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 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.

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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

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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

For a few years now, the Pixel A line has been one of the best deals in smartphones. It's a budget take on an already low-priced product.

Google's $499 Pixel 7a is on sale now

"We are reimagining all of our core products, including search," Alphabet CEO Sundar Pichai said.

Google pushes more AI into products as ChatGPT battle with Microsoft heats up

Google is trying to balance AI progress with caution.

Google's Bard Chatbot Opens to the Public

The financial report you read, the apparel marketing you see and the chat assistant you engage may soon reflect a common origin: artificial intelligence from Google.

Google's AI is coming to more companies near you

To paraphrase Andreessen Horowitz, generative AI, particularly on the text-to-art side, is eating the world. At least, investors believe so — judging by the billions of dollars they've poured into startups developing AI that creates text and images from prompts.

Google brings new generative models to Vertex AI, including Imagen

As we've seen LLMs and generative AI come screaming into our consciousness in recent months, it's clear that these models take enormous amounts of compute power to train and run. Recognizing this, Google Cloud announced a new A3 supercomputer virtual machine today at Google I/O.

Google Cloud announces new A3 supercomputer VMs built to power LLMs

At its annual I/O developer conference, Google today announced the launch of a number of AI-centric coding tools, including its competitor to GitHub's Copilot, a chat tool for asking questions about coding and Google Cloud services, as well as AI-assisted coding in Google's no-code AppSheet product.

Google launches a GitHub Copilot competitor

Google Search is experimenting with a new conversational mode that is powered by generative AI, the company announced at its annual I/O developer conference today. The company says the new experience helps you quickly find and make sense of information.

Google is experimenting with a new AI-powered conversational mode in Search

At the company's annual conference, Google demonstrated dozens of products and features that work with artificial intelligence, along with new phones.

Google Builds on Tech's Latest Craze With Its Own A.I. Products

Company says ‘next generation language model' will outperform other artificial intelligence systems on some tasks

Google launches new AI PaLM 2 in attempt to regain leadership of the pack

Google's going all-in on generative AI at its I/O developer conference today – so much so that it introduced a new tool called Sidekick that aims to help provide better prompts, potentially usurping the one thing people are supposed to be able to do best in the whole generative AI loop.

Google's ‘Sidekick' offers contextual prompts to get better results from AI

Google is taking its first steps toward combatting the potential for misinformation arising from AI-generated images. At its I/O developer event this afternoon, the company announced two new features coming to Google Search that aim to help people better understand the content and the context of the image they're viewing in the search results.

Google introduces new features to help identify AI images in Search and elsewhere

Google today released MusicLM, a new experimental AI tool that can turn text descriptions into music. Available in the AI Test Kitchen app on the web, Android or iOS, MusicLM lets users type in a prompt like “soulful jazz for a dinner party” and have the tool create several versions of the song.

Google makes its text-to-music AI public

Generative AI seems to be the only thing Google wants to talk about at its I/O developer conference this year and unsurprisingly, one of the prime surfaces for highlighting its AI smarts is its Workspace productivity suite.

Google brings more AI tools to Workspace

“As you heard, AI is having a busy year,” Google Chief Executive Sundar Pichai said during a keynote speech near the Alphabet-owned company's headquarters in Mountain View, Calif.

Google I/O 2023 is all about AI

At Google I/O today, the company announced that it was removing most waitlist restrictions and making Bard, the company's generative AI chatbot more widely available, starting today in English.

Google ends Bard waitlist, making English version of chatbot widely available

Adobe

Bard, Google's answer to OpenAI's ChatGPT, is getting new generative AI capabilities courtesy of Adobe. Adobe announced today that Firefly, its recently introduced collection of AI models for generating media content, is coming to Bard alongside Adobe's free graphic design tool, Adobe Express.

Google partners with Adobe to bring art generation to Bard

When Google launched its Bard AI-chatbot, it didn't compare all that favorably to the likes of Bing Chat and ChatGPT. Indeed, the launch was a bit of a disaster, with a Google ad featuring a wrong answer by Bard briefly tanking the company's stock by 8%.

Google launches a smarter Bard

It's that moment you've been waiting for all year: Google I/O keynote day! Google kicks off its developer conference each year with a rapid-fire stream of announcements, including many unveilings of recent things it's been working on.

Here's everything Google has announced at I/O so far

At its annual I/O conference, Google unveiled PaLM 2, the successor to its PaLM large language model for understanding and generating multilingual text. Google claims that it's a significant improvement over its predecessor and that it even bests OpenAI's GPT-4, depending on the task at hand.

Google's PaLM 2 paper shows that text-generating AI still has a long way to go

At its I/O developer conference, Google today announced the launch of PaLM 2, its newest large language model (LLM). PaLM 2 will power Google's updated Bard chat tool, the company's competitor to OpenAI's ChatGPT, and function as the foundation model for most of the new AI features the company is announcing today.

Google launches PaLM 2, its next-gen large language model

Google Photos is expanding its use of AI to help users edit and enhance their photos. While the company has already leveraged AI for its tools like the distraction-removing Magic Eraser and corrective Photo Unblur features in Photos, it's now turning to AI for more complex edits with the introduction of Magic Editor.

Google Photos to gain a new ‘Magic Editor' feature powered by generative AI

Google Maps is going to introduce a new “Immersive View for Routes” feature in select cities, Google announced at its annual I/O conference today. The new feature brings all of the information that a user may need into one place, including details about traffic simulations, bike lanes, complex intersections, parking and more.

Google Maps is getting a new ‘Immersive View for Routes' feature

Microsoft

Margin of Safety Investing's Kirk Spano talks to Best of Breed Growth Stocks' Julian Lin about AI hype and mega-cap tech stocks. Is Microsoft fairly valued?

AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano

Mustafa Suleyman said people who lose their jobs to automation will be "very unhappy, very agitated."

News for Alphabet Stock (GOOGL)