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

Alphabet's (GOOGL) Google updates Google Meet with a noise cancellation feature to help users stay engaged in meetings.

Alphabet (GOOGL) Updates Google Meet With Recent Capability

Amazon

Datadog

Microsoft

These hypergrowth stocks could launch your portfolio into the stratosphere.

5 Top Cloud Stocks to Buy Now

Regular readers will know that my favorite hedge fund is TCI Fund Management. Managed by Chris Hohn, the fund has achieved one of the best track records of any investment vehicle in history.

TCI Boosts Its Favorite Holding: Alphabet

Google announced today that it's rolling out new Search updates over the next few weeks that will aim to make it easier for people to find high-quality content. The new ranking improvements will work to reduce the amount of low-quality or unoriginal content that ranks high in search results.

Google will roll out new updates to reduce low-quality and unoriginal content in search results

It's been just over five years since Google first announced that it would make Kotlin, the statically typed language for the Java Virtual Machine first developed by JetBrains, a first-class language for writing Android apps at Google I/O 2017.

Five years later, Google is still all-in on Kotlin

Apple

ASML Hld

Best Buy

Blackrock Inc

Costco

Home Depot

Mastercard

Pool

These are ten stocks to consider worthy candidates to "buy and hold forever." Buy and hold forever shouldn't be taken literally. It's a way to think long-term and ignore short-term fluctuations.

Stocks To Buy And Hold Forever

Booking Hlds

With the S&P 500 having finished one of the worst first halves of the year since 1970, investors are given

3 undervalued stocks top fund managers like – Morningstar picks

Google is bringing its Workspace Individual subscription plan to Europe, a little more than a year after first introducing the service to other markets. Workspace is Google's productivity and collaboration software suite formerly known as G Suite, constituting Gmail, Meet, Drive, Docs, Tasks, Forms, among other key applications.

Google brings its Workspace Individual plan to one-person businesses in Europe

YouTube's relative growth over the past few years appears to be outpacing that of Google's Search. Alphabet is showing strong signs that it is going to dominate market share over other competitors like Meta & Snapchat in short-term video.

Here's Why YouTube Is Poised To Fuel Alphabet's Growth

Samsara

JD.com

Lamb Weston Hlds

Zillow

One of the most interesting 13F updates to be published this week comes from Tiger Global. For readers who don't keep an eye on the hedge fund world, this firm has been one of the biggest winners of the decade-long technology revolution that has played out over the past 10 years.

Tiger Global Slashes Tech Holdings After Huge Losses

Australia's highest court overturned on Wednesday a ruling that had found Google engaged in defamation by supplying a link to a contested newspaper article, throwing the spotlight again on how online libel cases are handled in the country.

Australia's top court finds Google not liable for defamation

Judgment rules ‘a hyperlink is merely a tool' in case between search engine and Melbourne lawyer George Defteros

Google wins defamation battle as Australia's high court finds tech giant not a publisher

Legendary fund manager Michael Burry's hedge fund dumped all of his stock holdings in the second quarter and ended the three-month period with just one position.

Michael Burry's Hedge Fund Dumps Meta, Alphabet in Q2 Purge

(Kitco News) - Publicly traded companies invested $6 billion in crypto startups between September 2021 and June 2022 led by Alphabet with $1.56 billion invested.

Alphabet leads all public companies in crypto startup investments with $1.56 billion

The expected growth rate of the online advertising market is lower than it was projected six months ago. Major representatives of the sector have already noticed the difficulties associated with macroeconomic issues. They do not expect them to recede quickly.

Google And Recession In The Ad Market: Are The Consequences That Bad?

QUALCOMM

Shopify

While macroeconomic factors may continue to impact short-term growth, all four companies have growth opportunities.

4 Growth Stocks That Have My Attention

Tech giants can help your portfolio rebound after a brutal 2022.

Stock Market Keeping You Up at Night? Buy These Top 3 Tech Stocks

GEO Group

Michael Burry, the investor who rose to fame after correctly predicting the U.S. market's meltdown during the 2008-2009 financial crisis, liquidated almost his entire equity portfolio during the second quarter, according to a regulatory filing for his Scion Asset Management hedge fund.

‘Serenity Now': Hedge fund managed by Michael Burry of ‘The Big Short' fame dumps stocks including Apple and Alphabet, adds GEO Group

Duquesne Family Office sold all its Amazon shares and scaled back its stake in Microsoft after Druckenmiller warned of a prolonged bear market would probably be prolonged.

Billionaire investor Stanley Druckenmiller sold Big Tech stocks in the last quarter after warning that there'll be a recession in 2023

Zoom Video

Saudi Arabia's Public Investment Fund (PIF) bought shares in Alphabet, Zoom Video and Microsoft as part of a wider pick of U.S. stocks, bringing the sovereign wealth fund's second-quarter investments to about $40.8 billion.

Saudi PIF buys shares in Alphabet, Zoom and Microsoft in U.S. shopping spree

Google is again sending a message to Apple: Fix the text messaging issues between Android devices and iPhones.

Google to Apple: 'It's time' to fix text messages between iPhones and Android smartphones

The ad-tech stock you want to own in a recession.

It's Time For This FAANG Stock to Flex its Muscle

NextEra Energy

Visa

Patience can pay off handsomely for shareholders of these industry leaders.

4 Time-Tested Stocks That Can Help You Build Generational Wealth

Despite various headwinds and uncertainties in the near term, we see Google stock well-poised to deliver double-digit annual returns for the years to come. During a busy earnings season, having a coherent investing roadmap keeps us clear-headed and focused on the bigger picture.

Google: A Buffett-Type Compounder In 4 Charts

Alphabet recently announced solid Q2 2022 results, with double-digit revenue growth. Despite volatile markets, Alphabet is demonstrating tremendous resilience on two important metrics: operating cash flow and balance sheet strength.

News for Alphabet Stock (GOOGL)