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Alphabet doesn’t offer formal guidance. And there’s only so much companies can predict now anyway given the economic climate.

But Alphabet CFO Anat Ashkenazi still shared some reminders about the state of the business. For one, the company sees tough comparisons for its advertising business this year given strong financial-services spending last year. Additionally, the company faces a “tight” supply-demand landscape for its cloud business.

Hyperscale cloud companies in general have struggled to meet rapid demand for cloud-computing services, though things could improve there once Nvidia’s Blackwell chips are more readily available.

Alphabet stood by its $75 billion capital-spending forecast for 2025.