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

Apple

Amazon

Mastercard

Microsoft

NVIDIA

Tesla

The Magnificent Seven stocks dominate the S&P 500 and Nasdaq 100, creating a risky over-concentration in these indices. Billionaires like Warren Buffett and Stanley Druckenmiller are selling significant shares and hoarding cash due to these imbalances. Despite market overvaluation, Mastercard remains in a stronghold due to its exceptional free cash flow and consistent performance.

Follow The Smart Money

Apple stock trades for a premium price tag with little to show for it.

Prediction: 3 Stocks That'll Be Worth More Than Apple 5 Years From Now

Microsoft will allow people to buy and play video games through its Xbox app for Android starting in November, the company said on Thursday. The move is an immediate consequence of a U.S. judge ruling on Monday that Google will have to present alternatives to its Google Play app store on Android devices.

Microsoft will let people buy games through Xbox app on Android in November after Google antitrust ruling

The US Justice Department weighs several remedies for Google in a drawn-out antitrust fight. One analyst predicted it could take 3-4 years before a final verdict is reached.

Here are the best and worst-case scenarios for Google in its battle with the DOJ

The man charged with overseeing Google's operations in Europe, the Middle East, and Asia has stepped down after a decade in post.

Google's EMEA boss to leave company after a decade in post

The company is under scrutiny from regulators for its role in the advertising industry.

How Much Is Alphabet Stock Really Worth?

Prediction: Google (Nasdaq: GOOG) Is Getting Broken Apart

A series of complaints say Google's dominant behavior in the online search, advertising, and web applications markets is violating antitrust laws.

Why the U.S. government is investigating Google.

The award this week of Nobel prizes in chemistry and physics to a small number of artificial intelligence pioneers affiliated with Google has stirred debate over the company's research dominance and how breakthroughs in computer science ought to be recognised.

Google's Nobel prize winners stir debate over AI research

The government is seeking restrictions on Google business practices, including a possible breakup.

Breaking Up Google Will Be Hard, Warn Scholars

CNBC's Jim Cramer on Wednesday disagreed with the Department of Justice's move to consider a possible breakup of Google's business to solve antitrust issues. He said Google's business is beneficial to consumers, the enterprise and the U.S. as a whole.

Jim Cramer criticizes DOJ's stance on Google and possible breakup

Equities caught a bid ahead of the all-important September reading on consumer price inflation.

Stock Market Today: Stocks Hit Record High Ahead of CPI Report

While investor focus has been on Telsa, Waymo has quietly taken the lead in robotaxis.

Alphabet's Waymo Strikes Major Deal Ahead of Tesla Robotaxi Event. Which Stock Will Be the Real Robotaxi Winner?

Shares of Alphabet (GOOGL, Financial) opened at $163.45 and experienced a drop of 2.09% today, closing at $160.95. The decline comes amid reports that the Department of Justice is considering a breakup of Google's division as a potential action.

Why Alphabet (GOOGL) Stock is Moving Today

In the span of two days this week, Alphabet's Google was hit with a court order to open up its app store Play to rivals and learned that the U.S. Justice Department may soon ask a judge to split up the company to limit its hold over online searches.

Google's antitrust woes mount in US cases over search, apps, ads

Alphabet deepens its relationship with Vodafone to expand its footprint in Europe and Africa.

Can Google's Partnership With Vodafone Push the GOOGL Stock Higher?

On August 5, 2024, District of Columbia court judge Amit Mehta ruled that Google (GOOG, Financial) is operating as a monopoly, particularly in its search business. The Department of Justice (DOJ) has proposed potential remedies, which may include breaking up GOOG to separate its search business from other segments like YouTube, Cloud, Android, and Chrome.

Google Faces Antitrust Challenges with Potential Business Model Changes

Recommendations include that Google be required to allow websites to opt out of being crawled for AI training and of appearing in any Google AI products, such as AI Overviews.

Google could face crippling blows to AI if U.S. government gets its way in antitrust case

The Justice Department said it is considering whether to ask a federal judge to order a breakup of Google's online search monopoly – a move that could upend the Big Tech firm's entire business model.

DOJ may seek Google breakup after landmark antitrust case victory: ‘Unlawful conduct'

It's been a 30-plus-year dry spell for antitrust prosecution in the United States. The last successful attempt at reining in a larger-than-life business model, at least domestically, was the Microsoft battle in the 1990s.

DOJ Wants to Shrink Big Tech by Breaking Up Google

The U.S. Department of Justice's proposed remedies to break up Google's search dominance could weaken its main profit engine and stall its advances in artificial intelligence, even though a final outcome may be years away, analysts said.

US plan to break up Google's search dominance threatens profit engine, AI growth

Tech stocks drag U.S. indices lower as Alphabet falls on DOJ action. Investors await Fed minutes for clues on future rate hikes and market direction.

Nasdaq 100 Forecast: Alphabet Falls on DOJ News, Tech Stocks Under Pressure

Taiwan Semiconductor Manufacturing

S&P 500 futures are down 2 points, Nasdaq 100 futures are down 20 points (0.1%), and Dow Jones Industrial Average futures are down 25 points (0.1%). This suggests a lower market opening after yesterday's recovery.

Morning Brew: TSMC's Revenue Surge and DOJ Eyes Google Breakup

Investors are expressing concerns over potential antitrust actions against Alphabet Inc., Google's parent company. The company's stock (GOOGL, Financial) saw a decrease of about 1% in pre-market trading following news that the U.S. Department of Justice informed a federal judge of its consideration to recommend that Google be compelled to sell parts of its business.

Alphabet (GOOGL) Faces Antitrust Concerns as DOJ Considers Business Divestments

The release of the US government's proposals for a potential break-up of Google has sparked speculation about how exactly the search giant's monopoly could be curtailed. A filing by the Department of Justice overnight indicated that both behavioural and structural remedies might be sought from Judge Amit Mehta, the judge presiding over the case who called Google a "monopolist" in his ruling earlier in the summer.

News for Alphabet Stock (GOOGL)