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

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Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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

D-Wave Quantum Inc

Rigetti Computing

Three small computer companies doing quantum computing have seen their shares soar in value.

Quantum Computing Stocks Are Flying. Investors Should Brace for a Long Haul.

Amazon

Spotify

JPMorgan analyst Doug Anmuth has rolled out an optimistic internet 2025 outlook, emphasizing mega-cap tech leaders as top picks. The big winners? Amazon.com, Meta Platforms, Alphabet Inc and Spotify Technology.

Amazon, Meta, Alphabet, Spotify Lead JPMorgan's 2025 Tech Picks For AI Potential

SandboxAQ, the Alphabet-spinoff focused on cutting-edge AI, has secured over $300 million in its latest funding round, catapulting its valuation to an impressive $5.3 billion, according to Reuters. This surge in value underscores the company's ambition to accelerate the development of advanced artificial intelligence systems, particularly its Large Quantitative Models (LQMs).

Alphabet spinoff SandboxAQ secures $300M in latest funding

SandboxAQ said on Wednesday it has raised more than $300 million in funding, valuing the startup spun off from Alphabet at $5.3 billion, as it aims to fast-track the development of advanced artificial intelligence systems for computation.

Alphabet-spinoff SandboxAQ valued at $5.3 bln after $300 mln fundraising

Apple

Redesigned interfaces, new features and artificial intelligence are meant to enhance the experience, even if the changes can be confusing at first.

How to Navigate Updates to Apple's and Google's Photos Apps

IonQ

One pocket of the artificial intelligence (AI) realm that is fetching a fair amount of attention right now is quantum computing. While there are many companies exploring quantum computing, only a finite number have made any measurable progress.

Better Quantum Computing Stock: Alphabet vs. IonQ

Global X Artificial Intelligence & Technology ETF

ARK 21Shares Bitcoin ETF

Blackrock Flexible Income ETF

Capital Group Growth ETF

VanEck Vectors Digital Transformation ETF

WisdomTree India Earnings Fund

iShares Bitcoin Trust

iShares Russell 2000 ETF

Global X U.S. Infrastructure Development ETF

Defiance Quantum ETF

Quantum Computing

Schwab Short-Term US Treasury ETF

ProShares Ultra Russell2000

Vanguard Total Stock Market ETF

Vanguard Total International Stock ETF

ERShares Private-Public Crossover ETF

The 'Undercovered' Dozen series highlights lesser-covered ETFs, offering insights from various authors on potential investment opportunities and trends in this space. For Bitcoin exposure, Geneva Investor looks at the ARK 21Shares Bitcoin ETF which offers a simple, tax-efficient way to invest, tracking the CME CF Bitcoin Reference Rate. The WisdomTree India Earnings Fund ETF is David Johnson's top 2025 strong buy idea due to its portfolio of profitable Indian companies, benefiting from favorable demographics and U.S.-India relations.

Undercovered ETFs: Quantum Computing, India, Digital Assets, Small Caps +

Barely two years after OpenAI introduced ChatGPT (and sparked a global fascination with artificial intelligence), pre-Christmas 2024 has brought a veritable blizzard of AI releases. The rivalry between OpenAI and Google has taken centre stage, with both firms unveiling significant advancements in the scope and functionality of their respective platforms.

Google wins AI battle in blizzard of pre-Christmas launches

Quantum computing represents massive opportunities if the company involved can be the first to market with a feasible device. Alphabet (GOOG -0.53%) (GOOGL -0.63%) seems to be on that track, as a chip produced by its Google subsidiary just posted an unbelievable score on a benchmark test.

Does Google's Quantum Computing Breakthrough Make The Stock a Buy?

Shares of Google parent Alphabet Inc. (GOOGL) are rising as AI and quantum computing breakthroughs overpower the company's headwinds.

Alphabet's AI, Quantum Breakthroughs Drive Gains

The S&P 500 (^GSPC -0.39%) is up 28% this year, which is almost triple its average annual gain going back to 1957. It follows an incredibly strong year in 2023, when the index jumped 26%.

2 Spectacular Artificial Intelligence (AI) Stocks Primed to Beat the S&P 500 in 2025

Alphabet Inc. is undervalued within the Magnificent Seven stocks, with AI and cloud growth tailwinds not fully priced in. Fears of AI chatbots replacing Google Search are overblown; Google's ecosystem and Gemini AI advancements strengthen its competitive position. Google Cloud's robust growth and improving margins significantly contribute to Alphabet's overall revenue and profitability.

