{"id":23612,"date":"2026-07-23T10:03:26","date_gmt":"2026-07-23T03:03:26","guid":{"rendered":"https:\/\/www.nanovest.io/blog\/?p=23612"},"modified":"2026-07-23T10:03:26","modified_gmt":"2026-07-23T03:03:26","slug":"kinerja-google-solid-capex-membesar","status":"publish","type":"post","link":"https:\/\/www.nanovest.io/blog\/saham-as\/kinerja-google-solid-capex-membesar-23612\/","title":{"rendered":"Kinerja Google Solid, Bayang-Bayang Capex Membesar"},"content":{"rendered":"<p><span style=\"font-weight: 400;\">Pertumbuhan bisnis artificial intelligence belum kehilangan tenaga, tetapi standar yang diberikan investor kepada perusahaan teknologi mulai berubah.<\/span><\/p>\n<p><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=GOOG&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DGOOG\"><span style=\"font-weight: 400;\">Alphabet (GOOG)<\/span><\/a><span style=\"font-weight: 400;\"> membukukan pendapatan dan laba kuartal kedua yang melampaui ekspektasi, didukung lonjakan bisnis Google Cloud sebesar 82%. Namun, saham perusahaan justru turun dalam perdagangan setelah jam kerja karena pasar kembali mempertanyakan besarnya belanja modal yang dibutuhkan untuk membangun infrastruktur AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Reaksi serupa terlihat pada sejumlah perusahaan lain. <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=TSLA&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DTSLA\"><span style=\"font-weight: 400;\">Tesla (TSLA)<\/span><\/a><span style=\"font-weight: 400;\"> mencatat pendapatan lebih tinggi dari perkiraan, tetapi labanya meleset ketika investasi untuk robot, pusat data, dan Robotaxi terus menghabiskan kas. Sebaliknya, <\/span><a href=\"https:\/\/nanovest.go.link\/page=IndividualStockDetail?action=navigate&amp;is_param=true&amp;symbol=NOW&amp;adj_t=1rhus2a1&amp;adj_deep_link=nanovest%3A%2F%2Fpage%3DIndividualStockDetail%3Faction%3Dnavigate%26is_param%3Dtrue%26symbol%3DNOW\"><span style=\"font-weight: 400;\">ServiceNow (NOW)<\/span><\/a><span style=\"font-weight: 400;\"> sempat menguat setelah menaikkan proyeksi pendapatan langganan berkat meningkatnya adopsi platform AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Laporan-laporan tersebut menegaskan satu perubahan penting pada musim laba kali ini. Investor tidak lagi hanya mencari perusahaan yang berani mengeluarkan biaya besar untuk AI, tetapi juga ingin melihat kapan investasi tersebut mulai menghasilkan pertumbuhan pendapatan, margin, dan arus kas yang terukur.<\/span><\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_86 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Daftar Isi <\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/kinerja-google-solid-capex-membesar-23612\/#Google_Cloud_Melonjak_82\" >Google Cloud Melonjak 82%\u00a0<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/kinerja-google-solid-capex-membesar-23612\/#Tesla_Tumbuh_Tapi_Laba_dan_Kas_Masih_Tertekan\" >Tesla Tumbuh, Tapi Laba dan Kas Masih Tertekan<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/kinerja-google-solid-capex-membesar-23612\/#ServiceNow_Mendapat_Dorongan_dari_Adopsi_AI\" >ServiceNow Mendapat Dorongan dari Adopsi AI<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/www.nanovest.io/blog\/saham-as\/kinerja-google-solid-capex-membesar-23612\/#Investor_Ingin_Bukti_Pengembalian_Investasi_AI\" >Investor Ingin Bukti Pengembalian Investasi AI<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Google_Cloud_Melonjak_82\"><\/span><b>Google Cloud Melonjak 82%\u00a0<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Alphabet mencatat pendapatan kuartal kedua sebesar US$119,8 miliar, lebih tinggi dari perkiraan pasar sekitar US$116,9 miliar. Pendapatan perusahaan tumbuh 24% dibandingkan periode yang sama tahun sebelumnya.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Google Cloud menjadi salah satu pendorong utama dengan pendapatan sebesar US$24,77 miliar, tumbuh 82% secara tahunan dan melampaui ekspektasi US$24,56 miliar. Kinerja tersebut didukung meningkatnya permintaan terhadap infrastruktur komputasi dan berbagai solusi AI Google.