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

Russia fined Google an astronomical amount — $20.6 decillion — over suspended YouTube accounts. The Kremlin commented on Thursday, seeming to acknowledge the figure was not realistic.

The Kremlin says it hopes an unpronounceably huge fine got Google's attention

The Russian government is attempting to fine Google about $20 decillion, a figure with 34 zeros that's exponentially larger than the world's economy, over a decision by YouTube—owned by Google's parent Alphabet—to block channels run by Russian state-run media, according to Russian officials.

Russia Fines Google $20 Decillion—Many Times Larger Than Global GDP—For Blocking State Media Channels: Here's What To Know

Alphabet's Google on Thursday announced a set of features that incorporated Gemini, its artificial intelligence chatbot, into its suite of mapping applications.

Google brings AI answers to map applications

Alphabet isn't being disrupted by artificial intelligence, it's growing because of it.

Behind Alphabet's Incredible Quarter

Alphabet's Q3 revenue rose 15% to $88.3 billion, surpassing expectations, with Google Cloud and advertising leading gains. Cloud revenue jumped 35% to $11.35 billion, marking Alphabet's second-largest segment, driven by strong AI demand. Operating income increased 34% to $28.5 billion, with operating margins improving from 28% to 32%, reflecting cost efficiencies.

Heavy AI Spending Drags Google's Margins

Earnings season has really stepped up a couple of gears this week with five members of the ‘Magnificent Seven' set to report. This is such an important time for investors as these five companies have a combined market capitalisation of over $12 trillion.

A very busy fortnight

Alphabet Inc./Google's AI investments are taking off, as evidenced by its stellar Q3 2024 double beat. Google Cloud outperformance was the spotlight, with substantial sequential operating margin expansion and growth acceleration underpinned by robust AI contributions. Better-than-expected ad revenue growth despite a tough PY comp also mitigates the core native search business' exposure to risks of AI disruption.

Google's Path To $200 Depends On This Missing Piece To Its AI Puzzle

Google on Thursday defeated a trademark lawsuit brought by a British short film company over YouTube's short video platform Shorts, with London's High Court ruling there was no risk of confusion for consumers.

Google defeats UK trademark lawsuit over YouTube Shorts name

Alphabet had a strong third quarter, beating on both the top and bottom lines. Google Cloud's growth shows that the company's investments in AI are paying off. The growth slowdown in Search and YouTube is a cause for concern.

Alphabet: Growth In Google Cloud Vindicates The AI Spend

Google's Q3 earnings exceeded expectations with $88.27 billion in revenue, a 14.9% YoY increase, and $2.12 EPS, beating analyst projections by $0.27. Despite a 14% rise in shares since September, Perplexity's growing presence has sparked concerns, though disruption risk appears minimal. Google's AI generates over 25% of new code, significantly boosting innovation speed and enhancing competitiveness against emerging AI platforms.

Google Q3 Earnings: Perplexity Is Not A Threat

The Kremlin said on Thursday that Alphabet's Google should lift its block on Russian TV channels broadcasting on YouTube and said it hoped huge legal claims racking up against the U.S.-based company would jolt it into action.

Kremlin says Google should lift its YouTube block on Russian broadcasters

Google has reportedly racked up a fine of more than two undecillion rubles (two followed by 36 zeros) after it removed state-run and pro-government accounts from YouTube.

Russia fines Google more than world's entire GDP

Shares of Google parent Alphabet Inc. jumped after management announced robust revenue and earnings results, driven in party by continued improvements in the cloud. Big investments in this space should continue to push revenue and profits higher as the rest of the business continues to grow as well. Shares aren't cheap, but they are attractive enough for the quality and growth received to warrant additional upside from here.

Google Pops On Great Results, The Prospect Of Cloud Growth

Alphabet Inc. aka Google just reported Q3 earnings, delivering great results in Search, Cloud, and YouTube. YouTube is of particular interest to us given the potential for significant monetization growth in coming years. YouTube could be worth — conservatively — $750 billion+ by 2027, which could add 20% or more to GOOG's market cap in just a few short years.

Google's Q3 Results Prove YouTube Could Be Worth $750 Billion By 2027

Encouraging economic news damped hopes for accelerated rate cuts.

Stock Market Today: Stocks Slide as Solid GDP and Softer Inflation Vex Rate Cut Bets

US equity benchmarks rose on Wednesday as investors assessed a string of earnings reports and waited for more results from megacap technology companies.  At the time of writing, the Dow Jones Industrial Average was up 0.3%, while the S&P 500 index rose 0.1% from the previous close.

Dow and S&P 500 climb as earnings season heats up; Alphabet jumps, Semi Micro sinks

Alphabet Inc GOOG GOOGL is viewed favorably by analysts after showing strength in cloud, search and YouTube segments and spending on AI initiatives paying off, after the company reported third-quarter financial results Tuesday.

Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Alphabet To Rally Around 33%? Here Are 10 Top Analyst Forecasts For Wednesday

Alphabet Inc. aka Google reported impressive 3Q 2024 earnings with 15% revenue growth and a 4% increase in operating margin, leading to strong net income growth. Waymo's robotaxi business is rapidly scaling, with the potential to generate $1 billion in revenue by 2025 and significant long-term profitability. Google's diverse segments, including Google Cloud and YouTube, continue to drive growth and efficiency, positioning it to outperform its peers.

Google's Waymo Should Make It The Most Valuable Company

Visa

Google parent Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) and Visa (NYSE:V) reported quarterly earnings and absolutely hit it out of the park.

Google and Visa Just Crushed Earnings. Time to Buy?

A Russian court has fined Google 2 undecillion rubles, an astronomical amount equivalent to about US$20 decillion, in a dispute over restricted Russian media channels on YouTube. The fine, which is nearly 200 trillion times the global money supply, was calculated based on the removal of 17 Russian TV channels following US sanctions imposed in 2020 and expanded after Russia's invasion of Ukraine.

Google hit with astronomical fine by Russian court over media restrictions

Google parent Alphabet (GOOGL) posted third-quarter earnings that topped Street expectations and showed artificial intelligence (AI) progress, with both JPMorgan and Citigroup analysts noting the tech giant's strong Google Cloud revenue.

Why Analysts Are Bullish on Google Parent Alphabet After Earnings

Advanced Micro Devices

Alphabet leads tech as Nasdaq hits highs, while AMD and Super Micro slump on earnings misses. Mixed signals keep investors cautious on US stock outlook.

S&P500 and Nasdaq Index: Cloud Gains Lift Alphabet, but AMD Drags on Market

Look at Google-heavy ETFs to capitalize as upbeat third-quarter 2024 results send GOOGL shares soaring.

Google Soars on Upbeat Q3 Earnings: ETFs to Consider

Can the huge sums companies invest in generative AI produce a return on investment?

News for Alphabet Stock (GOOGL)