Podcast Episode
CEO Sundar Pichai acknowledged the partnership only briefly in prepared remarks, stating that Google is collaborating with Apple as their preferred cloud provider to develop next-generation Apple Foundation Models based on Gemini technology. Chief Business Officer Philipp Schindler echoed nearly identical language later in the call, a coordinated response that analysts interpreted as evidence of a strict confidentiality agreement between the two companies.
The tight-lipped approach stands in stark contrast to Google's longstanding search deal with Apple, which costs approximately twenty billion dollars annually according to regulatory documents. Industry observers suggest the silence indicates that revenue-sharing arrangements in the AI era remain in delicate negotiation.
With Apple's revamped Siri expected to launch as early as March with iOS 26.4, investors remain eager for clarity on what could become one of the most significant AI partnerships in tech history.
Alphabet Keeps Quiet on Apple AI Deal During Earnings Call
February 5, 2026
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Alphabet executives dodged investor questions about the Google-Apple partnership to power Siri with Gemini AI during their latest earnings call. Despite analysts pressing for details on a reported one billion dollar annual deal, both companies remain tight-lipped on the business terms.
Tech Giants Play Coy on Landmark AI Partnership
Alphabet's fourth-quarter earnings call on Wednesday left Wall Street scratching its head as executives repeatedly sidestepped questions about the company's blockbuster AI partnership with Apple. The collaboration, announced in January, will see Google's Gemini models power the next generation of Siri, yet Alphabet's leadership offered nothing more than scripted pleasantries when pressed for specifics.CEO Sundar Pichai acknowledged the partnership only briefly in prepared remarks, stating that Google is collaborating with Apple as their preferred cloud provider to develop next-generation Apple Foundation Models based on Gemini technology. Chief Business Officer Philipp Schindler echoed nearly identical language later in the call, a coordinated response that analysts interpreted as evidence of a strict confidentiality agreement between the two companies.
Financial Stakes Remain Murky
Bloomberg previously reported that Apple is expected to pay roughly one billion dollars annually for a custom Gemini model with 1.2 trillion parameters to power Siri's summarisation and planning capabilities. The deal gives Google access to Apple's 2.5 billion active devices, a distribution opportunity that analysts have called a massive win for Gemini. Yet when questioned about specific revenue impacts, executives remained silent.The tight-lipped approach stands in stark contrast to Google's longstanding search deal with Apple, which costs approximately twenty billion dollars annually according to regulatory documents. Industry observers suggest the silence indicates that revenue-sharing arrangements in the AI era remain in delicate negotiation.
Strong Results Overshadowed
The secrecy overshadowed otherwise stellar quarterly results. Alphabet posted revenue of 113.8 billion dollars, up eighteen percent year-over-year, with earnings per share rising thirty-one percent. Google Cloud revenue surged forty-eight percent to 17.7 billion dollars. The company also announced capital expenditure plans of up to 185 billion dollars for 2026 to meet surging AI infrastructure demand.With Apple's revamped Siri expected to launch as early as March with iOS 26.4, investors remain eager for clarity on what could become one of the most significant AI partnerships in tech history.
Published February 5, 2026 at 5:15am