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bisnis periklanan tetap menjadi sumber pendapatan terbesar Alphabet. Segmen tersebut menghasilkan sekitar US$81,63 miliar, sedikit lebih tinggi dari perkiraan analis sebesar US$81,12 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Permintaan masa depan juga terlihat kuat. Nilai <\/span><i><span style=\"font-weight: 400;\">remaining performance obligations<\/span><\/i><span style=\"font-weight: 400;\"> atau kontrak yang belum diakui sebagai pendapatan mencapai US$514 miliar, jauh di atas perkiraan Wall Street sebesar US$488,1 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski angka-angka tersebut menunjukkan pertumbuhan yang solid, saham Alphabet turun sekitar 2% hingga 3% setelah laporan dirilis. Fokus investor beralih kepada rencana belanja modal perusahaan dan seberapa cepat pembangunan pusat data AI dapat memberikan pengembalian yang sebanding.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pasar juga menunggu panduan Alphabet mengenai belanja modal tahun depan. Semakin besar dana yang dikeluarkan, semakin tinggi pula tekanan bagi perusahaan untuk membuktikan bahwa permintaan cloud dan AI dapat terus tumbuh tanpa mengorbankan arus kas serta profitabilitas.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Tesla_Tumbuh_Tapi_Laba_dan_Kas_Masih_Tertekan\"><\/span><b>Tesla Tumbuh, Tapi Laba dan Kas Masih Tertekan<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Tesla juga memberikan gambaran mengenai mahalnya proses membangun bisnis berbasis AI.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan mencatat pendapatan kuartal kedua sebesar US$28,24 miliar, tumbuh 26% secara tahunan dan melampaui konsensus pasar sebesar US$26,32 miliar. Namun, laba per saham yang disesuaikan hanya mencapai US$0,33, lebih rendah dari perkiraan US$0,50.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">EBITDA yang disesuaikan sebesar US$3,27 miliar juga berada di bawah ekspektasi sekitar US$4 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Tesla sedang menginvestasikan dana besar secara bersamaan untuk mengembangkan robot humanoid Optimus, membangun pusat data AI, meningkatkan produksi Cybercab, dan memperluas layanan Robotaxi. Perusahaan menyatakan produksi awal Optimus masih dijadwalkan dimulai pada akhir tahun.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Layanan Robotaxi Tesla juga telah menjangkau tujuh wilayah metropolitan utama. Operasi tanpa pengemudi diperluas di Austin dan diluncurkan di Miami, Orlando, serta Tampa, sementara persiapan untuk masuk ke kota-kota AS lainnya terus dilakukan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, ekspansi tersebut membutuhkan modal yang besar. Arus kas bebas Tesla tercatat negatif US$1,09 miliar pada kuartal kedua. Angka itu memang lebih baik daripada perkiraan defisit US$3,64 miliar, tetapi tetap menunjukkan bahwa proyek-proyek pertumbuhan baru masih menyerap banyak kas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Saham Tesla turun sekitar 3% setelah laporan dirilis. Bagi investor, peningkatan pendapatan otomotif belum sepenuhnya mengimbangi kekhawatiran mengenai besarnya biaya yang diperlukan untuk mewujudkan valuasi tinggi perusahaan.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"ServiceNow_Mendapat_Dorongan_dari_Adopsi_AI\"><\/span><b>ServiceNow Mendapat Dorongan dari Adopsi AI<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Berbeda dari Alphabet dan Tesla, ServiceNow sempat mendapat respons positif setelah melaporkan pendapatan serta laba yang lebih tinggi dari ekspektasi.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Pendapatan langganan kuartal kedua mencapai US$3,88 miliar, melampaui perkiraan US$3,82 miliar. Laba per saham yang disesuaikan sebesar US$0,90 juga berada di atas konsensus sebesar US$0,85.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Perusahaan kembali menaikkan proyeksi pendapatan langganan setahun penuh menjadi sekitar US$15,76 miliar hingga US$15,78 miliar. Kenaikan tersebut didorong adopsi platform AI ServiceNow di berbagai sektor, termasuk lembaga pemerintahan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Nilai kewajiban kinerja yang akan diakui dalam 12 bulan mendatang mencapai US$13,2 miliar, meningkat 21% dibandingkan tahun sebelumnya. Sementara itu, total komitmen kontrak pelanggan yang belum diakui mencapai sekitar US$29 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Meski demikian, prospek jangka pendeknya tidak sepenuhnya mulus. Estimasi pendapatan langganan kuartal ketiga sebesar US$3,975 miliar hingga US$3,980 miliar sedikit lebih rendah dari perkiraan pasar sekitar US$4 miliar.