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 company's second quarter earnings bolstered the company's stock.

Google stock jumped 10% this week, fueled by cloud, ads and hope in AI

ACM Research

Alibaba

Himax Tech

Microsoft

Splunk

Tesla

The allure of millionaire-maker tech stocks can prove irresistible for the daring investor, particularly those willing to bank on the sprawling innovation landscape for life-changing returns. Amid the rapid acceleration of digital innovation, the technology space brims with high potential tech stocks, which could prove to be golden tickets for unparalleled market upside.

7 Millionaire-Maker Tech Stocks to Buy Before the Window Closes

Apple

Amazon

NVIDIA

Here is a comparison of the trailing 12-month Price-to-Sales ratios of the S&P 7.

Are Big Tech Stocks Too Expensive? 2 Of Them Are Still Cheap!

Billionaires David Tepper, Bill Ackman, and Chris Hohn have allocated a substantial percentage of their portfolios to Alphabet. New AI products could add momentum to Alphabet's digital advertising and cloud computing segments.

A Bull Market Is Coming: 1 Artificial Intelligence (AI) Growth Stock Has Billionaires Betting Big

Axon Enterprise

Interested in building generational wealth? Stock investments traditionally perform better than gold, bonds, real estate, and even cryptocurrency.

3 Growth Stocks to Buy Before the Breakout

Alphabet Inc. ( GOOG , Financial) ( GOOGL , Financial) continues to lead the earnings season charge with advancements in artificial intelligence. The company's second-quarter results  revealed solid revenue growth, which was powered by its Search and Cloud services.

Alphabet's AI-Powered Surge

Apple's AI works in the background. And the company doesn't yell about it the way some of the other companies do.

Google, Microsoft, and Meta can't stop talking about A.I. — here's why Apple rarely mentions it

One of the first things you discover in the world of robotics is the complexity of simple tasks. Things that appear simple to humans have potentially infinite variables that we take for granted.

Google's DeepMind team highlights new system for teaching robots novel tasks

Google has introduced the Search Generative Experience (SGE), an AI-powered technology that improves search efficiency and tackles a broader range of queries. The SGE is focused on serving commercial queries more effectively, optimizing ad placements and formats, and providing advertisers with generative AI tools. Google's investments might turn the tables on AI and give the company another growth leg.

Q2 Quicktakes: Google's Leap Into Generative AI

Digital advertising has been enjoying a rebound, with is good news for Google. The company's approach to AI just got a huge vote of confidence.

Why Alphabet Stock Rallied Friday

Analog Devices

Cirrus Logic

Intel

Marvell Technology

QUALCOMM

Qorvo

Skyworks Solutions

AT&T

T-Mobile US

Verizon

The best 5G stocks to invest in will change as smartphone apps, fixed broadband, enterprise services and the metaverse develop over time.

5G Stocks To Watch As Cloud, Enterprise Services Emerge

The Robotics Transformer 2 (RT-2) is a vision-language-action model trained on information on the web that can be translated into actions for the robot.

Google's building A.I. into robots to teach them to throw out the trash

Roku

Comcast

The current screen actors guild (SAG AFTRA) strike is not being felt by consumers yet. With several blockbuster movies already finished production, there should be a steady stream of content for consumers to get through the summer.

3 Streaming Stocks That Can Push Past the Actors Guild Strike

There are two certainties in the tech world when it comes to digital advertising: Google and Meta. And then there's everyone else.

Digital advertising is Meta and Google's world, and everyone else is coping with it

Google's 50% gain in 2023 is one of the few mega-rallies sanctified by the righteousness of fundamentals. GOOG is growing at almost 20% per year and is expected to generate more than $700 billion in free cash flow by 2028. It's expected to repurchase almost $500 billion in stock and end 2028 with more than $500 billion in cash. This is a profit minting machine that won't quit.

Google's 50% Rally Is Sanctified By The Righteousness Of Fundamentals

Alphabet's cloud computing profit is increasing. Its potential benefit to the companywide bottom line, however, is still far from fully realized.

Here's the Best Part About Alphabet's Q2 Numbers

Alphabet (Google)'s stock (NASDAQ: GOOG) has gained around 49% YTD as compared to the 20% rise in the S&P500 index over the same period.

Alphabet Stock Outperformed The Street Expectations In Q2

DigitalOcean Holdings

C3.ai

The top tech stocks like Nvidia (NASDAQ: NVDA ), Meta (NASDAQ: META ) and others have led the market higher. Not just other tech sectors and industries, but the market as a whole.

3 Tech Stocks to Buy Before the Breakout

The tech giant's efforts in the autonomous truck sphere are decelerating. Its Waymo division was considered a leading developer of self-driving technology.

Why Few Investors Were Excited About Alphabet Stock Today

Valuation multiples can be misleading, and the balance sheet is a critical component of value that is often ignored. Microsoft and Alphabet have considerable net cash positions and strong expected free cash flow. Their cash-based sources of intrinsic value are strong. Many Dividend Aristocrats, on the other hand, have net debt positions and large dividend liabilities that absorb much of their free cash flow, limiting their capital appreciation potential.

Forget The Aristocrats, Microsoft And Alphabet Are Slam Dunks

As we have pointed out several time, the Nasdaq and tech stocks (i.e. Semiconductors) are critically important leaders for the stock market.

Are Tech Stocks Getting A Little Too Bubbly Here?

Despite the popular narrative that Microsoft's ChatGPT-driven Bing would somehow kill Google Search, GOOG generated $2 billion more free cash flow than MSFT in Q2. Google is a free cash flow machine - generating $21.8 billion in FCF in Q2, which equates to 29.2% of total revenue. That compares to a FCF margin of 18.1% in Q2 of last year. Clearly, GOOG management has gotten the message from investors to become a more efficient enterprise.

Q2 Surprise: Google Generated $2 Billion More Free Cash Flow Than Microsoft

American Airlines

American Express

Morgan Stanley

Netflix

Markets continue to trend higher, with the Dow Jones Industrial Average now on the longest win streak in history. The Nasdaq index is up 35% on the year, with the S&P 500 up nearly 20% since Jan. The upsurge is being driven by a number of growth stocks, many of which just reported strong second-quarter earnings.

If You Can Only Buy One Growth Stock, It Better Be One of These 7 Names

Overall cloud adoption continued to decelerate, notching its slowest growth rate in two years. The AI gold rush is in full swing, but its impact hasn't shown up yet on financial statements.

Despite Slowing Growth, the Battle for Artificial Intelligence (AI) Domination Between Google and Microsoft Is Kicking Off in the Cloud

The introduction of ChatGPT by OpenAI on Nov. 30, 2022 has been compared to seminal events such as the detonation of the first atomic weapon, which ushered in the Atomic Age on July 16, 1945 in New Mexico. Whether artificial intelligence will take us to a Jetsonian utopia or the dystopian future of Mad Max is beyond the scope of this discussion.

News for Alphabet Stock (GOOGL)