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

Amazon

Amazon's net losses last year should be a one-off given its attempts to cut expenses and the multiple opportunities at its disposal. Alphabet should manage the recent challenge from ChatGPT as it continues to diversify its revenue base.

A Bull Market Is Coming: 2 Magnificent FAANG Stocks to Buy and Hold

NVIDIA

Recent reports show that Google has designed chips much better than Nvidia's GPUs.

Is Google Challenging Nvidia?

Google submitted a research paper that showed its 4th generation TPU outperformed a "comparable" Nvidia A100 chip on several key benchmarks. However, Nvidia's latest generation flagship H100 chip is far superior to the A100, though it wasn't tested.

Alphabet Says Google's Latest AI Chip is 1.7 Times Faster Than Nvidia. There's a Catch.

Google plans to add conversational artificial intelligence (AI) to its search engine amid a challenge from Microsoft. Sundar Pichai, CEO of the tech giant, outlined the company's plans in an interview Thursday (April 6) with The Wall Street Journal (WSJ).

Google to Add Conversational AI to Search

Big Tech employees across Europe are being offered elaborate severance packages as part of a widespread redundancy push by the likes of Meta, Amazon and Google parent Alphabet. Bloomberg reported that the US tech giants, complacent with relatively low employee protections in the US, are coming up against strict labour protections in France and Germany in particular.

Google's European staff offered up to 12 month's pay to quit

Apple

Alibaba

You know how the saying goes. The best time to plant a tree, or build generational wealth, was 30 years ago.

The 3 Best Ways to Build Generational Wealth In the Stock Market

Top startups in India have called on the country's competition watchdog to launch an inquiry into Alphabet's Google for allegedly bypassing an antitrust directive by charging a high service fee for in-app payments, a filing shows.

India startups call for antitrust probe of Google in-app billing fee

CrowdStrike

Snowflake

AI technologies are advancing at an incredible pace, and there are justifiable concerns about what comes next. While Elon Musk and other tech luminaries have called for a pause to AI development, such action seems unlikely.

Elon Musk Wants to Pause AI, But These 3 Stocks Can't Be Stopped

The company plans to add conversational artificial-intelligence features to its flagship search engine, Chief Executive Sundar Pichai said, as he steers the company's response to chatbots and wider business pressures.

Google Search to Feature Chat AI, Says CEO

Jeffrey Buchbinder sees ‘further potential gains ahead' in tech stocks

Credit Suisse

HSBC Holdings

iShares Russell 2000 ETF

SPDR S&P Regional Banking ETF

Metropolitan Bank Hld

Microsoft

Invesco QQQ

Charles Schwab

UBS Group AG

With tech stocks extended and regional banks breaking down, now may be an ideal time to be patient and "wait for your pitch". Andrew Rocco explains.

Regional Banks vs. Tech: What Lies Ahead?

The tech world has a new burning question that has investors on their toes. As the artificial intelligence (AI) boom has overtaken markets in 2023, a new chip race has taken shape.

NVDA Stock Alert: Can Google Outpace Nvidia in the AI Chip Race?

Google's TPU-based supercomputer, called TPU v4, is "is 1.2x–1.7x faster and uses 1.3x–1.9x less power than the Nvidia A100," Google researchers wrote.

Google reveals its newest A.I. supercomputer, claims it beats Nvidia

Alphabet Inc (NASDAQ:GOOG)'s search giant Google has claimed that the processors powering its supercomputers used to train its PaLM AI model beats market leader Nvidia Corp's comparable processors in both speed and energy efficiency. A new scientific paper on Google's Tensor Processing Unit (TPU), which is a custom-designed chip that the company uses for over 90% of its AI training work, detailed how it has strung more than 4,000 of the chips together into a supercomputer, using custom-developed optical switches to connect individual machines.

Google's AI supercomputer faster than Nvidia's, says search giant

Goldman Sachs projects that AI will have a global economic impact of close to $7 trillion over the next 10 years. Alphabet, Amazon, Microsoft, and Nvidia should profit tremendously from this AI boom.

AI Could Have a $7 Trillion Impact in 10 Years: Here Are 4 Top Stocks to Buy Now

Scientists at Google said their supercomputer is up to 1.7 times faster than a system based on the A100 chip produced by Nvidia.

Google-Owner Alphabet Says Its Chips Can Beat Nvidia's

Bank of America

Biogen

Bank of New York Mellon

Blackrock Inc

Comcast

CME Group

Compass Minerals

Salesforce

Corteva Inc

Disney

Domino's Pizza

Ecolab

Equifax

Emerson Electric

Etsy

Gilead Sciences

Harley-Davidson

Honeywell

Intercontinental Exchange

International Flavors & Fragrances

Intuit

Jack Henry & Associates

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

U.S. Wide-Moat Stocks On Sale - The April 2023 Heat Map

JPMorgan Chase & Co

Merck

UnitedHealth Group

Exxon Mobil

March was a roller-coaster ride for the stock market. The market dropped early in the month following the collapse of three financial institutions (Silicon Valley Bank, Signature Bank and Credit Suisse) but gained in the second half after the government revealed measures to handle the crisis.

The 5 Best- and Worst-Performing Mega-Cap Stocks in March 2023

Alphabet Inc's Google on Tuesday released new details about the supercomputers it uses to train its artificial intelligence models, saying the systems are both faster and more power-efficient than comparable systems from Nvidia Corp.

Google says its AI supercomputer is faster, greener than Nvidia

Broadcom

Altria

Palo Alto Networks

Paychex

Cash cows bring in loads of free cash flow that help them sustain dividends and buybacks – and generate long-term value for investors.

Best Cash Cows to Buy Now

Alphabet's (GOOGL) Google takes home security to the next level with Garage Door Detection in its Google Nest Cams.

Alphabet's (GOOGL) Google Boosts Nest Cams With New Feature

Hundreds of Google employees staged a walkout at the company's London offices on Tuesday, following a dispute over layoffs.

Google workers in London stage walkout over job cuts

It is time to start thinking about the monetization part of it.

How Microsoft and Google Will Change the Future of Chatbots Forever

S&P Global

The most popular blue chips among hedge funds is a potentially useful source of investing ideas, if you also factor in valuation. Here are the 10 most popular blue-chips among hedge funds, owned by 10% to 28% of them, based on 13-F regulatory filings.

Hedge Funds Love These 6 Blue Chips, And So Will You

News for Alphabet Stock (GOOGL)