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

Apple

Advanced Micro Devices

Amazon

Microsoft

Invesco Dynamic Large Cap Value ETF

Invesco S&P 500 Enhanced Value ETF

SPDR Portfolio S&P 500 Growth ETF

SPDR Portfolio S&P 500 Value ETF

American Century STOXX U.S. Quality Value ETF

The Fed seeks more confidence in falling inflation before considering a rate cut. This approach, while prudent from an inflation containment perspective, has led to uncertainty and caution on Wall Street.

Time for Value ETFs as March Rate Cut Unlikely?

JPMorgan analyst Doug Anmuth sees resilient consumer spending and growing demand for artificial intelligence (AI) as tailwinds for Amazon and Alphabet. Amazon is the market leader in cloud infrastructure and platform services, which means the company is ideally positioned to benefit as businesses invest in AI.

2 Best Artificial Intelligence (AI) Growth Stocks to Buy in 2024, According to a Top Wall Street Investment Bank

Alphabet's advertising business is normalizing, with an 11% YoY growth in total advertising revenue, validating previous predictions. The expansion of Gemini, Alphabet's largest AI model, into core products like Google Ads has the potential to significantly impact the digital advertising market. Alphabet's cloud business achieved its first operating profits in FY23, with a 5.2% operating margin, and is expected to continue growing due to enterprise digitalization and AI initiatives.

Google Q4: Gemini Powers Google Ads; Cloud Continues Growth Momentum

Technology giant Google has signed its largest ever power purchase agreement (PPA) with offshore wind projects off the coast of the Netherlands as part of efforts to green its power supply and hit climate targets, it said on Thursday.

Google signs its largest offshore power agreement with Dutch wind projects

Over the last year, Alphabet and Microsoft's stock have soared +41% and +60% respectively and investors may be wondering if today's selloff is a buying opportunity.

Should Investors Buy the Dip in Alphabet or Microsoft Stock After Earnings?

Alphabet's GOOG latest earnings call grabbed lots of attention from investors hungry for news about how its many artificial-intelligence initiatives are turning cutting-edge technologies into oodles of dollars. But tucked inside the generally positive quarterly report were eye-popping figures for Alphabet's media operations, including YouTube and related subscription services.

YouTube Is A Streaming Giant No One Seems To Notice

For Google parent Alphabet and its investors, the race to dominate artificial intelligence is a balancing act of spending against a potential payoff and an uncertain timetable.

Google parent Alphabet sees AI investment providing long-term opportunities

Alphabet's (GOOGL) fourth-quarter results reflect strength in the search, YouTube and cloud businesses.

Alphabet (GOOGL) Q4 Earnings Beat, Revenues Increase Y/Y

Google parent company Alphabet Inc (NASDAQ:GOOG)'s fourth quarter results may have disappointed investors but analysts at Wedbush remain bullish on the stock, reiterating their ‘Outperform' rating and $160 price target. “Alphabet reported health 4Q results with total revenue 1.3% above consensus and operating income (excluding one-time expenses) modestly ahead of expectations,” the analysts wrote in a note to clients.

Google parent Alphabet remains AI-driven growth story amid investor disappointment over 4Q results

Investors are finding flaws in earnings, but the long-term growth story for search, YouTube, and the cloud are still intact.

Alphabet Stock Is Down Today. Now Is the Time to Buy

Google has today said its cloud region in South Africa is operational, coming a year after the tech giant picked Johannesburg as its first site in Africa.

Google's first Africa cloud region now operational

Shares of Alphabet Inc   (NASDAQ:GOOGL) are pulling back sharply after the Big Tech powerhouse and Google parent's  fourth-quarter earnings report.

Alphabet Stock Dips After Ad Revenue Falls Short

Nvidia's stock soared nearly 240% last year, making it an expensive option for investing in AI. However, Alphabet is a far cheaper option with solid prospects in AI.

Missed Out on Nvidia? 2 AI Stocks to Buy Before They Soar in 2024.

Microsoft Corp (NASDAQ: MSFT) and Alphabet Inc (NASDAQ: GOOGL) have sharply rallied in the trailing twelve months but a Morgan Stanley analyst is convinced both still have significant room to the upside.

Morgan Stanley raises Microsoft, Google stock price targets after earnings

This post originally appeared in the Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.

Google's layoffs already impacted its culture. Now they're affecting its bottom line.

Its shares have slipped, but Alphabet, the parent of Google and YouTube, saw several price-target increases after earnings.

Alphabet Stock's a ‘Bargain' in the Magnificent Seven, Says Analyst

Stock futures were mixed in premarket trading Wednesday as Google-parent Alphabet's shares tumbled in early trading following a good—but not quite good enough—quarterly earnings report.

Dow Jones Today: Google Weighs on Nasdaq as Wall Street Awaits Fed Decision

Nvidia's hardware model will eventually lead to a drop in demand. Alphabet's subscription model is far more sustainable.

The Best AI Investment Right Now Is Obvious (Hint: It's Not Nvidia)

Airbnb

UiPath

Visa

Alphabet and Meta Platforms are benefiting from a recovering ad market. UiPath is a great AI investment that's fairly priced.

We're In a New Bull Market. Here Are 5 Brilliant Stocks I'm Buying Hand Over Fist.

Bill Ackman's Pershing Square loaded up on Alphabet stock in 2023. Ackman cited Alphabet's underappreciated AI upside as the reason.

1 Surprising Artificial Intelligence (AI) Stock This Billionaire is Pouring Money Into

Tech giants on Tuesday talked up how customers are lapping up their generative AI-powered products, but mounting costs of developing the cutting-edge features irked investors hoping for a big boost to sales from the new technology.

Investors punish Microsoft, Alphabet as AI returns fall short of lofty expectations

Oracle

Oracle's stock has more than doubled over the past five years. Oracle's recent growth is largely driven by its cloud-based expansion.

Will Oracle Be Worth More Than Alphabet by 2030?

This fantastic growth stock is already outperforming the market in early 2024.

My Top Stock to Buy Now in February 2024

Alphabet shares slid close to 6% in premarket trading Wednesday. The losses came after the Google owner posted earnings for the last three months of 2023.

$110 billion set to be wiped off Alphabet's valuation after Google owner's advertising revenues disappoint

Although Alphabet's advertising revenue came up short of analyst estimates, it still grew quite well. In the meantime, a couple of the company's non-advertising businesses are experiencing robust growth.

News for Alphabet Stock (GOOGL)