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 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

Last Tuesday, Alphabet Inc GOOG GOOGL kicked off Big Tech's earnings season by reporting its second quarter financials. While its top and bototm line surpassed Wall Street estimates due to the strength of Search ads and continued cloud growth, YouTube advertising revenue came short due to tough competition for ad dollars.

Alphabet's YouTube Slowdown And OpenAI's Search News Eclipsed The AI Prospects

Examine the evolution of Alphabet's (GOOGL) overseas revenue trends and their effects on Wall Street's forecasts and the stock's prospects.

Alphabet (GOOGL) International Revenue Performance Explored

Micron Technology

NVIDIA

Super Micro Computer

Tesla

The earnings reports from Alphabet Inc. NASDAQ: GOOGL and Tesla Inc. NASDAQ: TSLA led technology stocks lower for the week. Some analysts are warning that the price action is due to an artificial intelligence (AI) bubble, but there could be other factors at play.

Picking Up the Pieces of the Tech Meltdown

Adobe

Nvidia continues to have a long runway of growth helping build out the infrastructure needed to run AI. Alphabet is set to benefit from AI both in its search and cloud computing businesses.

3 Artificial Intelligence Stocks You Can Buy and Hold for the Next Decade

At the start of July, Alphabet (NASDAQ: GOOG ,NASDAQ: GOOGL ) was hitting new highs. Flash forward to now, and Alphabet stock has reversed course.

GOOG Stock Sell-Off: Is it Time to Buy Alphabet on the Dip?

Amazon

U.S. insiders dump stocks at fastest pace in 10 years amid recession fears

QUALCOMM

Artificial intelligence (AI) continues to be the major talking point on Wall Street in 2024. This makes the case for the best cheap AI stocks to buy.

3 Cheap AI Stocks That Could Triple Your Money by 2030

Apple

The stock market correction seems well underway, with the S&P 500 now down close to 5% from its peak. For tech-heavy investors, the market rumbles may have felt far worse, with the Nasdaq 100 off just shy of 9%.

3 Overvalued Stocks to Buy After They Crash

As an infrastructure hardware provider for AI applications, Nvidia's growth has been spectacular. Another tech giant, one that's long been using AI, trades at a significantly cheaper valuation.

Missed Out on Nvidia's Run-Up? My Best AI Stock to Buy and Hold.

Google abandoned efforts to eliminate tracking cookies in its Chrome browser, but the snippets of code that have fueled the lucrative digital-advertising economy for decades might disappear anyway.

The $600 Billion Digital Ad Business Is Hanging on a Few Words From Google

Nvidia and Alphabet delivered monster returns for shareholders over the last five years, and enthusiasm about AI could help both companies maintain their momentum. UBS analysts expect semiconductor companies like Nvidia and cloud services companies like Alphabet to be the biggest near-term beneficiaries of AI spending.

2 Monster AI Growth Stocks to Buy Before They Join Microsoft and Apple as $3 Trillion Companies

Alphabet reported strong Q2 results led by Google Cloud and search. The company is showing that it is benefiting from AI.

Alphabet Sees Google Cloud Has Momentum, but the Stock Is Down. Should Investors Buy the Dip?

Alphabet's core business, advertising, continues to thrive. Despite ramped-up spending on certain fronts, this spending is actually a smart investment in future growth.

Buy Alphabet Stock on This Dip. Here's Why.

Alphabet is making investments and innovating in artificial intelligence.

Is Alphabet an Excellent Artificial Intelligence (AI) Stock?

Despite the previous market concerns about the longevity about its Google Search segment attributed to the rise of ChatGPT, the segment remains GOOG's top/ bottom-line driver in FQ2'24. The management has demonstrated their ability to push Google Cloud into sustained profitability, despite our original skepticism surrounding the new accounting methodology. GOOG is also nearing its projected $100B revenue run-rate from both YouTube Ads and Google Cloud by end 2024, as observed from the cumulative FQ2'24 revenue of $19B.

Google: Almost The Cheapest Magnificent 7 Stock, Double-Digit Growth Expected

Fearful Google investors sent the stock spiraling this week as Alphabet Inc./Google fell into correction territory. Google's decision to increase AI spending worries investors about the near-term monetization ROI. Microsoft's attempt to dislodge Google Search's dominance has not played out so far.

Google: Never Bet Against The King Of Search

Pinterest

Social media stocks have been pulled lower by the rotation out of technology securities. However, social media remains a force both in society and the market.

3 Social Media Stocks to Buy on the Dip: July 2024

The generative AI market may grow to $1.3 trillion by 2032, potentially benefiting Google. Alphabet's technical infrastructure strategy involves heavy investment in data centers for AI capabilities. Despite concerns about overbuilding in its AI infrastructure investments, Alphabet's investing thesis remains intact, supporting a buy recommendation.

Why Alphabet (Google) Remains A Buy Due To Its AI Potential

Grayscale Ethereum Mini Trust

The SEC recently approved nine spot Ethereum ETFs, making Ethereum only the second cryptocurrency to achieve this milestone, alongside Bitcoin. Spot Ethereum ETFs allow easier and more regulated access to Ethereum investments for retail and institutional investors via the stock market.

History Says You Should Buy Ethereum Before Its Next Big Move

Market participants showed their disappointment with last Tuesday's results from two of ‘The Magnificent 7' stocks: Google parent Alphabet GOOGL and Tesla TSLA.

Breaking Down Magnificent 7 Earnings

Since the industrial revolution first brought machines into prominence, self-driving vehicles have populated future visions. And with the news that the autonomous delivery robot marketplace is getting a shot in the arm from artificial intelligence (AI), observers are wondering just when self-driving, autonomous vehicles will be a scalable, real-world reality.

Google's $5 Billion Bet on the Bumpy Road to Self-Driving Cars

Microsoft

Netflix

Key Points in this Article Russell 2000 is up close to 12% in July while money has been flowing into small cap stocks.

“Magnificent 7” Stocks Rebound; Is the Stock Rotation Dead?

Alphabet ( GOOGL ) reported earnings Tuesday and beat analysts' estimates on both the top and bottom line, yet the stock is rolling over. Is it time to get out of the stock?

Time to Buy the Dip on Alphabet Following Earnings?

Nvidia stock reversed lower Friday, while Google threatened to extend this week's losses.

Magnificent Seven Stocks: Nvidia Stock Reverses Lower, Google Extends Losses

Investors are rotating into energy, aerospace and insurance stocks as Nvidia and Google exit IBD's list of growth stocks.

News for Alphabet Stock (GOOGL)