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 Inc (NASDAQ:GOOG)'s disappointing cloud growth forecast has Wall Street analysts divided on the outlook for the company's stock performance going forward.  Jeffries analysts seemed the most upbeat, believing the company's accelerating Search and YouTube growth will more than offset its slower cloud sales.

Alphabet's 3Q cloud growth miss sparks mixed analyst reactions

Microsoft

Microsoft Corporation (NASDAQ:MSFT)'s leading position in the artificial intelligence arms race and Google parent Alphabet Inc (NASDAQ:GOOG)'s flailing position in the cloud computer space were central talking points in the latest tech earnings season. Microsoft, the world's second-largest megacap, impressed the market, with revenue up 13% year-over-year to $56.5 billion, driven by its cloud division and its adoption of AI services powered by partner OpenAI.

$240 billion gap widens between Microsoft and Google

Google has expanded the availability of its augmented reality (AR) beauty features by bringing them to mobile browsers. The tech giant introduced AR beauty features to enhance the online shopping experience nearly three years ago, Google said in a Wednesday (Oct.

Google Expands AR Beauty Features to Mobile Browsers

The Morning Capsule is about the big picture, not an individual stock. The chart of Alphabet stock is being used to illustrate the point. The chart shows when Alphabet (GOOG, GOOGL) earnings were released.

Here Is How Investors Can Resolve Two Sets Of Artificial Intelligence Contradictions In The New Data Points

Snap

A rebound in the advertising businesses of Google and Snap have signaled that the rising adoption of artificial intelligence was drawing marketers to digital platforms even in an uncertain economy, boding well for Facebook-parent Meta Platforms.

Strong ad show from Alphabet, Snap puts the spotlight on Meta

When Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) reported its third-quarter results yesterday after the market closed, the conglomerate's top and bottom lines came in above analysts' average estimates. However, GOOG stock is falling in early trading because the financial results of its cloud unit were weaker than expected.

GOOG Stock Price Predictions: What's Next for Alphabet After Mixed-Bag Earnings?

Alphabet Inc. shares GOOG, -8.51% GOOGL, -8.43% are on track to log their worst one-day performance in a year Wednesday in the wake of the company's latest earnings report, which brought a disappointing performance for the Google Cloud business. Alphabet's Class A shares were off 8.5% and on pace for their largest single-day drop since they shed 9.1% on Oct. 26, 2022.

Alphabet's stock sinks toward worst day in a year after ‘evasive' earnings call

Google's Cloud revenue miss came in stark contrast to Microsoft's earnings, which showed accelerated growth in its Intelligent Cloud business

Alphabet stock falls 8% on cloud miss as investors praise Microsoft Azure growth

Google sees augmented reality (AR) as a new, potentially quite effective advertising medium. Today, the search giant announced the launch of AR Beauty ads, a new smartphone ad type that allows brands to promote lip and eye products (and soon foundation) through “virtual try-on” experiences.

Google launches AR beauty ads for lip and eye products

Third-quarter revenue grew 11% year over year, beating the 4% growth Wall Street had expected. Earnings per share surged 46%, exceeding the 28% analysts had projected.

Alphabet Stock Drops 6% on Google Cloud's Slowing Growth

There are three parts to the bull case for Alphabet Inc.'s stock, according to Bernstein analyst Mark Shmulik. But the Google parent company's latest earnings report may have crushed two of them — at least for a while.

Google earnings just crushed two big bullish hopes for Alphabet's stock

The Google selloff is “overdone” as focusing on the earnings report's sole blemish in cloud profits is a mistake, according to some analysts.

Alphabet Stock Set For Worst Day In 12 Months As Microsoft Again Asserts AI Lead

US stocks were mixed on Wednesday as investors digested earnings from Microsoft and Alphabet. Microsoft posted strong cloud growth and saw its stock pop, while Alphabet fell after it reported lower-than-expected cloud revenue.

US stocks trade mixed after mega-cap tech earnings from Microsoft and Alphabet

Visa

Earnings season has gone relatively well so far. However, Alphabet shares fell even after a solid report on fears about cloud computing sales growth.

2 Falling Stocks to Keep Your Eyes on Wednesday

Apple

Amazon

In an unstable economic climate marked by geopolitical unrest, concerns about the Federal Reserve and soaring Treasury yields, investors are closely watching this week's Big Tech earnings for clues about where the volatile stock market may head next.

Big Tech earnings can make or break this market

We'll see if last night's earnings are enough to keep the market moving forward, or if there was reason for concern.

Google And Microsoft Earnings Impress With Meta Scheduled To Report Tonight

Microsoft shares climbed 4% in premarket trading after a strong quarterly earnings report. Alphabet slipped 7% as revenue for its cloud division fell short of Wall Street's expectations.

Microsoft jumps while Google owner Alphabet slips as Wall Street zeroes in on the tech giants' AI efforts

7:00am: Nasdaq expected to open lower after mixed results US stocks are expected to open mixed, with tech stocks on the back foot as investors reflect on results from Google owner, Alphabet and Microsoft after Tuesday's close. In pre-market trading, futures for the Dow Jones Industrial Average were 0.2% higher, while those for the S&P 500 were down 0.3%, and contracts for the Nasdaq 100 futures fell 0.6%.

Nasdaq called lower as investors digest Microsoft, Alphabet earnings

Invesco QQQ

SPDR S&P 500 ETF Trust

Technology Select Sector SPDR Fund

This week marks a pivotal moment in the financial world as some of the globe's most influential companies unveil their quarterly earnings reports, particularly in the technology sector.

Tech Titans Upcoming Earnings: Shaping the Markets Fate

Microsoft Corp. shares MSFT, +0.37% rallied 4% after the company posted better-than-expected growth in the company's Azure cloud-computing unit.

Microsoft shares surge on bumper growth in cloud-computing unit as Alphabet stock drops on weak Google cloud results

Set to be announced during a White House visit by Anthony Albanese, the deal to expand a project by Google to at least eight Pacific Ocean nations involves contributions from the US and Australia.

Exclusive: Google to run internet cables to Pacific islands in Australia-US deal

Google's digital advertising sales growth accelerated during the summer, advancing a recent revival that helped its corporate parent Alphabet Inc. to deliver a quarterly profit that exceeded analysts' projections.

Google's ad sales growth accelerated in 3Q, but investors are unimpressed with the performance

Google parent Alphabet Inc (NASDAQ:GOOG) (Alphabet Inc (NASDAQ:GOOG)) saw its shares slide overnight as investors took fright at a slower-than-forecast growth in its cloud arm. Revenue and earnings beat forecasts but the Cloud sales miss saw Alphabet's shares tumble 6% to about US$130 after Tuesday's closing bell.

Alphabet Cloud revenue miss sends stock tumbling

Citigroup

Dominion Energy

Duke Energy

Johnson & Johnson

Coca-Cola

Procter & Gamble

UnitedHealth Group

Vanguard Consumer Staples ETF

Utilities Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

Bond yields are showing signs that they have peaked. If they keep dropping, it would make a host of stocks look attractive including Duke Energy, Coca-Cola, Procter & Gamble, and Johnson & Johnson.

The Bond Sell-Off Might Be Over. Buy These Stocks to Win.

Alphabet's investments in AI, driven by Project Magi, will help counter competition from Microsoft's Bing and OpenAI's ChatGPT. The use of advanced AI capabilities will lead to more personalized experiences for users and improved conversion rates for advertisers. Google has a twenty-year history of developing AI and will unleash a powerful toolkit to assist advertisers and enhance the user experience.

News for Alphabet Stock (GOOGL)