Google's parent — search, advertising, YouTube, Android, and Google Cloud; builds its own AI models (Gemini) and AI chips (TPUs).
| Indicator | Score | Band |
|---|---|---|
| Depreciation Integrity | 65 | AMBER–RED (~62–68) |
| Capex-vs-Demand Gap | 81 | RED (~78–85) |
| Insider-Selling Intensity | 23 | GREEN (~18–28) |
| Financing Opacity / Circular Leverage | 60 | AMBER–RED (~55–65) |
| Energy & Diminishing Returns | 50 | AMBER (~45–55) |
| Organic End-User Demand / Cloud RPO | 60 | AMBER–RED (~55–65) |
Q. Google extended server useful lives to 6 years in January 2023, adding $3.9B to 2023 net income. Now with $91.4B in 2025 capex, what is the annual ongoing benefit of that policy, and what would it cost Alphabet to match Amazon's 5-year schedule?
A. The $3.9B was the FY2023 impact based on the then-existing asset base. As accumulated server PP&E grows with $91.4B annual capex, the ongoing benefit of 6-yr vs. 5-yr life is proportionally larger. The exact current number is NOT SOURCED (requires the net server/network PP&E balance as a sub-line, which Alphabet does not separately file). The general principle: 1 additional year of asset life on a
EVIDENCE: filed · scores from the engine · I5/I6 carry a score with no underlying instrument — stated where drilled.
AWAITING LIVE SERIES · wires from /api/prices · held state stands if the wire fails
SEC XBRL companyfacts · every row carries its accession · 8 quarters · refreshes off the 8-K 2.02 earnings event
2026-07-22 · ·
Watching: Depreciation integrity, Capex vs demand, Circular financing, Organic demand before the print.
Score 23.0/100 from the engine.
Discretionary (no-plan) selling on the recent record: $11,842,826.
| Owner | Role | Date | Type | Value | Basis |
|---|---|---|---|---|---|
| Hennessy John L. | Insider | 2026-08-05 | Gift | — | — |
| Hennessy John L. | Insider | 2026-08-05 | Gift | — | — |
| Arnold Frances | Insider | 2026-07-30 | Sale | $27,338 | discretionary |
| Saraci Marsida | VP, Chief Accounting O | 2026-07-29 | Sale | $149,607 | discretionary |
| Gv 2019 Gp, L.L.C. | Insider | 2026-07-28 | J | — | — |
| Gv 2019 Gp, L.L.C. | Insider | 2026-07-28 | Sale | $2,232,761 | discretionary |
| Gv 2019 Gp, L.L.C. | Insider | 2026-07-27 | J | — | — |
| Gv 2019 Gp, L.L.C. | Insider | 2026-07-27 | Sale | $3,832,848 | discretionary |
| Saraci Marsida | VP, Chief Accounting O | 2026-07-25 | C | — | — |
| Saraci Marsida | VP, Chief Accounting O | 2026-07-25 | Tax withholding | $38,929 | — |
| Saraci Marsida | VP, Chief Accounting O | 2026-07-25 | C | — | — |
| Saraci Marsida | VP, Chief Accounting O | 2026-07-25 | Tax withholding | $32,547 | — |
EDGAR Form 4, parsed structured · last 60 txns · asof 2026-08-08 · refreshes off the Form-4 event class
| Announced cuts (2026) | 5,000 |
| Date | 2026 |
| Confidence | medium |
| Attribution | AI-PARTIAL |
| Driver | capex-offset |
| Source | press / prior catalog |
~5k across voluntary-exit programs + unit cuts alongside $180–190B of guided 2026 capital spending; stock +115% 1-yr — a clean 'winning and still cutting' quadrant point.
Video. no verified channel in the map yet — our gap, stated (the map grows by verification, never by guess).
≤5 news · ≤2 video · rolling window, never an archive · ranked from the 2026-08-08 sweep · refreshes Saturday
Notes. held open — The desk has not ruled this slot.
Company data is compiled from primary sources — SEC filings, the fragility engine, and our own roster. Narrative summaries are AI-assisted; every figure comes from the record, not the model.