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.

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Alphabet addresses revenue challenges, bets big on AI innovation

Alphabet navigated revenue challenges in Q4 2022, emphasizing AI opportunities and cost efficiency. The company is focused on innovation, cost reengineering, and sustainable growth across its divisions. Strategic investments in AI, hardware, and Other Bets are key priorities.

Alphabet excels in Q1 with strong Search and Cloud performance

Alphabet's Q1 performance reflects strength in Search, Cloud, and YouTube segments, with a focus on AI and innovation.
Challenges include economic headwinds, expense management, and profitability in Other Bets segment.
Opportunities for growth lie in AI development, Shorts monetization, and evolving partnerships for sustainable growth.
Alphabet emphasizes innovation, user value, and expense optimization to drive long-term profitability and growth.

Alphabet (GOOG) reports strong Q2 earnings driven by Search and Cloud innovation

Alphabet's Q2 performance reflects revenue growth and operational efficiency improvements. The company's focus on innovation in AI and cloud services positions it well for future growth. Challenges in the Other Bets segment and infrastructure investments require strategic management.

Alphabet (GOOG) reports robust Q3 performance amidst AI-driven innovations

Alphabet's Q3 performance showcased strong revenue growth, driven by key segments like Search, YouTube, and Cloud, supported by AI advancements and hardware innovations.
While facing challenges related to geopolitical impacts on advertising and margin concerns, Alphabet's strategic strengths in AI integration, responsible deployment, and diversified revenue streams position it well for future growth.
Opportunities in leveraging AI for advertising efficiency, expanding AI-driven capabilities, and navigating privacy regulations present avenues for Alphabet to drive innovation, revenue growth, and market leadership.
With a focus on customer adoption, technological advancements, and strategic partnerships, Alphabet remains poised to capitalize on its strengths, address challenges, and seize opportunities for sustainable growth.

Alphabet posts strong Q4 earnings driven by AI and cloud growth

Alphabet's Q4 performance reflects robust revenue growth, profitability, and strategic focus on AI, subscriptions, and cloud services.
Strengths in Google Services and YouTube ads underscore revenue diversification and innovation, while challenges in Other Bets and rising costs warrant attention.
Opportunities abound in AI-driven growth, product expansion, and infrastructure investments, positioning Alphabet for continued success and market leadership.

Alphabet (GOOG) reports robust Q1 earnings, eyes $100B YouTube and Cloud run rate

Alphabet's Q1 2024 earnings call highlighted strong revenue growth, AI leadership, and innovation in Search, YouTube, and Cloud. Despite facing challenges in cost management and Cloud adoption, the company is leveraging its strengths in AI and efficiency to drive positive user engagement and monetization. With a focus on research and innovation, Alphabet is well-positioned for future growth and opportunities.

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Alphabet's Q3 revenue rose 15% to $88.3 billion, surpassing expectations, with Google Cloud and advertising leading gains. Cloud revenue jumped 35% to $11.35 billion, marking Alphabet's second-largest segment, driven by strong AI demand. Operating income increased 34% to $28.5 billion, with operating margins improving from 28% to 32%, reflecting cost efficiencies.

Heavy AI Spending Drags Google's Margins

Earnings season has really stepped up a couple of gears this week with five members of the ‘Magnificent Seven' set to report. This is such an important time for investors as these five companies have a combined market capitalisation of over $12 trillion.

A very busy fortnight

Alphabet Inc./Google's AI investments are taking off, as evidenced by its stellar Q3 2024 double beat. Google Cloud outperformance was the spotlight, with substantial sequential operating margin expansion and growth acceleration underpinned by robust AI contributions. Better-than-expected ad revenue growth despite a tough PY comp also mitigates the core native search business' exposure to risks of AI disruption.

Google's Path To $200 Depends On This Missing Piece To Its AI Puzzle

Google on Thursday defeated a trademark lawsuit brought by a British short film company over YouTube's short video platform Shorts, with London's High Court ruling there was no risk of confusion for consumers.

Google defeats UK trademark lawsuit over YouTube Shorts name

Alphabet had a strong third quarter, beating on both the top and bottom lines. Google Cloud's growth shows that the company's investments in AI are paying off. The growth slowdown in Search and YouTube is a cause for concern.

Alphabet: Growth In Google Cloud Vindicates The AI Spend

Google's Q3 earnings exceeded expectations with $88.27 billion in revenue, a 14.9% YoY increase, and $2.12 EPS, beating analyst projections by $0.27. Despite a 14% rise in shares since September, Perplexity's growing presence has sparked concerns, though disruption risk appears minimal. Google's AI generates over 25% of new code, significantly boosting innovation speed and enhancing competitiveness against emerging AI platforms.

Google Q3 Earnings: Perplexity Is Not A Threat

The Kremlin said on Thursday that Alphabet's Google should lift its block on Russian TV channels broadcasting on YouTube and said it hoped huge legal claims racking up against the U.S.-based company would jolt it into action.

Kremlin says Google should lift its YouTube block on Russian broadcasters

Google has reportedly racked up a fine of more than two undecillion rubles (two followed by 36 zeros) after it removed state-run and pro-government accounts from YouTube.

