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

Adobe

NVIDIA

Despite all the negativity surrounding tech in 2022, one major positive is that long-term investors have been presented with a buying opportunity not seen in some time.

3 Beaten-Down Tech Stocks Trading at a Discount

Alphabet (GOOGL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Earnings Preview: Alphabet (GOOGL) Q3 Earnings Expected to Decline

I like the risk/reward of owning Google stock going into Q3 earnings, as I believe the market has excessively discounted the potential earnings headwinds. Even if investors would expect a 2008/2009 type recession, then the 9.52% Google EPS contraction as estimated by analysts is quite a bearish stretch.

Google: Will Q3 Really Be That Bad?

The Pelosis took heavy losses on numerous call options but sticked to their conviction on Google by exercising 200 calls at $100. The advertising market is preparing for a 2023 recession, but Google is well-positioned to weather an economic downturn with top-class assets.

Google: The Pelosis Could Be Right

WASHINGTON--(BUSINESS WIRE)-- #cybersecurity--Mandiant Breach Analytics for Google Cloud's Chronicle now available.

Mandiant Breach Analytics for Google Cloud's Chronicle Helps Automate the Link Between Threat Intelligence and Real-Time Detection

The European Commission is facing fresh calls to make good on its 2017 antitrust decision against Google Shopping by banning Google from displaying its own shopping comparison ads units in search results — boxes which Google populates with revenue-generating ads — as they argue the self-preferencing units constitute an ongoing competition abuse by the adtech

Google antitrust complainants call for EU to shutter its Shopping Ads Units

Amazon

Tesla

Today, as the MarketBeat Podcast celebrates the milestone of Episode 50, Kate welcomes back a popular guest, Jason Brown of the Brown Report

Google, Amazon and Tesla, 3 Big Stocks Set to Move Higher

Alphabet's (GOOGL) subsidiary Google adds homescreen widgets to YouTube for iPhone and iPad users to help them quickly search and browse YouTube.

Alphabet (GOOGL) Enhances YouTube With Homescreen Widgets

Apple

Advanced Micro Devices

ASML Hld

Danaher

New Linde PLC

Microsoft

UnitedHealth Group

This may surprise you: Wall Street analysts expect earnings for the S&P 500 to increase 8% during 2023, despite all the buzz about a possible recession as the Federal Reserve tightens monetary policy to quell inflation.

These 11 stocks can lead your portfolio's rebound after the S&P 500 ‘earnings recession' and a market bottom next year

Alphabet, the parent company of Google, has dominated the world of digital advertising for the last decade. The Alphabet ecosystem comprises several incredibly strong businesses, such as Google Search, YouTube, and Google Cloud.

Google: Q3 Earnings Can't Be Worse Than Expected, Right?

Shopify

Bed Bath & Beyond

Bank of America says American consumers look healthy. That should be good news for consumer-facing stocks.

Why Alphabet, Shopify, and Bed Bath Stocks Bounced Today

Exabeam Introduces New-Scale SIEM™

More than 40 European rivals to Google's shopping service urged EU antitrust regulators on Monday to use newly adopted tech rules to ensure the Alphabet unit complies with a 2017 EU order to allow more competition on its search page.

EXCLUSIVE Scores of Google rivals want EU tech law used in antitrust case - letter

GOOGL's YTD return of nearly 34% has underperformed the broad market. Therefore, it's a reminder that Google is not immune to the coming recession. Its valuations were unsustainable at its 2022 highs. There was too much optimism (including us), thinking that Google could continue outperforming. But the market had other ideas.

Google: At These Levels, It's Hard To Be So Bearish

Several new cloud-focused announcements came from Google this week, as did news of a cloud-spending slowdown for IT teams.

Google: How To Trade The Stock In A Bear Market

Google shares are down more than 30% this year and sit near their 52-week low. However, the risk factors (especially the challenging macroeconomic backdrop) are real.

Google Stock: Market Puking

Alphabet's (GOOGL) Google plans to launch 5 Gig and 8 Gig services in early 2023 to expand Google Fiber offerings.

Alphabet's (GOOGL) 5 Gig & 8 Gig Fiber Plans to Win Customers

Autodesk

Both companies have excellent long-term prospects.

Have $1,000? These 2 Stocks Could Be Bargain Buys for 2022 and Beyond

Disney

Vertex Pharmaceuticals

My Best Stocks to Buy Now and Hold Forever

Regulators of Facebook, Google and Amazon invest in the tech giants' stocks

EU antitrust regulators are preparing charges against Alphabet unit Google over its digital advertising business due to the slow pace of settlement talks, people familiar with the matter said on Thursday.

EXCLUSIVE EU antitrust regulators preparing charges against Google over adtech -sources

The Federal Trade Commission's officials traded stocks and funds more than those at any other major agency, including going heavily into tech shares, The Wall Street Journal found

The Regulators of Facebook, Google and Amazon Also Invest in the Companies' Stocks

OTTAWA, Ontario--(BUSINESS WIRE)--Kinaxis announced a partnership with Google Cloud to make their supply chain management solution, Kinaxis RapidResponse®, available on Google Cloud.

Kinaxis Partners with Google Cloud to Scale Global Supply Chain Management and Concurrent Planning

Marqeta

In a bear market, cash-rich companies are king.

News for Alphabet Stock (GOOGL)