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

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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

Netflix

The business of streaming has been on a rollercoaster in the last two years that isn't much less treacherous than that of the linear TV business - what's happening?

Summer 2023 Streaming: YouTube & Netflix Vs. The Field

Google's Ad Scam Eerily Similar To Facebook's Metric Inflation Scam

NVIDIA

Billionaire Steve Cohen made a name for himself betting big on technology stocks in the late 1990s. Cohen suggests AI will boost profit margins and fuel further gains for investors.

Billionaire Steve Cohen Downplays a Recession, Predicting a Stock Market Rally Fueled by AI. Here's What He's Buying.

Alibaba

Alphabet and Alibaba have plans to roll out AI-enhanced tools and applications in the near future. While Alphabet's stock has been beating the market this year, it's still cheap compared to other tech stocks.

2 Cheap AI Stocks to Buy Right Now

Several analysts have downgraded shares of Alphabet Inc. in recent days, but Oppenheimer still thinks the Google parent company looks well positioned.

Alphabet skeptics are ‘missing the forest for the trees,' this bullish analyst says

Google, which is owned by Alphabet Inc (NASDAQ:GOOG), has violated its promised standards by placing video ads on other websites, raising concerns about the transparency of the tech giant's online advertising business, according to research quoted by the Wall Street Journal (WSJ). Adalytics, a company specializing in brand analysis, conducted the research and found that Google's YouTube, in addition to running ads on its own platform, brokers the placement of video ads on external sites through the Google Video Partners program.

Google violates standards in placing video ads, says research

Autodesk

Alpabet's advertising revenue should pick back up when the economy recovers. Autodesk's subscription product makes it difficult to drop.

2 Nasdaq Stocks to Buy Hand Over Fist

Apple

Amazon

It's time to ditch mega-cap tech stocks, according to the CEO of the Wealth Alliance. "Chasing anything rising at those type of growth rates is a problem," Robert Conzo said.

Ditch surging Big Tech stocks and pivot to value instead, The Wealth Alliance CEO says

UBS analyst Lloyd Walmsley has given a downgrade to Google due to the threat posed by AI to its search dominance. Google will face some challenges due to a change in technology but the net effect of AI growth is quite positive for the company. Google's search engine is the default option in iPhone and other devices which gives the company a strong moat against competitors.

Google: Another Downgrade Hypes The Threat

Google has held "productive" talks with EU regulators about bringing in regulations for artificial intelligence, the company's head of cloud told CNBC.

Google is having productive talks with the EU on A.I. regulation, cloud boss says

Google has said the study makes “extremely inaccurate claims” and stated that advertisers are only paying for ads when they are viewed

Google may have misled dozens of advertisers and violated its own guidelines - report

The top executive of Google Brazil said on Tuesday the company encourages greater dialogue around regulating digital platforms in the country, in order to change a bill that might turn out to be "perverse" for everyone.

Google aims to avoid 'perverse' regulation in Brazil, says executive

Alphabet Inc.'s GOOG, -0.07% GOOGL, -0.01% Google plans to cut an unspecified number of jobs at its mapping app Waze, CNBC reported on Tuesday. Citing an email from Google management to employees, CNBC said the move was part of an effort to consolidate Google's mapping services and change the ad system that Waze currently uses.

Google is cutting jobs at Waze: CNBC

Google has kept Waze largely separate since buying the mapping service in 2013, but recently it's been combining the popular app with its own map products.

Google cuts jobs at Waze as it continues to merge mapping products

About 80% of Google's video ad placements on third-party sites violated promised standards, new research shows; Google disputed the claims.

Google Violated Its Standards in Ad Deals, Research Finds

Alphabet Inc.'s GOOGL, -0.01% GOOG, -0.07% Google violated its standards about 80% of the time when placing video ads on third-party websites, according to new research reported by The Wall Street Journal on Tuesday. Google's YouTube runs ads on its own site and app, but the company also brokers the placement of video ads on other sites across the web through a program called Google Video Partners, based on research from Adalytics, a firm that helps brands analyze where their ads appear online.

Google lied about ad metrics: report

The U.S. Supreme Court has refused to revive a lawsuit by music website Genius Media Group Inc. accusing Alphabet Inc.'s Google of stealing millions of song lyrics.

Supreme Court rejects lawsuit accusing Google of stealing millions of song lyrics

Automatic Data Processing

Visa

When scanning for new stocks investors can prioritize many different variables based on their investment goals. Some investors want quick trades, while others may buy a stock for regular dividend payments.

3 Compounder Stocks Trading at Historical Discounts

Google has distanced itself from a planned drag show after some employees signed a petition opposing the Pride event.

Google distances itself from planned drag performance after employee petition

Microsoft

That is the sobering conclusion of Greg Valliere, chief U.S. policy strategist at AGF Investments. In a note Tuesday, he argues that a lack of tech know-how is the primary reason the executive and legislative branches won't have much impact on artificial-intelligence ethics and responsible use, despite their best efforts.

With AI, Congress is once again ‘far behind the curve' on legislation, strategist says

While it's a tough call to bet against the tech giant, which historically is a winner, Alphabet may be fairly valued right now, according to Bernstein analysts.

Pressures Are Building on Alphabet Stock. 'Time to Move to the Sidelines,' Says Analyst.

ATS Corp

Global X Robotics & Artificial Intelligence ETF

CrowdStrike

iShares Robotics & Artificial Intelligence Multisector ETF

JD.com

Mobileye Global Inc

NICE Ltd

Synopsys

Taiwan Semiconductor Manufacturing

Wisdomtree Artificial Intelligence And Innovation Fund

Denso Corp

ServiceNow

Palo Alto Networks

Sony

Tencent Holdings Limited

So far, 2023 has been the year of artificial intelligence in the stock market. Nvidia Corp. has been the poster child, with shares returning 178% this year with dividends reinvested.

Here are analysts' 20 favorite AI stocks — and they still see upside for Nvidia

A Russian court has fined Alphabet's Google 4 billion roubles ($47 million) for failing to pay an earlier fine over alleged abuse of its dominant position in the video hosting market, the country's anti-monopoly watchdog said on Tuesday.

Russian court fines Google an additional $47 million

The generative artificial intelligence (AI) wars that search engine giant Alphabet Inc. NASDAQ: GOOG owned Google is engaged in with Microsoft Inc. NASDAQ: MSFT has overshadowed a looming threat to its advertising business. This looming threat was self-initiated when Google announced plans to phase out third-party cookies on its Chrome browser in the latter half of 2024.

Is Google Shooting Itself in the Foot with 3rd-Party Cookie Bans?

Bill Ackman and David Tepper are two of the most successful hedge fund managers of all time. While there were numerous high-profile stock splits in 2022, two stand out as compelling bargains.

News for Alphabet Stock (GOOGL)