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 Inc (NASDAQ:GOOG) Google surprised mobile phone market watchers by unveiling its new range of Pixel 9 phones two months earlier than expected. AI dominated the launch with the new Android system phones integrated with Google's Gemini smart assistant to enhance user interaction through chat capabilities.

Google puts AI at centre of new phones in surprise early launch

Google wants everyone to know it's moving fast again. It showed off new AI features and devices at its "Made by Google" event on Tuesday.

Google is moving fast again — but big problems cloud its path

Peloton

Fitbit Premium users will have access to a library of video workout classes from Peloton.

Peloton Stock Is Surging on Google Partnership

Apple

Google's live demo on Tuesday had some bugs, but the company showed that it's ahead of its rivals when it comes to bringing artificial intelligence to smartphones. The company's Gemini features for smartphones are real and are shipping — at least for testing purposes — in the coming weeks.

Google's live demo of Gemini ramps up pressure on Apple as AI reaches smartphone users

Chipotle

Canadian Pacific Kansas City Limited

Howard Hughes Holdings Inc

Hilton Worldwide Holdings

Lowe's

Restaurant Brands

Starbucks

Bill Ackman owns just a handful of mostly large-cap stocks in the Pershing Square portfolio. His growing social clout has offset financial losses.

Bill Ackman's Stock Bets: What's Inside The Pershing Square Portfolio?

Reddit Inc

Reddit has climbed to the top of Google results following a series of updates by the search giant. Reddit, which held its IPO in March, needs to convince a growing number of those visitors to register for official accounts, as so-called logged-in users generate much higher rates of ad revenue.

Reddit's increased reliance on Google traffic has Wall Street anxious to see if visitors sign up

A rare bid to break up Alphabet Inc.'s Google is one of the options being considered by the Justice Department after a landmark court ruling found that the company monopolized the online search market, according to people with knowledge of the deliberations.

US considers a rare antitrust move: Breaking up Google

The US Department of Justice is considering breaking up Google, according to reports from Bloomberg, the New York Times and others.

US authorities considering breaking up Google - reports

Corning

Corning stock has sold off ~15% from its recent high, but recent AI-related business developments indicate strong growth potential going forward. A big new fiber-optic supply agreement with Lumen Technologies is bullish and equates to 10% of Corning's global fiber capacity over each of the next two years. In another bullish catalyst, today, we learned that Google's entire new lineup of AI-powered Pixel 9 smartphones will use Corning's "Gorilla Glass Victus 2" displays.

Corning: Bullish AI Catalysts From Partners Lumen And Google

Google has been in the smartphone business for a long while now—with seemingly little to show for it. But even the company that powers 91% of the world's internet searches needs a little extra help sometimes.

Google's New Phones Aren't Really About the Phones

Humana

Seth Klarman's hedge fund, Baupost Group, cut its position in Google-owner Alphabet in the second-quarter of 2024 while also snapping up a stake in health insurance company Humana, new 13-f filings shows.

Seth Klarman's Baupost Group cuts stake in Alphabet and snaps up Humana

In a bold move, the US Department of Justice is contemplating a rare bid to break up Alphabet Inc.'s Google following a landmark court ruling that declared the company had monopolized the online search market, according to a report by Bloomberg.

Is Google about to break up? US DoJ mulls over historic move to curb ‘illegal monopoly'

In a rare occurrence, the Department of Justice is weighing on whether to break up Alphabet (NASDAQ: GOOGL) after an antitrust ruling that claims that the search engine giant monopolized the search market.

Google stock price levels to watch as it faces antitrust lawsuit

On Tuesday at its Made by Google event, Google announced that the new Pixel 9 line is coming to India. The news also finds the company's new foldable launching in the world's second largest smartphone market for the first time.

Google faces headwinds as it brings Pixel 9 to India

Rumble filed a second lawsuit against Google in May 2024, and the 2021 lawsuit against Google is expected to go to trial in May 2025. Rumble and Elon Musk filed lawsuits against GARM, which closed down a few days after the lawsuit filings, for withholding ads for political reasons. Even a modest win against Google could have a significant positive impact on Rumble.

Rumble's Litigation Against Google Is An Interesting Litigation Trade

The Justice Department and state attorneys general are discussing various scenarios to remedy Google's dominance in online search, including a breakup of the company.

U.S. Considers Breaking Up Google to Address Search Monopoly

The feds are also weighing “less severe” options, such as requiring Google to share data with rival search engines such as DuckDuckGo and Microsoft's Bing.

Justice Department considering push for historic break up of Google after landmark antitrust ruling: report

The U.S. Department of Justice is considering options that include breaking up Alphabet's Google, a week after a judge ruled the tech giant illegally monopolized the online search market, Bloomberg News reported on Tuesday.

Breaking up Google an option being considered by US, Bloomberg News reports

Peloton and Google Fitbit have formed a multi-year, multi-country partnership to promote their fitness-oriented offerings to each other's customers. Starting in September, Fitbit Premium members will have access to Peloton classes, while Fitbit users without a Premium subscription will have access to a select group of those classes, Peloton said in a Tuesday (Aug. 13) press release.

Google Fitbit Users to Gain Access to Peloton Classes

The Justice Department is weighing a potential breakup of Google, among other options, Bloomberg News reported on Tuesday, after a federal judge this month ruled that the company's practices related to search and some ads ran afoul of anti-monopoly laws and suppressed competition.

Justice Department considering breaking up Google, among other options: report

Alphabet's Google (GOOGL) unveiled its Pixel 9 lineup, showcased how it's integrating artificial intelligence (AI) into its devices with Gemini, and more at its Made By Google launch event Tuesday.

4 Takeaways From Alphabet's 'Made By Google' Launch Event

MOUNTAIN VIEW, Calif. — Google on Tuesday unveiled its next generation of Pixel phones, providing the maker of Android software a head start on the next iPhone in the race to bring more artificial-intelligence services to devices that have become people's constant companions.

Google unveils Pixel 9 phones earlier than usual as AI race with Apple heats up

The FTC has offered support to Epic Games in that company's legal battle with Google. The Federal Trade Commission (FTC) said Tuesday (Aug. 13) that it had filed an amicus brief on behalf of Epic in the case, outlining how a federal judge should consider potential remedies when determining relief following a ruling that found Google liable for illegal monopolization.

FTC Offers Support to Epic Games in Battle With Google

Google's freshly updated Pixel range has been revealed at Made by Google 2024, - the tech giant's annual hardware launch.

Google reveals updated range of Pixel phones, watches, and earbuds - with pioneering life-saving feature

Google's Fitbit has partnered with Peloton Interactive to give its premium users access to the exercise equipment maker's fitness content, starting early September, the companies said on Tuesday.

News for Alphabet Stock (GOOGL)