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 Q1 2022

Earnings data Q2 2022

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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 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

A pared-down version of Gemini is available in Google's AI chatbot Bard.

Google Launches Its ‘Largest And Most Capable' AI Model Gemini To Compete With ChatGPT

Alphabet Inc (NASDAQ: GOOGL) is in focus on Wednesday after it started the phased rollout of Gemini – its most capable large language model to date. Gemini Ultra beats GPT-4 on MMLU benchmark The LLM comes in three different sizes: the Gemini Ultra, Gemini Pro, and the Gemini Nano.

Google just launched Gemini – its most capable LLM

Apple

U.S. senator Ron Wyden (D-OR) has warned in a letter to the Justice Department that unidentified governments are spying on Apple and Google phone users through their push notifications. The letter says his office received a tip last year that government agencies in foreign countries were “demanding” push notification records from the tech giants.

US senator warns governments are spying on Apple and Google users via push notifications

Google announced that Bard, the company's artificial intelligence chatbot answer to OpenAI's ChatGPT, is getting a facelift in the AI arms race.  Google Bard will now be powered by an AI model called Gemini, which Google says can deliver more advanced reasoning, deeper understanding and more.

Google unveils powerful Gemini AI models designed to turbocharge its Bard chatbot

Google has unveiled its rival to OpenAI's GPT-4: Gemini. Gemini is a next-gen, multimodal AI model that can process text, images, and audio.

Google has finally launched its GPT-4 rival: Gemini. Here's what we know so far about the AI model.

McDonald's

McDonald's Corp (NYSE: MCD) just announced a strategic partnership with Google Cloud. Its shares are still trending slightly down at writing.

McDonald's partners with Google as it lays out ambitious goals for 2027

Google Bard, the company's generative AI chatbot and ChatGPT rival, is getting am update today that the company claims will significantly enhance its capabilities. The company says Bard will now be powered by Gemini, Google's newest and most advanced AI model, giving the chatbot more advanced reasoning, planning, understanding, and other capabilities.

Google's AI chatbot Bard gets a big upgrade with Gemini, Google's next-gen AI model

Google has unveiled Gemini, its generative AI model. Google made a big internal push to get Gemini out the door this year.

Google is finally launching Gemini, its biggest shot at OpenAI

Gemini is being released in form of upgrade to Google's chatbot Bard but not yet in UK or EU

Google says new AI model Gemini outperforms ChatGPT in most tests

The Pixel 8 Pro will now become the first Android smartphone to be powered by Google's next-generation AI model, Gemini, starting today, the company announced.

Pixel 8 Pro becomes the first smartphone powered by Google's new AI model, Gemini

After more than eight months of research and development, Google has unveiled its most powerful A.I. so far. But only parts of it are widely available.

Google Updates Bard Chatbot With ‘Gemini' A.I. As It Chases ChatGPT

Alongside its Gemini generative AI model, Google this morning took the wraps off of AlphaCode 2, an improved version of the code-generating AlphaCode introduced by Google's DeepMind lab roughly a year ago. AlphaCode 2 is in fact powered by Gemini, or at least some variant of it (Gemini Pro) fine-tuned on coding contest data.

Google unveils AlphaCode 2, powered by Gemini

The company is planning to license Gemini to customers through Google Cloud for them to use in their own applications.

Google launches its largest and 'most capable' AI model, Gemini

Google has unveiled its most advanced AI model yet, Gemini, directly taking on OpenAI in an escalating battle for dominance in artificial intelligence capabilities.

Google takes aim at OpenAI with launch of powerful new AI model Gemini

U.S. Senator Ron Wyden warned that foreign governments are spying on smartphone users by compelling Apple and Google to turn over push notification records

Governments spying on Apple and Google users through phone notifications, U.S. senator says

Amazon

Microsoft

Microsoft and Alphabet have both launched chatbots and AI-powered services geared toward businesses. Amazon, however, has recently rolled out a service of its own, which is more cost-effective.

Amazon Is Launching a Chatbot, and It's Undercutting Microsoft and Alphabet

Chewy

Etsy

Tesla

Growth stocks generally excel in strong market environments, such as bull markets. We haven't yet reached a bull market, but we are heading in the right direction so far.

The Market Has Rallied This Year. Should You Pile Into Growth Stocks in December?

Accenture Plc

Costco

Genuine Parts

Hershey

Mastercard

NIKE

NVIDIA

Visa

At the start of 2023 and following a tough year, Christopher Tsai, president and chief investment officer of Tsai Capital, didn't think technology would generate a 50% return for his $110 million portfolio.

What Charlie Munger and Grandma Ruth taught this money manager. His portfolio is up 50% this year.

Start Time: 15:00 January 1, 0000 3:53 PM ET Alphabet Inc (NASDAQ:GOOG ) Scotiabank Inaugural Global Technology Conference December 05, 2023, 15:00 PM ET Company Participants Will Grannis - Chief Technology Officer, Google Cloud Conference Call Participants Steve Sparkes - Scotiabank Steve Sparkes Hello. Thank you for joining us for the first Scotiabank Tech Conference, really glad to have everybody here.

Alphabet Inc (GOOG) Presents at Scotiabank Inaugural Global Technology Conference (Transcript)

John Chambers warns of AI fallout ahead but says the technology is unstoppable. He shared his candid views on the outlook for OpenAI, Microsoft, Google and others.

John Chambers Warns Of An AI 'Bubble' And 'Train Wrecks.' How He Sizes Up OpenAI, Microsoft, Google.

Medtronic

The market's recovery could continue into 2024 -- and these stocks should benefit. Medtronic boasts a steady business and an incredible dividend track record.

A Bull Market Is Coming: 2 Top Stocks to Buy Hand Over Fist

CrowdStrike

Palantir Technologies

The AI revolution is just getting started. Investors who back the right companies in the space stand to enjoy monster returns.

The 7 Best Artificial Intelligence (AI) Stocks to Buy Now

Advanced Micro Devices

Intel

Oracle

Sony

In a Tuesday morning news release, International Business Machines Corp. (NYSE: IBM) and Meta Platforms Inc.

IBM (IBM), Meta Platforms (META) Are AI's Good Guys

With portfolios concentrated in a handful of expensive stocks, a few company-specific outcomes could have seismic consequences.

How Long Can the 'Magnificent Seven' Stocks Hold the Line?

Upstart Holdings

Technology giants are betting billions of dollars on artificial intelligence despite the industry being in its infancy. There will be no shortage of AI opportunities for investors in the coming years.

News for Alphabet Stock (GOOGL)