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This is Scott Becker with the Becker Business and the Becker Private Equity Podcast. We try and give you your most efficient business briefing that you can get every day, a couple episodes a day. And thank you for listening. Today's episode is Alphabet is the Becker Business Media standout company of the year. So here's where we're at. We're naming Alphabet Google as our 2025 company of the year. Many investors thought that Alphabet would lose value this year as others through artificial intelligence cut into their core search business, which has just been dominant. People also thought that Alphabet would face more antitrust troubles. Rather, Alphabet has sort of evaded both those problems, been incredibly resilient, doubled down on AI and it's seen its stock price and its market cap soar. So here's a few different things on Alphabet Google. First, from a stock price perspective, it's up 70% year to date and its market cap has soared to make it number three after Nvidia and Apple. And finally its margins have also expanded. Second, it's one of the only companies that's truly doing AI at real scale. It's both on the consumer side and the business side. Consumers and business, it's really working AI across platforms with in touching literally billions of people across search, Android, Chrome, you talk tube and more so just hitting it across the board. Third, it's search and YouTube business. Google and YouTube continue to be just massive cash machines. They've gotten stronger, not weaker and continue to evolve and move in that direction. Fourth, and so important to its profitability and growth is its Google cloud business. It is now third behind aws, AWS and Microsoft Azure. Again, most people didn't think they'd evolve so well in it. Oracle's grown as well in the cloud business. AWS and Microsoft have been dominant there. A lot of people have bet over time on Amazon and Microsoft. But while their growth has slowed some to Google Cloud's growth has grown tremendously. Finally, the company, besides record stock performance, seems to have very tuned in leadership. Their CEO Soondarpa Kai remains an amazing leader just at the top of his game. He's managed to streamline product lines, grow margins, grow the business and double down in AI. A hard thing to do. And both the two original co founders Larry Page and Sergey Brin remain heavily involved and re engaged at critical moments to help steer the company in the right direction. Overall, the company's got this rare combination of sort of platforms growing enter time price businesses, great leadership and great balance sheets. More than any other company company, we view it as the company of the year. Again, Alphabet Google is the absolute company of the year. Thank you for listening to the Becker Business and the Becker Private Equity Podcast. When you can, please go online and buy Scott Becker's new book, Building Great Businesses. Create Momentum. Scale with Confidence. Overcome Setbacks. That book's available for pre order and hardcover on Amazon. We would greatly appreciate it. Thank you, thank you, thank you and thank you for listening. We have another episode for you later today and we appreciate you listening.
Episode: Becker Business Media Standout Company of the Year: Google Alphabet 12-1-25
Host: Scott Becker
Date: December 1, 2025
In this episode, Scott Becker names Alphabet (Google) as the Becker Business Media Standout Company of the Year for 2025. He revisits the widely held concerns about Alphabet’s future amid rising competition and regulatory risks and then highlights the company’s resilience, innovation, and standout performance—particularly in AI, core business lines, cloud services, and leadership.
“Many investors thought that Alphabet would lose value this year as others through artificial intelligence cut into their core search business...”
— Scott Becker, 00:19
“From a stock price perspective, it’s up 70% year to date and its market cap has soared to make it number three after Nvidia and Apple. And finally, its margins have also expanded.”
— Scott Becker, 00:38
“It’s one of the only companies that’s truly doing AI at real scale... touching literally billions of people across search, Android, Chrome, YouTube and more.”
— Scott Becker, 01:02
“Google and YouTube continue to be just massive cash machines. They’ve gotten stronger, not weaker and continue to evolve and move in that direction.”
— Scott Becker, 01:22
“So important to its profitability and growth is its Google cloud business. It is now third behind AWS and Microsoft Azure... Google Cloud’s growth has grown tremendously.”
— Scott Becker, 01:39
“Their CEO Sundar Pichai remains an amazing leader just at the top of his game. He’s managed to streamline product lines, grow margins, grow the business and double down in AI.”
— Scott Becker, 02:07
“Overall, the company’s got this rare combination of sort of platforms growing, enterprise businesses, great leadership and great balance sheets.”
— Scott Becker, 02:30
Scott Becker’s tone throughout is upbeat, admiring, and concise. He emphasizes Alphabet’s savvy leadership, continuous innovation, and market adaptability as decisive factors for its Company of the Year recognition. The episode runs at a brisk pace and steers clear of fluff, remaining focused on metrics, business performance, and the factors that elevate Alphabet above its peers in 2025.