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Kondisi itu membuat saham ServiceNow sempat melonjak lebih dari 5% setelah laporan dirilis, sebelum mengurangi sebagian kenaikannya. Reaksi tersebut menunjukkan bahwa investor menghargai pertumbuhan AI yang sudah menghasilkan kontrak dan pendapatan, tetapi tetap sensitif terhadap panduan kuartal berikutnya.<\/span><\/p>\n<h2><span class=\"ez-toc-section\" id=\"Investor_Ingin_Bukti_Pengembalian_Investasi_AI\"><\/span><b>Investor Ingin Bukti Pengembalian Investasi AI<\/b><span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Musim laporan keuangan kuartal kedua secara keseluruhan masih diperkirakan kuat. Analis memperkirakan laba perusahaan dalam indeks S&amp;P 500 tumbuh sekitar <\/span>24,7% dibandingkan tahun sebelumnya, jauh di atas rata-rata pertumbuhan lima dan sepuluh tahun terakhir.<\/p>\n<p><span style=\"font-weight: 400;\">Jika tercapai, hasil tersebut akan menjadi kuartal kedua berturut-turut dengan pertumbuhan laba di atas 20% serta kuartal ketujuh berturut-turut dengan pertumbuhan dua digit.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Namun, kinerja saham masing-masing perusahaan semakin bergantung pada kualitas pertumbuhan, bukan hanya kemampuan melampaui estimasi analis.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">IBM, misalnya, menghadapi perlambatan pada bisnis perangkat lunak, penurunan penjualan infrastruktur, dan stagnasi segmen konsultasi. Kondisi tersebut memunculkan kekhawatiran bahwa AI bukan hanya peluang pertumbuhan, tetapi juga dapat mengganggu lini bisnis teknologi yang sudah mapan.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">GE Vernova juga mencatat pesanan yang kuat dari pusat data dan menaikkan proyeksi pendapatan tahunan. Namun, sahamnya turun karena laba per saham gagal memenuhi ekspektasi tinggi setelah harga saham naik tajam sejak awal tahun.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Laporan-laporan ini menunjukkan bahwa menyebut AI sebagai sumber pertumbuhan tidak lagi cukup. Perusahaan perlu membuktikan bahwa investasi pada chip, pusat data, cloud, dan perangkat lunak dapat menghasilkan pendapatan tambahan tanpa terus menekan margin dan arus kas.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Bagi investor, tantangannya kini bukan sekadar mencari perusahaan yang paling banyak berinvestasi pada AI, tetapi menilai siapa yang mampu mengubah investasi tersebut menjadi kontrak, pertumbuhan laba, dan arus kas yang berkelanjutan.<\/span><\/p>\n<hr \/>\n<p><i><span style=\"font-weight: 400;\">Pantau pergerakan saham teknologi seperti Alphabet, Tesla, ServiceNow, dan berbagai perusahaan Amerika lainnya melalui <\/span><\/i><a href=\"http:\/\/nanovest.io\"><i><span style=\"font-weight: 400;\">aplikasi investasi Nanovest<\/span><\/i><\/a><i><span style=\"font-weight: 400;\">. Jangan lewatkan pula perkembangan pasar terkini melalui <\/span><\/i><a href=\"http:\/\/www.nanovest.io/blog\"><i><span style=\"font-weight: 400;\">News dan Artikel Tips Nanovest<\/span><\/i><\/a><i><span style=\"font-weight: 400;\"> agar setiap peluang investasi dapat dinilai dengan informasi yang lebih lengkap.<\/span><\/i><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Pertumbuhan bisnis artificial intelligence belum kehilangan tenaga, tetapi standar yang diberikan investor kepada perusahaan teknologi mulai berubah. Alphabet (GOOG) membukukan pendapatan dan laba kuartal kedua yang melampaui ekspektasi, didukung lonjakan bisnis Google Cloud sebesar 82%. Namun, saham perusahaan justru turun dalam perdagangan setelah jam kerja karena pasar kembali mempertanyakan besarnya belanja modal yang dibutuhkan untuk<\/p>\n","protected":false},"author":35,"featured_media":23613,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80,39],"tags":[74,173,28,52,29],"class_list":["post-23612","post","type-post","status-publish","format-standard","has-post-thumbnail","category-berita","category-saham-as","tag-berita","tag-google","tag-saham-amerika","tag-saham-as","tag-us-stocks"],"acf":[],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Alphabet cetak pertumbuhan cloud 82%, tapi saham turun karena kekhawatiran belanja modal AI. 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