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

Subscribers to  Chart of the Week  received this commentary on Sunday, January 22.

Contrarian Outlook Warns Against the Alphabet Stock Pop

The Department of Justice filed antitrust charges against Google, claiming its dominance in digital advertising harms competition. The post Will DOJ Antitrust Lawsuit Force Google Sale Of Parts Of Ad Business?

Will DOJ Antitrust Lawsuit Force Google Sale Of Parts Of Ad Business?

Lawsuit is second federal antitrust complaint filed against Google, alleging violations of antitrust law

Justice department sues Google over its ‘unlawful' online advertising dominance

The Justice Department and several states sued Google on Tuesday, alleging that its dominance in digital advertising harms competition.

Justice Dept. sues Google over digital advertising dominance

The Justice Department and a group of states filed an antitrust suit against Google, claiming that the internet giant has used its “stranglehold” over digital tools to quash threats to its dominance in the ad market.

Justice Department Files Antitrust Lawsuit Against Google Claiming “Stranglehold” Of Digital Ad Market

The Justice Department sued Alphabet Inc.'s Google on Tuesday, alleging its dominant digital-advertising business constitutes a monopoly.

Justice Department sues Google for antitrust in digital advertising, while Alphabet stock slides

The U.S. Department of Justice has filed suit against Google over alleged antitrust issues, claiming the search giant has monopoly control of the digital ad market. The DOJ is joined by eight states in its complaint, including New York, California, Colorado and more.

U.S. officially sues Google, claiming it has a digital ad monopoly

The Justice Department and eight states filed suit against Alphabet's search engine Google for allegedly monopolizing the digital advertising market.

Justice Department sues Google for antitrust violations

The suit focuses on Google's dominant position in the online ad market, Bloomberg reports.

Google May Face Another Justice Department Lawsuit for Unfair Dominance

The Justice Department's antitrust lawsuit, which a group of states joined, was the fifth against the company since 2020.

U.S. Accuses Google of Abusing Monopoly in Ad Technology

The lawsuit targets Google's advertising business and comes after reports that DOJ antitrust chief Jonathan Kanter had been cleared to work on Google.

DOJ files second antitrust lawsuit against Google

The U.S. Justice Department will be joined by about eight states in an antitrust lawsuit against Alphabet's Google, which is expected to be filed this week, according to two sources familiar with the matter.

U.S. set to sue Google, to be joined by about eight states -- sources

The Justice Department plans to file an anti-trust lawsuit against Alphabet Inc.'s Google this week, alleging the company has an unfair dominance over digital advertising.

DOJ to sue Google alleging monopoly on online ads: report

Alphabet has a near-monopoly in the search business and many other levers it can pull to drive growth.

Is Alphabet the Best FAANG Stock to Bet on This Decade?

The U.S. Department of Justice is about to bring an antitrust action against Google, the search division of Alphabet.

Breaking Google Into Pieces

CEO Sundar Pichai told staff about the bonus reductions at a companywide meeting, the Wall Street Journal reported. The hedge fund TCI says further layoffs are needed.

Google Will Reduce Executive Bonuses as It Lays Off Staff

Microsoft

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Google owner Alphabet Inc (NASDAQ:GOOG) is facing a potential lawsuit from the US Department of Justice (DOJ) over its dominance within the digital advertising market. An antitrust case could be filed as early as Tuesday, according to a report from Bloomberg, marking the second monopoly case brought by the department against Google and one of several government competition suits.

Alphabet to be hit by DoJ lawsuit over Google's ad market dominance

Googlers were told to wait until Monday's town hall to ask questions: Why didn't managers know about the layoffs? Is leadership foregoing bonuses and pay raises? And other questions were raised.

Welcome to post-layoff Google — starting with a tense, all-hands meeting

Sunday Ticket could attract more viewers to newer features in YouTube.

Is This How YouTube Plans to Profit From NFL Sunday Ticket?

I am changing my previous Hold rating to Buy, as the company appears to be undervalued in light of the cost optimization measures announced by management. The layoffs were a necessary decision, and their impact should support the company's margins in the foreseeable future, which will be very difficult for the economy as a whole.

Google Stock: Layoffs Change It All

Following its peers, Alphabet is cutting 12,000 jobs.

Alphabet Layoffs: Here's Why They Had to Happen

CEO Sundar Pichai has said the yearly bonuses of some higher-ups at tech giant Google will see "very significant" reductions, Business Insider reported.

Google's Sundar Pichai reportedly says yearly bonuses of executives will see 'very significant' cuts

The U.S. Justice Department is preparing to sue Alphabet Inc. in the coming days over its dominance in the online ad market, according to a report late Monday.

News for Alphabet Stock (GOOGL)