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

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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

Super Micro Computer

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index moved to the “Neutral” zone on Friday.

S&P 500, Nasdaq Record Best Week Of Year As Alphabet, Super Micro Surge: Fear & Greed Index Moves To 'Neutral' Zone

Google faces significant antitrust challenges, but investors are overestimating the impact on its growth and margins, making the stock undervalued. Despite legal headwinds, Google's management has effectively maintained robust margin expansions and operating leverage, showcasing strong financial resilience. Google's stock is trading at one of the lowest valuation multiples in a decade, presenting a compelling buying opportunity.

Google Still Wins Despite Antitrust Headaches

The Justice Department wanted a jury for its ongoing adtech antitrust trial against Google. Google made sure it would go jury-less by paying a cashier's check of exactly $2,289,751.

Google dodged a jury trial in its big adtech case with a $2,289,751 check

Uber

Will Waymo Partnership Make Uber the King of Robotaxis?

Uber's Bold Step Into Driverless Rides: Here's What It Means for the Future of Travel

While most headlines lately have been surrounding Google's Search business, investors may be overlooking the notable progress on the Google Cloud front. While the Cloud segment may appear more difficult to understand than the Search side, we break down in a simplified manner the key business growth opportunities beyond the perplexing terminologies. Once investors gain a clearer understanding of the Google's latest wins driving future revenue opportunities, it becomes easier to grasp the more powerful AI growth story hidden beneath the surface.

Google's Big, Hidden Advantages That Investors May Be Overlooking

The federal government is a long way from actually breaking Google up. Investors are starting to treat the possibility as a foregone conclusion.

Google's Breakup Is Starting to Get Priced In

It happens in milliseconds, ideally, as you browse the web. Networks of computers and software analyze who you are, what you are looking at and buy and sell the advertisements you see on web pages.

Going once, going twice: Google's millisecond ad auctions are the focus of monopoly claim

Tesla

Tesla and Waymo are locked in a battle for market dominance in the driverless tech sector. Waymo has an early advantage with its functional software but problems scaling its autonomous fleet.

Waymo and Tesla have opposite problems as they compete for driverless tech dominance

The robotaxi service is expanding into Austin and Atlanta. Here's everywhere else you can hail a Waymo ride.

Uber is Launching Driverless Rides With Waymo: Here's Where You Can Book Them

Alphabet is down 20% from highs set earlier this year. The narrative that the company is losing in AI is misguided.

Nasdaq Correction: 1 No-Brainer Stock to Buy On This Dip

Google parent company Alphabet Inc‘s GOOGL GOOG shares have seen better days. The stock has plummeted 35% from its all-time highs, landing it squarely in bear market territory.

Google Parent Company In Bear Territory, Down 35% From Highs: Should Investors Be Eyeing Alphabet Comeback?

EU antitrust officials are considering an order to Alphabet unit Google to stop its anti-competitive practices in its adtech business but will not issue a breakup order as they had originally warned, people with direct knowledge of the matter said.

Exclusive: EU break-up order to Google unlikely for now, sources say

The latest partnership between the companies comes as self-driving cars are gaining traction.

Waymo to Offer Self-Driving Cars Only on Uber in Austin and Atlanta

Ride-hailing platform Uber Technologies said on Friday it would bring autonomous ride hailing to Austin, Texas, and Atlanta, Georgia, in partnership with Alphabet's Waymo.

Uber, Waymo bring autonomous ride hailing to Austin, Atlanta

NVIDIA

AI stocks to watch in the stock market today.

2 AI Stocks To Watch In September 2024

Uber riders in Austin and Atlanta will be able to hail a Waymo robotaxi through the app in early 2025 as part of an expanded partnership between the two companies.

Waymo robotaxis will be on the Uber app in Austin, Atlanta in early 2025

Uber will offer driverless ride-hailing trips with Waymo in Austin, Texas, and Atlanta starting early 2025 The rides will only be available via the Uber app

Uber announces expansion of Waymo partnership to Austin and Atlanta

Alphabet began to pay a dividend this spring. The payout equates to a low yield now, but the tech giant has plenty of room to grow its dividend.

New Nasdaq-100 Dividend Payer: Is This the Perfect Dividend Growth Stock?

The CNN Money Fear and Greed index showed an improvement in the overall market sentiment, while the index remained in the “Fear” zone on Thursday.

S&P 500 Gains For 4th Straight Session Amid Rise In Nvidia, Alphabet, And Other Tech Stocks: Greed Index Remains In 'Fear' Zone

A European regulator is investigating whether Google's artificial intelligence model complies with privacy laws. Ireland's Data Protection Commission (DPC) is examining whether the tech giant performed a legally required data protection impact assessment before processing European Union residents' personal data used in its Pathways Language Model 2, according to a Thursday (Sept.

Google AI Model Faces EU Data Privacy Investigation

Google knew publishers would balk when it took measures in 2019 to keep them from diverting ad sales to competitors, prompting it to try to make the change look more palatable, according to internal documents shown at the tech titan's antitrust trial on Thursday.

Google knew publishers would dislike ad tech change that helped it profit

Alphabet Inc./Google's stock has dropped 23% since July due to market volatility and temporary uncertainty issues. Alphabet's recent earnings beat estimates, showing strong growth in key segments like YouTube ads and Google Search, suggesting continued robust performance. Despite current uncertainties, Google's forward P/E ratio is below 18, making it exceptionally cheap given its revenue growth and profitability potential.

Google's Potential Path To $500

DA Davidson gave Alphabet a neutral rating, but a price target of $170. The company is facing a number of challenges, including an antitrust trial that's about to begin.

Is Alphabet Going to $170? 1 Wall Street Analyst Thinks So

A recent survey suggests a growing number of users are relying on ChatGPT for their queries. Google still dominates searches, but it could be more difficult to stay on top than it has been.

Is ChatGPT Taking Market Share From Google Search? Alphabet Could Have a Problem It Hasn't Had to Worry About for Years

An Irish regulator helping to police European Union data privacy launched an investigation Thursday into Google's artificial intelligence development.

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