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

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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

Google X spinout hopes to make robotic programming accessible to everyone but faces an uphill battle to persuade managers.

Google's Intrinsic Promise Of Democratizing Robots May Fall Short

Google said on Wednesday that its Google Play's payments policy is compliant with the Indian watchdog's order and it is moving ahead with plans to enforce the policy in the South Asian market, weeks after some developers sought to suspend Google's in-app billing fee system alleging it was not compliant with the watchdog's directive.

Google pushes ahead with in-app billing policy in India, insists watchdog compliance

Apple

Amazon

Big Tech Strengthens As The Market's Breadth Gets Clobbered

In announcing its PaLM 2 large language model, Google neglected to say how much training data was used for its most advanced LLM.

Google's newest A.I. model uses nearly five times more text data for training than its predecessor

Advanced Micro Devices

Rambus

The stock market took a step back Tuesday as sellers hit the major stock indexes during the final half-hour of trading. The post Stock Market Fades During Final half-hour Of Trading.

Stock Market Fades During Final half-hour Of Trading. Top Gainers Include AMD, Alphabet, Rambus.

One fund manager made a particularly large, concentrated bet on the Google parent. Investors have gotten more optimistic that Alphabet will be able to compete with OpenAI.

Why Alphabet Stock Rallied on Tuesday

For its most recent accelerator program for climate startups, Google picked 12 companies and they were related to A.I., EV infrastructure and data reporting.

Google zeroed in on these 3 categories of climate companies to boost

H-1B visas have been a lightning rod in the immigration debate, with critics saying they are used to undercut US citizens and legal residents.

Google, Meta, Amazon hire low-paid foreign workers after US layoffs: report

If you haven't logged into your Google account in a long time, you better use it or lose it.

Google to delete accounts that have been inactive for at least two years

Google co-founder Sergey Brin is feeling especially generous lately. Indeed, in a recent disclosure filed Monday, Brin apparently gifted $600 million worth of Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) stock to an anonymous recipient.

Co-Founder Sergey Brin Gifts GOOG Stock Amid Price Surge

Renowned investor Bill Ackman (Trades, Portfolio) has positioned himself at the forefront of the technological revolution. In a strategic move that reflects his confidence in artificial intelligence's growth potential, the guru's 13F filing for the first quarter shows he established a substantial stake in Alphabet Inc. ( GOOG , Financial) ( GOOGL , Financial), Google's parent company.

Alphabet: Bill Ackman's AI Bet

The activist investors Dan Loeb and Bill Ackman last quarter took positions in Google-parent Alphabet last month.

Two Activist Take Alphabet Stakes. It's Probably Not What You Think.

Microsoft

NVIDIA

BigBear.ai Holdings

JD.com

Micron Technology

Artificial intelligence is no longer just a buzzword, shaking up industries and transforming the world as we know it. OpenAI's ground-breaking chatbot, ChatGPT, has dominated headlines this year, which led to a swath of new AI technologies entering the market.

7 AI Stocks That Could Make You a Millionaire by 2025

Google, which hosts billions of user accounts, said on Tuesday that it plans to delete accounts that have remained inactive for two years. The decision is part of the internet giant's ongoing efforts to strengthen security measures for its vast user base, the company said.

Google to delete accounts inactive for two years in security push

Microsoft is using ChatGPT to go after Google. Alphabet recently unveiled its own AI plans.

Will ChatGPT Replace Google? Here's What We Know

The Google I/O 2023 event on May 10 was full of important announcements about Alphabet Inc.'s ( GOOG , Financial)( GOOGL , Financial) upcoming products and services, which helped the shares rise more than 11% last week.

Alphabet Offers Good Value

Alphabet Inc (NASDAQ:GOOG) shares have gained about 9% over the past week after the tech giant unveiled its latest artificial intelligence (AI) tools at a developer's conference, defying early doubters of the company's technology.   After lagging the stock price performances of peers such as Apple Inc (NASDAQ:AAPL) and Microsoft Corp earlier in the year, Alphabet's Class A shares have gained 11% over the past month and 32% year to date to its current price of $117.74.

Alphabet stock showing strength as Bill Ackman makes big share purchase

Alphabet Inc's Google on Tuesday said it would delete accounts that had remained unused for two years starting December, in a bid to prevent security threats including hacks.

Google to delete inactive accounts starting December

AI makes Google's advertising a better business. AI and cloud computing is a massive growth area.

The AI Revolution: How Alphabet Is Positioning Itself for Success

Warren Buffett's Berkshire Hathaway has invested in Paramount Global, which is struggling as the TV streaming wars heat up. Meanwhile, Google's YouTube -- acquired all the way back in 2006 -- solved the problems inherent with TV streaming long ago.

Warren Buffett Just Accidentally Described Why Google Is the Best TV Streaming Stock

Arista Networks

Artificial intelligence is slowly becoming the driving force behind numerous technological advancements in recent years. Hence, investors are seeking opportunities to capitalize on high-risk AI stocks as the sector continues to revolutionize industries and transform how we live and work.

Hero or Zero? 3 High-Risk AI Stocks That Could Make You Rich

The solutions mark Google's latest advancements in the AI arms race and hope to address a long-standing issue facing biotech and pharmaceutical companies.

Google Cloud launches A.I.-powered tools to accelerate drug discovery, precision medicine

While the NASDAQ-100 has made a series of higher highs, led mostly by the FAAMG names, the equal-weighted index has made a series of lower highs. Also worth noting, since the February top, we are seeing a strong rotation into Big Tech while aggressive selling is taking place in other areas of the market.

FAAMG Stocks Trading At Precarious Valuations

Buying shares in Big Tech companies and shorting US banks are currently the 'most crowded' trades, according to the monthly Bank of America global fund manager survey, with sentiment deteriorating this month to the most bearish of the year so far as investors raised cash balances and turned more pessimistic on growth. The 'long big tech' trade has increased to 30% in May from just below that mark the month before, from the 251 participants with US$666bn of funds under management.

US big tech remains most crowded trade for fund managers, with pharma stocks top in Europe

A basket of "Big Tech" stocks has become increasingly prevalent in market direction. A high concentration of imputed survivability, also seen among banks, bodes ill for the health of the overall American economy.

News for Alphabet Stock (GOOGL)