Revenue segments as reported by the company.

Google Search & Other

YouTube Ads

Google Network Members' Properties

Google Cloud

Google Other

Other Bets

Hedging

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Operating Cash Flow

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

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.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Alphabet (GOOGL) reports robust Q2 earnings, Cloud hits $10B revenue

Alphabet's Q2 performance reflects strong financials, particularly in Google Services and Cloud, while facing challenges in the Other Bets segment.
The company's strengths lie in AI-driven innovations across Search, Cloud, and autonomous driving, with opportunities in marketing and user experience enhancements.
Efforts to reengineer costs and address analyst inquiries on AI adoption and revenue mix present ongoing challenges and opportunities for Alphabet.
Overall, Alphabet's Q2 earnings call showcases a mix of solid performance, strategic strengths, challenges to address, and promising growth avenues.

Alphabet (GOOGL) excels in Q3 with AI-driven growth and cloud success

Alphabet's Q3 earnings call highlighted impressive revenue growth, particularly in Google Cloud and YouTube, driven by AI innovation. Executives emphasized the company's strong focus on AI, cloud services, and autonomous driving, while acknowledging challenges in cloud margins and user experience. With a solid financial performance and strategic initiatives in place, Alphabet is poised for continued success and growth in the tech sector.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Google's Q1 2024 earnings exceeded analyst expectations, with revenue and operating income up 15% and 46% YoY, respectively. The company's strong performance was driven by commercial acceleration in YouTube ads, Google Search, and Cloud. Looking towards the rest of 2024, I am bullish on Google's ability to deliver on more upside, as the digital advertising market is recovering.

Google Surges Past $2 Trillion But Looks Cheap Still

Google plans to invest $2 billion to build a data center in northeastern Indiana that will help power its artificial intelligence technology and cloud business, company and state officials said Friday.

Google plans to invest $2 billion to build data center in northeast Indiana, officials say

Tech giant fired number of people who protested against $1.2bn Project Nimbus, which supports Israeli military and government

Workers accuse Google of ‘tantrum' after 50 fired over Israel contract protest

AstraZeneca

BHP Billiton

Comcast

Microsoft

Anglo American PLC

Rubrik Inc

Markets Defused aims to present an easy-to-understand and straightforward recap of the week's most engaging stock market news BHP takeover approach spurned by Anglo American Meta shareholders have an AI problem Alphabet revenues soared as it hailed the ‘Gemini era' Microsoft revealed another big boost from AI Microsoft-backed Rubrik soared in New York debut Peacock in the spotlight but Comcast stock dipped BHP takeover approach spurned by Anglo American Australian mining major BHP Billiton had its takeover advances spurned by Anglo American. BHP on Thursday launched a £31.1 billion proposal to buy up the assets of is smaller international mining rival in an ‘all-paper' transaction –offering new BHP shares to Anglo shareholders whilst also proposing to split off Anglo's platinum business to allay monopoly fears.

BHP, Anglo American, Meta, Google, Microsoft, AstraZeneca, Rubrik, ComCast and more - Markets Defused

Airbnb

QUALCOMM

One beleaguered AI giant is well positioned to make a comeback. A well known communications chip company is making an AI play of its own.

3 Cheap Tech Stocks to Buy Now

NVIDIA

Nvidia shares have soared thanks to its leadership in AI GPUs. Meta has also been a winner as its ad business has bounced back.

3 Top Artificial Intelligence (AI) Stocks That Billionaires Jim Simons, Ray Dalio, and Israel Englander Are Buying

Tesla

Apple

Amazon

We have Apple and Amazon on deck to report Q1 results this week, and we will need to wait a few more weeks before we see Nvidia's numbers. But we have already seen Q1 results from the other four members of the ‘Magnificent 7' group: Alphabet GOOGL, Microsoft MSFT, Meta META, and Tesla TSLA.

Does Mag 7 Leadership Remain Intact Post-Tesla and Meta Disappointments?