Russia fines Google more than world's entire GDP

Shares of Google parent Alphabet Inc. jumped after management announced robust revenue and earnings results, driven in party by continued improvements in the cloud. Big investments in this space should continue to push revenue and profits higher as the rest of the business continues to grow as well. Shares aren't cheap, but they are attractive enough for the quality and growth received to warrant additional upside from here.

Google Pops On Great Results, The Prospect Of Cloud Growth

Alphabet Inc. aka Google just reported Q3 earnings, delivering great results in Search, Cloud, and YouTube. YouTube is of particular interest to us given the potential for significant monetization growth in coming years. YouTube could be worth — conservatively — $750 billion+ by 2027, which could add 20% or more to GOOG's market cap in just a few short years.

Google's Q3 Results Prove YouTube Could Be Worth $750 Billion By 2027

Encouraging economic news damped hopes for accelerated rate cuts.

Stock Market Today: Stocks Slide as Solid GDP and Softer Inflation Vex Rate Cut Bets

US equity benchmarks rose on Wednesday as investors assessed a string of earnings reports and waited for more results from megacap technology companies.  At the time of writing, the Dow Jones Industrial Average was up 0.3%, while the S&P 500 index rose 0.1% from the previous close.

Dow and S&P 500 climb as earnings season heats up; Alphabet jumps, Semi Micro sinks

Alphabet Inc GOOG GOOGL is viewed favorably by analysts after showing strength in cloud, search and YouTube segments and spending on AI initiatives paying off, after the company reported third-quarter financial results Tuesday.

Alphabet 'At The Forefront Of The AI Race': Analysts See Attractive Valuation; Highlight Cloud, YouTube, Search Results

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades and downgrades, please see our analyst ratings page.

Alphabet To Rally Around 33%? Here Are 10 Top Analyst Forecasts For Wednesday

Alphabet Inc. aka Google reported impressive 3Q 2024 earnings with 15% revenue growth and a 4% increase in operating margin, leading to strong net income growth. Waymo's robotaxi business is rapidly scaling, with the potential to generate $1 billion in revenue by 2025 and significant long-term profitability. Google's diverse segments, including Google Cloud and YouTube, continue to drive growth and efficiency, positioning it to outperform its peers.

Google's Waymo Should Make It The Most Valuable Company

Visa

Google parent Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL) and Visa (NYSE:V) reported quarterly earnings and absolutely hit it out of the park.

Google and Visa Just Crushed Earnings. Time to Buy?

A Russian court has fined Google 2 undecillion rubles, an astronomical amount equivalent to about US$20 decillion, in a dispute over restricted Russian media channels on YouTube. The fine, which is nearly 200 trillion times the global money supply, was calculated based on the removal of 17 Russian TV channels following US sanctions imposed in 2020 and expanded after Russia's invasion of Ukraine.

Google hit with astronomical fine by Russian court over media restrictions

Google parent Alphabet (GOOGL) posted third-quarter earnings that topped Street expectations and showed artificial intelligence (AI) progress, with both JPMorgan and Citigroup analysts noting the tech giant's strong Google Cloud revenue.

Why Analysts Are Bullish on Google Parent Alphabet After Earnings

Advanced Micro Devices

Alphabet leads tech as Nasdaq hits highs, while AMD and Super Micro slump on earnings misses. Mixed signals keep investors cautious on US stock outlook.

S&P500 and Nasdaq Index: Cloud Gains Lift Alphabet, but AMD Drags on Market

Look at Google-heavy ETFs to capitalize as upbeat third-quarter 2024 results send GOOGL shares soaring.

Google Soars on Upbeat Q3 Earnings: ETFs to Consider

Can the huge sums companies invest in generative AI produce a return on investment?

Google Stock Up As CapEx Rise Yields Faster Growth, More Profit

Alphabet's third-quarter 2024 results benefit from strength in Search, advertising revenues and Google Cloud.

Can Solid Q3 Earnings Beat & Encouraging View Push GOOGL Stock Higher?

Google reported strong growth driven by AI, boosting Search advertising and Cloud revenue. The company smashed analyst estimates by $2.1 billion, with Cloud revenue growing 35% YoY, reaching an $11 billion quarterly run rate. Despite one-time charges, Google beat EPS targets, trading at 22x forward earnings, cheaper than Apple, Microsoft, and Meta.

Google: AI Leads The Way Higher

A Russian court fined Google for not restoring YouTube accounts linked to Russian TV channels. The fine is about $20.6 decillion — a figure many orders of magnitude beyond the world's GDP.

A Russian court hit Google with a fine larger than the world's GDP, stretching credulity

Alphabet (GOOGL) saw a 5.8% after-market pop post-earnings, challenging our SID Sell signal driven by technical and fundamental analysis. Positive signals before earnings included strong Demand on the 20-day chart and a Buy signal in the SAR column, indicating smart money activity. Despite the earnings bounce, our SID signal remains Sell due to a price drop testing the 200-day uptrend, requiring further good news for a Buy signal.

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