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 Cloud is expected to be a positive driver for its parent company Alphabet Inc (NASDAQ:GOOG)'s stock due to its leading AI capabilities, improving margins, and expected market share gains, according to analysts from the Bank of America (BoA). In a note to clients following the kickoff of Google's Cloud Next event, the analysts wrote that the keynote showcased Google Cloud's expanded AI and machine learning capabilities.

Google Cloud's AI capabilities have analysts bullish on Alphabet

Google will reveal its latest rival to Apple's iPhone at an event on 4 October.

What to expect as Google follows Apple with date for next phone reveal

Honeywell

Looking at quantum computing stocks for August 2023, the playing field has changed a bit. Some of the pureplay top quantum computing picks, such as IonQ (NYSE: IONQ ) have seen their share prices skyrocket in recent months.

The 3 Most Undervalued Quantum Computing Stocks to Buy Now: August 2023

NVIDIA

Nvidia and Alphabet carry a consensus rating of “buy” among Wall Street analysts. Nvidia's highest 12-month price target implies a 135% upside from its current price, but shares trade at a substantial premium compared to their historical valuation.

2 Stock-Split AI Growth Stocks to Buy Before They Soar 53% and 135%, According to Wall Street

Google's (NASDAQ: GOOGL) impressive resurgence in the stock market during 2023 showcased its resilience yet again on August 30.

Google stock price prediction as GOOGL hits new 52-week high

Palantir Technologies

Alphabet's business segments will get a boost from artificial intelligence.  Palantir is just starting to tap into massive AI opportunities.

2 Artificial Intelligence (AI) Stocks Down 13% and 58% You'll Regret Not Buying on the Dip

Google is bringing its generative AI search experience to the first countries outside the U.S., the company announced today, starting with expansions in India and Japan.

Google's AI-powered search expands outside U.S. to India and Japan

Arthur J. Gallagher & Co.

Intuit

Eli Lilly

UBS Group AG

Propelled by strong earnings and upbeat guidance, the shares of several leading companies are now at their highest level in a year. And while some investors might be weary of stocks trading at 52-week highs, assuming they are destined to fall, many of the securities involved are from best-of-breed companies and household names.

7 Stocks Sitting At 52-Week Highs Right Now

Google recently updated Google Flights with more information that can help you save money by booking a trip during a certain time.

Google now tells you the cheapest dates to book a flight: Here's how

The new Google Pixel 8 and Pixel 8 Pro phones, as well as a new watch, are expected to be unveiled by the Alphabet (GOOGL) unit on October 4 during its “Made by Google” hardware event. Last year, the tech giant introduced the Pixel 7 and Pixel 7 Pro versions at the same press gathering.

Google Expected to Unveil New Phones at October 4 Event

Alphabet (GOOGL) announces the general availability of Duet AI, a generative AI-powered helper for Gmail, Drive, Docs and more.

Alphabet (GOOGL) Boosts Workspace With Duet AI Availability

Google is set to debut the Pixel 8 and Pixel 8 Pro, which will follow last year's Pixel 7 and Pixel 7 Pro.

Google announces event for Oct. 4, where new Pixel phone and smartwatch expected

In an effort to help prevent the spread of misinformation, Google on Tuesday unveiled an invisible, permanent watermark on images that will identify them as computer-generated.

Google launches watermarks for AI-generated images

GPUs are most the commonly used processors to support AI workloads, but custom AI chips like Google's TPUs are an alternative. While Google's processors can't match Nvidia's for raw power, its latest offering, the TPU v5e, greatly improves performance per dollar.

Alphabet Focuses on Efficiency with New AI Chip

Monster Beverage

Microsoft

Warren Buffett likes to say that you only need to be right about one or two stocks to succeed as an investor. This helps to explain why the Oracle of Omaha's portfolio is concentrated in only a handful of stocks.

3 Millionaire-Maker Growth Stocks to Hold Through Thick and Thin

In partnership with Google Cloud, Google Deepmind, Google's AI research division, is launching a tool for watermarking and identifying AI-generated images. But only images created by Google's own image-generating model.

DeepMind partners with Google Cloud to watermark AI-generated images

Shares of AI powerhouse and chipmaker Nvidia rose on Tuesday.

Nvidia's stock closes at record after Google AI partnership

Google on Tuesday said it was weaving artificial intelligence (AI) deeper into its cloud offerings as it vies for the business of firms keen to capitalize on the technology.

Google courts businesses with ramped up cloud AI

C3.ai

MongoDB

The JOLTS data came in much lower than expected today, fueling hopes for lower inflation and rates. Alphabet also held its Google Cloud Next conference, unveiling a host of new AI products and services.

Why Alphabet, C3.ai, and MongoDB Rallied Today

Nvidia Corp. NVDA, +4.46% and Alphabet Inc.'s GOOG, +2.66% GOOGL, +2.64% Google Cloud Platform said Tuesday they were expanding their partnership to support the expansion of AI and large language models. At Alphabet's Google Cloud Next event Tuesday, the companies introduced a partnership during a fireside chat with GCP Chief Executive Thomas Kurian and Nvidia founder and CEO Jensen Huang.

Nvidia, Google broaden AI support with expanded partnership

Tech heavyweight Google (GOOG) (GOOGL) announced a slew of new products and enhancements aimed at dominating the artificial intelligence landscape at its Cloud Next conference.

Google Announces Premium Duet AI Tools, Launches A3 Supercomputer

Alphabet's current CFO will be assuming the new role of Chief Investment Officer on September 1, which I view as a significant development. Google Cloud has significant room for profitability improvement, given that its current operating margin is way lower than that of its key peers. I stick to my existing Buy rating for Alphabet, following a review of the Google Cloud segment's recent quarterly performance and assessing the implications of the new CIO role.

Google: CIO Appointment And Cloud Profitability In The Limelight

Alphabet's (GOOGL) Google adds new automation capabilities to the Google Home application.

Alphabet (GOOGL) Boosts Home App With Automation Features

NVIDIA Generative AI Technology Used by Google DeepMind and Google Research Teams Now Optimized and Available to Google Cloud Customers Worldwide NVIDIA Generative AI Technology Used by Google DeepMind and Google Research Teams Now Optimized and Available to Google Cloud Customers Worldwide

Google Cloud and NVIDIA Expand Partnership to Advance AI Computing, Software and Services

Ampere Computing, a semiconductor firm headed by ex-Intel executives that is planning to list its shares publicly, said on Tuesday its flagship chips will be offered by Alphabet's Google Cloud service.

News for Alphabet Stock (GOOGL)