Alphabet: Expect AI innovation and integration at I/O

Research evidence excerpt

Alphabet: Expect AI innovation and integration at I/O

ding capabilities through Jules and other software engineering 52-Week Range 159.61 USD - 403.70 USD

agents. We think Google could enhance its AI subscription offerings within premium Pro Market Value (mn) 4,979,284 USD

and Ultra tiers focused on higher limits, and broader agent capabilities, while extending Free Float 99.4%

AI bundling across the hardware ecosystem and Chrome. Average Daily Value 10789.68 USD

Shares Outstanding (mn) 12,415.0 / 12,415.0

Gemini evolution beyond chat to actions BofA Ticker / Exchange GOOGL / NAS

Various reports suggest Google is preparing deeper agentic capabilities across Chrome, BofA Ticker / Exchange GOOG / NAS

Gmail, Maps, Calendar, Search, and Android that allow Gemini to autonomously complete Bloomberg / Reuters GOOGL US / GOOGL.OQ

tasks like booking reservations, editing calendars, filling forms, managing shopping ROE (2026E) 34.6%

workflows, etc. Reports indicate Google may unveil expanded AI assistant capabilities Net Dbt to Eqty (Dec- 8.9%

with persistent memory, contextual understanding, live camera interaction, and proactive 2025A)

assistance capabilities. Chrome could get AI-powered browsing capabilities that would

enable Gemini to interact with websites and execute multi-step tasks while keeping

users in control of approvals and transactions.

Next phase of Search evolution

While I/O is not a consumer-focused event, Google could unveil additional AI-driven SOTP: Sum of the Parts

search features that enhance AI Mode functionality. New features could increasingly GCP: Google Cloud Platform

position AI Mode as free version of an AI assistant, and could include improved TPU: Tensor Processing Unit

personalization, multi-app integration, and transactional capabilities.