Let's review Alphabet's (GOOGL) captivating Q1 report and see if now is a good time to buy into the strong post-earnings rally with GOOGL up more than +20% year to date.

Time to Buy the Surge in Alphabet's (GOOGL) Stock After Earnings?

Alphabet unit Google said on Friday it would invest $3 billion to set up a data center campus in Indiana and expand sites in Virginia.

Google plans $3 bln data center investment in Indiana, Virginia

Tech stocks on Wall Street defied sticky inflation Friday to post their biggest gain in more than two months—easing market anxiety about a slowdown in economic activities—after blockbuster first-quarter earnings and continued betting on artificial intelligence fired up the valuations of major companies.

Microsoft, Amazon, Nvidia And Alphabet Lead Tech Stock Surge To Two-Month High

The move by Alphabet comes just months after Facebook and Instagram parent Meta issued its own first dividend.

Google Parent Company Issues First Dividend: What to Know, Why This Matters

Alphabet easily beat estimates in its Q1 report. The company will start paying a dividend of $0.20 a share in June.

Why Alphabet Stock Was Soaring Today

Alphabet Inc's Google on Friday asked a federal court in Virginia to reject a U.S. government lawsuit accusing the advertising and search company of anticompetitive practices in the online advertising marketplace.

Google files motion for summary judgment in U.S. ad tech case

Colgate-Palmolive

Waste Management

Blue chip stocks to watch in the stock market today.

Best Stocks To Invest In 2024? 3 Blue Chip Stocks In Focus

Super Micro Computer

Technology spending plans by Microsoft and Alphabet's Google boosted AI stocks on Friday, including Nvidia and Super Micro Computer.

Microsoft, Google Reports Lift Nvidia, Super Micro, Other AI Hardware Makers

The Nasdaq-100 (NDX) is heading toward its best week  since early November.

Meet the Tech Stock Powering the Nasdaq-100 Today

Alphabet (GOOGL) shares soared on Friday morning, launching the company into the tiny group of companies worth more than $2 trillion.

Alphabet Reclaims Spot in $2 Trillion Market Cap Club

Marriott

Investing in stocks is a long-term process. You will have to ride the highs and lows of any investment, but the top stocks for April are more reliable than others.

The Top 3 Stocks to Buy in April 2024

Fidelity MSCI Telecommunication Services Index ETF

iShares Global Telecom ETF

Vanguard Telecommunication Services ETF

Communication Services Select Sector SPDR Fund

Look into ETFs with heavy exposure to Alphabet as the tech giant reports better-than-expected first-quarter 2024 results and also announces a cash dividend with plans to uphold a quarterly cash dividend distribution policy.

Google Heavy ETFs Surge Following Upbeat Q1 Earnings

Alphabet's (GOOGL) first-quarter results benefit from strong momentum across search, YouTube and cloud businesses.

Alphabet (GOOGL) Q1 Earnings Beat, Revenues Increase Y/Y

Google parent Alphabet Inc (NASDAQ:GOOG)'s first quarter earnings have further showcased the company's position as a leading AI beneficiary, analysts at Wedbush believe. The analysts raised their target price from $175 to $205 on improved revenue and operating income estimates.

Google parent Alphabet's position as AI leader highlighted by Q1 results

Tech company's shares rise as it plans to reward investors after strong quarterly results

Google parent Alphabet hits $2tn valuation as it announces first dividend

Stock prices for Alphabet and Microsoft rose 12% and 4% respectively after the companies reported better-than-expected quarterly results Thursday.

Alphabet And Microsoft Stocks Pop After Beating Q1 Targets

Stock prices for Alphabet and Microsoft both rose after the companies reported better than expected quarterly results Thursday. Notably Meta Platforms stock stumbled as the company announced plans for an AI investment surge, noted.

Alphabet And Microsoft Beat Targets, Stock Prices Pop 12% And 4%

Alphabet shares shot up Friday after the company posted better-than-expected first-quarter results and greenlit its first-ever dividend along with a $70 billion buyback.

News for Alphabet Stock (GOOGL)