Alphabet

DeepMind Technologies Limited is a British artificial intelligence company founded in September 2010.  Acquired by Google in 2014, the company has created a neural network that learns how to play video games in a fashion similar to that of humans, as well as a Neural Turing machine, or a neural network that may be able to access an external memory like a conventional Turing machine, resulting in a computer that mimics the short-term memory of the human brain.

DeepMind

YouTube is an American video-sharing website headquartered in San Bruno, California. The service was created by three former PayPal employees—Chad Hurley, Steve Chen, and Jawed Karim—in February 2005. Google bought the site in November 2006 for US$1.65 billion; YouTube now operates as one of Google's subsidiaries.

YouTube

Android is a mobile operating system developed by Google, based on a modified version of the Linux kernel and other open source software and designed primarily for touchscreen mobile devices such as smartphones and tablets. In addition, Google has further developed Android TV for televisions, Android Auto for cars, and Wear OS for wrist watches, each with a specialized user interface. Variants of Android are also used on game consoles, digital cameras, PCs and other electronics.

Android

Nest Labs is a home automation producer of programmable, self-learning, sensor-driven, Wi-Fi-enabled thermostats, smoke detectors, security cameras, and other security systems. It introduced the Nest Learning Thermostat in 2011 as its first product. The Nest Protect smoke and carbon monoxide detector was then introduced in October 2013. After the acquisition of Dropcam, the rebranded Nest Cam was introduced in June 2015. Finally, in July 2016, the Nest Cam Outdoor was released.

Nest Labs

Boston Dynamics is an American engineering and robotics design company founded in 1992 and headquartered in Waltham, Massachusetts, and is a wholly owned subsidiary of the Japanese conglomerate SoftBank Group. Boston Dynamics is best known for the development of BigDog, a quadruped robot designed for the U.S. military with funding from Defense Advanced Research Projects Agency (DARPA), and DI-Guy, software for realistic human simulation. Early in the company's history, it worked with the American Systems Corporation under a contract from the Naval Air Warfare Center Training Systems Division (NAWCTSD) to replace naval training videos for aircraft launch operations with interactive 3D computer simulations featuring DI-Guy characters. The company is a pioneer in the field of robotics and it is one of the most advanced in its domain. Marc Raibert is the company's president and project manager. He spun the company off from the Massachusetts Institute of Technology in 1992.

Boston Dynamics

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

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Alphabet addresses revenue challenges, bets big on AI innovation

Alphabet navigated revenue challenges in Q4 2022, emphasizing AI opportunities and cost efficiency. The company is focused on innovation, cost reengineering, and sustainable growth across its divisions. Strategic investments in AI, hardware, and Other Bets are key priorities.

Alphabet excels in Q1 with strong Search and Cloud performance

Alphabet's Q1 performance reflects strength in Search, Cloud, and YouTube segments, with a focus on AI and innovation.
Challenges include economic headwinds, expense management, and profitability in Other Bets segment.
Opportunities for growth lie in AI development, Shorts monetization, and evolving partnerships for sustainable growth.
Alphabet emphasizes innovation, user value, and expense optimization to drive long-term profitability and growth.

Alphabet (GOOG) reports strong Q2 earnings driven by Search and Cloud innovation

Alphabet's Q2 performance reflects revenue growth and operational efficiency improvements. The company's focus on innovation in AI and cloud services positions it well for future growth. Challenges in the Other Bets segment and infrastructure investments require strategic management.

Alphabet (GOOG) reports robust Q3 performance amidst AI-driven innovations

Alphabet's Q3 performance showcased strong revenue growth, driven by key segments like Search, YouTube, and Cloud, supported by AI advancements and hardware innovations.
While facing challenges related to geopolitical impacts on advertising and margin concerns, Alphabet's strategic strengths in AI integration, responsible deployment, and diversified revenue streams position it well for future growth.
Opportunities in leveraging AI for advertising efficiency, expanding AI-driven capabilities, and navigating privacy regulations present avenues for Alphabet to drive innovation, revenue growth, and market leadership.
With a focus on customer adoption, technological advancements, and strategic partnerships, Alphabet remains poised to capitalize on its strengths, address challenges, and seize opportunities for sustainable growth.