Alphabet: Room To Run Higher

Brookfield Corp

Hilton Worldwide Holdings

Bill Ackman likes to focus on just a few companies at a time. His hedge fund, Pershing Square Capital, invests in high-quality businesses with stocks that Ackman feels have become mispriced relative to their intrinsic value.

Billionaire Bill Ackman Has 45% of His Hedge Fund's $13.4 Billion Portfolio Invested in Just 3 Stocks

Google's Willow quantum chip, with 105 qubits, enhances AI and quantum applications, boosting sentiment. Despite competitors IBM (156 qubits) and Microsoft (topological qubits), Google leads when combined with AI capabilities. Quantum gains remain distant, with commercial viability post-2035. Market optimism overestimates short-term impact; sentiment-driven volatility and R&D costs could pressure margins and valuation. My valuation, assuming a 12.5% revenue CAGR and 40% EBITDA margin by 2034, indicates a 240% upside (13% CAGR). With strong management and innovation, I maintain a Buy rating.

Google's Quantum Computing Chip 'Willow' Fortifies Its Moat In AI

A U.S. court ruled in August that Google has a search monopoly, and while Google appeals, the Justice Department is figuring out what kind of potential penalties to impose — like breaking off Chrome.

The DOJ wants a Perplexity executive to testify in its Google antitrust case

OpenAI has begun universally rolling out its artificial intelligence-powered search function for free in direct competition with Alphabet Inc (NASDAQ:GOOG)'s Google. ChatGPT Search will eventually be available to all logged-in users of the artificial intelligence platform, OpenAI said on Monday.

ChatGPT search engine rolls out for all as OpenAI takes aim at Google

NVIDIA

Artificial intelligence (AI) promises to be a game-changing technology. And while only time will tell where the race to artificial general intelligence (AGI) ultimately takes us (big names in AI see the milestone being achieved by 2030), it's not hard to imagine that the most aggressive spenders on the effort will have the best shot at monetization.

3 Tech Titans Spending Ultra-Heavily on AI

Alphabet Inc./Google introduced its new quantum computing chip, Willow, earlier this month, highlighting a step in the right direction but far from its destination: a market-ready product. Quantum computing continues to generate too many errors to be useful today or even in a year, and hence, excitement over its commercial viability, in our opinion, is premature. Quantum computing stocks such as IONQ, ARQQ, BBAI, RGTI, QBTS, and QUBT are skyrocketing on the one-month chart, offering windows to play on the hype, but we expect their outperformance to moderate once reality meets expectations.

Google: Not Expecting A Quantum Leap Tomorrow, Cautioning On The Hype

With cloud spend continuing to surge, tech companies are scrambling to meet demand for the necessary infrastructure, with the growing need for AI compute only adding fuel to the fire.

Google joins $90M investment into Cassava to bolster Africa's digital infrastructure

The Google-parent is retaliating with its own AI tools.

OpenAI Steps Up Its Google Fight. How Alphabet Is Striking Back.

Microsoft

Tesla

The stocks of the ‘Magnificent Seven' technology giants will likely continue to outperform in 2025, even though a market crash is now “inevitable,” Bank of America's analysts have said.

Magnificent Seven still set to outperform in 2025, Bank of America says

Alphabet (GOOG 3.54%) (GOOGL 3.60%) is the cheapest Magnificent Seven stock today, but it may have the most going for it long-term. The company's lead in internet search seems safe, and there's growth in everything from the cloud to AI to smartphones.

5 Reasons to Love Alphabet Stock

Alphabet's CapitalG-backed Aye Finance, a lender focused on India's micro, small, and medium enterprises, is seeking to raise $171 million from its initial public offering, it disclosed in a filing Tuesday.

Alphabet-backed Indian lender files for IPO

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index moved to the “Greed” zone on Monday.

Dow Falls For 8th Session, While Nasdaq Hits Record High As Apple, Alphabet, And Tesla Rise: Fear Index Shifts To 'Greed' Zone

Alphabet operates in high-growth sectors like AI, cloud computing, streaming, and autonomous vehicles, creating unparalleled synergies across its divisions. Unlike rivals, Alphabet's ecosystem integrates its technologies deeply, enhancing efficiency and reinforcing its market positions. Alphabet's interconnected system boosts revenue streams, with YouTube's $8.9 billion ad revenue and Google's Cloud division's 35% YOY growth as prime examples.

News for Alphabet Stock (GOOGL)