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

The company also said it would restore many of its famed office perks.

Google eases pandemic rules for employees in the U.S.

Vaccinated employees won't have to wear masks or socially distance, a report says.

Google Reportedly Drops Mask and Vaccine Requirements for Employees

Alphabet Inc's Google said on Wednesday it is giving employees in the Bay Area the option to return to office where possible, as COVID-19 cases ease in the United States.

Google allows Bay Area employees to work from office, eases COVID-19 norms

Company real estate executive tells workers that perks like massages and lounges are coming back, and a spokesperson says vaccines won't be required.

Google relaxes mandates, opens amenities as it prepares for workers to return

DoorDash

DoorDash is leveraging contextual commerce to embed the purchasing experience more seamlessly into consumers' daily routines. The San Francisco, California-based food delivery giant announced in a Tuesday (Feb. 22) press release that it is integrating its Storefront online ordering product with Order with Google, which allows consumers to order directly through Search and Maps.

DoorDash Integrates With Google to Offer Frictionless Ordering, Payment

French retailer Fnac Darty said on Wednesday it entered into a new partnership with tech giant Google, as it seeks to improve its online services.

France's Fnac Darty teams up with Google to improve online retail services

Google's announcement comes over a year after Apple announced that app developers would need to ask for permission to track a user's IDFA identifier on iOS, and months after Google Chrome announced that it would be banning all third-party cookies in 2023.

Google's privacy changes: The war on cross-app tracking, cookies and third-party advertising

Apple

Amazon

EU Consumer Advocates Seek Expansion of Legal Rights to Sue Big Tech

Despite the recent sell-off of NASDAQ-listed stocks, Alphabet's shares have decreased less than 4% over the last six months. Valuation has long been an Achilles heel for the stock, but the company formerly known as Google presents a compelling value proposition, superior fundamentals, and low downside risk.

Alphabet Stock: Illustrating Present Value With A Crayon

Waymo, the autonomous driving arm of Alphabet, was granted a win on Tuesday when a California court ruled it could keep certain details regarding its AV technology secret. The company filed a lawsuit against the California Department of Motor Vehicles in late January in order to keep some information about its autonomous vehicle deployment permit, […]

Waymo to keep robotaxi safety details secret, court rules

Alphabet just announced a 20-for-1 stock split. There's no question more companies are going to do them.

Has Alphabet Just Opened the Stock Split Floodgates?

The outlook of GOOG stock at this point is positive as Alphabet has multiple strong catalysts that should boost the shares. The post Propelled by Multiple Trends, Alphabet Stock Should Rally appeared first on InvestorPlace.

Propelled by Multiple Trends, Alphabet Stock Should Rally

Google will pay workers at its new Durham office lower salaries than most of its other engineering hubs, a move that has led to internal protests from some workers.

Google employees protest company's Durham wage policy. Here's why they're upset

Alphabet's incredible array of businesses never cease to amaze, which continue to add even more upside to GOOG stock. The post Alphabet's Stock Split Has Nothing To Do With Its Growth Story appeared first on InvestorPlace.

Alphabet's Stock Split Has Nothing To Do With Its Growth Story

Discovery

Discovery Communications

Pfizer

AT&T

Taiwan Semiconductor Manufacturing

Vipshop Hlds

The asset management firm counts Microsoft as its top holding, followed by Apple, United Health, and Coca-Cola.

GMO trimmed mega-cap tech stocks last quarter as Jeremy Grantham sounded the alarm over a coming market crash. These were the 7 biggest trades.

The bear market in growth stocks is weighing on the technology sector and Alphabet. Here's what it means for GOOG stock.

Why Did Alphabet Stock Sink This Week?

Microsoft

Confidential data reviewed by POLITICO has revealed gatekeeper search engines are funneling low-value ads to smaller search partners. The report alleges Alphabet's Google and Microsoft Corp. are using the online advertising market to the detriment of smaller rivals.

Report: Microsoft, Google Allegedly Use Spam Ads to Chill Competition

Google is changing its privacy policies for Android users. The private advertising solutions that prohibit Google cross-app tracking could shake up stocks like Apple did last year.

Privacy Changes To Google Cross-App Tracking Could Stir Stocks

Kraft Heinz

Kraft Heinz Co. KHC, +1.80% announced a partnership with Google GOOG, +0.41% google on Friday that's intended to further the food company's digital transformation. Kraft will use machine learning tools to help with new flavors and products, improve shopper engagement using Google Cloud products, and use platforms like Google Ads and YouTube for marketing.

Kraft Heinz continues its tech transformation with Google partnership

Google's parent has announced a 20-for-1 split, but investors shouldn't care even though the per-share price will be much lower post split.

Why Investors Shouldn't Care About Alphabet's Stock Split

Walmart

Investors don't have to find a proverbial diamond in the rough to score big gains. They just have to look for sustainable growth and settle in.

3 Stocks That Turned $5,000 Into $10,000 (or More) in Just a Few Years

A group representing publishers such as News Corp and National Public Radio wrote to leaders of the Senate Judiciary Committee on Thursday to back two bills targeting Big Tech including one that would open up smartphone app stores to more competition.

Two U.S. Big Tech antitrust bills backed by publisher trade group

The partnership will combine Waymo Via's autonomous truck technology with C.H. Robinson's network of almost 200,000 shippers and carriers.

Google's self-driving truck project is teaming up with a logistics company to carry deliveries down a 240-mile Texas road

Digital Turbine

Magnite

Trade Desk

Alphabet Inc's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google has announced Privacy Sandbox, a multi-year initiative to build more private advertising solutions.  Google said these solutions will "limit sharing of user data with third parties and operate without cross-app identifiers, including advertising ID.

How Google's Privacy Solution Will Impact Magnite, Digital Turbine, Trade Desk As Per Analysts

Earnings sentiment analysis shows Alphabet (GOOG) to likely rebound upward in the coming quarter. Advertising revenue just keeps growing, but this does not mean the peak is in; I give five reasons to support this idea.

News for Alphabet Stock (GOOGL)