<p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-size:11px;line-height:1.8;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <span class="se-fs-fs19 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:19px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">주요 재무 지표 (Key Financials)</span></span> </p> <ul class="se-text-list se-text-list-type-bullet-disc" style="margin:0px 0px 0px -14px;padding:0px 0px 0px 30px;border:0px;font-size:17px;line-height:inherit;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"><li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">매출액:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> 1,138억 달러 (전년 동기 대비 </span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">18% 증가</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">)</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">시장 예상치인 1,114억 달러를 상회하며 강력한 성장세를 유지했습니다.</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">영업이익:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> 359억 달러 (전년 동기 대비 </span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">16% 증가</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">)</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">영업이익률은 31.6%로 견고한 수익성을 유지하고 있습니다.</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">당기순이익:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> 345억 달러 (전년 동기 대비 </span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">30% 증가</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">)</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">주당순이익(EPS):</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> $2.82 (예상치 $2.64를 크게 상회)</span> </p> </li> </ul><p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-size:11px;line-height:1.8;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <span class="se-fs-fs15 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;"></span></span> </p> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-size:11px;line-height:1.8;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <span class="se-fs-fs19 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:19px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">사업 부문별 상세 분석</span></span> </p> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-size:11px;line-height:1.8;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">① Google Cloud (가장 눈부신 성장)</span></span> </p> <ul class="se-text-list se-text-list-type-bullet-disc" style="margin:0px 0px 0px -14px;padding:0px 0px 0px 30px;border:0px;font-size:17px;line-height:inherit;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"><li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">매출:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> 177억 달러 (</span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">전년 대비 48% 급증</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">)</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">특징:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> 클라우드 부문은 단순한 인프라 제공을 넘어, 기업용 AI 솔루션 수요를 독식하며 폭발적으로 성장했습니다. 영업이익 또한 42% 이상 시장 예상치를 상회하며, 과거 '적자 사업'에서 이제는 알파벳의 강력한 </span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">이익 성장 엔진</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">으로 완전히 자리 잡았습니다.</span> </p> </li> </ul><p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-size:11px;line-height:1.8;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"> <span class="se-fs-fs16 se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:16px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">② Google Services (광고 및 검색)</span></span> </p> <ul class="se-text-list se-text-list-type-bullet-disc" style="margin:0px 0px 0px -14px;padding:0px 0px 0px 30px;border:0px;font-size:17px;line-height:inherit;font-family:'se-nanumgothic', arial, '나눔고딕', nanumgothic, sans-serif, Meiryo;vertical-align:baseline;color:#333333;background-color:#ffffff;"><li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">검색 광고:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> 631억 달러 (</span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">17% 증가</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">)</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">일각에서 제기되던 'AI 챗봇에 의한 검색 시장 잠식' 우려를 불식시켰습니다. 생성형 AI가 오히려 검색 효율성과 광고 매칭을 개선하며 매출 상승을 견인했습니다.</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">YouTube:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> 연간 매출 600억 달러 돌파 (광고 및 구독 포함)</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;">4분기 광고 매출은 114억 달러를 기록했습니다. 쇼츠(Shorts)의 수익화와 프리미엄 구독자 증가가 긍정적인 영향을 미쳤습니다.</span> </p> </li> <li class="se-text-list-item" style="margin:0px;padding:0px;border:0px;font:inherit;vertical-align:baseline;list-style-type:inherit;"> <p class="se-text-paragraph se-text-paragraph-align-" style="padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:11px;line-height:1.8;font-family:inherit;vertical-align:baseline;"> <span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"><span style="font-weight:700;background-color:inherit;font-family:inherit;">구독 서비스:</span></span><span class="se-fs- se-ff-" style="margin:0px;padding:0px;border:0px;font-style:inherit;font-variant:inherit;font-weight:inherit;font-size:15px;line-height:inherit;font-family:'se-nanumgothic', arial, nanumgothic, sans-serif;vertical-align:baseline;"> Google One, YouTube Premium 등 유료 구독자가 3억 2,500만 명을 돌파하며 안정적인 반복 매출(Recurring Revenue)을 확보했습니다.</span> </p> </li> </ul><p> <font color="#333333" face="se-nanumgothic, arial, \\B098눔고딕, nanumgothic, sans-serif"><span style="font-size:15px;"> </span></font> </p> <p> <font color="#333333" face="se-nanumgothic, arial, \\B098눔고딕, nanumgothic, sans-serif"><span style="font-size:15px;"> </span></font> </p> <p> <font color="#333333" face="se-nanumgothic, arial, \\B098눔고딕, nanumgothic, sans-serif"><span style="font-size:15px;"><a target="_blank" href="https://blog.naver.com/kpyopark/224172337832" target="_blank">참고</a></span></font> </p>