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

Despite regulatory risks and a potential Chrome divestiture, Google's valuation remains attractive due to strong earnings growth and a forward P/E ratio of 19.5x. The DoJ's proposal to split-off Chrome and possibly affect Android poses risks, but the ecosystem's core services like Search and YouTube should remain resilient. Google's conservative fair price is estimated at $181.9, with conservative assumptions, offering a reasonable margin of safety and potential for long-term growth.

Navigating Risks: Why I'm Still Bullish On Google Stock

NVIDIA

US equity benchmarks rose on Friday as investors' sentiments were boosted by positive economic data from the world's biggest economy.  At the time of writing, the Dow Jones Industrial Average rose 0.8%, while the S&P 500 index gained 0.3%.

Dow Jones, S&P 500 rise on strong US manufacturing data; Gap jumps 15%, while Alphabet and NVIDIA slide

The Department of Justice wants Alphabet to spin off the Chrome browser, but that may help Alphabet's stock in the long run.

Chrome, the Department of Justice, and Why Alphabet Stock Dropped

The history of the search landscape is a journey of technological innovation, evolving user behavior and competitive dynamics. And, if the U.S. Department of Justice's (DOJ) call late Wednesday night (Nov.

Making Sense of the Search Landscape in Light of Google's Antitrust Woes

Apple

Apple and Google aren't giving consumers a genuine choice of mobile web browsers, a British watchdog said Friday in a report that recommends they face an investigation under new U.K. digital rules taking effect next year.

Apple and Google face UK investigation into mobile browser dominance

Amazon

Microsoft

Tesla

Also: Viking Therapeutics and a push to transform weight-loss treatment, bitcoin hits $100,000, and tips for filling out the federal student-aid form.

Nvidia and the Magnificent Seven probably make up too much of your high-priced index fund, especially when the S&P 500 is this expensive

Apple and Google may face a formal investigation into their mobile ecosystem policies in the United Kingdom after a provisional study found that these policies are “holding back innovation.” Following an investigation launched in 2022, an independent inquiry group of the U.K.

UK's CMA Says Apple and Google Policies ‘Hold Back Innovation'

A poll of Benzinga readers found that they don't believe Alphabet Inc GOOG GOOGL should be broken up. This comes as the Department of Justice (DOJ) suggested divesting the Chrome browser to break a search monopoly.

DOJ Targets Google Chrome, Poll Shows 64% Oppose Alphabet Breakup: YouTube Seen As Top Prize

The Department of Justice (DOJ) is presently demanding that Google sell Chrome, the world's most popular internet browser.

The DOJ Demands That Google Cease Innovating

The UK's Competition and Markets Authority (CMA) has raised significant concerns about how Apple and Google control mobile web browsers. A press release from the CMA's independent inquiry group suggests that this duopoly is stifling competition and innovation in the UK's mobile ecosystems.

Apple and Google might face UK competition probe over mobile browser dominance

The U.K.'s Competition and Markets Authority said its experts recommended investigating Apple and Google's dominance in smartphones under the country's new digital competition rules, alleging the tech giants can manipulate users into choosing their own apps and services over rivals'.

U.K. Competition Watchdog Recommends Investigating Apple, Google Mobile Ecosystems

The U.K.'s Competition and Markets Authority issued a report Friday from its independent inquiry group recommending the watchdog investigates Apple and Google's activities in mobile ecosystems. The inquiry group recommended the CMA probes the U.S. tech giants under a new U.K. law known as the new Digital Markets, Competition and Consumers Act (DMCC).

Apple and Google could face a competition probe over their huge mobile ecosystems in the UK

Google unveiled on Nov 20 its first mass timber office building, a cutting-edge and eco-friendly structure in Sunnyvale. The search giant hopes it will be a productive and healthy workspace.

Google unveils unique and eco-friendly mass timber office

Alphabet Inc. (NASDAQ: GOOGL) shares plunged over 4% on November 21, after the Department of Justice (DOJ) called for Google to divest its Chrome browser as part of proposed antitrust remedies.

Here's why Google stock is down

Britain's competition regulator should consider investigating Apple and Google's mobile ecosystem activities using new digital markets powers, the watchdog's inquiry group has suggested.

UK regulator will consider probing Apple's, Google's mobile browsers

This Is Why I'm Buying More Google Stock Depsite Fears of It Being Broken Up

A proposal to give up search and user data faces long odds but still raises the stakes for the company.

Google's Government Foes Are Aiming Too High

Billionaire Philippe Laffont Sold Millions of Shares of Nvidia and Meta Platforms and Is Piling Into 4 Other "Magnificent Seven" Stocks Instead

The CNN Money Fear and Greed index showed further improvement in the overall market sentiment, while the index moved to the “Greed” zone on Thursday.

Dow Surges Over 450 Points As Nvidia Climbs Post-Earnings, Google, Amazon Slip: Fear Index Shifts To 'Greed' Zone

The Justice Department's proposal to resolve its antitrust case over online search against Google reportedly would force the tech giant to unwind its partnership with artificial intelligence (AI) company Anthropic. A recommendation in the Justice Department's court filing Wednesday (Nov.

DOJ Proposal in Antitrust Case Aims to Undo Google-Anthropic Partnership

Alphabet's shares dropped over $100 billion after the DOJ's move to force a Google Chrome divestment, but I believe the market overreacted. The DOJ claims Google Chrome's market dominance is due to an illegal monopoly, but I find this reasoning unconvincing and unlikely to succeed. Even if a spin-off happens, it won't significantly impact Alphabet's revenue or shareholder value, as Chrome isn't a major profit source.

Google Against The DoJ: Market Overreacts

The Dow Jones Industrial Average rallied 461 points Thursday, but tech stocks lagged. Google stock dived below a key level.

Dow Jones Rallies 461 Points, But Tech Stocks Lag; Google Stock Dives Below Key Level

Google is criticizing what it called a “radical” proposal to remedy government antitrust claims. The tech giant made the argument in a blog post Thursday (Nov. 21), one day after the U.S. Department of Justice called for Google to divest its Chrome browser to answer a ruling that the company has a search market monopoly.

Google Blasts DOJ's ‘Radical' Antitrust Proposal

The U.S. Department of Justice on Wednesday officially filed a proposal seeking court approval to break up Google's monopoly on search and detailing wide-reaching changes it believes Google should make to its business, including selling off its popular Chrome browser.

Google vows to fight ‘radical' DOJ Chrome proposal as move to force browser sell-off becomes official

The DOJ proposed banning Google from paying for search distribution deals. Google's search dominance relies on distribution, not just technology.

News for Alphabet Stock (GOOGL)