By Jennifer Elias
Publication Date: 2026-02-03 12:00:00
Matteo Della Torre | Nurphoto | Getty Images
Alphabet reports earnings Wednesday, and investors will be looking for more details on the company’s deal with Apple to revamp the Siri virtual assistant with Google’s Gemini artificial intelligence technology.
While Wall Street is expecting Google to report a 15% year-over-year increase in its fourth-quarter revenue, much of the attention during the company’s earnings call will be on any new details about the Siri-Gemini deal, analysts told CNBC.
The earnings on Wednesday will be the first time Alphabet’s leadership address shareholders since Apple in January announced that it had chosen Gemini as the AI technology to power the company’s Siri overhaul this year. The deal represents one of the most prominent yet for Gemini, and the scale of Apple’s user base — 2.5 billion active devices — is important for Google, even if the search giant doesn’t get specific user data, analysts said.
“They’ll have critical mass, and even if they’re not…
