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

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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 investment fund wants the owner of Google to rationalize its employee costs.

An Activist Investor Is Going After Alphabet. Does That Make the Stock a Buy?

In a fresh development, Google and YouTube parent company Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) finally settled an ongoing investigation. That's good news, and it bodes well for GOOG stock.

Is GOOG Stock a Buy, Hold or Sell? Here's My Call.

The Station is a weekly newsletter dedicated to all things transportation. Sign up here — just click The Station — to receive the full edition of the newsletter every weekend in your inbox.

Inside the Waymo-Zeekr robotaxi, Bird spirals and layoffs come to Nuro

Apple

Amazon

Netflix

Shares of all five of these tech giants have fallen a lot in 2022. But their risk levels vary quite a bit.

The Safest and Riskiest FAANG Stocks to Buy Right Now

Google's true moat is a massive database of intentions: desires, needs, wants, fears, et al. Despite the near-term headwinds Google faces, the nature of this powerful – or scary - database has not changed.

Google: A Database Of Intentions For Sale At ~17x PE

Alphabet and Meta are two giants in highly competitive markets, both with their specific risk profiles, while also offering massive opportunities to investors. GOOG reported a superior performance over the past years, while both stocks may offer great opportunities for investors, the ability to achieve the targets and the optionality will be determinant.

Alphabet Vs. Meta Platforms: Which Stock Is The Better Investment?

Alphabet Inc's Google this week introduced rules for inviting guest speakers to its offices, days after it canceled a talk by an Indian historian who has disparaged marginalized groups and their concerns, according to company emails seen by Reuters.

Google sets rules for HQ guest speakers after row over Indian historian -emails

Datadog

Heeding Warren Buffett's advice to "be greedy when others are fearful" can transform the financial fortunes of patient long-term investors.

Investing in These 2 Tech Stocks Now Could Be a Genius Move

An Italian administrative court on Friday rejected an appeal by Alphabet's Google against a decision by Italy's antitrust authority to fine the group, but accepted iPhone maker Apple's appeal against the watchdog's ruling.

Italy court rejects Google's appeal against watchdog fine, accepts Apple's one

The Information reports that Google may want management to pick which 10,000 people are its poorest performers.

Google May Junk 10,000 ‘Poor Performers'

Google stock has underperformed the market over the last year. TCI Fund Management ($6 billion Alphabet position) addresses some issues in an open activist letter to Google CEO Sundar Pichai.

Will Google Finally Listen To Its Shareholders?

MongoDB

Vertex Pharmaceuticals

There's no time like the present to invest in these great companies.

3 Top Growth Stocks to Buy Sooner Rather Than Later

Activision Blizzard

Alphabet Inc's Google has struck deals with at least 24 big app developers to stop them from competing with its Play Store, including an agreement to pay Activision Blizzard Inc about $360 million, according to a court filing on Thursday.

Google agreed to pay $360 mln to Activision to stop competition, Epic Games alleges

If you think you know how high interest rates will go, you may be mistaken.

Why Netflix, Alphabet, and UPS Stocks Slipped on Thursday

Google Maps was updated with new features, like the option to find fast-charging EV stations, and starting next week, a new augmented reality search option.

Google Maps got a big update that shows where fast-charging EV stations are and more

Google currently has a 92% market share. But the numbers for YouTube are harder to figure out. I think the user numbers are declining.

Has Google Reached Its Peak? Analysis Of The Market Share

Long one of the untouchables in the elite technology space, Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) this year printed uncharacteristically poor performances in the charts. Since the January opener, GOOG stock (which represents the Class C shares) dropped over 31% of its equity value.

GOOG Stock: Activist Investor Urges ‘Aggressive' Cost Cutting at Alphabet

Alphabet's stock is down 32% YTD; we recommend investors buy the pullback. We believe current macroeconomic headwinds and pullbacks on advertisement spending took a bite out of Alphabet's two main revenue drivers: Google Ads and Google Cloud.

Google Stock: Buy The Panic

With a tough 2022 nearly in the books, here are two blockbuster stocks to consider for the new year.

Prediction: These Will Be 2 of the Strongest Stocks in 2023

The UK's media watchdog said new regulations may be required as it has concerns about the role of US tech companies such as Google, Apple Inc (NASDAQ:AAPL) and Facebook in controlling what news stories people see and how they react to them. Following a study of how news is consumed, regulator Ofcom grew concerned around the impact of social media companies, search engines and news apps acting as online news ‘gatekeepers'.

Google, Apple, Facebook and Twitter may require new UK regulations, says Ofcom

The search giant isn't under the same pressure as Meta, but a slumping ad market might force changes.

Google's Heads Need to Make It Count

Following their respective stock splits, these companies look cheaper than ever.

2 Stock-Split Stocks That Can Double Your Money by 2026

Google and YouTube owner Alphabet Inc (NASDAQ:GOOG) is facing calls by the UK's highest paid fund manager to cut staff and salaries. Sir Christopher Hohn, managing director at TCI which holds a stake worth US$6bn in Alphabet, said “the company has too many employees and the cost per employee is too high” in a letter to Alphabet and Google CEO Sundar Pichai, outlining his views.

Google owner Alphabet facing calls to make aggressive cuts

Recent "insider buying" is a cause of incorrect data aggregation. Ignore this false reason to buy the dip. Better pay attention to valuation and how it matches expectations.

Some Say Google Insiders Are Buying Heavily, We Say Don't Follow

TCI Fund wants Alphabet to slash spending, including cutting Other Bets on Waymo by 50%. The tech giant spends substantially more compensation costs on each employee compared to other tech players like Microsoft.

News for Alphabet Stock (GOOGL)