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

Amazon

DexCom

Shopify

Tesla

Alphabet, Amazon, DexCom, Shopify, and Tesla have all announced stock splits this year -- but only one of these giants is a screaming buy.

This Is, Hands Down, the Top Stock-Split Stock to Buy Right Now

The market reaction post-Q2 earnings demonstrated that Google's near-term headwinds had been reflected. But, Google must contend with more competition amid slowing growth in ads. YouTube's growth slowdown could be bottoming out soon before recovering. However, Google Cloud also needs to demonstrate profitable growth to compensate for slowing growth in advertising.

Google: Don't Expect A Fast Recovery From Here

Apple

Bank of America

Wells Fargo

Exxon Mobil

Buying Cheap Stocks Isn't the Same as Value Investing -- It Pays to Know the Difference

The AZEK Company

TechnipFMC

Millicom International Cellular S.A.

Qualtrics International

Playa Hotels & Resorts

There are cheap stocks, and then there are penny stocks. The former aren't necessarily bad investments.

6 Cheap Stocks That Wall Street Analysts Still Love

Microsoft

These tech giants operate many different businesses, but the cloud is the growth story right now.

3 Trillion-Dollar Growth Stocks to Buy Hand Over Fist Right Now

Investing for the future didn't prevent another solid earnings report.

Alphabet Shows Once Again Why It Is the Best FAANG Stock to Own

Starbucks

Labor unions have formed at more than 200 Starbucks, an Apple store, Google and elsewhere. Here's how it happened and why it's unusual in retail and tech.

Unions are forming at Starbucks, Apple and Google. Here's why workers are organizing now

Antitrust regulators in the EU have asked developers about a threat from Google to cut apps out of its Play Store if they used other payment options, Reuters reported. Google said earlier in the year that companies using another billing system would be removed from its app store by June this year.

EU Asks Developers About Google App Payments, Report Says

For investors seeking exposure to a rapidly expanding industry, Amazon (AMZN), Microsoft (MSFT), and Alphabet (GOOGL) would all be excellent choices.

3 Titans With Robust Cloud Computing Segments

EU antitrust regulators have asked app developers whether Alphabet unit Google's threat to remove apps from its Play Store if they use other payment options instead of its own billing system has hurt their business, two people familiar with the matter told Reuters.

EU antitrust regulators quiz developers on Google app payments - sources

Short Hills Capital's Steve Weiss has been sitting in cash for most of the year, as he's held a bearish view on the market and has been largely correct.

This Market Bear Just Bought Apple, Amazon And Alphabet Shares: Why The Tech Investor Sees 'Clear Sailing' Ahead

FAANG stocks, including Alphabet and Apple, have been strong investments in the past. That doesn't mean that their future return outlook is equal, however.

Alphabet Vs. Apple: Why One Is The Clearly Better FAANG Choice

PepsiCo

Such expenditures among S&P 500 companies are growing faster than stock repurchases for the first time since early 2021.

Companies From Google to Pepsi Boost Capital Spending

Google's Search & other ads segment has grown prodigiously, and it was responsible for 58% of overall revenue in 2Q22. Weakness from Walmart and Target doesn't hurt Google as much as some fear.

Google Looks Solid In Uncertain Times

In June, Google told us that it would start merging its Duo video chat service for consumers with Meet, its Zoom competitor for business users. The next phase of this merger starts today.

The next step in Google's merger of Duo and Meet starts today

CyberRes adds Voltage data-centric security for BigQuery customers worldwide to address data privacy regulations SANTA CLARA, Calif. , Aug. 3, 2022 /PRNewswire/ -- CyberRes, a Micro Focus line of business, today announced a partnership with Google Cloud to support the upcoming release of BigQuery remote functions.

Micro Focus' CyberRes Partners with Google Cloud to Enable High-Scale Secure Cloud Analytics with Data Privacy

PayPal

The growth-centric Nasdaq 100 is home to three widely owned stocks that are cheaper than they've ever been.

3 Nasdaq 100 Stocks to Buy Hand Over Fist in August

Twid, an Indian startup operating a rewards based payment platform, has raised $12 million to scale its network of merchants and issuers and expand its solution in the South Asian market. Rakuten Capital led the startup's Series A round, which also saw participation from Google and existing investors including Sequoia Surge and Beenext.

Google backs Indian rewards payments startup Twid

Italy's communication authority said on Tuesday it had fined tech giant Google, owned by parent company Alphabet, 750,000 euros ($766,350) for allegedly breaching a ban on gambling advertising on its YouTube video platform.

Italy's communication authority fines Google over gambling advertising

Fresh macroeconomic conditions have not been friendly to technology stocks, but the ongoing sell-off has gifted investors with several compelling buying opportunities.

Got $5,000? Buy the Dip on This FAANG Stock Amid the Nasdaq Sell-Off

This stock boasts a cheap valuation and operates in a massive industry with a competitive advantage.

My Top Tech Stock to Buy in August (and It's Not Even Close)

Google, Facebook CEOs warn slackers, what it means

Netflix

MILAN (Reuters) -France, Italy and Spain are stepping up pressure on the European Commission to come up with legislation that ensures Big Tech firms partly finance telecoms infrastructure in the bloc, a document showed on Monday.

Big tech should share Europe network costs - France, Italy, Spain document

California Resources

Catalent

Kirin Holdings Co Ltd

Taiwan Semiconductor Manufacturing

The Seeking Alpha Quant system has its quirks, but it is a great tool to find great holdings. I typically dredge through the weeds to find unique situations that may be unloved by the quant system.

5 Real Growth 'Strong Buys'

The bill's proponents fear the longer it takes to put the bill to a vote, the more time tech lobbyists will have to sow seeds of doubt in lawmakers' minds.

News for Alphabet Stock (GOOGL)