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

GOOGL stock has plunged nearly 15% in the past three weeks, revisiting lows last seen in July 2023. Investors are likely spooked about Google Cloud's performance compared to Microsoft Azure. Market share losses were highlighted as Microsoft went on the generative AI offensive. Ad market softness from Q4 due to the recent Middle East conflict likely spurred further concerns about Google's advertising recovery.

Google: Steep Plunge Unveils My Strong Buy Conviction (Rating Upgrade)

Palantir Technologies

Palantir is in the early stages of capitalizing on massive opportunities in AI. Alphabet could benefit from more effective recommender systems.

2 Incredible Growth Stocks to Buy for the Dawning Artificial Intelligence (AI) Revolution

The slowdown is a purely mathematical one based on flawed comparisons. Google Cloud's profitability is on the verge of exploding.

3 Things Investors Are Missing About Google's Cloud Business

CVS Health

Amid the prevailing financial uncertainty, let's explore two stocks that are worth considering for investment.

Short squeeze alert: 2 stocks that could rocket next month

A top executive from Google disclosed Friday (Oct. 27) during its antitrust trial that the company paid $26.3 billion in 2021 to secure default search engine deals on most smartphones and browsers.

Antitrust Trial Reveals Google Spends $26.3 Billion on Default Search Engine Agreements

Founded by former OpenAI executives, Anthropic has emerged as one of the hottest artificial intelligence startups, thanks to its Claude 2 chatbot

Google commits to invest $2 billion in OpenAI competitor Anthropic

The amount of payments Google made for the default status has more than tripled since 2014, according to senior executive Prabhakar Raghavan, Bloomberg reported.

Google paid $26B to be default search engine, exec testifies in antitrust trial

Alphabet's Google paid $26.3 billion to other companies in 2021 to ensure its search engine was the default on web browsers and mobile phones, a top company executive testified during the Justice Department's antitrust trial, Bloomberg News reported on Friday.

Google paid $26 bln to be default search engine in 2021 - Bloomberg News

Alphabet Inc.'s GOOGL, -0.43% GOOG, -0.35% Google on Friday said it will pump up to $2 billion into AI startup Anthropic, expanding on an investment in the company earlier this year. Google injected $500 million up front in Anthropic, a rival of OpenAI, and agreed to add $1.5 billion more over time, according to a report in the Wall Street Journal, citing people familiar with the matter.

Google to invest $2 billion in AI startup Anthropic: report

The number is a more granular look into how much Google pays partners, including Apple, to be the default search engine on their products.

Google paid $26 billion in 2021 to become default search engine on browsers and phones

Alphabet stock is falling after a disappointing figure from the third-quarter update.

Should Investors Buy the Dip in Alphabet Stock?

Google paid Apple $18 billion in 2021 to remain the default search engine on iPhone, NYT reports. Google spent $26 billion in total in 2021 on similar deals with device makers, an ongoing court case revealed.

Google reportedly paid Apple a whopping $18 billion in one year to keep its search engine the default on iPhones

Danaher

Occidental Petroleum

The market selloff that began in August is accelerating, with the technology-laden Nasdaq Composite Index having fallen into correction territory, which means it is down over 10% from its peak reached earlier this year. The Nasdaq officially entered a correction on Oct. 25 when it declined 2.4% to 12,821.22, bringing it 12% lower than its high for the year of 14,358.02 set on July 19.

3 Very Oversold Stocks to Buy In Q4

Alphabet Inc Class A GOOGL, the parent company of Google, exceeded expectations with its impressive Q3 earnings, demonstrating its strong financial position.

Google Shines In Q3 Earnings Beating Expectations But Falls 11% Amid Stock Volatility! - Alphabet (NASDAQ:GOOGL)

Tesla

NVIDIA

In the investment realm, ChatGPT stock predictions have sparked intrigue among market enthusiasts of late. Since its launch last November, the powerful AI chatbot has effectively carved a niche in research, organizing copious amounts of data and pointing toward some of the best long-term stocks to buy.

3 Stocks ChatGPT Says Will Make You Rich in 20 Years

Apple

Amazon

Microsoft

After a stunning first-half rally, the so-called "Magnificent Seven" mega-cap Big Tech stocks have struggled in recent months. Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla have lost a whopping $1.2 trillion in market value since the end of July, per data from Refinitiv.

The 'Magnificent 7' stocks are struggling, shedding a staggering $1.2 trillion in market value since US equities peaked in July

Alphabet's (NASDAQ: GOOG ) stock is surging, recently hitting a 52-week high, with a 56% gain in 2023, totaling a five-year increase of 152%. Expectations are high for Alphabet following the company's Q3 results, driven by its strong focus on AI integration across products.

Buy and Hold GOOG Stock If You Can

KLA-Tencor

QUALCOMM

After 18 months of rising borrowing costs, the United States economy is now grappling with tighter financial conditions. The Federal Reserve's interest rate hikes have created the most stringent financial conditions in a year, primarily due to renewed losses in asset prices.

The 3 Most Undervalued Semiconductor Stocks to Buy: October 2023

Despite topping their third quarter top and bottom-line expectations this week, Alphabet (GOOGL) and Meta Platforms' (META) stock have both dropped following favorable results.

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

The Magnificent Seven stocks have propped up the stock market in what would have otherwise been a down year. If the S&P 500 was an equal-weighted index, it would have only been up by 0.1% year-to-date as of October 5th.

The Magnificent 7 Stocks for October: 4 to Buy and 3 to Skip

Sundar Pichai, chief executive of Alphabet and its subsidiary Google, will testify on Monday in the once-in-a generation antitrust fight over Google's dominance of search and some parts of search advertising.

Google CEO Sundar Pichai to testify Monday in US Google antitrust trial

Google executive Prabhakar Raghavan testified Thursday (Oct. 26) in the search and advertising giant's ongoing antitrust trial, shedding light on the challenges the company faces from smaller rivals. Raghavan emphasized the importance of innovation to avoid becoming the tech industry's “next road kill” and to maintain Google's position in the market, Reuters reported Thursday.

Google Emphasizes Importance of Innovation in Antitrust Trial

Prabhakar Raghavan testified that threats to Google's position are very much real, and innovation at the search engine has allowed it to maintain market share.

'Grandpa Google': Search head testifies that young users see it as out of style

At the start of its antitrust defense, Google attributed its success to relentless investment, countering government claims that it broke the law to stay ahead.

Google Search Boss Says Company Invests to Avoid Becoming ‘Roadkill'

Despite better-than-expected results from Alphabet and Meta, investors dumped the stocks and rest of the tech sector over the past two days

News for Alphabet Stock (GOOGL)