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 2021

Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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

Finance chief Ruth Porat said the company would eliminate some snack bars and select outside vendors based on cost in an effort to meet savings targets.

Google CFO Signals More Spending Cuts to Meet Savings Targets

Apple

Amazon

SPDR S&P 500 ETF Trust

Tesla

Big Tech had a big first quarter, with the largest 10 companies growing their market value by nearly $2 trillion to start the year.

What tech bust? Big Tech stocks gained $2 trillion in roaring start to 2023

“Google has tried to downplay the problem and displayed a dismissive attitude ill tuned to the gravity of its conduct,” Judge James Donato said.

US judge rips Google for deleting chat logs to ‘subvert' antitrust case

An AI researcher at Alphabet Inc.'s GOOGL, +1.62% GOOG, +1.54% Google resigned because he discovered data from its Bard chatbot came from OpenAI's ChatGPT, which powers Microsoft Corp.'s MSFT, +0.40% Bing Chat search features. According to a report in The Information, researcher Jacob Devlin has since joined OpenAI after discovering Google relied “heavily” on data from ShareGPT, a website that parses conversations made with OpenAI's chat models.

Google AI researcher resigns after learning Bard uses data from ChatGPT: report

Microsoft

NVIDIA

Layoffs at a number of big tech corporations, including MSFT, GOOGL, AMZN and META, affecting responsible AI personnel have raised concerns around long-term safety.

Will Layoffs by Big Tech Players Hurt Ethical AI Development?

A bill introduced by a bipartisan group of US Senators Thursday would take a bite out of Google and Facebook's online advertising dominance.  The bill would prohibit large digital advertising companies from owning more than one part of the stack of services that connect advertisers with companies with space for advertisements.

Google, Facebook and others could be forced to divest online ad stacks by bipartisan US Senate bill

“Am I concerned? Yes. Am I optimistic and excited about all the potential of this technology?

Google C.E.O. Sundar Pichai on Bard, A.I. ‘Whiplash' and Competing With ChatGPT

A U.S. court has sanctioned Google LLC for a second time in recent days, after a judge in a decision unsealed on Wednesday said the Alphabet Inc unit took too long to comply with a ruling last year in a data-privacy class action.

US court sanctions Google in privacy case, company's second legal setback in days

A bipartisan group of U.S. senators introduced a bill on Thursday aimed at cutting Google and Facebook's clout in online advertising, an early sign that lawmakers will press on with efforts to rein in Big Tech in the new congress.

Bipartisan US lawmakers introduce bill aimed at Google, Facebook ad clout

More than five years ago, a newly minted Waymo took the wraps off of what would become its first commercialized autonomous vehicle: a Chrysler Pacifica Hybrid minivan loaded with sensors and software.

Waymo retires its self-driving Chrysler Pacifica minivan

Alphabet Inc.'s GOOGL, -0.76% GOOG, -0.78% Google Cloud on Thursday accused rival Microsoft Corp. MSFT, +0.51% of anticompetitive cloud-computing practices. The first public comments from Google Cloud Vice President Amit Zavery to Reuters underscore Google's concerns shared with antitrust agencies and a request for European Union antitrust regulators to take a closer look.

Google accuses Microsoft of anticompetitive cloud business practices

Bill.com

GitLab

Oracle

First Trust Cloud Computing ETF

Snowflake

WisdomTree Cloud Computing Fund

Cloud will see belt-tightening in 2023, and investors will have to gamble on the timing for when this turns around. Cloud is insulated from trade wars and overseas manufacturing issues. It reduces costs for enterprises, which is ideal for a recession.

Slowdown In Cloud Stocks On Thin Ice Following Q1 Guides

Alphabet's (GOOGL) Google unveils Ads Transparency Center to bring transparency to its advertisement business.

Alphabet's (GOOGL) Google Introduces Ads Transparency Center

C3.ai

Buzzfeed

The rise to prominence of ChatGPT has made artificial intelligence one of the key themes for companies in 2023, and numerous players are set to reap its benefits during the coming months.

The ‘explosive' AI trend is here to stay. These stocks are poised to benefit.

Alphabet's Google Cloud has accused Microsoft of anti-competitive cloud computing practices and criticised imminent deals with European cloud vendors, saying these do not solve broader concerns about its licensing terms.

Exclusive: Google says Microsoft's cloud practices anti-competitive, slams deals with rivals

Google is reorganizing its Assistant team to include more focus on Bard as the company shifts more resources to artificial intelligence.

Google reshuffles virtual assistant unit with focus on Bard A.I. technology

VerifyMe, Inc.

Adobe

Fiverr

UnitedHealth Group

This year has been nothing if not volatile. Worries of a looming recession – if we're not already in one – continue to spark fear.

7 Growth Stocks That Are Crushing the Market in 2023

AI is at an inflection point, creating new possibilities for innovation and automation in numerous industries. With the ability to analyze massive amounts of data, recognize patterns, and learn from experience, it has the potential to revolutionize the way we work and live.

The 3 Best Tech Stocks to Buy for Exposure to Artificial Intelligence

Alphabet Inc's Google LLC intentionally destroyed employee "chat" evidence in antitrust litigation in California and must pay sanctions and face a possible penalty at trial, a U.S. judge ruled on Tuesday.

US court sanctions Google for deleting evidence in antitrust cases

Open AI's ChatGPT has become the fastest-growing application ever, while Google's Bard application is still at waitlist status. ChatGPT is launching a series of "plugins" very soon which enables direct connection to applications such as OpenTable, Instacart and Expedia. I believe this is an "App Store" moment.

Google: Secret GPT-4 App Store Could Be Deadly

Alphabet's (GOOGL) Google adds an AI-powered hand-raising gesture feature to the Google Meet application.

Alphabet (GOOGL) Boosts Google Meet Efforts With New Feature

A preliminary paper from two academics in South Korea shows that ChatGPT has some promise as a portfolio manager.

ChatGPT and AI might have a future as your portfolio manager, study suggests

Google intentionally sought to "hide the ball" in a high-profile antitrust case by automatically deleting employee chat messages that could have been used as evidence in the suit, a federal judge ruled Tuesday, dealing a blow to the tech giant.

Federal judge rules Google tried to 'hide the ball' by deleting chat logs in a big antitrust case

Berkshire's portfolio is full of many stocks, but only a handful account for the majority of its value. Having a couple of solid businesses in your portfolio to build around can be key to strong returns.

Be Like Buffett and Build Your Portfolio Like This

Volatility in bank sector stocks caused by the quick collapse of Silicon Valley Bank earlier this month has ignited a rush into technology stocks which are now seen as safe haven trade.

News for Alphabet Stock (GOOGL)