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

Advanced Micro Devices

Amazon

Salesforce

Microsoft

NVIDIA

Shoe Carnival

AI is happening. It's about to change the world and will cause a boom in productivity unlike any we've seen.

Don't Get Burned By The AI Boom

Alphabet's innovator's dilemma: successes and failures in the tech landscape. The clash of titans, Alphabet and Microsoft's AI race and the contrasting markets they serve.

Google: From Underdog To Market Disruptor

Apple

The five biggest stocks on the S&P 500 are now worth nearly $9 trillion – or almost 25% of the benchmark index.  Those companies include Apple, Microsoft, Alphabet, Amazon, and Nvidia.

Apple, Microsoft, and 3 other stocks are now worth nearly $9 trillion – or almost 25% of the S&P 500

C3.ai

Are AI Stocks in a Bubble That's About to Burst?

Datadog

Dutch Bros

Snowflake

SoFi Technologies

Unity Software

As 2023 unfolds, it brings about several new possibilities in the investment arena, breathing new life into promising growth stocks. After tech stocks were punished in 2022, many of the top tech growth stocks are showing signs of a vibrant comeback.

7 Promising Growth Stocks to Buy Hand Over Fist

Megacap technology stocks have dominated the U.S. stock market performance this year, powering the Nasdaq Composite to a new nine-month high this week as investors have loaded up on them in a “safe-haven play” on concerns over a potential recession, a federal debt-ceiling breach and more stress in regional banks.

Megacap tech stocks out of control? Big Tech still has the power to extend the rally and weather an economic storm, analysts say

At Google I/O, the company unveiled an experimental version of Search that integrates AI-generated responses. Will it break the balance of the internet?

Google's AI Search Could Mean Radical Changes for Your Internet Experience

Nu Holdings

Upstart Holdings

Alphabet's recent I/O developer conference gave investors plenty to get excited about. Nu Holdings is inviting Latin America's vast unbanked and underbanked population into the mainstream financial system.

Better Late Than Never: 3 Stocks to Buy Now That Are Up More Than 20% This Year

Going by its competitive position, Google is the strongest tech company on earth. It has high market share in most of its markets and practical advantages that could keep the high share going in several of them.

Google - The Strongest Tech Company On Earth

Samsung Electronics will not replace Google as the default search engine on its devices with Microsoft's Bing shortly, going back on its previous considerations, according to the WSJ.

Samsung to Retain Google as Default Search Engine on Its Devices: Report

Apple and its compatriots have returned an average of 50% in 2023, accounting for roughly 80% of the S&P 500's 8% gain.

The 5 Stocks That Rule This Market—and Make Investors Nervous

Alphabet's AI-related announcements at Google I/O have boosted investor confidence in the stock. Alphabet is going to deploy AI across multiple services, and they could give its business a serious long-term boost.

1 Magnificent AI Stock to Buy Hand Over Fist Before It Soars Higher

Airbnb

A. O. Smith

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in the U.S.

Checking on Airbnb, Alphabet, A. O. Smith, and Other Stocks Not Starting With an "A"

Asian institutional investor appetite for US Big Tech stocks has ramped up as the transformational themes happening in the artificial intelligence (AI) arms race has become heavily US dominated, Wedbush analysts wrote in a note published on Friday following a two week investor trip across Asia. They noted that these investors are rotating away from China Big Tech stocks, such as Alibaba and Tencent due to geopolitical tensions and regulatory surprises from Beijing, and towards US names such as Microsoft, Apple, Alphabet, Amazon, Netflix, and Salesforce.

AI is boosting Asian institutional investor appetite for US Big Tech, analysts say

A meteoric rise in interest around artificial intelligence (AI) and related investments, has created a small bubble by historical measures, but one that's still at risk of popping.

AI is a ‘baby bubble'

Deutsche Telekom AG

Orange

Telefonica SA

The EU telecoms regulators' group BEREC on Friday criticised a push by telecoms providers to get Big Tech to help pay for the rollout of 5G and broadband in Europe, saying it doubted whether such a move would help the bloc meet its connectivity targets.

EU telecoms regulators' group criticises forcing Big Tech to pay 5G rollout

A Franklin Templeton fund is outperforming 96% of peers with big bets on artificial intelligence. Nvidia, ASML Holding, and Microsoft are among the fund's top holdings, according to Bloomberg.

Fund manager outperforming 96% of peers bets big on AI with Nvidia and Microsoft but avoids Apple, Alphabet and Meta

Google has prevailed against another UK class-action style privacy lawsuit after a London court dismissed a lawsuit filed last year against the tech giant and its AI division, DeepMind, which has sought compensation for misuse of NHS patients' medical records.

UK Court tosses class-action style health data misuse claim against Google DeepMind

Samsung Electronics Co. Ltd. 005930, +3.32% ended an internal review that was looking into whether to swap out Alphabet Inc.'s GOOG, +1.68% GOOGL, +1.65% Google with Microsoft Corp.'s MSFT, +1.44% Bing as the default search engine for the Internet app on its mobile devices, The Wall Street Journal reported Friday.

Samsung no longer considering replacing Google with Bing as default search engine: report

Markets head into Friday looking to close out the week on a high note.

Tech Stocks Surging As Retail Cools

Samsung shelved a review that could have seen Google replaced with Microsoft's Bing when Samsung owners use its Internet web-browsing app.

Google Parent Alphabet Stock Rises. It Gets Good News on Search.

Bank of America

Capital One

Fidelity National Information

Global Payments

JPMorgan Chase & Co

Mastercard

PNC Financial Services

PayPal

Block

U.S. Bancorp

Visa

Wells Fargo

We discuss the dominant digital wallets. We highlight P2P platforms and how they'll morph.

Digital Wallets: The Winners Are Obvious

Tesla

Taiwan Semiconductor Manufacturing

Technology stocks are back. After a brutal selloff throughout 2022, shares of technology companies have skyrocketed year to date, with many doubling in price.

3 Millionaire-Maker Tech Stocks on Sale Now

Google on Friday defeated a lawsuit brought on behalf of 1.6 million people over medical records provided to the U.S. tech giant by a British hospital trust.

London court throws out lawsuit against Google over medical records

Samsung Electronics has suspended an internal review that contemplated changing its smartphones' default search engine from Google to Microsoft's Bing.

News for Alphabet Stock (GOOGL)