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 (GOOGL) saw a 5.8% after-market pop post-earnings, challenging our SID Sell signal driven by technical and fundamental analysis. Positive signals before earnings included strong Demand on the 20-day chart and a Buy signal in the SAR column, indicating smart money activity. Despite the earnings bounce, our SID signal remains Sell due to a price drop testing the 200-day uptrend, requiring further good news for a Buy signal.

Google Big Earnings Pop (Technical Analysis)

Paramount Global

Spotify

Google Cloud, a unit of Alphabet Inc , said on Wednesday that Spotify Technology and Paramount Global are using a new chip that it designed with technology from Arm Holdings to power their streaming services.

Alphabet says Spotify, Paramount sign to use new cloud chip

Alphabet stock is higher after the Google parent reported strong advertising and cloud growth in Q3. Here's why one analyst thinks there's more to come.

Why One Analyst Says Alphabet Remains a Top Stock Pick After Earnings

A union representing many Google employees is demanding the company lift what it described as an illegal “gag order” barring them from discussing landmark antitrust cases that could upend the Big Tech giant's business.

Google accused of imposing illegal ‘gag order' blocking workers from discussing antitrust cases

U.S. stocks traded higher this morning, with the Dow Jones index gaining more than 150 points on Wednesday.

Dow Surges Over 150 Points; Alphabet Posts Upbeat Results

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Why Alphabet (GOOGL) is a Top Momentum Stock for the Long-Term

Shares of Google parent Alphabet Inc (NASDAQ:GOOGL) are on the rise today, after the tech giant beat third-quarter earnings and revenue expectations following a 35% rise in cloud revenue.

Alphabet Stock Pops After AI Boosts Results

Advanced Micro Devices

Tech stocks to watch going into November 2024.

2 Tech Stocks To Watch In November 2024

Alphabet's Q3-2024 earnings surpassed expectations with revenue at $88.27 billion (up 16% in CC) and adjusted EPS at $2.12 (up 36.8%), driving the stock price higher. Google Cloud's revenue surged 35%, and its operating margin surged as well, highlighting its growing importance to Alphabet's overall business. Despite a year-over-year decline in free cash flow due to deferred tax payments, fines, and increased CapEx, a rebound is expected in the coming quarters.

Google: Why I'm Still Bullish After The Post-Earnings Surge

Wedbush reiterated its “outperform” rating for Alphabet Inc (NASDAQ:GOOG), Google's parent company, with a price target of $210 per share, highlighting Alphabet's strong third-quarter results and resilience in a challenging digital landscape, with competition coming from the nascent AI sector. The report, titled “Come At The Search King, Best Not Miss”, underscores that despite rivals targeting Google's dominance in search, Alphabet's innovations in artificial intelligence and cloud services have kept it ahead of the pack.

Alphabet's Google remains the 'king' of search despite AI threat, says leading investment bank

“We believe that this ship is sailing smoothly and doing everything right,” an analyst says.

Alphabet quiets the doubters with ‘all-around' strength that sends stock soaring

Apple

Amazon

Intel

Microsoft

The stock market is giving Big Tech tougher demands for its continued support.

AMD and Alphabet hit earnings targets this week — now Apple, Amazon, Microsoft and Intel get their shot

Alphabet Posts Strong Earnings With Microsoft Scheduled To Report After The Close

Alphabet (NASDAQ: GOOGL) experienced an extended session surge in the night between October 29 and October 30 as it unveiled a particularly strong third-quarter (Q3) earnings report.

Analysts revise Google stock price target

Google has shown strong Q3 2024 earnings results, announcing earnings per share of $2.12, an increase of 37% compared to the same quarter of the previous year. Alphabet's Total Return of 19.67% over the past 12-months has been significantly below that of Microsoft (29.61%), Apple (33.40%), Amazon (47.18%), and Meta (80.08%). Given its presently attractive Valuation (P/E [FWD] Ratio of 21.79), financial health and competitive edge, I maintain a strong buy rating for GOOGL.

Google's Strong Q3 Earnings: What It Means For Your Portfolio Strategy

Best Buy

After a blowout Q3, Wall Street's current earnings estimates for Google are likely too low and will be revised higher, driven by the company's success in cloud computing. Google's earnings quality and growth are superior to peers, making its lower valuation compared to Apple and other tech giants increasingly unjustified. This presents a buying opportunity. GOOGL deserves to be a more popular stock than it is.

Google Gets No Respect From Wall Street: Still The Best Buy In Tech

Reddit Inc

Snap

Shares of online ad sellers surged on Wednesday as strong earnings from Google-parent Alphabet, Reddit and Snap signaled solid spending from brands ahead of the crucial holiday season.

Digital ad sellers jump as Google, Reddit and Snap earnings indicate sturdy demand

Investors on Wall Street seem upbeat as the index futures point to a positive start on Wednesday despite ending the previous session on a mixed note.

US Stocks Likely To Open Higher As Investors Eye GDP Print, Strong Alphabet Results To Kick Off 'Mag 7' Earnings Week: Strategist Flags November As 'Best Month Of The Year' For Markets

A look at the day ahead in U.S. and global markets from Mike Dolan

AMERICAS Alphabet beats and Treasuries rally

Robust earnings growth and signals on cost control could lift some of the fog of regulatory worry.

Google Looks More to What It Can Control

Google's Q3 earnings exceeded expectations, driven by strong Search and Cloud top line growth, with Cloud revenues surging 35% year-over-year. GOOG's low valuation and high operating income potential in Cloud especially translate to strong investment value. GOOGL's free cash flow margins expanded Q/Q to 20%, highlighting the strength of its Cloud operations as well as Search.

Google: It Can't Get Any Better Than This

NVIDIA

Google's parent company said it expects its capital spending to increase substantially in 2025. That's good news for chip makers.

Nvidia Stock Slips. Why Alphabet, AMD Earnings Are Giving Mixed Signals.

Bill Ackman sold Alphabet shares in the second quarter despite most analysts being bullish on the stock.

Does Bill Ackman Know Something Wall Street Doesn't? The Billionaire Sells 2.2 Million Shares of a Popular Artificial Intelligence (AI) Stock

Google-parent Alphabet's breakout cloud sales in the July-September quarter bode well for top cloud providers Microsoft and Amazon.com , and signal that market for AI-aided computing power is only growing.

Google's AI-fuelled gains in cloud bode well for Amazon, Microsoft

One of Wall Street's most influential businesses checks all the right boxes.

News for Alphabet Stock (GOOGL)