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

Alphabet Inc. aka Google reported Q3 2024 earnings that surpassed estimates with $88.3B in revenue (+15% y/y) and $2.12 EPS (+37% y/y), driven by strong Search, YouTube, and Cloud performance. Operating margin rose to 32%, enhancing Alphabet's profitability. However, in light of recent stock gains, GOOGL is now rated “Neutral/Hold” at $177 per share. My five-year model assumes a 10% CAGR revenue growth and a 25% FCF margin, with a 10% discount rate, valuing Alphabet at $137.71 per share.

Google Stock Is Off To The Races, But It's Time To Hold The Horses

Alphabet (GOOGL) came out with quarterly earnings of $2.12 per share, beating the Zacks Consensus Estimate of $1.83 per share. This compares to earnings of $1.55 per share a year ago.

Alphabet (GOOGL) Beats Q3 Earnings and Revenue Estimates

Alphabet Inc. aka Google reported exceptional Q3 earnings, beating expectations with $88.27 billion in revenue and $2.12 GAAP EPS, and driving an after-market stock rally. Google's dominance in digital advertising and growth in search, video, and cloud segments indicate that its growth story is far from over. Despite regulatory challenges, Google's business model remains strong, and the stock is undervalued, making it a solid BUY.

Google Blows Past Expectations

Alphabet Inc. aka Google market leadership in cloud infrastructure, AI, and cybersecurity supports a “Buy” rating with a fair value of $218 per share. Waymo's $5.6 billion equity funding and partnerships with Uber highlight strong adoption and maturity of self-driving technology. Alphabet's investment in Anthropic and the integration of Claude 3.5 Sonnet into Google Cloud enhances AI capabilities and cybersecurity features.

Google Q3: Strong Growth Led By Cloud

The Nasdaq closed at a record high on Tuesday amid big tech results. Google parent Alphabet soared after earnings while Advanced Micro Devices dived.

Nasdaq Closes At Record High; Google Soars But Nvidia Rival Dives After Hours

Waymo, Alphabet's robotic taxi unit, is now providing over 150,000 paid rides per week, up by more than 50% since August as the tech giant seeks to stay ahead of potential rivals in autonomous driving including Elon Musk's Tesla.

Alphabet's Waymo Logging 150,000 Robotaxi Rides And 1 Million Miles A Week

Snap

Online ad sellers added over $100 billion stock market value late on Tuesday after upbeat quarterly results from Alphabet , Reddit and Snap lifted investor optimism ahead of reports from Amazon and Meta Platforms.

Results from Alphabet and Snap lift shares of online ad sellers

Google won't ship tech from Project Astra, its wide-ranging effort to build AI apps and “agents” for real-time, multimodal understanding, until next year at the earliest.

Google says its next-gen AI agents won't launch until 2025 at the earliest

Shares of the company rose more than 3% in extended trading.

Google parent Alphabet posts 15% jump in revenue as CEO says AI investments ‘paying off'

Google parent Alphabet (GOOGL) reported third-quarter results that topped analysts' estimates, sending shares higher after the bell Tuesday.

Google Parent Alphabet's Stock Pops as Cloud Revenue Soars on AI Demand

Google stock rose after parent Alphabet reported Q3 earnings that beat estimates as internet search advertising growth topped expectations.

Google Earnings Beat. Search Advertising, Cloud Growth Top Wall Street Expectations.

Growth slows in search and YouTube, indicating weakness in advertising business.

Google's Cloud Business Powers Accelerating Revenue Growth

Analysts expected 12% year-on-year revenue gains, but company reports 15%, buoyed by performance in ads and cloud services

Google parent Alphabet sees double-digit growth as AI bets pay off

Alphabet Inc (NASDAQ:GOOG) exceeded expectations in its third-quarter earnings for 2023, with strong performance in both its cloud and core advertising businesses. The company reported revenue of $88.27 billion, surpassing the $86.45 billion forecast, while earnings per share (EPS) reached $2.12, beating the expected $1.84.

Alphabet tops Q3 projections with Cloud profit surge

The tech giant's 34 percent increase in quarterly profit topped Wall Street expectations.

Alphabet Revenue Jumps 15% to $88.3 Billion

Advertising revenue at YouTube reflected the video giant's continued momentum, rising 12% in the third quarter compared with the year-ago period. The haul of $8.92 billion in the period ended September 30 came as many ad sellers, particularly traditional media companies reliant on legacy TV, have been reporting flat or low-single-digit growth.

YouTube Ad Haul Powers Alphabet Q3 Results

Technology giant Alphabet Inc GOOG GOOGL reported third-quarter financial results after the market close Tuesday.

Alphabet Q3 Earnings Highlights: Revenue Beat, EPS Beat, Google Cloud Up 35%, 'Momentum Across The Company Is Extraordinary'

The Google parent is one of several mega caps reporting earnings this week, with results due out after Tuesday's close.

Nasdaq Hits New High Ahead of Alphabet Earnings

Google parent Alphabet toppled Wall Street's expectations in its third-quarter earnings report Tuesday, the first domino to fall in a crowded week for big tech earnings.

Google Earnings: Search Engine Giant Reports Record Profit And Sales On $66 Billion Ad Revenue

Google parent Alphabet reported third quarter earnings, which beat on top and bottom lines. The company's shares rose 3% on the results.

Alphabet beats on top and bottom lines, boosted by cloud revenue

Alphabet topped third-quarter revenue expectations on Tuesday, helped by steady growth in its digital advertising business and an AI-driven jump in demand for its cloud services.

Google parent Alphabet beats quarterly revenue estimates

Alphabet Inc. GOOG GOOGL will release earnings results for its third quarter, after the closing bell on Tuesday, Oct. 29.

Alphabet Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call

Apple

Amazon

AI revolution's latest phase the focus as big tech earnings loom - analysts

Meta's AI chatbot is currently reliant on Google and Microsoft's Bing search engine for providing answers on current events.

Meta Is Working on an AI Search Engine. What's at Stake for Google.

Alphabet Inc. GOOG GOOGL will release earnings results for its third quarter, after the closing bell on Tuesday.

News for Alphabet Stock (GOOGL)