Alphabet posts strong Q4 earnings driven by AI and cloud growth

Alphabet's Q4 performance reflects robust revenue growth, profitability, and strategic focus on AI, subscriptions, and cloud services.
Strengths in Google Services and YouTube ads underscore revenue diversification and innovation, while challenges in Other Bets and rising costs warrant attention.
Opportunities abound in AI-driven growth, product expansion, and infrastructure investments, positioning Alphabet for continued success and market leadership.

Alphabet (GOOG) reports robust Q1 earnings, eyes $100B YouTube and Cloud run rate

Alphabet's Q1 2024 earnings call highlighted strong revenue growth, AI leadership, and innovation in Search, YouTube, and Cloud. Despite facing challenges in cost management and Cloud adoption, the company is leveraging its strengths in AI and efficiency to drive positive user engagement and monetization. With a focus on research and innovation, Alphabet is well-positioned for future growth and opportunities.

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Google's Q3 earnings exceeded expectations, driven by strong Search and Cloud top line growth, with Cloud revenues surging 35% year-over-year. GOOG's low valuation and high operating income potential in Cloud especially translate to strong investment value. GOOGL's free cash flow margins expanded Q/Q to 20%, highlighting the strength of its Cloud operations as well as Search.

Google: It Can't Get Any Better Than This

Advanced Micro Devices

NVIDIA

Google's parent company said it expects its capital spending to increase substantially in 2025. That's good news for chip makers.

Nvidia Stock Slips. Why Alphabet, AMD Earnings Are Giving Mixed Signals.

Bill Ackman sold Alphabet shares in the second quarter despite most analysts being bullish on the stock.

Does Bill Ackman Know Something Wall Street Doesn't? The Billionaire Sells 2.2 Million Shares of a Popular Artificial Intelligence (AI) Stock

Amazon

Microsoft

Google-parent Alphabet's breakout cloud sales in the July-September quarter bode well for top cloud providers Microsoft and Amazon.com , and signal that market for AI-aided computing power is only growing.

Google's AI-fuelled gains in cloud bode well for Amazon, Microsoft

One of Wall Street's most influential businesses checks all the right boxes.

Only 10 Companies Have Reached a Trillion-Dollar Market Cap -- This Is the 1 That's a Screaming Buy Right Now

Google showed why it still is one of the best companies to own in one's portfolio.

Here's the Most Important Number in Google's Earnings Report

Shares of Google parent Alphabet rose 1.8% in Frankfurt on Wednesday a day after the company said its AI investments were "paying off" as its earnings and revenue came in ahead of analyst's expectations.

Alphabet shares in Frankfurt rise 1.8% after results

Not only did Google Cloud grow at a faster pace at a larger scale, they did so at much higher profitability than ever before. You can argue we are still in the early days, but Google Search's operating performance has so far been much better than most bears would have predicted by mid-2023. In the last 12 months, YouTube's combined ad and subscription revenue has surpassed $50 billion for the first time.

Alphabet Q3 2024 Earnings Update

After Google parent Alphabet (GOOGL) reported third-quarter earnings that topped analysts' expectations, CEO Sundar Pichai and other executives told investors the tech giant is seeing strong gains from demand for artificial intelligence (AI), sending shares up over 5% in extended trading Tuesday.

Google CEO Says AI Investments Are 'Paying Off'

Alphabet Inc. (NASDAQ:GOOG ) Q3 2024 Earnings Conference Call October 29, 2024 4:30 PM ET Company Participants Jim Friedland - Senior Director, Investor Relations Sundar Pichai - Chief Executive Officer Philipp Schindler - Senior Vice President & Chief Business Officer Anat Ashkenazi - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Justin Post - BAML Michael Nathanson - MoffettNathanson Mark Mahaney - Evercore Ken Gawrelski - Wells Fargo Stephen Ju - UBS Operator Welcome, everyone. Thank you for standing by for the Alphabet Third Quarter 2024 Earnings Conference Call.

Alphabet Inc. (GOOG) Q3 2024 Earnings Call Transcript

Alphabet held its quarterly earnings call today (Oct. 29) and like the past few such events the content was more about AI than it was about earnings. But then again, that's exactly what the company is aiming for.

