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) reported earnings 30 days ago. What's next for the stock?

Alphabet (GOOGL) Up 16.6% Since Last Earnings Report: Can It Continue?

Google has two advantages that favor developers adopting the AI model powering Bard instead of the one powering ChatGPT. The company has infused its latest AI technology into over 25 new products.

How Google I/O Changed Investors' Perception of Alphabet's Artificial Intelligence

Amazon

Microsoft

Windows Copilot is an AI-powered personal assistant that works across its latest operating system. Bill Gates believes that personal assistants will shape who wins and loses in the AI race.

Microsoft Announces New AI Virtual Assistant: Should Amazon and Alphabet Be Worried?

Alphabet stock has rallied this year since the company announced new AI tools. AI should help the company grow across its search, workplace, and cloud divisions.

Up 40% This Year, Is There Still Time to Buy Alphabet Stock?

Airbnb

Datadog

Form 13Fs provide a quarterly snapshot of what Wall Street's smartest money managers have been buying and selling. Two industry-leading companies with sustainable growth runways were popular buys among billionaire fund managers during the first quarter.

2 Magnificent Growth Stocks Billionaires Can't Stop Buying and 1 They're Avoiding

Apple

NVIDIA

Tesla

Let's begin by understanding that most of the future $10 trillion companies are those that already have the highest valuations. Even the youngest among these companies have existed for 20 years.

7 Stocks That Could Be the First $10 Trillion-Dollar Company

MercadoLibre

Uber

The most recent regulatory disclosures of hedge funds show that they have increasingly concentrated their investments in technology stocks. Especially with many tech stocks rebounding from a brutal 2022.

7 Stocks That Hedge Funds Can't Get Enough Of

Uber is getting into autonomous driving, but there's a catch.

Are Uber and Waymo a Match Made in Heaven?

A selloff in Alphabet Inc. shares, fueled by artificial-intelligence fears earlier this year, offered Bill Ackman's Pershing Square Capital Management an “attractive” entry point into the search-giant's stock, one analyst explained Wednesday.

‘An unmatched business model': Why Bill Ackman's Pershing Square spent $1 billion on Alphabet stock

The European Parliament earlier this month greenlit rules for AI, including specific measures for generative AI tools such as ChatGPT and Google's Bard chatbot.

Alphabet CEO promises ‘AI pact,' discussed pro-Kremlin propaganda in meeting with top EU officials

Lululemon Athletica

Starbucks

While high-tech retail innovation is enjoying the spotlight, people-powered stores cultivating community are as important for brands to drive engagement and loyalty.

How Lululemon, Starbucks And Google Boost Brand Engagement Though Community Retail

The hype in artificial intelligence is real, but hasn't yet formed a bubble in stocks tied to the sector, according to DataTrek. The research firm said retail investors have yet to pile into AI stocks and fuel a bubble frenzy like they did during the pandemic.

The hype in AI stocks isn't a bubble yet, and little buy in from retail investors means there's room for more upside

Google's Sundar Pichai has agreed to work with lawmakers in Europe on what's being referred to as an “AI Pact” — seemingly a stop-gap set of voluntary rules or standards while formal regulations for applying AI are still being worked on.

Google to work with Europe on stop-gap ‘AI Pact'

Microsoft's Build 2023 conference is underway, and it has revealed deeper integrations with OpenAI. Microsoft's Bing will become the default search engine on ChatGPT, and external AI plug-ins built for Bing will also work with ChatGPT.

OpenAI Will Add Microsoft Bing to ChatGPT -- That Spells Trouble for Alphabet's Google

Accenture Plc

Adobe

Advanced Micro Devices

Arista Networks

Salesforce

EPAM Systems

Intel

Coca-Cola

Palantir Technologies

Snowflake

Atlassian

Zoom Video

Amid hype over artificial intelligence and ChatGPT, the best AI stocks generate sales or get a strategic edge from the fast maturing technology. And, they hold big data.

AI Stocks To Watch As Big Tech Braces For Artificial Intelligence Regulation

The news comes as the company's fortunes grow, with Google Cloud and Zoom partnerships already announced in recent months.

OpenAI Competitor Anthropic Secures $450m In Latest Funding Round, With Google As Backer

Alphabet and the European Commission aim to develop an artificial intelligence (AI) pact involving European and non-European companies ahead of rules to govern the technology, EU industry chief Thierry Breton said on Wednesday.

EU, Google to develop voluntary AI pact ahead of new AI rules, EU's Breton says

Bill Gates thinks that new AI technology could make online search and shopping obsolete. Gates has accurately predicted several disruptive technologies in the past.

Does AI Spell Doom for Amazon and Google? Bill Gates Thinks So

Worries that AI advances will leave swaths of the global population jobless are being overstated, Eric Schmidt, Google's former chief executive said Wednesday.

Not enough babies and too many jobs. Why former Google CEO Schmidt says the AI job risk is overstated.

Anthropic counts Google, Salesforce, and Zoom among its backers in its latest funding round. The AI start-up launched its own ChatGPT competitor, Claude, in March.

Former OpenAI Execs Secure $450 Million Funding for Google-Backed AI Venture Anthropic -- Should Microsoft Be Worried?

ServiceNow

BYD Company Limited

Eli Lilly

Merck

As someone who has been writing about stocks professionally for 18 years, I remember when Microsoft (NASDAQ: MSFT ), Amazon (NASDAQ: AMZN ) and Apple (NASDAQ: AAPL ) were the first companies with $1 trillion market capitalizations. There was a great deal of fascination with the milestones at the time.

7 Stocks That Could Be the Next $2 Trillion-Dollar Companies

Baidu

C3.ai

Intuit

SoundHound AI Inc

Upstart Holdings

Artificial Intelligence is far more than a fleeting trend. And savvy investors really shouldn't miss out.

7 AI Stocks to Make You the Millionaire Next Door

Elon Musk says it could involve different parts of his corporate empire, including Twitter, which he predicted could halt its losses as soon as next month.

Elon Musk Wants to Challenge Google and Microsoft in AI

SPDR Gold Trust

Invesco S&P 500 Equal Weight ETF

Financial Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

As negotiations on raising the U.S. government's $31.4 trillion debt ceiling approach the deadline, financial institutions on Wall Street are gearing up for the potential consequences of a default. Given that U.S. Government bonds serve as a foundation for the global financial system, accurately predicting the extent of the damage that could be caused by default is challenging.

How Markets and ETFs Are Bracing for Debt Ceiling Crisis

Microsoft Corp. co-founder Bill Gates thinks two pillars of Big Tech are as susceptible to the downside of artificial intelligence as the potentially millions of workers who could be displaced by the technology.

News for Alphabet Stock (GOOGL)