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

Alphabet stock is up 6% after the company reported Q2 earnings. After a lot of skepticism surrounding the company's ability to perform in the age of AI, that all seems to be over right now.

Alphabet Stock Is Soaring After Earnings. Is GOOGL Stock a Buy Now?

Apple

Amazon

Nasdaq 100 has lightened up on Big Tech stocks, but investors don't seem to care

Growth in ad sales sent Alphabet's stock soaring as CFO Ruth Porat was named president and CIO. Google snapped out of an unprecedented advertising slump during its latest quarter, signaling a return to growth cycle needed to fuel investments in artificial intelligence technology that expected to reshape the competitive landscape.

Google shakes off its recent advertising slump

The sunny report establishes a continued rebound for the tech company after a difficult 2022 and thousands of job cuts

Alphabet stocks rise after second-quarter profits exceed expectations

Google snapped out of an unprecedented advertising slump during its latest quarter, signaling a return to growth cycle needed to fuel investments in artificial intelligence technology that expected to reshape the competitive landscape.

Google rebounds from unprecedented drop in ad drop with a resurgence that pushes stock higher

Google stock popped after parent Alphabet reported earnings and revenue that beat views, boosted by advertising, cloud computing and YouTube.

Google Earnings, Revenue Beat Estimates As Porat Promoted To President

Advertisers who make up a big share of Alphabet's revenue have pulled back spending on untested advertising platforms, helping the Google parent and Meta Platforms.

Google ad revenue rebounds lifting Q2 profit above expectations

YouTube posted 4% advertising revenue growth in the second quarter as parent Alphabet rode momentum in search and cloud services to smash Wall Street analysts' expectations. The tech giant reported diluted earnings per share of $1.44 and total revenue of $74.6 billion, compared with consensus forecasts for $1.20 and $65.4 billion, respectively.

YouTube Ad Revenue Climbs 4% As Parent Alphabet Smashes Wall Street Q2 Estimates

Alphabet shares surged after the bell Wednesday thanks to robust second-quarter results highlighted by Google's cloud-computing division. Alphabet posted second revenue of $74.6 billion, up 7% year-over-year and topping Street expectations of $72.82 billion.

Alphabet delivers 2Q expectations beat as cloud revenue grows

Google parent Alphabet Inc.'s stock jumped 6% in after-hours trading Tuesday after the company beat estimates on the top and bottom line, and announced the transition of Chief Financial Officer Ruth Porat to president and chief investment officer in September.

Alphabet earnings push stock up 6%, CFO Porat to become president, chief investment officer

Ruth Porat will step down as Alphabet chief financial officer and take a new role as president and chief investment officer, the company announced on Tuesday.

Alphabet CFO Ruth Porat leaving role to become president and chief investment officer

Google-parent Alphabet's second-quarter profit exceeded Wall Street expectations on Tuesday, helped by steady demand for its cloud services and a rebound in advertising, sending shares higher by 4% in extended trading

Google-parent Alphabet profit beats expectations

Alphabet's earnings report follows a period of deep cost cuts and a renewed focus on artificial intelligence

Alphabet to report second-quarter results after the bell

General Electric

Microsoft

Texas Instruments

Verizon

Pre-markets look to be taking a breather today, after entering Q2 earnings season at levels not seen since the Great Recovery, if not before, with the Dow carrying a 10-day winning streak into today's trading session. Only the Nasdaq is in the green at this hour, while the Dow, S&P 500 and small-cap Russell 2000 are all marginally lower.

Q2 Earnings Season in Full Swing

Seven of America's top developers of AI convened at the White House last Friday. They voluntarily signed an agreement that sets out a series of AI safety guidelines.

7 Top AI Companies Including Microsoft, Amazon, and Alphabet Signed a Safety Pact: Here's What It Means

Alphabet, Microsoft, Meta Platforms, Amazon, and Apple are set to report their Q2 earnings, with Alphabet considered the most undervalued and potentially the biggest winner this earnings season. These tech giants have a combined liquidity of over $500 billion, with Alphabet trading at 24.68x its free cash flow, lower than its peers, indicating a potentially undervalued stock. I will be closely watching Alphabet's Q2 earnings call, particularly for advances in Google Cloud and AI efforts, as well as the company's plans for its authorized $70 billion buyback.

Google Could Be The Big Winner This Earnings Season

U.S. stock index futures were slightly higher early Tuesday as the second quarter earnings reporting season picked up pace and traders looked ahead to the Federal Reserve's interest rate decision on Wednesday.

Dow strives for 12th day of gains as Microsoft and Alphabet earnings loom

American Airlines

Axcelis Technologies

Carnival

Delta Air Lines

Extreme Networks

Green Brick Partners

M/I Homes

Sterling Construction

The first half of 2023 marked a turnaround in the markets, with a tech rally and the S&P 500 logging a total return of +16%, despite signs of recession. Major indices hit session highs, and I am bullish on ten stocks for the second half of 2023. Outperforming the S&P 500, which is +18% YTD, my Top 10 picks overall portfolio that kicked off the year is +39%.

Top 10 Stocks For H2 2023

CVS Health

Riding Warren Buffett's coattails has been making investors richer for decades. Due to an acquisition a quarter of a century ago, Berkshire Hathaway owns a specialty investment company that's effectively Buffett's "secret" portfolio.

3 Magnificent Stocks Being Added Hand Over Fist to Warren Buffett's Secret Portfolio

A federal jury in Waco, Texas, has ruled that Google, a subsidiary of Alphabet Inc (NASDAQ:GOOG), infringed on the patent rights of software developer Touchstream Technologies. The search giant has been ordered to pay $338.7 million in damages.

Google ordered to pay $339m in damages following Chromecast ruling

The Street forecasts the Google parent had earnings of $1.34 a share on sales of $72.86 billion.

Alphabet Kicks Off Big Tech Earnings on Tuesday

Enova Int.

Nucor

Here are three stocks that can soothe investors' sentiment in terms of growth, and now appears to be a good time to buy going into their second-quarter reports on Tuesday, July 25.

3 Top-Rated Growth Stocks to Buy as Earnings Approach

Cloud computing has become a major focus in the market over the last several years, with the technology allowing companies and consumers to achieve digital feats that otherwise felt impossible.

Will Cloud Computing Results Aid Big Tech Earnings?

It's a big week for the tech sector as heavyweights including Microsoft Corporation (NASDAQ:MSFT), Alphabet Inc (NASDAQ:GOOG) and Meta Platforms Inc (NASDAQ:FB), among others, prepare to unveil their second-quarter results. Following a robust performance in the first half of 2023, analysts at Wedbush believe the Street now needs to see what the “AI Revolution” holds for the sector heading into the remainder of the year and 2024.

Microsoft, Alphabet and Meta are set to report and AI is adding to the the bull case for tech stocks

OpenAI's ChatGPT loomed over Alphabet Inc.'s Google earlier this year, threatening the search giant's core business of advertising.

News for Alphabet Stock (GOOGL)