Alphabet's Pichai: AI Drives User Engagement and Growth; Monetization to Follow

In her first earnings call as Alphabet CFO, Anat Ashkenazi said more streamlining will be needed so the company can invest in AI. Ashkenazi, who joined Alphabet in July, said earnings were boosted by "headcount management, facilities management, other process efficiencies.

Google's new CFO makes earnings call debut, says company can 'push a little further' on cost cuts

Alphabet Inc. aka Google reported a strong Q3 double beat, with compelling business growth and margin expansion, trading at an undemanding valuation. Alphabet's mid-teens revenue growth rate is highly attractive, especially compared to peers like Apple, showcasing its strong business model and competitive moat. Google Cloud's revenue grew by 35%, with profits jumping sevenfold, significantly boosting Alphabet's overall operating profits and margins.

Google: Excellent Q3 Results, Strong Buy

Alphabet Inc. aka Google reported Q3 2024 earnings that surpassed estimates with $88.3B in revenue (+15% y/y) and $2.12 EPS (+37% y/y), driven by strong Search, YouTube, and Cloud performance. Operating margin rose to 32%, enhancing Alphabet's profitability. However, in light of recent stock gains, GOOGL is now rated “Neutral/Hold” at $177 per share. My five-year model assumes a 10% CAGR revenue growth and a 25% FCF margin, with a 10% discount rate, valuing Alphabet at $137.71 per share.

Google Stock Is Off To The Races, But It's Time To Hold The Horses

Alphabet Inc. (GOOG) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.83 per share. This compares to earnings of $1.55 per share a year ago.

Alphabet Inc. (GOOG) Beats Q3 Earnings and Revenue Estimates

Alphabet Inc. aka Google reported exceptional Q3 earnings, beating expectations with $88.27 billion in revenue and $2.12 GAAP EPS, and driving an after-market stock rally. Google's dominance in digital advertising and growth in search, video, and cloud segments indicate that its growth story is far from over. Despite regulatory challenges, Google's business model remains strong, and the stock is undervalued, making it a solid BUY.

Google Blows Past Expectations

Alphabet Inc. aka Google market leadership in cloud infrastructure, AI, and cybersecurity supports a “Buy” rating with a fair value of $218 per share. Waymo's $5.6 billion equity funding and partnerships with Uber highlight strong adoption and maturity of self-driving technology. Alphabet's investment in Anthropic and the integration of Claude 3.5 Sonnet into Google Cloud enhances AI capabilities and cybersecurity features.

Google Q3: Strong Growth Led By Cloud

The Nasdaq closed at a record high on Tuesday amid big tech results. Google parent Alphabet soared after earnings while Advanced Micro Devices dived.

Nasdaq Closes At Record High; Google Soars But Nvidia Rival Dives After Hours

Waymo, Alphabet's robotic taxi unit, is now providing over 150,000 paid rides per week, up by more than 50% since August as the tech giant seeks to stay ahead of potential rivals in autonomous driving including Elon Musk's Tesla.

Alphabet's Waymo Logging 150,000 Robotaxi Rides And 1 Million Miles A Week

Snap

Online ad sellers added over $100 billion stock market value late on Tuesday after upbeat quarterly results from Alphabet , Reddit and Snap lifted investor optimism ahead of reports from Amazon and Meta Platforms.

Results from Alphabet and Snap lift shares of online ad sellers

Google won't ship tech from Project Astra, its wide-ranging effort to build AI apps and “agents” for real-time, multimodal understanding, until next year at the earliest.

Google says its next-gen AI agents won't launch until 2025 at the earliest

Shares of the company rose more than 3% in extended trading.

Google parent Alphabet posts 15% jump in revenue as CEO says AI investments ‘paying off'

Google parent Alphabet (GOOGL) reported third-quarter results that topped analysts' estimates, sending shares higher after the bell Tuesday.

Google Parent Alphabet's Stock Pops as Cloud Revenue Soars on AI Demand

Google stock rose after parent Alphabet reported Q3 earnings that beat estimates as internet search advertising growth topped expectations.

Google Earnings Beat. Search Advertising, Cloud Growth Top Wall Street Expectations.

Growth slows in search and YouTube, indicating weakness in advertising business.

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