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

Nvidia's hardware model will eventually lead to a drop in demand. Alphabet's subscription model is far more sustainable.

The Best AI Investment Right Now Is Obvious (Hint: It's Not Nvidia)

Airbnb

UiPath

Visa

Alphabet and Meta Platforms are benefiting from a recovering ad market. UiPath is a great AI investment that's fairly priced.

We're In a New Bull Market. Here Are 5 Brilliant Stocks I'm Buying Hand Over Fist.

Bill Ackman's Pershing Square loaded up on Alphabet stock in 2023. Ackman cited Alphabet's underappreciated AI upside as the reason.

1 Surprising Artificial Intelligence (AI) Stock This Billionaire is Pouring Money Into

Microsoft

Tech giants on Tuesday talked up how customers are lapping up their generative AI-powered products, but mounting costs of developing the cutting-edge features irked investors hoping for a big boost to sales from the new technology.

Investors punish Microsoft, Alphabet as AI returns fall short of lofty expectations

Oracle

Oracle's stock has more than doubled over the past five years. Oracle's recent growth is largely driven by its cloud-based expansion.

Will Oracle Be Worth More Than Alphabet by 2030?

This fantastic growth stock is already outperforming the market in early 2024.

My Top Stock to Buy Now in February 2024

Alphabet shares slid close to 6% in premarket trading Wednesday. The losses came after the Google owner posted earnings for the last three months of 2023.

$110 billion set to be wiped off Alphabet's valuation after Google owner's advertising revenues disappoint

Although Alphabet's advertising revenue came up short of analyst estimates, it still grew quite well. In the meantime, a couple of the company's non-advertising businesses are experiencing robust growth.

I'll Buy This "Disappointing" Alphabet Stock Any Day of the Week

Microsoft and Google delivered solid corporate earnings on Tuesday as the tech giants said demand for artificial intelligence services stoked revenue.

Microsoft, Google ride AI wave as revenues surge

Google parent Alphabet on Tuesday credited artificial intelligence with helping boost profits in the final quarter of last year.

Google says AI helped it beat profit expectations

Shares of Google parent Alphabet (GOOGL) dropped in after-hours trading after the company reported its fourth-quarter earnings. In the company's post-earnings conference call, company executives focused on generative AI, subscriptions, cloud, and the company's investments for growth.

4 Key Takeaways from Google-Parent Alphabet's Earnings Call

Investors were left wanting more from Microsoft and Alphabet after recent rallies lifted their stock prices to all-time highs.

Wall Street punishes Alphabet and Microsoft despite earnings beats after stocks hit record

For Alphabet, the artificial intelligence (AI) boon has helped boost subscriptions. But advertising sales for the parent company of Google, having fallen just short of expectations despite surging 11%, were in focus.

AI Helps Lift Alphabet's Subscriptions 5x Higher Than 2019's Levels

Alphabet Inc. (GOOG) Q4 2023 Earnings Call Transcript

Mondelez

Starbucks

Skyworks Solutions

Microsoft, Google-parent Alphabet, Mondelez and Skyworks all topped earnings expectations.

Big Earnings Afternoon: Microsoft, Alphabet, Starbucks & More

AI-related companies lost $190 billion in stock market value late on Tuesday after Microsoft , Alphabet and Advanced Micro Devices delivered quarterly results that failed to impress investors who had sent their stocks soaring.

AI companies lose $190 billion in market cap after Alphabet and Microsoft report

The headline numbers for Alphabet (GOOGL) give insight into how the company performed in the quarter ended December 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Alphabet (GOOGL) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

The tech giant beat revenue predictions for the last quarter of 2023 but failed to deliver on predicted advertising revenue

Advertising slump sinks Google investor confidence despite overall high revenue

Alphabet (GOOGL) came out with quarterly earnings of $1.64 per share, beating the Zacks Consensus Estimate of $1.60 per share. This compares to earnings of $1.05 per share a year ago.

Alphabet (GOOGL) Tops Q4 Earnings and Revenue Estimates

Google-parent Alphabet Inc. (GOOGL) posted better-than-expected earnings for the fourth quarter but ad revenues didn't grow at a fast enough pace. The company's shares fell sharply in after-hours trading.

Alphabet Q4 Earnings Top Expectations But Google Ad Revenue Disappoints; Stock Tumbles

Google spent billions on severance last year after laying off thousands of workers. Alphabet's Q4 earnings said severance and related costs were $2.1 billion for 2023.

Google spent $2.1 billion on layoffs last year

Alphabet has faced tough competition for ad budgets from other online platforms such as Facebook, Instagram, TikTok and Amazon, alongside mixed economic signals in the US.

Shares of Google parent Alphabet drop 4% after disappointing ad revenue

Google's parent company reported that sales climbed 13 percent to $86.3 billion while profit jumped 52 percent.

Alphabet's Search Revenue Disappoints in Fourth Quarter

Alphabet Inc just reported its best quarter for revenue growth in about two years. Shares of the tech titan are still down 5.0% in extended trading on Tuesday.

Google CEO says ‘best is yet to come' after Q4 results

Alphabet Inc (NASDAQ:GOOG) shares fell in afterhours trading Tuesday after ad revenue fell short of expectations. YouTube ads contributed positively, growing by 16% to reach $9.2 billion, but overall Google ad revenue fell slightly short of analyst predictions, recording $65.52 billion against an estimated $65.8 billion.

News for Alphabet Stock (GOOGL)