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

Confluent

Travel + Leisure Co.

Leading stock indexes like the Nasdaq Composite and Dow Jones Industrial Average saw massive drops last week.  Traditionally, the stock market has been subject to external forces like inflation data, geopolitics and new technological advances.

3 Stocks Poised for a Comeback After Last Week's Market Meltdown

The former CEO said startups work because the people "work like hell" during a conversation with Stanford University students posted to YouTube on Tuesday.

Ex-Google CEO blames ‘working from home' for tech giant lagging in AI race

Eric Schmidt, ex-CEO and executive chairman at Google, said his former company is losing the artificial intelligence race and remote work is to blame.

Eric Schmidt Says Google Is Falling Behind on AI—And Remote Work Is Why

The United States may be about to witness antitrust history. Recently, a federal judge handed down a warning against Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ), ruling that Google holds an unfair monopoly over the search engine market.

The DOJ Wants to Break Up Google Monopoly. What to Know.

Bloomberg reported that a breakup of Google was one of the options the Justice Department is discussing. The news comes a week after a judge ruled it to have an illegal monopoly in search.

Why Alphabet Stock Was Falling Today

Alphabet (GOOGL) unveils Pixel 9 series in a bid to bolster its smartphone offerings.

Alphabet (GOOGL) Boosts Smartphone Offerings With Pixel 9

Broadcom

3 Nasdaq Stocks to Buy on the Dip: August 2024

The US Justice Department is reportedly considering breaking up Alphabet Inc (NASDAQ:GOOG)'s Google after a court ruled the company illegally monopolized the online search market. Sources with knowledge of the matter told Bloomberg that officials are considering various proposals to remedy Google's antitrust violations, including breaking off parts of the company, such as its Chrome browser or Android smartphone operating system.

Google breakup reportedly being considered by DOJ following antitrust ruling

Google stock fell on a report the DoJ is mulling a breakup of parent Alphabet following last week's antitrust victory versus the internet giant.

Google Stock Sags On Report DOJ Could Seek Alphabet Breakup

DoJ could force divestment of Android operation system and Chrome web browser following the antitrust verdict

US considers breaking up Google after illegal monopoly ruling, reports say

The Department of Justice (DOJ) is reportedly considering breaking up Alphabet's Google (GOOGL) following a federal court's decision that the tech giant maintains an illegal monopoly over the search market, though analysts said it's an unlikely outcome.

Could the US Government Break Up Google After Monopoly Ruling?

Key Points: Google faces legal challenges and new AI competition, threatening its search dominance and market cap.

Google (Nasdaq: GOOG) Is About To Get Pinched

Alphabet's Google is in focus Wednesday as speculation swirls that the Department of Justice may push for a breakup of the search engine giant.

Will the Justice Department Break Up Google? What You Need to Know

The Department of Justice (DOJ) is considering breaking up Big Tech titan Alphabet Inc  (NASDAQ:GOOGL), after a court ruling determined the company monopolized the online search market, per a Bloomberg News report.

Antitrust Scrutiny Pulls Put Traders to Alphabet Stock

24/7 Wall St. Insights A federal court decided that Google is a monopoly.

Will Google Have to Lose Android?

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.

News for Alphabet Stock (GOOGL)