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

The judge and government lawyers are defending themselves against criticism for letting tech executives testify behind closed doors.

Secrecy of Google Antitrust Trial Leads to Blame Game

Apple

Microsoft

Apple was never serious about replacing Google with Microsoft's Bing as the default search engine in Macs and iPhones, but kept the possibility open as a "bargaining chip'' to extract bigger payments from Google, a Microsoft executive testified Wednesday in the biggest U.S. antitrust trial in a quarter century.

Apple leverages idea of switching to Bing to pry more money out of Google, Microsoft exec says

Advanced Micro Devices

Amazon

Samsara

Mobileye Global Inc

NVIDIA

Tesla

Due to the labor market's "Great Reshuffle", the workforce has changed dramatically in just a few years. However, where there's change, there's opportunity.

"The Great Reshuffle": 3 Winning Technologies

WASHINGTON — Apple was never serious about replacing Google with Microsoft's Bing as the default search engine in Macs and iPhones, but kept the possibility open as a “bargaining chip” to extract bigger payments from Google, a Microsoft executive testified Wednesday in the biggest U.S. antitrust trial in a quarter century.

Apple used Bing as ‘bargaining chip' to pry more money out of Google, Microsoft exec says

The founder of Branch Metrics, which developed a method of searching within smartphone apps, told a U.S. antitrust trial on Wednesday how his company struggled to integrate with devices because of steps Google took to block them.

Google created hurdles to protect smartphone foothold, small search firm says

“It is no secret that Apple is making more money on Bing existing than Bing does,'' Mikhail Parakhin, Microsoft's chief of advertising and web services, said during testimony in the landmark antitrust trial.

Microsoft exec says Apple used Bing as ‘bargaining chip' to get more money from Google

Google is celebrating its 25th birthday, but as far as Wall Street is concerned, the company is still only 19 years old, and some might say it's really only eight years old.

Google's 25th birthday: Stock would be worth $5,100 without splits

Today is Google's 25th birthday. Today is also a day when investors are reacting to a lawsuit by the Federal Trade Commission and 17 states against Amazon.com Inc., accusing the company of “illegally maintaining monopoly power.

Amazon's and Google's stocks could be a ‘win-win' even if both companies face government-ordered breakups

Conversations with the Google chatbot turned up in search results for common queries—an issue the company says was an error. AI-powered chatbots are designed to be the always-available advisors that will power the next era of productivity.

Google was accidentally leaking its Bard AI chats into public search results

Chat records reveal employees at the search giant frequently discussing going “off the record,” as part of what the Dept. of Justice calls a “remarkable” number of deletions As part of the Justice Department's landmark antitrust case against Google, lawyers for the U.S. government have tried to draw attention to a giant black hole at the center of the trial: a “remarkable” number of deleted employee chat conversations apparently about issues relevant to its lawsuit and others.

What Google's (deleted) chats mean for its antitrust battle with the DOJ

The AI market is booming and expected to develop at a CAGR of 37% through 2030. Microsoft has access to some of the most powerful AI models.

Better Artificial Intelligence (AI) Stock: Microsoft vs. Alphabet

Adobe

Broadcom

Intel

Palantir Technologies

You only need to look at the one-month decline in AI chip powerhouse Nvidia Corp. NASDAQ: NVDA to understand that something has changed. Is Nvidia's pullback a sign that the AI rally that fueled big tech sector gains is taking a breather as interest rates rise?

Big Tech Titans Feel the Chill as AI Stocks Slide

Cloud computing will benefit from the rise of AI. Amazon's AWS will return to growth mode when the economic outlook brightens.

2 Stocks to Buy in an Unstoppable Industry

DigitalOcean Holdings

August and September are seasonally weak for the stock market. The Nasdaq Composite technology index has declined by 7.5% since the beginning of August.

2 Super Stocks to Buy During the Latest Sell-Off in the Nasdaq

The S&P 500 – the stock market index that tracks the performance of the largest US-listed 500 companies – is up around 12.5% in 2023, marking a significant rebound from the 2022 lows. Although this performance is impressive, a recent analysis by stock market strategists pointed to certain risks associated with the rally.

Most of S&P 500's Gains Driven by 7 Firms, Others Up Less than 5% YTD

With bumpy markets, investors may want to consider safer stocks, especially those that can withstand any market conditions. That includes the following Magnificent 7 stocks, which investors may want to consider buying today.

Which of the Magnificent 7 Stocks Is the Best Buy Right Now?

CNBC's Jim Cramer on Thursday shared his opinions on two antitrust lawsuits involving tech giants Amazon and Alphabet-owned Google.

Cramer says Amazon and Google stocks are still buys, despite antitrust lawsuits

WASHINGTON — A top Apple executive defended the tech giant's decision to make Google the default search engine on Apple iPhones and Macs, saying there was no “valid alternative.''

Apple exec defends decision to make Google the default search engine on iPhones and Macs

Cue said Google has no need to develop its own search engine due to the quality of Google's product.

Top Apple exec Eddy Cue defends Google default search deal: No ‘valid alternative'

Eddy Cue, a longtime executive at the company, said Apple's multibillion-dollar deals with Google were driven by quality, not money.

Top Apple Executive Defends Favoring Google on iPhones

Apple's head of services testified in federal court Tuesday about the company's agreement to make Google the default search engine on iPhones in the U.S.

Apple's Eddy Cue defends default search contract with Google as best option for consumers

A top Apple executive defended the tech giant's decision to make Google the default search engine on Apple iPhones and Macs, saying there was no "valid alternative.''

Apple exec defends tech giant's decision to make Google default search engine on Apple iPhones, Macs

Apple Inc (NASDAQ:AAPL)'s senior vice president of services Eddy Cue is set to testify in the Google antitrust trial brought on by the US Department of Justice on Tuesday, the second Apple executive to make an appearance in the trial as it enters its third week. According to a Bloomberg report citing sources with knowledge of the matter, Cue is set to tell the Justice Department that the company never made its own search engine because Google is the best option, which is why Apple sets it as the default option.

Google antitrust trial: second Apple exec to testify

Google announced this morning it will be shutting down its Google Podcasts app later in 2024 as part of its broader transition to move its streaming listeners over to YouTube Music. The company earlier this year announced YouTube Music would begin supporting podcasts in the U.S.

Google Podcasts to shut down in 2024 with listeners migrated to YouTube Music

The company says it was offering the better product, while the Justice Department argues the agreements were illegal.

News for Alphabet Stock (GOOGL)