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 released its Q3 earnings on Tuesday that largely beat Wall Street's expectations, although a miss on cloud revenue sent its stock sliding in after hours trading.

Google's ad business beat expectations but Cloud miss knocks stock in after-hours trading

Microsoft

Microsoft Corp. and Alphabet Inc. both reported mostly strong results Tuesday, but the disparate reactions from investors showed that Wall Street only cares about artificial intelligence right now.

Microsoft and Alphabet results show Wall Street only cares about AI

Google turned 25 this year. The tech giant, now a stem of parent company Alphabet, is hitting the quarter century mark in a new era of innovation demarcated by the generative artificial intelligence (AI) capabilities and foundation models that its own research labs and teams helped spearhead.

Google Reports 7x Growth in AI Projects Built on Its Platforms

It comes nearly a year after a spur in AI hype.

Wall Street wants to know how Google's going to profit from AI

Alphabet Inc. (NASDAQ:GOOG ) Q3 2023 Earnings Call Transcript October 24, 2023 4:30 PM ET Company Participants Jim Friedland - Director of Investor Relations Sundar Pichai - Chief Executive Officer Philipp Schindler - Chief Business Officer Ruth Porat - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Eric Sheridan - Goldman Sachs Lloyd Walmsley - UBS Michael Nathanson - MoffettNathanson Justin Post - Bank of America Ken Gawrelski - Wells Fargo Mark Mahaney - Evercore Operator Welcome, everyone. Thank you for standing by for the Alphabet Third Quarter 2023 Earnings Conference Call.

Alphabet Inc. (GOOG) Q3 2023 Earnings Call Transcript

Google saw its advertising revenue increase in the third quarter as it benefits from the same recovery that has lifted other tech companies as well.  The tech giant's 9.5% increase in advertising revenue was boosted by an increasing demand for ads placed next to search results, the Wall Street Journal (WSJ) reported Tuesday (Oct. 24).

Google Reports Ad Revenue Recovery in Q3 After Rare Drop

While the top- and bottom-line numbers for Alphabet (GOOGL) give a sense of how the business performed in the quarter ended September 2023, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Alphabet (GOOGL) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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Texas Instruments

Visa

Microsoft (MSFT) shares gained +4% on better-than-expected results, while Alphabet (GOOGL) sold off on a miss in its cloud business.

Big Earnings Beats for Microsoft, Visa, Snap & Others

Advertising and YouTube were the big growth drivers for the tech giant in the third quarter of 2023, but its stock fell anyway. Despite beating expectations and posting an 11% year-over-year growth in revenue on the back of rebounding advertising spending, Alphabet saw its stock drop in after-hours trading following its earnings report for the third quarter of 2023 thanks to weaker-than-expected performance in the company's cloud business.

Alphabet's cloud problem is raining on Google's parade

Alphabet Inc. (GOOG) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.06 per share a year ago.

Alphabet Inc. (GOOG) Tops Q3 Earnings and Revenue Estimates

Alphabet Inc (NASDAQ: GOOGL) is down more than 6.0% in extended trading even though it reported solid growth on the back of an advertising rebound and continued cost cuts in its third financial quarter. Ad sales helped in the third quarter The tech behemoth reported $59.

Google stock slides as cloud business was a ‘big disappointment' in Q3

Both Microsoft and Google's parent company, Alphabet, have both reported higher than expected revenue in their latest quarterly results.

Revenue up at Microsoft and Alphabet but 'disappointment' over Google cloud

Revenue growth at Google's cloud unit to slow to 22.5% in the third quarter, from 28% in the prior three-month period.

Alphabet shares dive as Google cloud revenue weakens

Big tech appears to be continuing its strong growth turnaround from last year, as it kicks off earnings report season for the quarter ended in September.

Microsoft, Google post strong quarterly sales growth as Big Tech continues its comeback

Google reported Q3 earnings that topped consensus estimates while revenue edged by views as cloud-computing sales growth missed estimates.

Google Earnings Beat, Shares Fall As Cloud-Computing Growth Misses

Alphabet (GOOG)'s net income and revenue climbed slightly above analyst predictions as the company's ad revenue grew by more than 9%.

Alphabet Posts Strong Q3 Earnings on Robust Search, YouTube Ad Spend

Google's parent company reported that sales were up 11 percent from a year ago while profit jumped 42 percent to $19.7 billion.

Alphabet Has Strong Ad Sales but Cloud Business Disappoints

Google parent company announced strong third-quarter earnings, but Cloud revenue was lower than predicted

Alphabet reports stronger than expected revenue thanks to AI boom

Google parent Alphabet Inc (NASDAQ:GOOG) reported a more than double-digit percentage year-over-year jump in revenue for the third quarter but investors were left disappointed by the performance of its Cloud platform.  For the quarter ended September 30, Alphabet's revenue was $76.7 billion, up 11% from the year-ago quarter's $69.1 billion.

Google parent Alphabet's 3Q Cloud revenue miss sends stock tumbling

YouTube advertising revenue increased 12% to $7.95 billion in the third quarter compared with the same period a year ago, helping corporate parent Alphabet beat Wall Street expectations. Total revenue rose 11% over the year-earlier quarter to hit $76.7 billion, while earnings per share surged to $1.55 from $1.06.

YouTube Ad Rebound Helps Alphabet Beat Q3 Expectations, But Shares Still Dip After Hours

Alphabet brought in $59.6 billion in ad revenue last quarter, just above analyst estimates of $59.2 billion.

Alphabet Earnings: Google Parent Stock Slides Despite Profit, Sales Beats

Google-parent Alphabet's (GOOGL.O) cloud division missed estimates for third-quarter revenue on Tuesday as an uncertain economy and high interest rates forced companies to trim their budgets. Shares of the Mountain View, California-based company fell more than 4% in extended trading

Google-parent Alphabet's cloud division misses revenue estimates

Alphabet reported revenue growth of 11%, returning to double digits for the first time in more than a year. Sales and profit both topped analysts' estimates. The stock dropped in extended trading as cloud revenue disappointed.

Alphabet shares drop as cloud miss overshadows better-than-expected overall results

Alphabet Inc. is scheduled to report earnings after Tuesday's close. Here is a closer look at what the Street expects.

What To Expect From Alphabet's Earnings Today

Alphabet, Inc GOOG GOOGL is set to print its third-quarter earnings after the market close on Tuesday.

News for Alphabet Stock (GOOGL)