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

HubSpot

Okta

Roku

Shopify

Many high-flying growth stocks have been grounded by macroeconomic headwinds. The floundering stock prices belie strong businesses, presenting an opportunity for astute investors.

A Bull Market Is Coming: 5 Supercharged Growth Stocks I Just Bought and Plan to Hold Forever

2 Tech Stocks to Consider for the Long Term

Disney

Exelixis

Innovative Industrial Properties

The widely followed Nasdaq Composite, which led Wall Street to new highs in 2021, was clobbered last year. Based on history, bear markets represent perfect buying opportunities for long-term investors.

Nasdaq Bear Market: 5 Stunning Growth Stocks You'll Regret Not Buying on the Dip

Google has 2 opportunities to show investors that it deserves a higher market valuation. Stock buybacks and an advertising rebound are two potential leverage points for Google.

Google: Buybacks Are The Way To Go

Google's launch of Bard, it's search-integrated, AI-powered chatbot, went wrong when the bot's first advertisement accidentally showed it was unable to find and present accurate information to users.

New research explains why a bad first impression cost Google $100 billion—or more

Alphabet Inc's Google will stop blocking news articles from some Canadian users' search results on March 16, a company executive told a Canadian parliamentary panel investigating the tech firm on Friday.

Canada parliament questions Google execs over news-blocking test

A U.S. federal judge said on Friday that a Justice Department lawsuit against Alphabet's Google regarding its dominance of advertising technology would remain in Virginia, rejecting Google's bid to move it to New York.

US judge says will order DOJ advertisting case against Google to stay in Virginia

The U.K.'s Competition and Markets Authority (CMA) won't be pursuing an anti-competition collusion case against Google and Facebook's parent Meta, following a similar decision made by its counterparts in the Europe Union.

UK retreats from ‘Jedi Blue' antitrust collusion case against Google and Meta

Amazon

Amazon is the king of e-commerce, a market that continues to have a lucrative outlook over the long term. Disney's recent stock dip makes the legendary company an excellent option to buy and hold indefinitely.

Why Amazon, Disney, and Alphabet Are No-Brainer Buys Right Now

Apple

Microsoft

Netflix

European telecom bosses have ramped up pressure on regulators to make digital giants shoulder some of the cost of building internet infrastructure.

Without us 'there is no Google': EU telcos ramp up pressure on Big Tech to pay for the internet

Adam Seessel founder of Gravity Capital, dumped his “old economy” stocks in the 2010s and embraced the digital revolution. Why he's still a believer in value investing—and growth stocks.

Amazon, Alphabet, and Other Tech Stocks Appeal to This Value Investor

Despite the flurry of innovation taking place within the nascent drone delivery industry, there's one area the vast majority of drone firms wouldn't touch with a 10-foot pole: cities. Simply put, drone logistics are more challenging in urban environments.

Alphabet drone division Wing has new plan for citywide delivery networks

Chevron

Palo Alto Networks

Chevron led the energy sector lower, thanks to falling crude oil prices. Alphabet's misstep could mark a new era in the tech industry.

4 Stocks That Moved the Market in February

Google no longer has financial incentive to be the best search engine, Mason Pelt writes. Meanwhile, AI-powered search is impressive but problematic.

Google search is bad and getting worse. Here's how search is evolving in the era of AI.

Alphabet is an AI pioneer and the dominant leader in the massive, $200 billion global market for internet search. Microsoft is building a game-changing alliance with ChatGPT's creator OpenAI.

Better AI Stock to Buy Right Now: Microsoft vs. Alphabet

With layoffs all over the news in recent months, these figures aren't likely to reflect those changes, as the company works through their cuts in the early part of 2023.

February 2023 Tech Earnings Roundup - The Outlook For Meta, Alphabet, Amazon And Apple Into 2023

Alphabet Inc. (NASDAQ:GOOG ) Morgan Stanley Technology, Media & Telecom Conference Call March 8, 2023 12:10 PM ET Company Participants Ruth Porat - Chief Financial Officer Conference Call Participants Unidentified Analyst All right. Good morning, everyone.

Alphabet Inc. (GOOG) Presents at Morgan Stanley Technology, Media & Telecom Conference (Transcript)

US senators said Wednesday that bipartisan support is growing for revising a federal immunity law for tech platforms and websites known as Section 230 of the Communications Decency Act, a warning aimed squarely at large social media platforms.

Senators warn Big Tech on Section 230: 'Reform is coming'

Snap

TikTok could make up to $10 billion next year in the US but those ad dollars would move to Snap, Meta and YouTube if Congress bans the popular app.

Google, Meta, and Snap would be the biggest winners if TikTok is banned, with shares set to rise on billions in new ad revenue, CFRA says

Google Cloud is unveiling its new games strategy dubbed Google Cloud for Live Games.

After Stadia, Google unveils Google Cloud for Live Games strategy

Silicon Valley VC Keith Rabois says mass layoffs are due to hiring becoming a vanity metric in tech.

Google and Meta over-hired thousands of employees who do 'fake work,' says PayPal Mafia's Keith Rabois

Amgen

Southern Company

Amgen's growing business should get a boost from a couple of recent acquisitions. Even amid elevated inflation, Alphabet's business generates significant profits and tons of free cash flow.

A Bull Market Is Coming: 3 Stocks Near Their 52-Week Lows to Buy Now

LONDON--(BUSINESS WIRE)--SADA, a leading business and technology consultancy and award-winning Google Cloud Partner, announced it has formally activated its presence in the United Kingdom and Ireland (UKI), following its official expansion in the area in the summer of 2022.

SADA, a Leading Global Services Provider & Google Cloud Partner, Activates its Presence in the United Kingdom and Ireland

Adobe

Biogen

Blackrock Inc

Comcast

CME Group

Compass Minerals

Salesforce

Cisco Systems

Dominion Energy

Domino's Pizza

Ecolab

Equifax

Emerson Electric

Etsy

Gilead Sciences

Guidewire Software

Honeywell

Intercontinental Exchange

International Flavors & Fragrances

Intuit

Johnson & Johnson

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 March 2023 Heat Map

Alphabet Inc.'s Google said on Wednesday it will launch a T$300 million ($9.8 million) fund over the next three years to help boost the Taiwanese media's continuing operations and digital competitiveness.

Google to launch fund to support Taiwan's media outlets

News for Alphabet Stock (GOOGL)