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

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.

Unpacking Alphabet's Lackluster Quarterly Report

The company delivers June quarter earnings of $1.89 a share, giving investors a favorable surprise for the second quarter in a row.

Alphabet Stock Drops. Capital Spending Surprises the Street.

Despite its size, Alphabet can still outperform the market for years to come.

Google Stock Is Up 30% This Year. Is It Still a Buy After Earnings?

Tesla

Wall Street is gearing up for a negative start on Thursday, as traders mull over earnings from Tesla, Inc. TSLA and Alphabet, Inc. GOOGL GOOG, which incidentally haven't been received well by the Street. While Tesla's earnings were dismissed as of low quality, investors worried about Alphabet's massive capex boost as it eyes supremacy in the AI market.

US Stocks Could Open Sharply Lower As Tesla, Alphabet Earnings Offer No Cheer: Analyst Says This Bodes Well For Small-Caps, 'Only Takes A Small Spark To Ignite A Powerful Move'

The Google parent has been showing cost discipline in many areas, but several factors could negatively impact margin expansion in the third quarter.

Here's why Alphabet's stock is shrugging off an earnings beat

Nasdaq-listed tech stocks are expected to march at the head of a Wall Street retreat on Wednesday, led by Tesla after its underwhelming earnings report overnight.  Nasdaq 100 futures have dropped 1.05%, while S&P 500 futures are 0.7% lower, down 0.4% for the Dow Jones and 0.5% for the Russell 2000.

Nasdaq tech stocks to lead Wall Street retreat after Tesla and Alphabet underwhelm

Broadcom

NVIDIA

Many corporations are pouring their cash into artificial intelligence (AI). This technology allows companies to scale their services and offer more resources for their customers.

3 AI Stocks to Buy That Can Continue the Momentum

Alphabet's shares fell more than 3% in premarket trading on Wednesday after the Google-parent flagged higher expenses due to competition heating up in search and cloud computing.

Alphabet falls as expenses overshadow quarterly results beat

Alphabet beat earnings estimates for Q2 due to digital advertising and Cloud strength. Google's resilient core business performance included 29% growth in the Cloud segment, which generated over $10B in quarterly revenues for the first time. Google's P/E ratio of 21X seems woefully inadequate given the firm's strong growth in its digital advertising and Cloud segments.

Google: Valuation Makes No Sense

Apple

Amazon

Microsoft

Magnificent 7 stocks grabbed wall-to-wall coverage in 2023 because of their dramatic outperformance. They were almost wholly responsible for carrying the stock market to record highs.

All 7 Magnificent 7 Stocks Rated From Worst to First

In May, I wrote about Alphabet (NASDAQ: GOOG ) and the three reasons Alphabet stock is a long-term buy. One reason I liked its chances over the long haul was the increasing sentiment for Alphabet to spin off YouTube, its wildly successful video platform.

GOOG Stock Analysis: 3 Reasons Alphabet Should Spin Off YouTube

It's good to be Google these days. But it isn't easy, and it will keep getting harder.

Google Fails to ‘Wow' as AI Bills Mount

The Google parent's quarterly earnings sent out mixed signals for the megacap semiconductor stock.

Nvidia Stock Falls. What Alphabet Earnings Mean for the AI Chip Maker.

Google's corporate parent Alphabet Inc. delivered another quarter of steady growth amid an AI-driven shift in the ubiquitous search engine that is the foundation of its internet empire.

Google's corporate parent still prospering amid shift injecting more AI technology in search

Alphabet delivered strong Q2 results with expanded profit margins and significant investments in Waymo, making its stock drop slightly. The company's revenues were driven by Search, Cloud, and AI initiatives, positioning it well for future growth opportunities. Despite challenges like declining network revenues and cybersecurity risks, Alphabet's consistent and predictable growth, along with its valuation at 16x next year's operating profits, make it an attractive investment option.

Google Q2 Earnings: Investing In The Future While Expanding Margins, What Else Do You Want?

I initially rated Alphabet as 'Hold' due to concerns about Gemini. But after the recent earnings, I've decided to upgrade to 'Buy' - read on. Revenue growth in Q2 2024 amounted to 14% YoY, while EPS went up by 31.25%. Both actual figures beat the consensus. I think that just due to organic growth, Google Cloud can potentially double its current EBIT margin even without taking into account potential revenue growth (which is still there).

Google: Amazing Q2 Earnings, Poor Market Reaction (Rating Upgrade)

Search. Cloud. AI. It was a winning combination for Google's parent Alphabet in Q1 and it worked again in Q2, as reported in the company's earnings call after the bell on Tuesday (July 23).

Alphabet Touts Organic AI Development in Q2 Earnings Beat

Google's parent company, Alphabet, had its earnings call on Tuesday, reporting mixed results. During the call, investors repeatedly pressed execs for data on the rate of return for AI projects.

Alphabet's earnings show investors are impatient for the data on AI returns. No one has the answer yet.

Google was going to dump its cookie jar into the garbage. For now, it's back on the shelf.

Time to Turn Off Cookies? Making Sense of Google's Chrome Changes

British regulators are reportedly monitoring Google and the digital advertising industry after the tech giant said Monday (July 22) that it will continue to allow cookies in its Chrome browser, while allowing users to turn them on or off.

British Regulators Monitoring Google's Decision to Continue Allowing Third-Party Cookies

German artificial intelligence translation startup DeepL launched traditional Chinese as a language option as it looks to expand its presence in Asia. DeepL, one of Europe's highest-profile AI companies valued at $2 billion, sells translation software aimed at businesses rather than everyday consumers.

Europe's AI-powered Google Translate rival DeepL launches traditional Chinese language in Asia push

"This was another stellar quarter from Google with beats across the board," said Ido Caspi a research analyst with Global X.

Google parent Alphabet posts 29% jump in profit on digital ad growth, AI offerings

After Google parent Alphabet (GOOGL) reported second-quarter results that beat analysts' expectations driven by Google Cloud and search strength, executives updated investors on the company's investments in artificial intelligence (AI), outlook, and more.

4 Key Takeaways From Google Parent Alphabet's Earnings Call

Alphabet Inc. (NASDAQ:GOOG ) Q2 2024 Earnings Conference Call July 23, 2024 4:30 PM ET Company Participants Jim Friedland - Director of IR Sundar Pichai - CEO & Director Philipp Schindler - SVP & Chief Business Officer Ruth Porat - President, Chief Investment Officer, Senior VP & CFO Conference Call Participants Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Michael Nathanson - MoffettNathanson Eric Sheridan - Goldman Sachs Ross Sandler - Barclays Stephen Ju - UBS Justin Post - Bank of America Operator Welcome, everyone. Thank you for standing by for the Alphabet Second Quarter 2024 Earnings Conference Call.

Alphabet Inc. (GOOG) Q2 2024 Earnings Call Transcript

Alphabet is backing Waymo with a $5 billion investment. Waymo has provided over 50,000 paid autonomous rides weekly in active areas, according to Alphabet.

News for Alphabet Stock (GOOGL)