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

Investors gravitated to stocks enacting splits during a challenging 2022. One widely owned stock-split stock is historically inexpensive and well positioned for long-term success.

1 Stock-Split Stock That's a Surefire May Buy and 1 to Avoid

Google said in 2021 that it would stop running ads alongside videos and other content that denied the existence and causes of climate change.

Google Promised to Defund Climate Lies, but the Ads Keep Coming

A pioneer of artificial intelligence said he quit Google to speak freely about the technology's dangers, after realising that computers could become smarter than people far sooner than he and other experts had expected.

Google AI pioneer says he quit to speak freely about technology's 'dangers'

The neural network pioneer says dangers of chatbots were ‘quite scary' and warns they could be exploited by ‘bad actors'

‘Godfather of AI' Geoffrey Hinton quits Google and warns over dangers of machine learning

An artificial intelligence trailblazer, dubbed the "godfather of AI" has issued a warning about the technology he helped create.

'Godfather of AI' warns about advancement of technology after leaving Google job

Geoffrey Hinton says AI-generated photos, videos and text will make it hard for people to determine what's real and what's fake.

AI Expert Leaves Google and Sounds Alarm in Recent Interview

Amazon

Microsoft

The Federal Trade Commission continued its crusade against deceptive uses of artificial intelligence Monday, suggesting that companies could face trouble by simultaneously misleading customers using AI and cutting back on ethicists who advise businesses on how to use the technology responsibly.

Tech companies ramping up AI efforts while cutting ethics teams ‘might not be a good look,' feds warn

Geoffrey Hinton, known as the "godfather of A.I." is leaving his role at Google, and plans to warn about the risks of the technology he's promoted.

'Godfather of A.I.' leaves Google after a decade to warn society of technology he's touted

Is that this century's take on J. Robert Oppenheimer's recitation of Hindu scripture “Now have I become death, destroyer of worlds,” after helping to create the atom bomb?

‘It is hard to see how you can prevent the bad actors from using it for bad things': Google's former ‘Godfather of AI' warns of misuse after quitting tech giant

Geoffrey Hinton has resigned from his position at Google, citing growing concerns about the ethical implications of AI.

Geoffrey Hinton, a pioneer in artificial intelligence, resigns from Google over ethical fears

Adobe

Baidu

Intuit

SoundHound AI Inc

While artificial intelligence appears to be all the rage these days, investors may want to target a specific subsegment called generative AI stocks. According to McKinsey & Company, generative AI describes algorithms that can be used to create new content.

7 Generative AI Stocks to Buy as the Machines Take Over

NEW YORK , May 1, 2023 /PRNewswire/ --  WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Alphabet Inc. (NASDAQ: GOOG, GOOGL), the parent company of Google, between February 4, 2020 and January 23, 2023, both dates inclusive (the "Class Period"), of the important May 15, 2023 lead plaintiff deadline. SO WHAT: If you purchased Alphabet securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, LEADING TRIAL ATTORNEYS, Encourages Alphabet Inc. Investors to Secure Counsel Before Important May 15 Deadline in Securities Class Action - GOOG, GOOGL

Geoffrey Hinton, who has been called the 'Godfather of AI,' confirmed Monday that he left his role at Google last week to speak out about the "dangers" of the technology he helped to develop.

AI pioneer quits Google to warn about the technology's 'dangers'

Google Search's results in its recent earnings release demonstrated that the pessimism over Microsoft Bing's encroachment is likely overstated. Google CEO Sundar Pichai also attracted a team of senior Siri engineers from Apple, indicating that Google remains at the forefront of AI development.

Google Is Not An AI Dinosaur

Apple

DiDi Global Inc

NVIDIA

UP Fintech Holding

Vanguard S&P 500 Growth ETF

Do You Have What It Takes? Enter My Stock-Picking Derby

Google will have to prove it can keep up with Microsoft in the escalating AI race.

Why This Year's Google I/O Could Be More Important Than Ever

Microsoft's Bing has made inroads against the once-untouchable Google Search thanks to AI. Alphabet has invested in AI for years and has developed a promising alternative to ChatGPT.

The Brains Behind AI: Why Microsoft and Alphabet Stocks Are Smart Choices for Artificial Intelligence Investors

In this note, we will analyze Alphabet's Q1 2023 earnings report, wherein the company recorded a double beat. Furthermore, we will determine Alphabet's fair value and expected returns using TQI Valuation Model.

Alphabet Stock: Earnings, Buybacks, Valuations, Technicals, And More

For half a century, Geoffrey Hinton nurtured the technology at the heart of chatbots like ChatGPT. Now he worries it will cause serious harm.

‘The Godfather of A.I.' Quits Google and Warns of Danger Ahead

C3.ai

Two AI stocks to watch in the stock market this week.

2 AI Stocks To Watch In May 2023

In a quarter ripe with one-time adjustments, non-core FX impacts and accounting assumption changes, it is important to extract the hidden, like-for-like comparable truth behind the numbers. Search revenue is more resilient than it looks.

Google: The Hidden Truth Behind Accounting Boosts

Autodesk

Immersion

Unity Software

Vuzix

Though once a niche investment category, virtual reality stocks to buy have blossomed in recent years. Fundamentally, that's mainly due to significant advances in technology.

7 Virtual Reality Stocks to Buy for Immersive Gains

Microsoft and Alphabet are seeing positive signs from cloud computing. Alphabet's cloud platform was profitable for the first time ever.

Big Tech Just Proved Why It's So Hard to Bet Against

Earnings reports from the leading cloud infrastructure companies showed that businesses continue to look for ways to trim their spending.

Top cloud providers Amazon, Microsoft and Google face ongoing spending cuts by clients

Microsoft's charge into AI could help this remain a steady growth and profit-generating machine for many years to come. Google just proved it is far from sunk from Microsoft's AI bets as it makes big investments of its own.

News for Alphabet Stock (GOOGL)