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 has multiple AI investments that are succeeding. The stock is trading below its historical average valuation levels.

If I Could Buy Only 1 Artificial Intelligence (AI) Stock, This Would Be It

Google has agreed to settle a 2020 class action lawsuit seeking $5B for Chrome browser users. The lawsuit claimed Google tracked users' activity in "incognito" privacy mode.

Google settles $5B privacy lawsuit alleging it spied on 'incognito' Chrome users

A consumer privacy lawsuit seeking at least $5 billion in damages over allegations Google tracked users who thought they were browsing the internet privately has been settled. No terms have been disclosed. The”incognito” mode on Google's Chrome browser still followed users, as emails revealed during the trial proved.

Google Agrees To Settle Incognito Mode Lawsuit

The company is accused of secretly tracking Chrome users while they were in the incognito browsing mode.

Google Settles $5 Billion Consumer Privacy Suit Over Chrome's Incognito Mode

Alphabet's growth is set to accelerate in 2024 thanks to the growing adoption of the company's AI-enabled services in advertising and the cloud. Alphabet stock is attractively valued, and its potential earnings growth points should ideally lead to more upside.

This "Magnificent Seven" Stock Could Win Big From Artificial Intelligence (AI) in 2024, and Beyond

Plaintiffs allege their activity was tracked even when they set Chrome to ‘incognito' and other browsers to ‘private' mode

Google agrees to settle $5bn lawsuit claiming it secretly tracked users

Alphabet (GOOGL) rolls out a new Android Auto feature that allows users to copy their phone's wallpaper to the car's display, boosting the company's Android offerings.

Alphabet (GOOGL) Bolsters Android Auto With New Update

Alphabet (GOOGL) partners with Peloton Entertainment in a bid to expand its YouTube TV subscriber base.

Alphabet (GOOGL) Boosts YouTube TV With Peloton Partnership

Google has agreed to settle a consumer privacy lawsuit seeking at least $5 billion in damages over allegations it tracked the data of users who thought they were browsing privately.

Google agrees to settle $5 bn consumer privacy lawsuit

The last trading day of 2023 got off to a flat start, with equities trading with a fraction of a point of Thursday's closing price.

Google Settles Privacy Lawsuit for $5 Billion; Crude Slides to 2-Week Low

Altice USA

Tesla

Here's our daily look at three charts tied to recent news-driven price moves, with key technical levels to watch.

3 Charts For Investors to Watch Friday: Alphabet, Tesla, Altice USA

Microsoft

With the first presidential primary just weeks away, Alex Stamos already is bracing for problems at the ballot box.

Growing concern over AI threats to election integrity as U.S. primaries approach

Apple

Amazon

NVIDIA

The Magnificent Seven stocks had huge gains in 2023. All are in or near buy points heading into the new year.

Magnificent Seven Stocks Had A Huge 2023. All Are In Prime Position Heading Into 2024.

Curaleaf Holdings, Inc.

Cutera

DuPont de Nemours

Green Thumb Industries Inc.

International Flavors & Fragrances

Mercury Systems

AdvisorShares Pure US Cannabis ETF

Pfizer

Pioneer Natural Resources

Trulieve Cannabis Corp.

Exxon Mobil

In an annual year-end ritual, investors have dumped many of their stock losers to offset taxable gains. This so-called “tax loss selling” can create buying opportunities in promising names.

Tax-loss selling makes these stocks in cannabis, pharma, energy and industrials worth buying

The search engine giant faced allegations it tracked the internet use of millions of people who thought they were browsing privately.

Google Settles $5 Billion Privacy Lawsuit. There Are More Battles Ahead.

Alphabet Inc.'s GOOGL, -0.10% GOOG, -0.11% Google has agreed to settle a consumer-privacy lawsuit that alleged the company secretly tracked millions of people who thought they were browsing the internet privately, according to a Reuters report Thursday. The lawsuit sought at least $5 billion.

Google settles $5 billion consumer-privacy lawsuit: report

Financial terms of the settlement were not immediately disclosed.

Google settles massive $5B lawsuit over improperly tracking ‘incognito mode' users

Datadog

monday.com

ServiceNow

Trade Desk

DigitalOcean Holdings

Cloud computing has changed how businesses store data and make decisions. This technology enables higher productivity for corporations, small businesses and individuals.

Cloud Computing Kings: 7 Stocks Dominating the Digital Sky

Alphabet's Google has agreed to settle a lawsuit claiming it secretly tracked the internet use of millions of people who thought they were doing their browsing privately.

Google settles $5 billion consumer privacy lawsuit

Advanced Micro Devices

UiPath

SoundHound AI Inc

Adobe

The AI stocks landscape has undergone a seismic shift, emerging as one of the most critical sectors for growth in 2023. After a challenging 2022, a broad spectrum of tech stocks experienced a rejuvenating uplift amidst the integration of artificial intelligence ( AI ).

AI Assimilation: 7 Stocks Leading in Artificial Intelligence Adoption

Alphabet (GOOGL) is working on the launch of the "Assistant summarize your busy conversations" feature on Android Auto, bolstering its AI capabilities.

Alphabet (GOOGL) to Bring AI Capabilities to Android Auto

FormFactor

IonQ

D-Wave Quantum Inc

Arqit Quantum Inc

Quantum computing stocks have emerged as one of the growth sectors of late 2023. Quantum computers have been in development for several decades and the field is continuing to progress.

7 Quantum Computing Stocks to Create 10X Returns

Alphabet (GOOGL) enhances smartphone offerings with Clock app redesign, enabling weather forecasts after ending alarms on Pixel phones.

Alphabet (GOOGL) Boosts Pixel Offerings With Clock Redesign

NextEra Energy

PayPal

As we close out the year and investors look at Tax Loss Harvesting, today we will discuss 3 options to buy. All 3 stocks offer a combination of growth while also trading at a reasonable valuation. In a time when stocks appear inflated as a whole, today, we look at 3 undervalued positions.

3 Undervalued Stocks I Am Buying

Strong consumer spending and efficiency gains can help these businesses. Both companies are already leaders in the AI revolution.

News for Alphabet Stock (GOOGL)