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

Google's lost an appeal against a €2.4 billion EU antitrust fine—a double whammy after a €13 billion demand for back taxes.

Google Hit With Antitrust Fine Over Shopping Comparison Practices

Apple

Amazon

In the tech world, staying ahead of the pack is always the name of the game, but Apple Inc's AAPL playing a different one.

EXCLUSIVE: Is Apple 'Falling Behind' Rivals Like Amazon, Alphabet? WisdomTree's Christopher Gannatti Weighs In

The current weakness in Alphabet stock is a blessing for long-term investors.

1 Unstoppable "Magnificent Seven" Stock to Buy Right Now, According to Wall Street

Alphabet's shares are under pressure due to regulatory issues and AI competition fears, but these concerns are overblown, presenting a buying opportunity. Alphabet's valuation is undemanding, trading at a discount to the market and its historical norms, despite strong business growth and a robust financial position. Alphabet's search business remains dominant and growing, with ChatGPT posing minimal threat; regulatory issues are unlikely to have a significant long-term impact.

Google: Be Greedy When Others Are Fearful

NVIDIA

Bank of America

Dell Technologies

The Nasdaq 100 closed higher by over 150 points during Tuesday's session. Investors, meanwhile, focused on some notable insider trades.

Nvidia, Alphabet And 2 Other Stocks Executives Are Selling

In the latest trading session, Alphabet (GOOGL) closed at $148.66, marking a -0.03% move from the previous day.

Alphabet (GOOGL) Stock Sinks As Market Gains: Here's Why

Alphabet Inc. (NASDAQ:GOOG ) Goldman Sachs 2024 Communacopia and Technology Conference September 10, 2024 4:05 PM ET Company Participants Thomas Kurian – CEO, Google Cloud Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan All right. I know people are still finding their seats, but in the interest of time, let's -- we'll get started on our next session.

Alphabet Inc. (GOOG) Goldman Sachs 2024 Communacopia and Technology Conference (Transcript)

Global tech giants halved their business flight emissions in 2023 compared to 2019, but companies like Apple and Google's parent Alphabet are falling behind, risking a return to pre-pandemic levels, a Brussels-based NGO said in a report.

Tech firms halve business travel in 2023 but Alphabet, Apple lag, study shows

Google stock broke below its long-term 200-day line last week. And Alphabet hit its lowest level since March during Monday's sell-off.

Google Stock Breaks Critical Long-Term Level, Hits Lowest Price Since March

Google lost its bid to escape a $2.7 billion fine imposed by European Union regulators for illegally stifling rival online shopping services on Tuesday.

Google loses fight to overturn $2.7B EU fine for stifling online shopping rivals

Apple's relationship with Google as its search partner is taking a new turn with Apple's introduction of visual search, or “Visual Intelligence” as the iPhone maker dubbed it yesterday during its iPhone 16 event. Already, Apple pays Alphabet roughly $20 billion per year to make Google the default search engine in its Safari browser.

Apple looks to third parties, like Google, to help power iPhone 16's visual search

The Court of Justice of the European Union (EU) on Tuesday ruled against Alphabet's (GOOGL) Google, which had appealed a 2.4-billion-euro ($2.7 billion) fine for abusing its dominant position by favoring its own shopping services over those of its competitors.

Google Loses EU Appeal of $2.7B Fine

Apple Inc (NASDAQ:AAPL, ETR:APC) and Google have been ordered to pay up by Europe's top court, which said the iPhone maker needed to stump up €13 billion for unpaid taxes in Ireland and Google must pay a €2.4 billion fine for abusing market dominance in shopping comparison services. An original ruling by the European Commission in 2016, the Irish government was said to be owed unpaid taxes due to unfair incentives it offered Apple.

Apple and Google face multibillion hits after losing long-running EU legal battles

The EU's top court on Tuesday delivered two major victories in the bloc's battle to rein in tech giants by ruling against Apple and Google in separate legal sagas with billions of euros at play.

EU scores 'big win' in court against Apple, Google

A European court has ruled against both Apple and Google in separate cases. The European Union Court of Justice has upheld a 2016 decision by the European Commission that Ireland gave Apple unfair aid in a $14 billion tax case, while also siding with the EC in its antitrust case against Google Shopping, the commission said Tuesday (Sept.

Apple and Google Court Losses Mark ‘Big Win' for Regulators

It's the latest move by Europe in its battle to rein in U.S. tech giants.

Google, Apple Hit in Crackdown on Antitrust and Tax

After lengthy court battles, it's time for Silicon Valley's biggest tech companies to cough up.

Apple and Google Lose EU Appeals, Must Pay Multi-Billion Dollar Fines

Google has once again lost in its bid to overturn a 2017 antitrust decision by the European Commission. The bloc found its shopping comparison service had broken competition rules — hitting Alphabet, Google's parent, with an at-the-time record-breaking €2.42 billion penalty (around $2.7 billion at current exchange rates) and ordering changes to how it operates the service.

Google loses appeal against EU's €2.4B Shopping antitrust decision, as bloc also wins Apple state aid appeal

Europe's top court has upheld a €2.4 billion antitrust fine against Google. The 2017 decision found Google used its search-engine dominance to favor its own services.

Google must pay €2.4 billion antitrust fine, says Europe's top court

Europe's top court on Tuesday upheld a 2.4 billion euro ($2.65 billion) fine imposed on Google for abusing its dominant position by favoring its own shopping comparison service. The fine stems from an antitrust investigation by the European Commission, the executive arm of the European Union, that concluded in 2017.

Google's 2.4 billion euro fine upheld by Europe's top court in EU antitrust probe

A top EU court will rule on Tuesday in a 13-billion-euro tax case involving Apple and Ireland, and could also deliver a victory for Brussels by upholding a multi-billion-euro fine against Google, in two eagerly awaited decisions.

D-Day for Apple, Google as EU court to rule on major cases

The cases had established the European Union as the world's leading tech watchdog, but have since raised questions about its protracted appeals process.

Google and Apple Lose Appeals in Landmark E.U. Cases

Europe's top court on Tuesday upheld a 2.42 billion euro ($2.67 billion) EU antitrust fine imposed on Alphabet's Google seven years ago for using its own price comparison shopping service to gain an unfair advantage over smaller European rivals.

EU court upholds Google's $2.7 bln EU antitrust fine

Adobe

Autodesk

Advanced Micro Devices

Buzzfeed

Salesforce

CrowdStrike

HubSpot

Microsoft

Palantir Technologies

Snowflake

Tesla

With AI now central to tech investing, the challenge is distinguishing companies leveraging AI from those "faking it". The Rule of 40 serves as a key metric, in my view. I see AI applications falling into three main categories—Creative Work, Data Analytics & Cybersecurity, and Automation & Robotics—with a fourth "Picks & Shovels" category for hardware providers like Nvidia. Understanding these categories helps clarify AI's business impact. Furthermore, analyzing Rule of 40 scores shows that few companies are truly excelling in monetizing AI.

Let's Talk About Investing In AI

Google is facing a DOJ trial over advertising monopoly this week, with concerns that it could be asked to divest certain operating businesses circulating in the press. The outcome of the trial is still uncertain, but regulatory restriction seems much more likely than divestiture. Therefore, a significant stock price decline is unlikely. Slower growth may be ahead for Google than currently anticipated as a result of broad big tech scrutiny. The wider economy of SMBs continues to struggle amid big tech growth.

News for Alphabet Stock (GOOGL)