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 Q1 2022

Earnings data Q2 2022

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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

Federal regulators who say Google holds an illegal monopoly over the technology that matches online advertisers to publishers are vastly underestimating the competition the tech giant faces, an expert hired by Google testified Thursday.

Google expert at antitrust trial says government underestimates competition for online ad dollars

Cathie Wood runs Ark Investment Management, which invests in innovative technology companies. Wood thinks artificial intelligence software companies will eventually generate $8 in revenue for every $1 they spend on chips.

Cathie Wood Says Software Is the Next Big AI Opportunity -- 1 Spectacular Stock You'll Regret Not Buying if She's Right

Google remains among the cheapest and fastest growing Magnificent 7 Stocks. However, it is suffering from success. Specifically, its decades-lasting dominance has led to increased scrutiny from regulators, who think that its $20-$26 billion payments to Apple are anti-competitive.

Google: Suffering From Success

A Bernstein analyst says it's still “difficult to defend” pitching Alphabet shares with conviction given various regulatory and competitive risks.

Alphabet's stock has never been this cheap relative to Meta's. How to play that.

Alphabet plans to invest $3.3 billion in South Carolina to build two new data centers, CEO Sundar Pichai said on Thursday.

Alphabet to invest $3.3 bln for two data centers in South Carolina

Distance Technologies, a Helsinki-based mixed-reality startup, raised 10 million euros ($11.1 million) of funding in a round led by GV, the venture capital arm of Alphabet. The company says its technology can turn any transparent surface into an augmented-reality display, meaning that the user can view 3D digital objects overlayed on top of the panel they're viewing.

Google backs a startup that aims to bring mixed reality to any car windshield or plane cockpit

Alphabet Inc. Chief Executive Officer Sundar Pichai said it will take many years to resolve Google's antitrust battles, downplaying the idea that they pose an immediate threat to the company's business.

Google CEO says antitrust trials could drag on for years

Alphabet's Google has restricted the creation of new accounts for Russian users, state news agencies cited Russia's digital ministry as saying on Thursday.

Google restricts creation of new accounts in Russia, news agencies report

Alphabet's core Search business faces increasing competition from Microsoft but has so far managed to reach an 80%+ market share. YouTube is maintaining its NR1 position in terms of streaming time in the US, while new paying account subscriptions reach new records. Google Cloud just crossed 10% EBIT margin and could become a new earning engine.

Google: More Upside Ahead

Goldman Sachs

Alphabet , Goldman Sachs and a group of other firms agreed to pay a combined $3.8 million in civil penalties to settle U.S. Securities and Exchange Commission charges over late filings, the regulator said on Wednesday.

Alphabet, Goldman Sachs and others to settle charges over late filings, SEC says

Alphabet Inc./Google's recent AI-related CAPEX surge has raised concerns. Applying Warren Buffett's $1 test, Google is still turning $1 of retained earnings into over $3 in market cap gain. Price overreactions caused by such concern thus may present a buying opportunity.

Google's AI Expenditures Examined By $1 Test

Google paid $2.7 billion to rehire an artificial intelligence genius who left the tech giant in a huff three years ago to found his own startup, according to a report.

Google paid $2.7B to rehire AI genius who left after company refused to release his bot: report

Google reportedly paid $2.7 billion to rehire ex-employee/AI guru Noam Shazeer. According to The Wall Street Journal (WSJ), Shazeer, who co-authored research that helped popularize artificial intelligence (AI), left Google in frustration after the company refused to release a chatbot he had developed.

Google Reportedly Spent $2.7 Billion to Rehire Character.AI Founder

AerCap Hlds

First Citizens BancShares

With earnings season winding down, Chris Ballard, managing director at Check Capital Management, shared his exclusive insights on the companies that have caught his attention for their stellar performance and growth potential.

EXCLUSIVE: Alphabet, AerCap, First Citizens: Asset Manager's Trio Of Post-Earnings Bets

Microsoft

Google has lodged a formal antitrust complaint related to Microsoft's commercial practices in the cloud-computing industry. The search giant looks to be hoping that the European Union might help it shake up the sector.

Google Files Antitrust Complaint Against Microsoft. What's Behind the Move.

Oppenheimer analyst Jason Helfstein cuts his price target on Alphabet stock to $185 from $210, but he kept an Outperform rating.

Google's Future on iPhones Looks Cloudy, Analyst Says

Google filed a complaint to the European Commission alleging that Microsoft's cloud computing unit has engaged in anti-competitive practices.

Google Files EU Complaint Over Microsoft Cloud Business Tactics

Google will be tied out in court for many years as it attempts to avoid a crackdown in a pair of major federal antitrust cases targeting its business model, CEO Sundar Pichai admitted in a new interview.

Google antitrust battles will drag on for ‘many years,' CEO Sundar Pichai says

Google has filed a complaint with the European Commission (EC), alleging that Microsoft uses anti-competitive licensing practices to strongarm companies into staying on its Azure cloud infrastructure.

Google files antitrust complaint against Microsoft in Europe over cloud licensing practices

Google announced Wednesday it had filed a complaint at the European Commission against Microsoft, accusing its rival of "anticompetitive" licensing practices to force customers to use its cloud service.

Google files EU complaint over Microsoft cloud services

A 20% annualized return from Alphabet Inc./Google is possible, including covered call premium, dividend, and only $2.71 in price appreciation. 2024 growth from Google Search, YouTube, and Subscriptions. Good technical entry point resulting from fear of regulatory fines and government intervention.

Google: 20% Potential Return With Covered Calls (Technical Analysis)

Alphabet unit Google filed a complaint to the European Commission on Wednesday against what it said were Microsoft's anti-competitive practices to lock customers into Microsoft's cloud platform Azure.

Google files complaint to EU over Microsoft cloud practices

The search giant argues that Microsoft is abusing its market power in enterprise software to push customers to use its cloud-computing service.

Google Files EU Antitrust Complaint Against Microsoft

Google said in an antitrust complaint filed Wednesday that Microsoft uses unfair licensing contracts in its Azure cloud computing business to stifle competition. In its complaint, Google — which ranks third globally in the cloud computing market behind market leaders Amazon Web Services and Azure — said Microsoft makes it harder for customers to move their workloads to competitors' clouds.

Google files EU antitrust complaint accusing Microsoft of stifling cloud competition

What is going on with Google's long-touted migration to an alternative adtech stack (aka its Privacy Sandbox proposal)? What indeed.

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