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

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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

Alphabet Inc. ( GOOG , Financial)( GOOGL , Financial), the parent company of Google and YouTube, is getting ready for a long leap by harnessing its core strength, advertising, through artificial intelligence-powered ads and short-form videos. It is also making advances to attain a computational edge by focusing on quantum computing.

Alphabet: Leveraging AI for a Long-Term Edge

Google announced an AI update for search within Gmail. AI models will now deliver "top results" for queries.

Google says Gmail on your phone just got a lot faster thanks to A.I.

American Express

Sunrun

U.S. Bancorp

Jeremy Grantham (Trades, Portfolio)'s GMO LLC recently disclosed its 13F portfolio updates for the first quarter of 2023, which ended on March 31.

Jeremy Grantham's Firm Adds to Tech Bets in 1st Quarter

California bill would make Big Tech pay publishers

Adobe

Alphabet's massive AI toolkit makes it a top player in the AI space. Adobe is rolling out AI assistants for many offerings in its product suite.

Uncovering Hidden Gems: These Undervalued AI Stocks Are Ready to Shine

Alibaba

Large-cap stocks refer to shares of companies with market capitalizations in excess of $10 billion. Alternatively known as big-cap stocks they offer stability and safety relative to their smaller counterparts.

3 Top-Rated Large-Cap Stocks to Buy (and Never Sell)

NVIDIA

Nvidia holds a monopoly like grip on the GPU market. This is costing companies like Google a lot of money, which is why they are taking action. Google is already developing and using technology that will compete with NVDA's chips.

Google: The Only Real AI Threat To Nvidia

Apple

Netflix

The long-term outperformance and competitive advantages provided by the FAANG stocks have made them popular buys. During the first quarter, a number of prominent billionaire money managers scooped up shares of two FAANG stocks.

2 FAANG Stocks Billionaires Are Buying Hand Over Fist and 1 They're Avoiding Like the Plague

Visa

Considering the uncertainty of the market, it is really impossible to find certainty. Even if you look at some of the most stable investments like savings accounts or CDs, there is no proof that the rate of interest will not change.

3 Stocks for Investors Over 30 to Buy Now for the Long Haul

SACRAMENTO, Calif. — A California bill that would force Big Tech companies to pay media outlets for posting and using their news content cleared another critical hurdle Thursday.

California bill requiring Big Tech to pay media outlets for news gains momentum

Advanced Micro Devices

Microsoft

Microsoft's market share in cloud computing puts it second, with the potential to surpass the competition. AMD is powering multiple cloud services through its chips.

3 Best Cloud Stocks to Buy in June

Uber

Alphabet subsidiary Waymo is bringing its taxi network to the Uber app. Waymo wants to multiply its ridership tenfold by next summer.

Uber and Waymo Are Teaming Up: Is the Self-Driving Revolution Finally Here?

RingCentral

Discover a pair of surprisingly well-hidden gems in the stock market's ongoing garage sale. RingCentral and Alphabet look affordable -- nay, undervalued!

You Could Buy These 2 Growth Stocks on the Dip

In this article, I review the latest research reports from major banks to quantify Google's AI revolution in its financials. In my base case scenario, the company's fair value today should be somewhere in the middle of the $113.91-136.74 per share range. The upside seems limited not just to my DCF model. Most banks have a target of just 9-10% above the last closing price.

Google Stock: AI Revolution Seems Fully Priced In

Alphabet Inc's Google is part of a $36 million funding round for Bengaluru-based Pixxel, a satellite-image startup, in the first major investment in the Indian space sector since the government launched its privatisation policy in April.

Google in funding round for Indian space startup Pixxel

Chatbots are leading to a paradigm shift in the way people access information on the internet. Visiting a search engine could become obsolete if tools like ChatGPT are added to consumers' favorite apps.

AI Is the Biggest Threat to Google (and Alphabet) Right Now, not Its Biggest Catalyst

The Central Bank of Singapore is partnering with Google's cloud unit to explore potential internal use cases of the burgeoning artificial intelligence (AI) space and advance the development of innovative technologies in the Asian hub, Nikkei reported on Wednesday.

Singapore's Central Bank Partners With Google to Explore AI for Internal Use

Google's acquisition of YouTube has generated nearly $40 billion in trailing twelve month (TTM) revenue, with AI providing advertisers with excellent results. Google Cloud has overcome cumulative operating losses of nearly $13 billion and is now well-positioned to see meaningful operating income in the future. Despite concerns about AI offerings cutting into Google's digital ad market share, the rapid growth of the digital ad market may offset any decrease in share.

Google Has Many Positives

Amazon

ServiceNow

Oracle

Artificial intelligence has become 2023's hottest investment trend. Investors are scanning the landscape for innovative companies, many of which are small and unprofitable.

Nvidia and these 6 tech giants will gobble up the AI pie

Starbucks

Most investors have heard the advice “buy what you know.” In fact, some in the industry have been recommending this investing style for years.

3 Best Stocks to Buy That Will Get You Through the Day

Share repurchase programs are an effective way for companies to return money to shareholders. As a result, they're extremely popular with large investors like Warren Buffett.

Apple, Alphabet, Meta, and Microsoft Have All Done Major Share Buybacks This Year -- Should You Join Them?

DexCom

Palo Alto Networks

Since early 2022, everyday investors and Wall Street's brightest billionaire money managers have flocked to stocks enacting splits. The sustained competitive advantages offered by three stock-split stocks made them popular buys during the first quarter.

3 Stock-Split Stocks Billionaires Can't Stop Buying

ASML Hld

QUALCOMM

Taiwan Semiconductor Manufacturing

NVIDIA was the talk of the town last week, as its earnings and guidance beat expectations. The company's stock is fairly pricey, but some of its suppliers' and competitors' shares are not. In this article, I explore three AI chip stocks that are relatively cheap compared to NVIDIA.

3 AI Chip Stocks That Are Actually Cheap

Wall Street has embraced Alphabet Inc.'s artificial-intelligence initiatives in a big way lately — so much so that its stock is on its way to its best monthly performance since the early days of the pandemic.

Alphabet stock cruises toward best month in 3 years as it ups the ante in AI

C3.ai

Broadcom

Cadence Design Systems

Marvell Technology

Synopsys

The rise of ChatGPT has sparked a frenzy for artificial intelligence stocks in 2023. A "jaw-dropping" earnings report from Nvidia was the latest catalyst to send AI stocks soaring.

News for Alphabet Stock (GOOGL)