8\u9580\u306f\u3053\u306e\u56db\u534a\u671f\u306b541.9\u5104\u30c9\u30eb\u306e\u53ce\u76ca\u3092\u4e0a\u3052\u3001\u5e83\u544a\u53ce\u76ca\u306f\u524d\u5e74\u306e646.1\u5104\u30c9\u30eb\u304b\u3089\u7d0410.4%\u5897\u306e713.4\u5104\u30c9\u30eb\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u540c\u793e\u306e\u30af\u30e9\u30a6\u30c9\u30b3\u30f3\u30d4\u30e5\u30fc\u30c6\u30a3\u30f3\u30b0\u4e8b\u696d\u306f136.2\u5104\u30c9\u30eb\u306e\u53ce\u76ca\u3092\u8a08\u4e0a\u3057\u3001\u524d\u5e74\u304b\u308931%\u306e\u5897\u52a0\u3092\u9054\u6210\u3057\u307e\u3057\u305f\u3002YouTube\u5e83\u544a\u53ce\u76ca\u308298\u5104\u30c9\u30eb\u3067\u3001\u30a6\u30a9\u30fc\u30eb\u8857\u306e\u4e88\u60f3\u3092\u4e0a\u56de\u3063\u3066\u3044\u307e\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>Alphabet\u306e\u7d14\u5229\u76ca\u306f282.0\u5104\u30c9\u30eb\u306b\u9054\u3057\u3001\u524d\u5e74\u540c\u671f\u6bd4\u3067\u307b\u307c20%\u306e\u5897\u52a0\u3092\u8a18\u9332\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u540c\u793e\u306e\u300cOther Bets\u300d\u90e8\u9580\u306b\u306f\u81ea\u52d5\u904b\u8ee2\u8eca\u90e8\u9580Waymo\u3084\u30e9\u30a4\u30d5\u30b5\u30a4\u30a8\u30f3\u30b9\u90e8\u9580Verily\u304c\u542b\u307e\u308c\u3001\u5e74\u9593\u3067365\u767e\u4e07\u30c9\u30eb\u304b\u3089373\u767e\u4e07\u30c9\u30eb\u306b\u5897\u52a0\u3057\u307e\u3057\u305f\u304c\u3001\u640d\u5931\u306f\u524d\u5e74\u306e113\u767e\u4e07\u30c9\u30eb\u304b\u3089125\u767e\u4e07\u30c9\u30eb\u306b\u60aa\u5316\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>AI Overviews\u3068\u3044\u3046Google\u306eAI\u691c\u7d22\u88fd\u54c1\u306f\u3001\u73fe\u5728200\u30ab\u56fd\u4ee5\u4e0a\u3067\u6708\u959320\u5104\u4eba\u4ee5\u4e0a\u306e\u30e6\u30fc\u30b6\u30fc\u3092\u62b1\u3048\u3066\u3044\u308b\u3068Sundar Pichai\u6c0f\u306f\u6c34\u66dc\u65e5\u306e\u6c7a\u7b97\u8aac\u660e\u4f1a\u3067\u8ff0\u3079\u307e\u3057\u305f\u3002\u3053\u308c\u306f\u524d\u56db\u534a\u671f\u306e15\u5104\u4eba\u304b\u3089\u306e\u5897\u52a0\u3067\u3059\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u307e\u305f\u3001AI\u30c1\u30e3\u30c3\u30c8\u30dc\u30c3\u30c8\u3092\u642d\u8f09\u3057\u305fGemini\u30a2\u30d7\u30ea\u306f\u3001\u6708\u95934.5\u5104\u4eba\u306e\u30a2\u30af\u30c6\u30a3\u30d6\u30e6\u30fc\u30b6\u30fc\u3092\u6301\u3064\u3068Pichai\u6c0f\u306f\u5831\u544a\u3057\u307e\u3057\u305f\u3002<\/p><!-- \/wp:paragraph -->\n<!-- wp:paragraph --><p>\u3053\u306e\u30cb\u30e5\u30fc\u30b9\u306f\u901f\u5831\u3067\u3059\u3002\u6700\u65b0\u60c5\u5831\u3092\u968f\u6642\u78ba\u8a8d\u3057\u3066\u304f\u3060\u3055\u3044\u3002<\/p><!-- \/wp:paragraph 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