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

The recent rally has made the stock significantly overvalued, which seems unreasonable given the steadily deteriorating market share in search. My valuation analysis suggests that the business's fair value is $1.7 trillion, which is approximately 27% lower than its current market capitalization. Google's overreliance on search poses a secular problem for investors, as generative AI shows signs of disrupting the search industry.

Google's Stock Is Anything But Cheap

Amazon

Datadog

Microsoft

ServiceNow

Snowflake

Workday

As the march of digitalization moves skyward, cloud computing has become one of the most relevant investment sectors. Essentially, businesses from across multiple industries are migrating their data streams to online networks.

7 Cloud-Computing Stocks That Can Rain Profits in Your Portfolio

Apple

NVIDIA

Tesla

The index is now highly concentrated in growth stocks. Buying the S&P even at an inflated valuation has been a winning strategy over the long term.

35% of the S&P 500 Is Concentrated in the "Magnificent Seven." Here's What That Means for Your Portfolio.

Aurora Innovation

Mobileye Global Inc

While the concept of self-driving vehicles was once the exclusive domain of science fiction, increasingly, this paradigm could become a reality. If so, you're going to want to at least consider acquiring some autonomous driving stocks now.

3 Autonomous Driving Stocks That Can Steer You to Riches

Salesforce

PayPal

Taiwan Semiconductor Manufacturing

The artificial intelligence (AI) revolution has the potential to boost the global economy by more than $15 trillion in 2030. One of Wall Street's most-prominent billionaire money managers dumped more than 29 million (split-adjusted) shares of Nvidia in the March-ended quarter.

Forget Nvidia: The Artificial Intelligence (AI) Leader's Top Billionaire Seller Is Buying These 4 Supercharged Growth Stocks Instead

Share prices of the high-flying group appear “overbought,” according to one technical analysis.

The Biggest Risk to the Mag 7 Is How Well They're Doing

Google's global search market share increased for the second consecutive month in June, likely driven by AI integration, analysts at Bank of America highlighted in a recent note. The company's global search share saw a month-over-month increase of 25 basis points, rising to 91.1%.

Google outpaces ChatGPT in search market growth

Caterpillar

Chipotle

Robinhood

HubSpot

Semrush Holdings

Investing in the right stocks can lead to life-changing returns, especially if you have a lengthy time horizon. Compounding does its magic when you don't touch your investment for many years.

7 Explosive Growth Stocks Primed for Life-Changing Returns

Alphabet (GOOGL) boosts its YouTube capabilities to expand its subscriber base, thereby strengthening its Google Services segment.

Alphabet (GOOGL) Aids Content Creators With Erase Song Tool

Google parent Alphabet Inc GOOG GOOGL is trading lower Monday amid reports of Microsoft Corp MSFT urging its employees in China to use Apple Inc AAPL iPhones for work, effectively banning Android devices. Google developed the Android operating system for use on touchscreen devices, including cell phones and tablets.

What's Going On With Google Parent Alphabet Monday?

Broadcom

JPMorgan Chase & Co

Eli Lilly

When it comes to investing, individual exchange-traded funds (ETFs) aren't a one-size-fits-all financial vehicle as there are plenty of funds to choose from and the number of long-term possibilities in the ETF market continues to grow year-over-year.

Wall Street Favors These Four ETFs With Stellar Ratings

Coined by Bank of America's chief investment strategist Michael Hartnett, the Magnificent 7 is a group of seven technology companies known for their significant market capitalization and impact on global markets. The Magnificent 7 currently includes e-commerce giants Amazon.com and Alphabet, consumer tech providers Apple and Microsoft, EV leader Tesla, semiconductor manufacturer NVIDIA, and social media powerhouse Meta.

What Makes These 7 Stocks Magnificent?

Four members of the Magnificent 7 tech giants—Apple Inc. AAPL, Microsoft Corp MSFT, Meta Platforms Inc. META and Alphabet Inc. GOOGL GOOG—all hit new 52-week highs on Friday, showcasing their continued market dominance and investor confidence amid a tech-driven bull run.

Apple, Microsoft, Meta, Google Stocks Hit 52-Week Highs: Which Is The Best Investment?

Meta Platforms and Alphabet each control significant slices of the $740 billion digital ad market. Over 98% of Meta's revenue is derived from ad sales on its various social media properties.

Better Adtech Stock to buy in the Second Half of 2024: Meta Platforms vs. Alphabet

Companies are spending big to develop their own AI chips so they don't have to keep paying Nvidia

Nvidia's stock is soaring largely thanks to Microsoft, Alphabet and tech's other AI giants. That won't last.

Palantir Technologies

Artificial intelligence (AI) has taken the world by storm. Although it is still in its early stages, it is already one of the fastest-growing industries in the world, with many companies exploring how to integrate the technology one way or the other.

The 3 Best AI Stocks To Buy In July 2024

The Mag 7 bubble is likely to burst only with the weak earnings season, just like the dot-com bubble did in March of 2000. A slowing economy is likely to affect the Q2 2024 earnings, and it's likely that Mag 7 companies will miss on their guidance, like Meta did in Q1.

The Mag 7 Earnings Preview: Get Ready For A Bubble Burst

Waymo's autonomous robotaxis were made available to the public in San Francisco last week. I made two trips across the city during peak hours.

Waymo's robotaxis are better than some San Francisco drivers

Companies in the S&P 500 are on track to pay 6% more in dividends this year. Alphabet's recently initiated dividend will cost nearly $10 billion annually.

Companies Paid Their Investors $16 Billion More in Dividends Last Quarter. These 2 Magnificent Stocks Helped Drive the Increase.

Amazon hit an all-time high this month, continuing to tank the value of its stock. Meanwhile, Alphabet's shares are of better value and have massive potential in AI.

Forget Amazon: 2 Artificial Intelligence (AI) Stocks to Buy Now

American Express

QUALCOMM

The technology sector continues to be a cornerstone of the modern economy, driving growth and innovation across various industries. As we navigate through 2024, now is a great time for investors to consider the best tech stocks to buy.

The 3 Best Tech Stocks to Buy Now: July 2024

Cisco Systems

Google Cloud's operating income grew by 371% year over year in the first quarter. Alphabet recently announced the company's first dividend at $0.20 quarterly.

Have $1,000? These 2 Stocks Could Be Bargain Buys for 2024 and Beyond

Companies boasting strong cash-generating abilities can be great investments, as they have plenty of cash to fuel growth, pay out dividends, and easily wipe out debt.

These 3 Companies Generate Significant Cash

Walmart

Costco

Several of the world's biggest stocks set new record share prices Friday as major stock indexes rose to all-time highs, the latest evidence of the market's resiliency in the face of uneven economic conditions.

These Stocks Hit All-Time Highs Friday As S&P 500 Set New Record, From Apple To Walmart

“[W]e welcome regulators' attempts to break up” Alphabet, writes Needham analyst Laura Martin, who has a $210 price target on the stock.

News for Alphabet Stock (GOOGL)