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

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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

Energix Renewables said on Tuesday it has signed a long term agreement with Alphabet's Google to supply electricity and renewable energy credits generated from its solar projects to the tech giant.

Energix signs long-term solar power deal with Google

Alphabet-owned Waymo on Tuesday announced that it provides more than 100,000 paid robotaxi rides per week to users in the U.S., double the number it announced in May. Alphabet announced in July that it would invest another $5 billion into the driverless vehicle venture.

Waymo has doubled its weekly paid robotaxi trips to 100,000 since May

Shopify

As TikTok Shop gains traction, YouTube is expanding its partnership with Shopify to onboard more brands for its YouTube Shopping affiliate program, the company announced on Tuesday. The expanded partnership means creators will get access to thousands of new brands to tag in their shopping videos, marking a significant increase from the few hundred brands they currently have access to.

YouTube takes on TikTok Shop with expanded Shopify partnership

Waymo disclosed Tuesday it's now giving more than 100,000 paid robotaxi rides every week across its three main commercial markets in Los Angeles, San Francisco, and Phoenix.

Waymo is now giving 100,000 robotaxi rides a week

Alphabet's Waymo said on Tuesday it had doubled its paid rides to 100,000 per week in just over three months as the autonomous ride-hailing firm expanded its areas of service and allowed more people to ride its robotaxis.

Alphabet's Waymo robotaxi unit doubles its paid rides in three months

Even a halt to the accused practices would not harm Google. The savings from TAC would offset losses in Search market share. Alphabet is becoming increasingly diversified, with the Cloud's growing importance and profitability, while Google Services remain strong. High AI CAPEX will impact free cash flow, but I see Alphabet in a comfortable position where, in the worst case, it becomes a future income play.

Google Is An Attractive Income Play At Worst

Ackman sold a significant portion of his hedge fund's Alphabet Class A and Class C shares in Q2. It's unclear why he slashed his stake in Alphabet, but there are several possibilities.

Billionaire Bill Ackman Slashed His Stake in This Artificial Intelligence (AI) Stock in Q2. Should You Sell It, Too?

On August 19th, 2004, Alphabet shares IPO'd at a split-adjusted price of $2.13. In the 20 years since, the stock has been a top performer in many aspects.

Alphabet Turns 20

Alphabet's median price target implies 26% upside from its current share price, hinting that Wall Street analysts see it as the best "Magnificent Seven" stock to buy now. Alphabet is the leading digital advertiser and the third-largest public cloud in the world, and the company is monetizing artificial intelligence across both business segments.

The Best "Magnificent Seven" Stock to Buy Right Now, According to Wall Street

On the 20th anniversary of Google's market debut, CNBC's Jim Cramer looked back on the stock's impressive climb and advised investors to stick with good companies for the long term, even if it means shouldering some short term losses. Google stock has seen a more than 7,700% gain since its IPO, and Cramer said many did not capture the gain in its entirety.

On the 20th anniversary of Google's IPO, Cramer talks owning stocks for the long haul

The global auto industry is stunned by Google's autonomous driving technology. Waymo leads in self-driving technology with commercial robotaxi operations. Alphabet's dominance in search and advertising faces antitrust issues, but the company remains a strong investment opportunity.

Google Leads The Autonomous Vehicle Race, A Strong Rationale For Considering Its Shares

Twenty years after its 2004 IPO, Google is worth more than $2 trillion, a technology company so expansive that the Department of Justice may be looking to split it up. Google's IPO helped cement the reputation of Morgan Stanley banker Michael Grimes as "Wall Street's Silicon Valley whisperer," and he calls the company's IPO "momentous.

Google IPO banker tracks two-decade journey from Silicon Valley upstart to $2 trillion

The DOJ just scored a major antitrust victory against Alphabet. Google could be forced to break up its businesses or share more of its proprietary data.

Should You Invest in Alphabet Ahead of the DOJ's Next Moves?

Needham analyst Laura Martin reiterated Alphabet Inc GOOGL Google with a Buy and a $210 price target.

Google Parent Alphabet Is A Top Large-Cap Pick For 2024 By This Analyst: Here's Why

Alphabet-owned Waymo has revealed details about its newest "generation 6" self-driving technology. With new hardware and software integrated into Geely Zeekr electric vehicles, Waymo should be able to handle a wider array of weather conditions without requiring as many costly cameras and sensors.

Waymo is developing a roomier robotaxi with less-expensive tech

Eli Lilly

Banking giant Goldman Sachs (NYSE: GS) has identified several stocks likely to witness an upside in the future based on their key fundamentals.

2 Goldman Sach stocks to turn $100 to $1000 by 2025

Amazon

Nvidia is one of the largest companies in the world with a market cap of $2.8 trillion. Alphabet can surpass its market cap due to increases in digital advertising and cloud computing.

Prediction: These 2 Stocks Will Be Larger Than Nvidia by 2030

A US judge has found that Google is a monopoly and has used this dominance to reinforce its market position.

Google monopoly ruling: Where the tech giant goes from here

Billionaire investor Bill Ackman's Pershing Square hedge fund recently sold Alphabet and several other stocks. These sales raised hundreds of millions of dollars for Pershing.

Bill Ackman Just Sold a 'Magnificent Seven' Stock. Here's What He Might Buy With All the Cash.

Alphabet shares have crushed the overall market in the past two decades. Multiple growth tailwinds have and will continue to lift this business.

5 Reasons to Buy Alphabet Stock Like There's No Tomorrow

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor's importance cannot be understated. Alphabet doesn't carry a premium like its big tech peers.

Stock Market Sell-Off: 3 Stocks to Buy Now Before It Recovers

Alphabet stock price has dipped, presenting a buying opportunity. Google's search dominance remains strong despite competition. Diversified revenue streams, strong financial position, and attractive valuation make Alphabet a good long-term investment.

Alphabet: A Dip Long-Term Investors Appreciate, Reasons I'm A Buyer

Alphabet stock investors are concerned about legal action against the advertising giant.

Huge News for Alphabet Stock Investors

Chipotle

As of the second quarter, hedge fund billionaire Bill Ackman had 37% of his Pershing Square portfolio allocated to Alphabet and Chipotle Mexican Grill Alphabet is facing antitrust lawsuits, but any legal action is unlikely to impair its dominance in digital advertising or its momentum in cloud computing. Chipotle reported an increase in same-store sales and customer traffic during the second quarter even as those metrics declined across the broader restaurant industry.

Billionaire Bill Ackman Has 37% of His Pershing Square Portfolio Invested in 2 Brilliant Stocks

Google said it "missed the mark" after creators were told their relationship with the brand would be terminated if it appeared they preferred other brands over the Google Pixel.

News for Alphabet Stock (GOOGL)