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

C3.ai

NVIDIA

Palantir Technologies

The artificial intelligence (AI) sector is rapidly expanding, revolutionizing industries and transforming how businesses operate. This dynamic growth is reflected in the stock market, where AI stocks are becoming increasingly sought after by investors seeking to capitalize on this burgeoning technological environment.

Why These 4 AI Stocks Are Must-Watch for 2024 Investors

Alphabet, the parent of Google and YouTube, reports second-quarter earnings on July 23.

Google Search Has AI Issues, but Alphabet Stock Bulls Remain Upbeat

If Alphabet's Google is successful in its effort to buy cloud security company Wiz, it would bolster its cloud security offerings for large organisations, a hotspot for hackers, and help it take on cloud rivals Amazon.com and Microsoft , experts said.

Google deal for 'hot market' cyber firm Wiz would bolster cloud security

This would be the company's largest acquisition, but is it worth it?

Alphabet Could Be Making Its Largest Acquisition Ever. Here's What Investors Need to Know.

The cloud computing industry is surging thanks to strong demand for AI technology. Amid the desire for AI-enabling cloud services, Alphabet's Google Cloud experienced 28% year-over-year revenue growth in Q1.

Better Cloud Computing Stock: Alphabet vs. Super Micro Computer

The latest trading day saw Alphabet (GOOGL) settling at $186.53, representing a +0.79% change from its previous close.

Alphabet (GOOGL) Exceeds Market Returns: Some Facts to Consider

Google parent Alphabet Inc. is in talks to acquire cybersecurity startup Wiz Inc., according to a person familiar with the matter.

Alphabet in talks to buy Wiz in $23 billion cyber deal

Cybersecurity stocks are in focus today, as Alphabet (GOOGL) moves forward with the potential acquisition of startup Wiz for $23 billion.

Cybersecurity Sector Check-In as Alphabet Makes Its Move

As Google parent Alphabet Inc GOOG GOOGL is reportedly near a historic $23-billion acquisition of cloud security startup Wiz Inc, the move is being touted as a strategic “poker move” that could set the stage for a seismic shift in the Big Tech M&A landscape.

Google's 'Poker Move' With Wiz Could Be The Kickoff For Big Tech M&A In 2025: Analyst

Alphabet, Google's parent company, is in advanced talks to acquire Wiz for $23 billion, a person close to the company told TechCrunch. The deal discussions were previously reported by the Wall Street Journal.

Google's Kurian approached Wiz, $23B deal could take a week to close, source says

Google parent Alphabet is in advanced talks to buy cybersecurity startup Wiz for roughly $23 billion, according to a report by The Wall Street Journal Monday. If a deal is struck, it would mark the largest acquisition ever for the tech giant.

Google nears $23B deal for cybersecurity startup Wiz: report

In a move signaling its commitment to enhancing its cybersecurity offerings, Alphabet Inc. (NASDAQ: GOOG) is reportedly nearing its largest acquisition ever. According to a Wall Street Journal report from July 14, 2024, Alphabet is in advanced discussions to acquire the cybersecurity startup Wiz for approximately $23 billion.

Is Alphabet's $23 billion bid for Wiz a buy signal?

Information security is a hot topic for consumers and businesses. The list of those affected by security breaches is long and growing.

Why the AT&T Hack Makes Google's Wiz Deal a Winner

Google might be set to make its biggest acquisition ever. Its target is a cybersecurity startup called Wiz, The Wall Street Journal reported.

Why Google is ready to risk a DC battle to land a potential $23 billion deal

Amazon

Microsoft

It's tempting to think of the Magnificent 7 as a group of stocks that moves in lockstep. That's not true, analysts say.

Analysts Say 3 Magnificent 7 Stocks Will Beat The Rest

Google owner Alphabet Inc (NASDAQ:GOOG) reportingly acquiring cyber security titan Wiz might be the catalyst for a surge of M&A across the sector, broker Wedbush suggests. Acquiring Wiz would give Google an edge on several cloud deployments and further monetise the cyber security cloud space with still less than 50% of the workloads not on the cloud globally.

Google cyber security deal will spark wave of tech M&A, broker suggests

Super Micro Computer

The technology sector is a constant flux, with new entrants and innovations emerging on the regular. While Microsoft (NASDAQ: MSFT ) remains a stalwart in the industry, there exists an array of players with the potential to deliver higher returns.

3 Tech Stocks That Could Outperform Microsoft Over the Next 5 Years

Salesforce

MercadoLibre

Taiwan Semiconductor Manufacturing

Many companies aren't trading at the sky-high premiums of some big tech stocks. Some stock prices are still below multiyear levels.

2024 Is Halfway Over. Here Are My Top 5 Stock Picks to End the Year

Alphabet is in the driver's seat to become the next member of the $3 trillion club. Amazon's cloud, e-commerce, and advertising businesses continue to fuel strong growth.

3 Unstoppable Stocks That Could Join Apple, Microsoft, and Nvidia in the $3 Trillion Club

Wiz was founded four years ago by a quartet of former Israeli military officers with one goal: grow as fast as possible to become the dominant company in cloud cybersecurity, and then reap the reward.

How Startup Wiz Went From Zero to a Possible $23 Billion Sale to Google in Four Years

Alphabet is scheduled to report financial results to investors on July 23.

Should You Buy Alphabet Stock Before July 23?

The company delivered excellent first-quarter results, including a 15% year-over-year revenue increase. Its businesses are succeeding, as evidenced by Google Cloud growing revenue by 28% year over year in Q1.

Is Alphabet Stock a Buy?

Google's parent company Alphabet Inc (NASDAQ:GOOG) is in talks to acquire cyber security start-up Wiz for about $23 billion, in what Wedbush analysts describe as a "smart poker move." The deal would be the largest in Google's history, representing a major bet on the cloud cyber security space.

Google and Wiz walking down the aisle. Smart poker move on cyber security front, says investment bank

Google owner Alphabet Inc (NASDAQ:GOOG) is closing in on the acquisition of cyber security start-up Wiz for approximately US$23 billion, marking what would be the largest acquisition in the tech group's history. This move comes as part of Alphabet's continued expansion into cyber security, following its US$5.4 billion purchase of Mandiant two years ago.

Google closes in on its largest acquisition ever

Alphabet (GOOGL) shares will be focus on Monday after the Wall Street Journal reported Sunday that the Google parent is in advanced discussions to acquire cybersecurity startup Wiz for around $23 billion, citing people familiar with the matter. If the deal were to proceed, it would mark the tech behemoth's largest ever acquisition.

News for Alphabet Stock (GOOGL)