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

Criteo

Truist analyst Matthew Thornton noted the Alphabet Inc (NASDAQ: GOOG) (NASDAQ: GOOGL) Google's multi-year initiative to extend its Privacy Sandbox to Android, mirroring efforts in web tracking that limit the sharing of user data with third parties.  Google plans for the transition to take at least two years and is looking for input from industry stakeholders in shaping the design of the privacy solution.

Truist Is Bullish On Criteo Despite Google's Privacy Sandbox Announcement

Google plans to develop new privacy measures that remove the ability to track users across apps on Android devices, potentially rattling digital advertising-based businesses like Facebook that have already been disrupted by app tracking changes introduced by Apple last year.

Google will change Android app tracking to improve user privacy

GOOG stock is an undervalued tech giant and will keep on printing cash. Time to be a buyer with a defined risk spread.

Alphabet Is a Money Machine and Will Keep on Printing Profits

Alphabet's (GOOG) Google has announced 2022 privacy changes for Android that will give users more control of their private information. The post Google Privacy Changes 2022: 14 Things We Know appeared first on InvestorPlace.

Google Privacy Changes 2022: 14 Things We Know

Apple

Amazon

Netflix

The FAANG stocks are all down year-to-date, some with double digit losses. Here's what you need to do to stay ahead of the losses.

Long Live the FAANG Stocks?

Google said Wednesday that it plans to develop more privacy-focused replacements for the alphanumeric identifiers associated with individual smartphones that some apps use to gather and share information about users.

Google plans to curtail cross-app tracking on Android phones

Google said it will continue to support the current identifiers for the next two years.

Google plans privacy change similar to Apple's, which wiped $230 billion off Facebook's market cap

Google plans to adopt new privacy restrictions to curtail tracking across apps on Android smartphones, following Apple Inc. AAPL, -1.05%  in putting restraints on an advertising industry that has covertly collected data across billions of mobile devices.

The Wall Street Journal: Google to curtail cross-app tracking on Android phones

The bipartisan bill would give online a platforms a duty prevent or mitigate certain harms to minors including suicide, eating disorders and substance abuse.

New bill would require companies like Facebook, Google to add features that protect children

If inflation runs high for longer than expected, these could be great stocks to have in your portfolio.

4 Stocks That Could Win in an Inflationary Environment

C.H. Robinson Worldwide

Alphabet Inc's self-driving technology unit Waymo and truck fleet operator C.H. Robinson Worldwide Inc said on Wednesday they would team up to test automated trucks with safety drivers behind the wheels in Texas in the coming months.

Alphabet's Waymo, CH Robinson to test automated trucks in Texas

Alphabet Inc's Google on Wednesday said it would keep alive for at least two years a tracking technology on its Android phones that is relied upon by advertisers, easing speculation about its plans after Apple Inc frustrated the ad industry by restricting a similar tool.

Google keeps Android ad tool into at least 2024, exploring other options

Waymo Via, Waymo's autonomous trucking and cargo unit, has found another long-term strategic partner to see it through to commercialization. The company is gearing up to launch a pilot with C.H.

New Waymo Via partnership gives it access to 200,000 shippers and carriers

EDEN PRAIRIE, Minn. & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--C.H. Robinson and Waymo Via announce a strategic partnership to advance autonomous trucking for supply chains

C.H. Robinson and Waymo Via Enter Strategic Partnership to Advance Development of Autonomous Trucking for Supply Chains

Waymo Via will add loads from third-party logistics giant C.H. Robinson to its pilot runs on Interstate 45 in Texas as the two companies partner to figure out how to make autonomous trucking work for small fleets.

Waymo Via partners with C.H. Robinson to explore small fleet autonomy

Waymo, Alphabet Inc.'s autonomous driving unit, is expanding its ties to the freight-hauling industry by teaming up with C.H. Robinson, North America's biggest logistics platform, as part of efforts to get its robotic truck technology on the road and hauling goods for commercial customers.

Waymo Partners With Top Freight Firm As Trucking Industry Warms To Robot Drivers

Alphabet's full-year 2021 results highlighted impressive growth in Google Cloud and YouTube in particular.

Is Alphabet the Best FAANG Stock for 2022?

Optimizely's partnership with Google Cloud will open the door to a range of solutions they can use to enhance their customer's digital experiences, while remaining operationally agile.

Optimizely partners with Google Cloud to improve digital experience

Alphabet Inc's (NASDAQ: GOOG) (NASDAQ: GOOGL) Wing unit promoted its longtime CTO to the CEO role.  Wing seeks to expand its drone delivery operations rapidly, including the Dallas suburbs.

Alphabet's Drone Delivery Unit Promotes CTO To CEO Role

CrowdStrike

Fiverr

Cloudflare

Trade Desk

You can ride technology's hottest trends to significant long-term gains.

5 Leading Tech Stocks to Buy in 2022 and Beyond

Apple and Google face a potential class action lawsuit in the Netherlands over app store charges, after a foundation headed by Dutch entrepreneur Alexander Klöpping began gathering claimants.

Dutch foundation seeks consumer damages over Apple, Google app payments

Microsoft

The many tailwinds that supported the rapid rise in the markets from 2020 to the present have started to reverse. Also, not surprisingly, is the subsequent surge in inflation.

My 2022 Big-Tech Buy List

If you tally the winners and losers in the stock market sweepstakes between 2010 and 2019, it is undeniable that the decade belonged to the FANGAM stocks. It is not hyperbole that without these stocks, the last decade would not have been a great one for US equities.

Back To Earth Or Temporary Setback? Revisiting The FANGAM Stocks

Fortinet

Unity Software

Zeta Global Holdings Corp

Amid all the big swings in the S&P 500 and other benchmarks, it's natural for many investors to be worried. But as the adage attributed to Warren Buffett goes, sometimes it pays the most to be greedy when others are fearful.

Jeff Reeves's Strength in Numbers: These 5 tech stocks — including small caps you probably don't know — can lead the sector's comeback

Alaska Air Group

Alexandria Real Estate Equities

Constellation Energy Corp

Caesars Entertainment

IQVIA Hlds

Monolithic Power Systems

Signature Bank

Analysts are upbeat toward S&P 500 stocks for 2022, though some of the optimism has moderated following a volatile start to the year. Between talk of higher interest rates on the way to the wind-down of the "stay-at-home trade" that drove returns in 2021, investors have repositioned themselves for what could turn out to be a very different year on Wall Street.

News for Alphabet Stock (GOOGL)