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

The market has overreacted to Alphabet's earnings despite the company reporting year-over-year growth. Buy GOOG stock in the dip.

Alphabet Still Has Ample Room to Grow

Relative valuation is cheap. P/E multiple has pulled back to levels beneath mature consumer staples.

Riding The Stock Waves: Technical Update On Google

Match Group

Match Group, the dating apps maker, has sued Google on Monday in what it says is a last-ditch effort to stop Tinder and its other apps from being booted off the Play Store, Reuters writes. That might happen because Match had refused to share up to 30% of its sales.

Tinder Owner Sues Google Over Play Store Fees

Match Group (NASDAQ:MTCH), owner of the Tinder dating app, is suing Google over the search giant's app store platform. Match filed a lawsuit in California on Monday in which it accused Google of exploiting its control of the Android operating system to limit the ability of application (app) developers to build apps that use alternative in-app payment services to Google's own platform.

Match Group files lawsuit against Google

Tinder parent Match Group on Monday filed a lawsuit in a federal court in San Francisco accusing Google of abusing monopoly power at its Play Store that sells digital content for Android-powered phones.

Match Group takes Google app store war to court in US

The parent company of dating apps Tinder, Match and OkCupid is suing Google, alleging that the company exerts too much control over payments through its Google Play app marketplace. The lawsuit, filed Monday in California's Northern District, accuses the company of deploying “anticompetitive tactics” to maintain a monopoly on the Android mobile ecosystem: “Ten years […]

Match Group sues Google over ‘monopoly power' in Android app payments

Match Group wants to use its own payment platform.

Tinder-Parent Match Group Sues Google Over Play Store Billing

Alphabet's (GOOGL) subsidiary Google redesigns YouTube Music playlists for Android mobiles to provide an enhanced user experience.

Alphabet (GOOGL) Boosts YouTube Music With Latest Effort

Apple

Amazon

Microsoft

NVIDIA

Tesla

The biggest names of the technology industry are becoming more affordable as investors take account of the latest U.S. central bank decision.

Tech giants lost more than $1 trillion in value in the last three trading days

Online grocery is no longer just the purview of brick-and-mortar incumbents and emerging eCommerce startups. Major technology companies are also making moves into the space.

Tech Giants Make Moves to Capture Rising eGrocery Sales

Dating apps maker Match Group Inc sued Alphabet Inc's Google on Monday, calling the action a "last resort" to prevent Tinder and its other apps from being booted off the Play store for refusing to share up to 30% of their sales.

Google faces antitrust lawsuit from dating app owner Match over Play store fees

Match Group Companies Seek Injunctive and Other Appropriate Relief for the Material, Irreparable Harm Google's Manipulation, Broken Promises, and Abuse of Power Have Caused DALLAS , May 9, 2022 /PRNewswire/ -- Match Group, Inc. (NASDAQ: MTCH) companies, including those that operate the dating apps Tinder®, Match®, OkCupid®, and several others (collectively, "Match Group"), today sued Google over its strategic manipulation of markets, broken promises, and abuse of power in requiring Match Group to use Google's billing system to remain in the Google Play Store. Google's requirement will eliminate user choice on Match Group apps and increase costs to consumers by allowing Google to charge Match Group an arbitrary and discriminatory tax of 15% on all subscriptions and up to 30% on all other in-app purchases, amounting to hundreds of millions of dollars in inflated "fees," while monetizing the personal data of billions of digital app users.

MATCH GROUP FILES LAWSUIT AGAINST GOOGLE OVER UNLAWFUL BILLING MANDATES

The United Kingdom was about to join a list of countries including Australia, Canada, France and Spain that imposed limits on the negotiations between Big Tech firms and publishers to use news and content on tech platforms, but a change of heart in the U.K. government may delay this plan at least for a year.  […]

Google, Meta Dodge UK's Plan to Force Fairer Deals With Publishers

Google and NASA are poised to harvest wide-ranging tech, space, and aviation synergies once a revamp of the iconic Hangar One in Mountain View is complete in 2025, officials said Friday.

Google will finish vast revamp of Hangar One in Mountain View by 2025

Alphabet is growing its core businesses Google Search and Google Cloud rapidly. Alphabet generates about $15B quarterly in free cash flow. FCF margins in the last four quarters consistently exceeded 22%.

Google Stock: A Truly Silly Valuation

US stocks fell sharply Monday morning, extending last week's losses, as traders' anticipated a new load of bad news on inflation and earnings.

Tech wreck continues after a volatile week on Wall Street

The bear market in tech has been ferocious and terrifying for newer investors. But smart market veterans know that this is precisely when it's time to be "greedy when others are fearful."

Alphabet: A Bear Market Bargain You Don't Want To Miss

Johnson & Johnson

Procter & Gamble

Apple, Alphabet, Johnson & Johnson and Procter & Gamble are our 4 blue-chip stocks to buy this month as bulls looks for safe yet solid stocks. The post 4 Blue-Chip Stocks to Buy for May 2022 appeared first on InvestorPlace.

4 Blue-Chip Stocks to Buy for May 2022

Alphabet's strong cash flow allows management to reward shareholders through share buybacks.

This Alphabet Initiative Will Reward Shareholders Massively Over the Long Run

Adobe

Moderna

Growth stocks have gotten cheap in the market sell-off.

3 Growth Stocks That Are Screaming Buys in May

Google recently announced it acquired Raxium. This is why.

Why Google Is Buying Raxium

Google is making changes to its performance evaluation and promotions process, which will result in higher salaries, executives said.

Google says it's raising employee pay through performance review revamp

Google's weak YouTube revenue growth is overblown and still has upside. Despite inflation, Search and Cloud revenues came in ahead of analyst growth expectations.

Google: Undervalued With Room To Grow

Big tech companies like Google and Facebook parent Meta would have to comply with tough British rules under a new digital watchdog aimed at giving consumers more choice online — or face the threat of big fines.

Google, Facebook face tough tech rules from UK's new digital watchdog

The market plays the role of a pendulum. That is why it is useful to look at the current price of a company in a long-term context. The current ROE of Alphabet is 30.6% and the current P/BV multiple for Alphabet is x6.1. According to my model, this ratio makes Alphabet one of the relatively undervalued.

News for Alphabet Stock (GOOGL)