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 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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 delivered strong Q4 results this week, beating estimates on both the top and bottom line. Google's advertising business generated record revenues in Q4, driven by strong performance in Google Search and YouTube ads. Google's strong free cash flow and potential for a new stock buyback plan make it a strong buy recommendation.

Google: Why I Am Doubling Down Aggressively After Q4

Super Micro Computer

Taiwan Semiconductor Manufacturing

Supermicro will continue to dominate the high-growth niche of AI servers. TSMC will remain the linchpin of the semiconductor and AI markets.

3 Promising AI Stocks That Are Cheaper Than Nvidia

Microsoft

Microsoft topped estimates in its earnings report and finished flat after hours. Alphabet shares slipped after its ad revenue was on the light side.

Microsoft vs. Google: Which Is the Better AI Stock to Buy Now

Google's parent company, Alphabet, reported positive Q4 and full-year 2023 earnings with a 13% revenue growth in Q4 and EPS up 56% YoY. Despite the good results, the stock dropped 8% from its 52-week high due to high expectations and stretched valuations. The drop in stock value is seen as a reality check and an opportunity to buy, as ad spending growth is expected remain robust in 2024.

Google: Cheapest Mag 7 Ripped To Reach $170 By The Year End

The company's still-dominant search and digital advertising businesses continue to grow at a significant pace. The success of Google Cloud could bolster its AI advancements.

3 Takeaways From Alphabet's Fourth Quarter That Bode Well for Its Stock

Amazon

Meta Platforms announced strong earnings last week. It also announced that it will start paying dividends.

After Meta's surprise dividend move, are Google and Amazon next?

Alphabet Inc's (NASDAQ: GOOGL) stock price remains in the green zone in 2024, aligning with the overall bullish sentiment exhibited by technology and communication services equities.

Wall Street forecasts 15% upside for Google stock in a year

NVIDIA

EPS estimates suggest Nvidia's stock could nearly double by its fiscal 2026. Meanwhile, Alphabet is a bargain compared to other AI stocks.

2 Hypergrowth AI Stocks to Buy in 2024 and Beyond

Apple recently relinquished its market cap crown. The reach of the "Big Three" cloud providers gives them an advantage in distributing AI services.

2 (More) Artificial Intelligence (AI) Growth Stocks Set to Hurtle Past Apple Into the $3 Trillion Club, According to 1 Wall Street Analyst

Advanced Micro Devices

The AI market is projected to surpass $1 trillion before 2030. Alphabet has a powerful tool at its disposal with its new AI model, Gemini.

2 AI Stocks I'm Going "All In" On In 2024

Challenges include limited growth opportunities, anti-trust investigations hindering M&As, and competitive pressures. The two DCF models present differing perspectives, with one suggesting a fair price of $162.72 and the other, a more bearish model, indicating $135.71. Valuing Alphabet's stock is complex due to the intricate interplay of revenue growth projections, market dynamics, and strategic decisions. Nevertheless, both models indicate that the upside is limited.

Google: Potential Returns Are Very Limited (Hold Reiteration)

Broadcom

Many sailed higher thanks to the results of two giant peers. Meta Platforms and Amazon both delivered excellent quarterly results the previous day.

Why Major Tech Stocks Like Alphabet and Broadcom Flew Higher on Friday

General Motors

SAN FRANCISCO, Feb 2 (Reuters) - Completely driverless vehicles traveled nearly 3.3 million miles in California last year, over five times the previous year's total, even as concerns rose in the wake of a Cruise robotaxi accident, state data on vehicle testing released on Friday showed.

Driverless cars covered 5x more test miles in California in 2023

Apple

Big Tech Crushes Earnings: Which One Should You Buy?

Google parent company Alphabet this week reported a $1.2 billion charge in the fourth quarter to exit office space, a notable cost that largely flew under under the radar in a hectic week, according to a Barclays researcher.

Google parent Alphabet took a $1.2 billion hit to exit office space — news that flew under the radar in a hectic week, says Barclays

Nvidia has a stranglehold on the growing AI chip market. Alphabet could have more consumer data than any company on Earth.

3 Artificial Intelligence (AI) Stocks to Buy With $1,000 and Hold for Decades

UnitedHealth Group

Stable blue-chip stocks represent the pinnacle of stability and reliability for long-term investors. These established titans boast strong financials, durable competitive advantages, and histories of weathering market volatility.

Blue-Chip Beauties: 3 Stable Stocks to Buy for Long-Term Growth

Tesla

At $12.5 trillion — and likely a whole lot more after Friday — the combined market cap of Microsoft MSFT, +1.56%, Apple AAPL, +1.33%, Alphabet GOOGL, +0.76%, Amazon.com AMZN, +2.63%, Nvidia NVDA, +2.44% and Tesla TSLA, +0.84% is equal to the combined GDP of New, York, Tokyo, London, Los Angeles, Paris, Seoul, Chicago, San Francisco, Osaka, Dallas and Shanghai, according to Bank of America calculations.

Is it a bubble? Magnificent 7 market cap equals the GDP of 11 major cities

HubSpot

Microsoft's partnership with OpenAI is proving to be a game changer. Alphabet is leveraging advanced AI technologies to strengthen its search business.

3 Unstoppable AI Stocks to Buy Hand Over Fist in 2024

Costco

Both of these companies manage to maintain strong profitability in a volatile operating landscape. Alphabet is making strides where it counts and steadily growing its mainstay business.

2 Superb Growth Stocks That Are No-Brainer Buys for 2024 and Beyond

Wall Street continues to love certain stocks, seeing them as great long-term investments. And at the top of the list of stocks with strong buy ratings are many of the mega-cap tech names.

Wall Street Favorites: 3 Long-Term Stocks With Strong Buy Ratings

Google said today that YouTube now has more than 100 million paid users across YouTube Music and YouTube Premium. This number is up from the 80 million paid users the company mentioned in November 2022.

Google says YouTube now has over 100 million subscribers

Google has a bright future ahead, as they continue using AI to increase revenue across their segments. After passing Netflix, YouTube is now the streaming leader for TV viewing in the US. After years of operating losses, the Google Cloud segment had operating profit of $1,716 million on revenue of $33,088 million in 2023.

Google Looks Good Through A Long-Term Lens

Alibaba

Tracking how Big Tech is moving into the European Union's financial services sector is challenging, but it currently does not pose a threat to financial stability, the bloc's financial watchdogs said on Thursday.

Big Tech move into finance to come under closer EU scrutiny

Google announced today that its Bard chatbot is now powered by the Gemini Pro model globally with support for over 40 languages including Arabic, Chinese, Dutch, French, German, Hindi, Japanese, Portuguese, Spanish, Tamil, Telugu, and Malayalam.

News for Alphabet Stock (GOOGL)