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

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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

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

Apple

Amazon

Broadcom

Microsoft

NXP Semiconductors

QUALCOMM

Buffett owns two AI stocks in his Berkshire Hathaway portfolio. He has positions in six other AI leaders thanks to Berkshire subsidiary New England Asset Management.

Warren Buffett Has $159 Billion Invested in These 8 Artificial Intelligence (AI) Stocks

NVIDIA

The "Magnificent Seven" is full of market leaders with strong competitive advantages. One stock in this group appears undervalued relative to its outlook.

1 "Magnificent Seven" Stock to Buy Hand Over Fist, and 1 to Avoid Like the Plague

Target

The first quarter of 2024 is drawing to a close. Within 45 days, money managers with more than $100 million in assets under management (AUM) will be required to file their 13F forms with the SEC disclosing their portfolio holdings.

Hedge Fund Moves: 2 Stocks They're Dumping and One They're Loading Up On

Already in 2024 there has been a major reshuffling among the companies I call “Cloud Czars.” Microsoft (NASDAQ: MSFT ) has passed Apple (NASDAQ: AAPL ), while Meta Networks (NASDAQ: META ) has gained on the pack and Amazon.Com (NASDAQ: AMZN ) is up substantially.

Tech's Tectonic Shifts: How Google Remains a ‘Buy' in the Cloud Czar Era

Institutional investors are flocking to three of the "Magnificent Seven" stocks. Two others are in the middle of the pack for institutional investors, with another two at the bottom.

Which "Magnificent Seven" Stocks Are Attracting More of the Big Money?

The Magnificent 7's Best-Kept Secrets: 3 Stocks with Overlooked Potential

U.S. officials could learn a thing for two from their friends in Europe as they assume a bigger role in taking on Big Tech, says a Northeastern University antitrust expert.

European regulators are cracking down on Alphabet, Apple and Meta. How will that impact their work?

Tesla

There are a few stocks in the group that look like bargains. Two companies are difficult to assess due to large changes within the business.

Are the "Magnificent Seven" Too Expensive to Buy?

The "Magnificent Seven" stocks drove the S&P 500 into bull market territory recently Their investments in artificial intelligence (AI) and dominance in their markets helped them to excel.

The "Magnificent Seven" Stocks, Ranked From Best to Worst Performance Over Time

Since their IPOs, these two stocks have trounced the Nasdaq Composite Index. Both businesses are internet platforms that benefit from powerful network effects.

Do These 2 "Magnificent Seven" Stocks Have the Best Business Models Ever?

Both Nvidia and Super Micro Computer can be seen as the faces of the AI boom. Despite a slow start, Alphabet is well-positioned in AI innovation, thanks to its massive user base and unlimited financial resources.

Is This the Ultimate Artificial Intelligence Stock to Buy With $100 Right Now?

ServiceNow

Eli Lilly

Many companies benefitting tremendously from the proliferation of artificial intelligence. But so far, only a relatively small number of stocks, such as Nvidia (NASDAQ: NVDA ), Microsoft (NASDAQ: MSFT ) and Super Micro (NASDAQ: SMCI ), have received a sizable boost from the trend.

The 3 Biggest Beneficiaries of the Massive AI-Driven Growth Opportunities

Google bought YouTube for $1.65 billion in 2006. Now YouTube could be worth as much as $400 billion, per analyst Michael Nathanson.

YouTube could be worth $400 billion — that's more than Disney and Comcast combined. We should be paying more attention.

Chipotle

Hilton Worldwide Holdings

Restaurant Brands

Bill Ackman runs a highly concentrated stock portfolio at Pershing Square. His four largest holdings are Chipotle, Alphabet, Restaurant Brands, and Hilton.

Billionaire Bill Ackman Has 70% of His $10 Billion Portfolio in Just 4 Stocks

Charter Communications

Warner Bros Discovery Inc

The amount of video streamed by Americans surged 21% last year to an equivalent of 21 million years. What's more, total TV consumption was little changed in 2023 versus 2022.

Profit from Changing TV Trends: 2 Stocks to Ditch and One to Buy for Max Profits

Tech giants like Nvidia, Microsoft, Amazon, and Alphabet are actively working on artificial intelligence (AI). Apple has been less vocal about its AI ambitions, but a rumored deal with Alphabet could change the game.

2 "Magnificent Seven" Stocks Could Join Forces to Create the Ultimate Artificial Intelligence (AI) Opportunity

After deep market dips and slow recoveries, Amazon and Alphabet stand out as undervalued gems in the "Magnificent Seven" club. Despite economic challenges, Amazon's and Alphabet's core businesses remain strong and poised for recovery.

Alphabet and Amazon Stocks Surge to All-Time Highs: Buy These "Magnificent Seven" Stars Now or Regret It Later

French car parts maker Valeo said on Thursday it would be using more Google Cloud AI tools at Valeo, highlighting the growing importance of the technology in the cars sector.

French company Valeo to use more Google Cloud AI tools

Mega-cap stocks have propelled the S&P 500 and Nasdaq 100 toward new highs. These stocks make up the largest percentage of these weighted funds' portfolios.

The Giants of Investing: 3 Must-Own Mega-Cap Stocks

Alphabet (GOOGL) adds a new feature to its "Verification settings" page in Google Wallet, boosting its Android offerings.

Alphabet (GOOGL) Adds Verification Feature in Google Wallet

Google and the XPrize Foundation have launched a competition worth US$5 million (£4 million) to develop real-world applications for quantum computers that benefit society—by speeding up progress on one of the UN Sustainable Development Goals, for example. The principles of quantum physics suggest quantum computers could perform very fast calculations on particular problems, so this competition may expand the range of applications where they have an advantage over conventional computers.

How long before quantum computers can benefit society? That's Google's US$5 million question

Report claims posts on abortion and contraception have been deleted while misinformation on the feeds of social media users in Africa, Latin America and Asia has not been tackled

Meta and Google accused of restricting reproductive health information

As Mag 7 stocks like Nvidia and Meta soar, Google stock stands poised to pop after news of a possible Apple licensing deal.

The Next Mag 7 Breakout Nears — With A Little Help From Apple

The rollout of Alphabet's generative AI model hasn't gone smoothly. A partnership with Apple could help out its AI model.

Where Will Alphabet Stock Be in 5 Years?

Alphabet (NASDAQ: GOOGL ,NASDAQ: GOOG ) stock remains a top choice for long-term growth investors, for a number of reasons. The preeminent player in online search, Alphabet's core Google business is core to its investment thesis.

News for Alphabet Stock (GOOGL)