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

Google, Meta win court fight against Austrian online content rule

Amazon

Amazon and Alphabet both are investing in artificial intelligence and are likely to thrive in a strong market environment. These companies completed stock splits after their shares soared.

The S&P 500 is Climbing. 2 Stock-Split Stocks to Buy Now.

Apple

Microsoft

NVIDIA

Tesla

CNBC's Jim Cramer on Wednesday detailed why the "Magnificent Seven" tech stocks are often traded on Wall Street.

Jim Cramer examines why the 'Magnificent Seven' tech stocks have seen volatility in the market

The bullish valuation setup for Google shares in January has flipped to a bearish setting in October-November. Rising interest rates during 2023 and a potential recession in 2024 will negatively impact Google's future earnings and valuation. The increasing number of antitrust lawsuits against Google is a significant risk factor for the company and investors.

Google: All Good Things Must Come To An End (Rating Downgrade)

Data from a team of quantitative-equity strategists at Bank of America showed that short interest in the group, which includes seven of the eight most valuable publicly traded U.S. companies, has fallen to an all-time low at around 1% of the group's aggregate market capitalization, as illustrated in the chart below.

Nobody on Wall Street wants to bet against the ‘Magnificent Seven'

Zoom Video

Choosing long-term growth stocks to buy and hold in this ever-changing market is challenging as the November 2023 market is much different than that of the recent past. Uncertainties abound, and growth investors have more reasons to be cautious today than in previous years.

3 Growth Stocks to Buy in November 2023

The Epic Games trial is the second major US antitrust trial currently facing Google.

Google paid Activision-Blizzard $360M to use its app store, Epic Games claims

Analyst Laura Martin thinks AI will make Amazon, Microsoft, and Alphabet more valuable than Apple. Amazon is using AI to strengthen its position in e-commerce and digital advertising.

The Artificial Intelligence (AI) Boom Is Coming: 3 Growth Stocks Could Be Bigger than Apple When the Dust Settles, According to a Wall Street Analyst

Amazon's e-commerce profits have skyrocketed this year, and their growth doesn't appear to be slowing. The popularity of Apple's devices has given it the third-largest market share in online retail.

3 Top E-Commerce Stocks to Buy in November

Alphabet's stock price weakness after quarterly earnings presents an opportunity for long-term investors to buy or increase their holdings in Google's stock. The slowdown in Google's cloud growth is being exaggerated, as the total advertising business is experiencing strong growth. Google's search-related ad sales are growing in double-digits, and the stock is selling at a lower earnings multiple, making it an attractive investment.

Google: Strong Re-Rating Opportunity Following Q3 Selloff

Broadcom

Energy Transfer LP Unit

NextEra Energy

Exxon Mobil

Zebra Technologies

The article discusses sizable insider purchases in Q3 of this calendar year. Insiders at Exxon Mobil, Zebra Technologies, The AES Corporation, and Broadcom have shown unusual interest in their own companies' stock, buying large amounts in the third quarter. After about three or four consecutive quarters of primarily discussing oil and gas stocks, the insider buying in that sector appears to have slowed a bit.

Strong Large-Cap Insider Buys: Q3 2023

Roku

Amidst the competitive surge in the streaming realm, media stocks are gaining the spotlight as the top contenders to become the next Netflix. Each rival brings a promise of innovation, with a robust strategy tailored toward seizing a major chunk of the booming $95.9 billion video streaming market.

The Next Big Stream: 3 Media Stocks Ready to Challenge Netflix's Throne

The labor department found Google to be a "joint employer" to the contract employees.

Group of Google contractors who work on Search and Bard win union vote

Google stock returns, joining LULU, other on this screen for Warren Buffett stocks based on the strategy of Berkshire's CEO.

Warren Buffett Stocks: LULU Rises, Google Stock Returns

Taiwan Semiconductor Manufacturing

I asked Bard for its prediction of the top 7 performing stocks for 2024. The results were interesting, to say the least.

Predicting the 7 Top Performing Stocks for 2024 With AI Technology

“Fortnite” maker Epic Games accused Google of stifling competition and harming consumers.

Google slammed for ‘bribe and block' tactics as app store antitrust trial kicks off

PayPal

The top U.S. consumer financial watchdog on Tuesday proposed to regulate tech giants' digital payments and smartphone wallet services, saying they rival traditional payment methods in scale and scope but lack consumer safeguards.

US consumer watchdog proposes rules for Big Tech payments, digital wallets

The Consumer Financial Protection Bureau proposed a new rule Tuesday that would require big tech companies who offer payment services — think Apple Pay or PayPal — to submit to supervisory examinations typically reserved for large banks.

CFPB wants to treat Apple Pay, Google Pay and other tech-payment products like banks

Symbotic Inc

This article is an excerpt from the InvestorPlace Digest newsletter. To get news like this delivered straight to your inbox, click here.

3 Dependable AI Stocks to Buy for 2024

On a Wednesday afternoon in May, Colette Kress kicked off an investor conference call by talking through the latest financials at Nvidia. The chief financial officer of the chip maker discussed the first quarter revenue figures, and how the company's clients, ranging from big tech behemoths to insurance firms and game makers, were using Nvidia's chips to adopt generative AI systems.

The AI market boom is real — and these are its 8 most influential players

Big Tech firms will face new European Union rules to clearly label political advertising on their platforms, who paid for it and how much and which elections are being targeted, ahead of important votes in the bloc next year.

Big Tech to face tougher rules on targeted political ads in EU

Britain's antitrust regulator will gain legal powers to tailor rules for big tech companies, such as Meta, Alphabet and Amazon, to ensure they treat businesses and consumers fairly, according to the King's Speech setting out the government's priorities.

UK antitrust regulator to take on Big Tech with new legal power

Alphabet Inc.'s main drivers of growth will be its large language models and its cloud computing division. Gen-AI is becoming more complex, but the company's framework aligns closely with the demand for diverse pre-trained models and solutions. Alphabet has one of the strongest balance sheets in the tech industry, with minimal debt and a substantial cash reserve.

A Look At Google's Strong Financial Prowess

SAN FRANCISCO — Google on Monday confronted the second major U.S. antitrust trial in two months to cast the internet powerhouse as a brazen bully that uses its immense wealth and people's dependence on one of its main products to stifle competition at consumers' expense.

Epic Games accuses Google of bullying, bribery to block competition to its Android app store

Netflix

The early days of the pandemic were a boon for mega caps, however, that faded from late 2020 through about a year ago. As for the other FAANG+ stocks, there has not been the same sort of dramatic moves of late.

News for Alphabet Stock (GOOGL)