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 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.

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

On August 19th, 2004, Alphabet shares IPO'd at a split-adjusted price of $2.13. In the 20 years since, the stock has been a top performer in many aspects.

Alphabet Turns 20

Alphabet's median price target implies 26% upside from its current share price, hinting that Wall Street analysts see it as the best "Magnificent Seven" stock to buy now. Alphabet is the leading digital advertiser and the third-largest public cloud in the world, and the company is monetizing artificial intelligence across both business segments.

The Best "Magnificent Seven" Stock to Buy Right Now, According to Wall Street

On the 20th anniversary of Google's market debut, CNBC's Jim Cramer looked back on the stock's impressive climb and advised investors to stick with good companies for the long term, even if it means shouldering some short term losses. Google stock has seen a more than 7,700% gain since its IPO, and Cramer said many did not capture the gain in its entirety.

On the 20th anniversary of Google's IPO, Cramer talks owning stocks for the long haul

The global auto industry is stunned by Google's autonomous driving technology. Waymo leads in self-driving technology with commercial robotaxi operations. Alphabet's dominance in search and advertising faces antitrust issues, but the company remains a strong investment opportunity.

Google Leads The Autonomous Vehicle Race, A Strong Rationale For Considering Its Shares

Twenty years after its 2004 IPO, Google is worth more than $2 trillion, a technology company so expansive that the Department of Justice may be looking to split it up. Google's IPO helped cement the reputation of Morgan Stanley banker Michael Grimes as "Wall Street's Silicon Valley whisperer," and he calls the company's IPO "momentous.

Google IPO banker tracks two-decade journey from Silicon Valley upstart to $2 trillion

Celsius Holdings

DraftKings

The market pullback since mid-July has hit growth stocks hard, but corrections often provide buying opportunities.

3 Growth Stocks With Sky-High Price Targets Investors Will Love

The DOJ just scored a major antitrust victory against Alphabet. Google could be forced to break up its businesses or share more of its proprietary data.

Should You Invest in Alphabet Ahead of the DOJ's Next Moves?

Needham analyst Laura Martin reiterated Alphabet Inc GOOGL Google with a Buy and a $210 price target.

Google Parent Alphabet Is A Top Large-Cap Pick For 2024 By This Analyst: Here's Why

Alphabet-owned Waymo has revealed details about its newest "generation 6" self-driving technology. With new hardware and software integrated into Geely Zeekr electric vehicles, Waymo should be able to handle a wider array of weather conditions without requiring as many costly cameras and sensors.

Waymo is developing a roomier robotaxi with less-expensive tech

Amazon

Nvidia is one of the largest companies in the world with a market cap of $2.8 trillion. Alphabet can surpass its market cap due to increases in digital advertising and cloud computing.

Prediction: These 2 Stocks Will Be Larger Than Nvidia by 2030

A US judge has found that Google is a monopoly and has used this dominance to reinforce its market position.

Google monopoly ruling: Where the tech giant goes from here

Billionaire investor Bill Ackman's Pershing Square hedge fund recently sold Alphabet and several other stocks. These sales raised hundreds of millions of dollars for Pershing.

Bill Ackman Just Sold a 'Magnificent Seven' Stock. Here's What He Might Buy With All the Cash.

Alphabet shares have crushed the overall market in the past two decades. Multiple growth tailwinds have and will continue to lift this business.

5 Reasons to Buy Alphabet Stock Like There's No Tomorrow

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor's importance cannot be understated. Alphabet doesn't carry a premium like its big tech peers.

Stock Market Sell-Off: 3 Stocks to Buy Now Before It Recovers

Alphabet stock price has dipped, presenting a buying opportunity. Google's search dominance remains strong despite competition. Diversified revenue streams, strong financial position, and attractive valuation make Alphabet a good long-term investment.

Alphabet: A Dip Long-Term Investors Appreciate, Reasons I'm A Buyer

Alphabet stock investors are concerned about legal action against the advertising giant.

Huge News for Alphabet Stock Investors

Chipotle

As of the second quarter, hedge fund billionaire Bill Ackman had 37% of his Pershing Square portfolio allocated to Alphabet and Chipotle Mexican Grill Alphabet is facing antitrust lawsuits, but any legal action is unlikely to impair its dominance in digital advertising or its momentum in cloud computing. Chipotle reported an increase in same-store sales and customer traffic during the second quarter even as those metrics declined across the broader restaurant industry.

Billionaire Bill Ackman Has 37% of His Pershing Square Portfolio Invested in 2 Brilliant Stocks

Canadian Pacific Kansas City Limited

Howard Hughes Holdings Inc

Hilton Worldwide Holdings

NIKE

Restaurant Brands

Bill Ackman manages Pershing Square Capital Management, the hedge fund he founded, with roughly $10 billion in assets under management. Ackman is known for his long-term mindset, so it raised eyebrows when he cut two of his largest positions by more than 20%.

Billionaire Investor Bill Ackman Has 100% of His $10 Billion Portfolio in Just 9 Stocks, But There Were Seismic Changes During the Quarter

Google said it "missed the mark" after creators were told their relationship with the brand would be terminated if it appeared they preferred other brands over the Google Pixel.

Google Under Fire After Influencers Were Asked to Prefer Pixel Phones Over Competitors

These Big Tech Stocks Fell Out of Favor With Large Investors Before the Global Sell-Off

‘We cannot dismiss a breakup scenario,' Mizuho says.

A Google Breakup Could Be ‘Detrimental' for Alphabet Stock. Here Are the Risks.

Google could be forced to break up its business.

Google Breakup? Here's What Investors Should Know

The eighth time appears to be the charm for bears on Google parent Alphabet Inc.'s stock, which is heading for a record weekly losing streak as the internet-search giant faces competition, regulatory and even some social-media concerns.

Alphabet's stock is set to break this bearish record as investor concerns mount

AT&T

Breaking up Google into several separate companies might prove to be a blessing in disguise for Alphabet GOOGL shareholders.

Breaking up Google could be a big win for Alphabet investors. Look at AT&T.

Alibaba

Microsoft

Tepper reduced Appaloosa's stakes in Alibaba, Amazon, Microsoft, Meta, and Alphabet in Q2. There's no clear reason why the billionaire hedge fund manager sold these top AI stocks.

News for Alphabet Stock (GOOG)