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

The Justice Department said Thursday that Google is facing sanctions for deleting evidence in the government's antitrust lawsuit against the company.

Google has been accused by DOJ of destroying evidence in antitrust case

Justice Department officials on Thursday said Alphabet Inc.'s GOOGL, -0.83% GOOG, -0.80% Google destroyed evidence related to an antitrust lawsuit that looks at how the company maintained its internet search dominance. The government asked a federal judge to sanction Google for its former practice of setting employee chats to auto-delete despite the company having told the court it would preserve records required for litigation, according to a report in the Wall Street Journal.

Justice Department claims Google destroyed written records tied to antitrust suit: report

The department alleges Google had a past practice of setting employee chats to auto-delete.

Justice Department Says Google Destroyed Evidence Related to Antitrust Lawsuit

The alleged issue is one that previously came up in Epic Games' antitrust litigation against Google.

DOJ alleges Google destroyed chat messages that it was required to save during antitrust investigation

U.S. Justice Department lawyers say that Alphabet Inc's Google destroyed internal corporate communications and have asked a federal judge to sanction the company as part of the government's antitrust case over its search business.

U.S. Justice Dept accuses Google of evidence destruction in antitrust case

Google has launched tests that block access to news content for some users in Canada in response to the Canadian government's online news bill. Bill C-18, or the Online News Act, would require platforms like Facebook and Google to negotiate deals that would pay news publishers for their content.

Google rolls out tests that block news content for some users in Canada

Some Google TV users in the US should see the changes now.

Google TV Update Adds New Navigation Features

The probe is focused on whether Google's mapping business engages in anticompetitive practices.

Google Maps faces renewed DOJ antitrust scrutiny

Google's minimum wage and benefits for contractors are withheld from thousands of its U.S. contract workers, a new report from a union alleges.

Google excludes thousands of workers from benefits, report says

The U.S. Justice Department is investigating Google's dominance in mapping, reviving a thread of its long-running antitrust investigation into the search giant, according to three people familiar with the probe.

Google Maps faces renewed scrutiny from DOJ's antitrust lawyers

"These are not, like, the nine greatest experts on the internet," noted Justice Elena Kagan—a reference to herself and fellow colleagues on the Supreme Court.

Supreme Court unlikely to 'break the internet' over Google, Twitter cases—rather, it is approaching with caution

Alibaba

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The Department has already filed two antitrust lawsuits against Google focused on its search distribution and its online advertising business.

DOJ reportedly probes Google Maps, adding to sprawling antitrust concerns

CVS Health

Shopify

These stocks are struggling right now, but their underlying businesses are strong and should generate growth in the future.

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After a sharp fall in equity prices and continued share buybacks, the market cap of Google has fallen by 41% from its 2021 peak. On a trailing P/E basis, Google now trades at a 28% discount to the Nasdaq 100, which is the first time in its history that it has been cheaper.

Google's ~50% Valuation Discount Provides A Relative Value Opportunity

The Korean-language Netflix series “Squid Game” became one of the streaming service's most popular shows of all time, thanks to the ability to subtitle or dub episodes in the viewer's own language. Now, similar technology is coming to YouTube for the broader creator economy.

YouTube launches a multi-language audio feature for dubbing videos, previously tested by Mr. Beast

Ever since Microsoft announced the new AI-powered Bing in early February, Alphabet's stock has come under intense selling pressure, with Google's Search engine dominance believed to be under serious threat. In response to Microsoft's attack, Google rushed to launch "Bard" - an AI chatbot similar to ChatGPT. However, the demo in Paris did not go very well.

Alphabet Stock: Is Google's Search Engine Dominance Impacted By Microsoft's New AI-Powered Bing?

Amazon

Warren Buffett believes in holding good stocks for a decade or more, and these FAANG stocks fit the bill.

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Google has started to support a third-party billing system for Google Play Store purchases in India as the Android-maker begins complying with the local regulatory directions in the key overseas market.

Google, complying with regulatory order, supports third-party billing in India

A Google spokesperson said the company was combining in-person and remote work but needed to "use our spaces more efficiently."

Google tells employees in its Cloud unit to share desks and attend the office on alternate days

Apple

Microsoft

NVIDIA

The Oracle of Omaha is more heavily invested in artificial intelligence companies than you might expect.

Warren Buffett's 5 Top AI Stocks -- Here's Why You Should Own Them, Too

The move echoes Facebooks opposition to legislation in Australia in 2021.

Google Is Testing Ways to Get Around Canada's Proposed Payment Rules for News

Google is blocking some Canadian users from viewing news content in what the company said Wednesday is a test run of a potential response to a Canadian government's online news bill.

Google tests blocking news content for some Canadians

Evercore strategists screened for companies with market values of at least $2 billion and short-term debt amounts that are less than 10% of total debt.

Alphabet and Other Low-Debt Stocks to Consider If Interest Rates Stay High

Netflix

The FAANG stocks saw significant headwinds in 2022. How did they respond, and what are their prospects going into 2023?

News for Alphabet Stock (GOOGL)