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

Look at Google-heavy ETFs as the tech giant reports better-than-expected Q2 2024 earnings.

Google Heavy ETFs in Focus Following Upbeat Q2 Earnings

Year to date, the Nasdaq's gain has shrunk to 16.3%.

Nasdaq Pummeled As Stock Market Outlook Gets This Downgrade; Alphabet Triggers Sell Rule

Tesla

Major U.S. equities indexes tumbled as underwhelming earnings reports from Tesla (TSLA) and Google parent Alphabet (GOOGL) raised doubts about the sustainability of the rally in big-name tech stocks. Strength in the tech sector has been key to the ascent of the market gauges to their recently recorded record highs.

S&P 500 Gains and Losses Today: Index Skids as Tesla, Alphabet Results Underwhelm

NVIDIA

It's a bloodbath across the stock market today. Across major indices, investors were seeing red, but technology stocks took the brunt of today's sell-off.

3 Reason NVIDA and Magnificent 7 Stocks Got Crushed Today

Tech-focused Nasdaq retreats 3.6% and S&P 500 also down in wake of lacklustre results from big-tech companies

Wall Street suffers worst day since 2022 as Tesla and Google earnings disappoint

Visa

It was a brutal Wednesday for stocks, as two of three of the major indexes headed toward their worst days in more than a year following the latest batch of corporate earnings, as the big technology stocks behind stocks' historic expansion led the gore.

S&P 500 Slides 2%: Worst Day Since 2022 As Magnificent 7 Sheds Almost $800 Billion

Apple

Amazon

Microsoft

The megacap group was on track for its worst day since October 2022, according to Dow Jones data.

‘Magnificent Seven' stocks near correction territory as $1.7 trillion in value erased

Alphabet's (GOOGL) second-quarter 2024 results benefit from strength in Search and Google Cloud.

Alphabet (GOOGL) Q2 Earnings Beat Estimates, Revenues Rise Y/Y

Revenue of $84.74 billion topped estimates marginally. EPS of $1.89 beat estimates by $0.05.

Alphabet's Strong Q2 Results Beat Expectations

Strong cloud growth drives overall top-line growth, with Google Cloud representing over 12% of total revenue and showing 28.8% year-over-year growth in Q2. Anticipate Google Cloud business to continue growing by 20%+ with margin expansion potential due to AI workloads and partnerships. Fair value estimate of $220 per share for Alphabet Inc. class A shares, with a “Buy” rating based on growth in digital ads, cloud services, and other businesses.

Google Q2: Cloud Growth And Margin Expansion Continues

Despite recording a double beat, Alphabet/Google's stock price is dipping by ~4% in the aftermath of its Q2 2024 report. Alphabet's Q2 earnings report showed strong performance in Search and Cloud, but YouTube ad revenues fell short of expectations. Alphabet's operating margin performance remains robust; however, its ongoing AI infrastructure capex spending is impacting cash flow generation, with Q2 FCF down 40% y/y.

Google: A Wafer-Thin Q2 Double Beat Meets Lofty Valuation - Buy, Sell, Or Hold?

All eyes remain on these dominant players as the group has begun to report their second-quarter earnings figures.

Tesla, Alphabet Kick Off Magnificent Seven Earnings in Mixed Fashion

Bank of America has reaffirmed its ‘Buy' rating on Alphabet Inc (NASDAQ:GOOG), raising its price target to $206 despite a mixed second-quarter performance. The tech giant's earnings report for Q2 2024 showed robust growth in Search and Cloud services, with net revenue hitting $71.4 billion, surpassing Wall Street's expectation of $70.7 billion.

Alphabet's Search and Cloud growth shine in 2Q despite YouTube miss: analysts

Meta Platforms (META), Microsoft (MSFT), Amazon.com (AMZN), Apple (AAPL) and NVIDIA (NVDA) results are expected to benefit from strong AI proliferation.

Tesla Misses, GOOGL Beats: What's in Store for Rest of the Mag 7?

The mega-cap tech stocks have been rapidly increasing their use of stock-based compensation (SBC) in recent years, and this can add a level of complexity to valuation analysis. SBC should be considered a real expense, and I make adjustments for it in all my valuation assessments. Metrics and takeaways are provided on Apple, Microsoft, NVIDIA and Alphabet's usage of SBC. Some comparisons of the 4 companies are performed.

How Stock-Based Compensation Impacts Your Favorite Tech Stocks

Shares of Google parent Alphabet (GOOGL) lost ground Wednesday amid concerns about the tech giant's spending on artificial intelligence (AI) investments, despite an earnings beat. However, several analysts suggested worries about costs could be overblown, and raised their price targets for the stock on Google's strengths, as well as early benefits from AI.

How AI Could Give Google a Boost, as Worries About Costs Drive Stock Lower

Google continues to be well-positioned in the AI play, with robust Q2 results in its core Search advertising business and persistent momentum in Cloud monetization. The latest earnings outperformance continues to assuage previous concerns about AI-driven cannibalization of Google's search dominance, and reinforces its reputation in actively monetizing the nascent technology. However, the stock's post-earnings response continues to highlight the increasing disparity between Google's fundamental outlook and its valuation premium at current levels.

Here's Why Google Fell Despite The Q2 2024 Earnings Outperformance

Alphabet published Q2 results yesterday and actually significantly outperformed Wall Street's sales and earnings targets. But the company indicated that operating income margins would be pressured in the third quarter.

Why Alphabet Stock Is Sinking Today

Broadcom

Investors should define their goals before entering the market. For low-risk inflation-beating investments, focus on undervalued blue chips.

3 Millionaire-Maker Growth Stocks to Consider Adding This Summer

While Alphabet (GOOGL) is investing $5 billion in Waymo, General Motors' (GM) Cruise delays Origin production indefinitely and Tesla (TSLA) defers its robotaxi reveal from Aug 8 to Oct 10.

GM & TSLA Face Roadblocks in Robotaxi Race as Waymo Leads

Alphabet stock is trading lower Wednesday as slowing ad sales growth offsets a Q2 earnings beat. Here's what you need to know.

Alphabet Stock Falls as Q2 Ad Revenue Growth Slows

In recent months, Google showed interest in two companies, either of which would have been the biggest-ever purchase for the internet giant. And both times, the deals fell apart.

Google's aborted deals show antitrust's long shadow over tech

U.S. stocks traded lower this morning, with the Dow Jones dipping around 400 points on Wednesday.

Nasdaq Down 2%; Alphabet Posts Upbeat Earnings

Google Cloud will use Mistral AI's Codestral artificial intelligence model for Google's Vertex AI service, Google Cloud said on Wednesday.

Google's Vertex AI to use Mistral AI's Codestral

Class A shares of Alphabet Inc   (NASDAQ:GOOGL) are 4.3% lower at $174 this morning, even after the Google parent-company's second-quarter earnings of $1.89 per share and revenue of $84.74 billion both beat estimates.

News for Alphabet Stock (GOOGL)