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

Google stock dropped precipitously after the 3Q-22 earnings presentation. Google's sales growth is slowing, but investors have probably become too scared.

Google: I Am Getting Really Greedy Now

Apple

Amazon

Microsoft

Why These Earnings Misses Could be a Good Thing

Big Tech Earnings Disaster: Why it Could be a Blessing in Disguise

Under the surface numbers, Alphabet's business is still doing just fine.

Alphabet Holds Up Amidst Unprecedented Economic Disruption

Vertex Pharmaceuticals

It could be time to party like it's 2009.

This Bear Market Could Be the Best Investing Opportunity in More Than a Decade

The earnings bombshells from Amazon and Meta and sub-par releases from Alphabet and Microsoft have forced us all to revisit our long-held assumptions about the sustainability of these technology leaders' earnings power

Making Sense of Big Tech Earnings After Amazon and Meta Tumble

While Apple gave Wall Street a reason to cheer, the other Big Tech companies showed how challenging the economic environment has become for their businesses.

Big Tech falters on dreary earnings and forecasts for Q4— Meta has worst week ever, Amazon tumbles 13%

Google Cloud this week announced the launch of a blockchain product, which is available in private view.

Google Cloud launches first Web3 product in private view

Big Tech companies are taking a heavy beating this week, to the tune of more than $255 billion in lost market capitalization that's helped make a bad year even worse for the once-beloved sector.

A $3 trillion loss: Big Tech's horrible year is getting worse

Alphabet Inc.'s GOOGL, +4.23% GOOG, +4.11% Google is preparing a legal fight over $275 million in fines by Indian regulators for antitrust violations last week that Google claims would change its approach to its Android operating system, according to a Reuters report. Indian officials levied $275 million in two decisions last week: one for the company's policies of charging in-app commissions, the other for abusing its position in the market for Android operating system.

Google plans legal fight against India regulators' antitrust actions: report

FOX Business takes a look at what the CEOs of Apple, Amazon, Alphabet, Meta and Microsoft have said that may give insight into how the coming months could be.

Google, Meta, Apple CEOs walk recession tightrope

This is turning out to be one of the worst quarters for technology companies in a long time. Most are missing estimates on multiple fronts, or managing to beat lowered expectations. One area that deserves special focus just because it has been so strong of late is the cloud.

What Is Happening in the Cloud?

Airbnb

Block

As Halloween approaches, investors' minds may be on finding treats rather than picking stocks. That said, as we head into November, compiling a list of top stock picks to consider is certainly a good move, as many tech stocks have gotten hit very hard.

3 Top Stock Picks for November 2022

Invesco QQQ

Megacap tech stocks used to be big S&P 500 winners. Now they're making losses like investors have never seen: $4.7 trillion.

$4.7 Trillion Gone! Has Megacap Tech Peaked?

Alphabet/Google reported mediocre third quarter results, with operating income and earnings per share declining year-over-year. The company is facing several risks - YouTube struggling, regulatory pressures and the looming recessions - but is protected by a wide economic moat.

Google Is Undervalued, But Might Decline Further

While cloud infrastructure revenue growth slowed, much of that could be attributed to external factors like the strong dollar.

As overall cloud infrastructure market growth dips to 24%, AWS reports slowdown

Twitter

India will set up grievance committees with the veto power to reverse content moderation decisions of social media firms, it said today, moving ahead with a proposal that has rattled Meta and Twitter. The panels, called Grievance Appellate Committee, will be created within three months, it said.

India to create committees with veto power over social media content moderation

The Indian government on Friday announced amendments to its information technology (IT) rules that will apply to social media companies, in a move that is likely to be seen as a reigning in of big tech firms.

India sets up govt panel to hear social media content moderation complaints

Netflix

Dismal earnings puts tech titans in danger of “losing its luster” for investors, one analyst says.

Here's How Big Tech Stocks Have Performed In 2022 As FAANG Softens Its Bite

Google is planning a legal challenge to block a ruling by India's antitrust watchdog to change its approach to its Android operating system, concerned that it will restrict how it promotes the platform, sources with direct knowledge of the situation told Reuters.

Google plans legal challenge to India's antitrust crackdown on Android-sources

There was little in the way of bullish sentiment in the lead up to this year's tech earnings season. But now that most big-tech earnings calls are in, exactly how bad was it?

Big-tech damage report: How bad was it for Apple, Meta, Amazon, Alphabet and Microsoft?

On Tuesday, both Alphabet/Google and Microsoft reported their quarterly results. Despite both presenting lower revenue growth rates than in the past, I continue my strong buy rating for Alphabet and Microsoft.

Google Vs. Microsoft: Which Is The Better Choice?

Salesforce

MercadoLibre

As pessimism runs high, some stocks have fallen to unsustainably low valuations.

3 Once-in-a-Decade Buying Opportunities in the Bear Market

Walled gardens have dominated digital advertising for some time. That may be changing.

Did Apple Just Stick a Pin in the Google-Facebook Duopoly?

Alphabet's latest earnings report revealed a dichotomy within the business.

News for Alphabet Stock (GOOGL)