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

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Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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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

Apple

Amazon

Microsoft

NVIDIA

Tesla

Excluding Tesla, analysts have increased their first-quarter earnings-per-share estimates for the Magnificent Seven by more than 10%.

Most of the Magnificent Seven Look Set for Strong Earnings

The AI trade has been slowing down in recent weeks. Even some skeptical pundits point to a potential pullback to hit at some point over the near term.

AI Pioneers: 3 Stocks Surfing the Next Artificial Intelligence Swell

Google has debuted several updates for its artificial intelligence (AI) suite for cloud computing clients. “Today, we are announcing that organizations can ground models in Google Search, giving customers access to the combined power of Google's latest foundation models and access to fresh, high-quality information,” the company wrote in a Tuesday (April 9) blog post.

Google Introduces Enterprise-Focused AI Updates

Palo Alto Networks

Palo Alto Networks Inc (NASDAQ: PANW) is in the green at writing after announcing to have expanded its partnership with Alphabet Inc (NASDAQ: GOOGL). Details of $PANW – $GOOGL partnership The new agreement it signed with Google at the latter's cloud computing event this morning aims at revolutionising cybersecurity with artificial intelligence.

Palo Alto Networks teams up with Google on AI-enabled cybersecurity

Oppenheimer thinks Alphabet stock will hit $185 per share within a year. Alphabet stock may benefit from integration of Gemini AI into Apple iPhones -- but even if it doesn't, that's okay.

Is Alphabet Stock Going to $185? 1 Wall Street Analyst Thinks So

ARM Holdings PLC

An Arm-based chip is one thing Google's cloud segment can offer customers as it seeks to catch up with Amazon and Microsoft.

Google announces custom Arm-based chips, following similar efforts at rivals Amazon and Microsoft

Orange

Orange to bring gen AI closer to operations and customers with Google Cloud New deployments aim to expand opportunities in countries and industries where local cloud environments are required Google Cloud to support Orange in its open and value-driven approach to AI ISSY-LES-MOULINEAUX, France , April 9, 2024 /PRNewswire/ -- Cloud Next '24, LAS VEGAS -- Google Cloud and Orange today announced they have expanded their collaboration to deploy artificial intelligence, including gen AI, closer to Orange's and its customers' operations. Through the use of Google Distributed Cloud, Orange can meet local requirements for cloud environments, accelerate AI adoption and benefits for customers, and foster an open and value-driven approach.

Orange Expands Partnership With Google Cloud to Use AI and GenAI Across Workstreams and Geographies With New Solutions, Closer to Operations

Google's cloud-computing event will include an expanded cybersecurity alliance with Palo Alto Networks. Walmart and Nvidia also will take part in the event.

Google Cloud, AI Event Kicks Off With Expanded Palo Alto Cybersecurity Pact

Google says its Axion instances offer 30% better performance than other Arm-based instances from competitors.

Google announces Axion, its first custom Arm-based data center processor

Bayer AG

Google Cloud and Bayer are building a new AI-powered platform to help radiologists work more efficiently.

Google partners with Bayer on new AI product for radiologists

Artificial-intelligence-powered Google Vids will make it easier for marketing and advertising pros to write, produce and edit videos.

Google Launches AI Video-Creation Tool Google Vids

Google on Tuesday revealed the details of a new version of its data center artificial intelligence chips and announced an Arm-based , based central processor.

Google unveils Arm-based data center processor, new AI chip

The tech giant is developing new chips to cut reliance on outside vendors as the AI arms race for computing resources intensifies.

Google Expands In-House Chip Efforts in Costly AI Battle

Google DeepMind CEO may think OpenAI's text-to-video generator, Sora, has an edge. Demis Hassabis told a colleague it'd be hard for Google to draw level with Sora, The Information reported.

Google DeepMind's CEO reportedly thinks it'll be tough to catch up with OpenAI's Sora

Google has halted its plan to construct a fourth building for its Kirkland campus, according to a research report.

Google hits pause on suburban Seattle campus

The company is making changes to a popular message board called Memegen that some employees say sounds a lot like censorship.

Google to Tone Down Message Board After Employees Feud Over War in Gaza

Alphabet's (GOOGL) Google unveils "Automatically add linked passes" feature to Google Wallet, boosting the Google Services segment.

Alphabet (GOOGL) Boosts Google Wallet App With New Feature

Google parent company Alphabet Inc (NASDAQ:GOOG) has seen its price target upped by Oppenheimer analysts on their view the stock remains attractive ahead of the company's first quarter results amid mixed to bearish sentiment. They highlighted that, contrary to investors' fears that GenAI could replace search, the results of their recent survey suggest the use of AI assistants could increase search frequency.

Google price target upped on view AI voice search integration will complement offering

Nvidia's GPUs are the must-have component in the AI revolution. Microsoft is leveraging its partnership with OpenAI in multiple ways.

These 3 Companies Are Leading the Artificial Intelligence (AI) Race

Microsoft is opening a new AI division in London, which is home to Google's DeepMind. The new hub sets the stage for a heated talent war between the two companies.

Microsoft just set the stage for an all-out AI talent war with Google

Bernstein analyst Mark Shmulik said Google's most recent failure “only further raises increasingly louder questions around whether this is the right management team to guide Google into this next era.”

Google's ‘woke' AI image chatbot still isn't fixed — and critics blame CEO Sundar Pichai: ‘Should be at incredible risk'

Some experts predict artificial general intelligence (AI) will be developed within the next few years. AGI holds the potential to accelerate scientific progress and radically change the global economy.

An Artificial Intelligence (AI) Game Changer Could Be Coming: Here Are 3 Top Stocks to Buy

Google parent Alphabet's contemplated acquisition of marketing software company HubSpot would likely spark opposition from regulators even as many experts agree it would not curb competition, and would require the technology giant to open a new front in its battle with antitrust watchdogs.

Google's contemplated mega deal would prompt new fight with regulators

ABB Ltd

General Motors

Hilton Worldwide Holdings

Marriott

Whitbread PLC

When I meet fund managers in the U.S., we often talk about European equity markets. Everyone agrees that European stocks are attractively valued, but in one form or another, many fund managers ask: “If these stocks are so cheap, why aren't companies buying back their shares?

European companies are finally buying back their stock, opening up opportunities

HubSpot

An acquisition would likely be costly, but Alphabet could afford it with pocket change. In some ways, the deal makes sense, but it might face regulatory hurdles.

News for Alphabet Stock (GOOGL)