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

YouTube announced it is launching an artificial intelligence (AI) incubator designed to explore AI's role in music.

YouTube and Universal Music Group join forces to explore the future of AI music

Alphabet's stock has been relatively flat over the past year, but has rebounded from its lows in January. The Bear-Case in an discounted cash flow analysis suggest that Alphabet is currently only slightly overvalued. The Base- and Bull however indicated that the company might be heavily undervalued right now.

Google: Tech Giant With Minimal Downside And Significant Upside

With artificial intelligence currently front and center across the creative community, YouTube has published a set of AI music principles and launched something it's calling the YouTube Music AI Incubator with a group of artists, songwriters and producers from Universal Music Group.

YouTube Sets “AI Music Principles” And Partners With Universal Music Group On New AI Incubator

A string of executive changes over the last few months and it comes as the company faces more pressure than ever and executives want to try something new.

Google's old guard shifts roles as the company searches for itself

YouTube is launching an incubator to work with artistes and musicians to explore the use of artificial intelligence in music, according to its blogpost on Monday.

YouTube starts Music AI incubator with Universal Music as partner

Amazon

Microsoft

Artificial intelligence has created a lot of buzz so far this year, with recent advancements turning heads. The latest developments in AI could take years to play out, so holding for the long term is best.

The AI Revolution Is Just Beginning: 3 Hot AI Stocks to Buy in the Second Half of 2023 and Hold Forever

Apple

Broadcom

JPMorgan Chase & Co

NVIDIA

QUALCOMM

Tesla

Investors braced for a rough August for the S&P 500. But they probably didn't think it would be this bad — and hurt a small group of stocks so much.

9 Plunging Stocks Suffer 50% Of S&P 500's $2 Trillion Meltdown

Google's footprint in healthcare is extensive, ranging from developing cutting-edge hardware and diagnostic tools, to enabling Cloud modernization and access to health information.

Google Is Rapidly Becoming A Healthcare Powerhouse

Netflix

China's slowing economy doesn't mean all tech stocks will suffer; savvy investments can still thrive. Both Alphabet and Amazon demonstrate resilience to China's economic challenges, thanks to their diverse business models and global presence.

3 Magnificent Tech Stocks That Can Defy China's Slowdown

YouTube subscription business is rapidly growing which could make it one of the key drivers of future revenue growth. In the recent quarter, Google Other segment reported YoY revenue growth of 24.3% with an annualized revenue base of over $30 billion. Most analysts have highlighted the 28% YoY growth of Google Cloud, however, YouTube subscription has better growth potential with lower competition.

Google's Anchor Service Can Outperform Cloud Business

Since July 2021, eight prominent companies have conducted stock splits -- and Wall Street has taken notice. Three widely-owned stock-split stocks were popular sells by billionaire money managers during the second quarter.

3 Stock-Split Stocks Billionaires Are Selling and the 1 Surprising Stock-Split Stock They're Piling Into

Apple became the first publicly traded company to achieve a $3 trillion valuation in July 2023. Amazon's strength in e-commerce, digital advertising, and cloud computing could drive its market cap to $3 trillion by 2030.

2 Artificial Intelligence (AI) Growth Stocks That Could Join Apple Stock in the $3 Trillion Club by 2030

Google says it's trying to keep user data secure by deleting accounts that are ignored for two years

Google's plan to purge inactive accounts isn't sitting well with some users

Adobe

CrowdStrike

Taiwan Semiconductor Manufacturing

Amazon Web Services enables its AI clients to run massive workloads. Taiwan Semiconductor provides the chips needed to make AI a reality.

5 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade

The top-five biggest stocks of 2030 could look a lot like the top five today. Artificial intelligence should provide a huge tailwind for most if not all of the biggest stocks.

Opinion: These Will Be the 5 Largest Stocks by 2030

ChatGPT has exploded onto the scene, making large language models and chatbots a household topic. Its influence has contributed to a recent boom in AI stocks, but investors cannot directly invest in ChatGPT.

The Rise of AI: 3 ChatGPT Stocks You Shouldn't Miss Out On

Alphabet, Inc GOOG GOOGL dropped about 2.6% at one point during Friday's trading session, despite announcing its Android 14 phones will come equipped with emergency SOS via satellite –a service considered one of the best features of the iPhone.

Alphabet (Google) Stock Slides In Tandem With Other FAANG Stocks As Investors' Fears Ticks Higher

Baidu

When I first got the assignment to write about three undervalued autonomous driving stocks, the first thing that came to mind was if I even knew three names, let alone three undervalued ones.  It's been a while since I've talked about self-driving car stocks.

The 3 Most Undervalued Autonomous Driving Stocks to Buy Now: August 2023

Amidst a wave of red dominating the market this week, the overall market has experienced a decline of over 2%. In comparison, the tech sector has suffered an even more substantial drop of nearly 3%.

This Tech Giant Stands Strong Amidst Recent Selloff

Alphabet has been a leader in artificial intelligence for years. The company is doubling down on its AI efforts.

1 No-Brainer Artificial Intelligence Stock to Buy and Hold Forever

General Motors

Less than a week after California regulators opened the floodgates to driverless robotaxis in San Francisco, the city has asked for that rollout to be suspended.

San Francisco asks state regulators to pause robotaxi rollout, reassess approval

Google plans to introduce a premium pricing model called Duet AI for its Workspace clients, similar to Microsoft's M365 CoPilot. The estimated price for Duet AI is $9.47 per month per user, a 68% reduction compared to Microsoft's offering. Duet AI's advanced generative AI features can enhance user engagement, boost productivity, provide a competitive advantage, and create monetization opportunities for Google.

Google: Duet AI Google Workspace's GenAI Solution Vs. Microsoft M365 CoPilot

Alphabet Inc (NASDAQ:GOOG) is on the hunt for cost savings, and the company's Other Bets decision is feeling the squeeze from incoming President and Chief Investment Officer Ruth Porat, according to reports.  That division consists of businesses that operate entirely separately from Google, such as its self-driving car operation Waymo and it healthcare division Verily Life Sciences.

Alphabet's incoming CIO plans to enforce 'commercial discipline' on Other Bets division, reports say

Consumer interest in Cruise and Waymo's competing robotaxi services surged following a vote last week by the California Public Utilities Commission that allowed the two companies to expand and charge for their driverless car operations in San Francisco. Estimates from app intelligence provider data.

Cruise and Waymo see a surge in robotaxi app downloads

California regulators gave Waymo and Cruise the OK last week to scale up their robotaxi services in San Francisco, but now it seems the city itself won't have it.

News for Alphabet Stock (GOOGL)