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

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Earnings data Q1 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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

SoundHound AI Inc

Seth Klarman's Baupost Group has delivered market-beating returns by finding value where others don't. The firm recently started a new position in SoundHound AI, a fast-growing provider of AI voice assistance.

Seth Klarman Goes Bargain Hunting: 2 Stocks He Just Bought

Advanced Micro Devices

Amazon

Emergent BioSolutions

Microsoft

Impinj

Tencent Holdings Limited

The stock market continues to prove its resilience despite concerns over persistent inflation. A lot of that resilience is attributable to strong earnings reports overall.

7 Stocks to Buy Immediately Following Strong Earnings

AeroVironment

Deere & Company

Alphabet is finding new ways to grow.  Deere is still on track to deliver excellent results amid a cyclical slowdown.

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Now that it is reasserting its dominance in AI, Alphabet (NASDAQ: GOOG ; NASDAQ: GOOGL ) stock looks like a definite buy. Alphabet stock is currently at an all-time high, up nearly 30% so far this year.

GOOG Alert: Buy Alphabet Stock for Explosive AI Growth

New global agreement on AI expected to be adopted at virtual South Korea, U.K.-hosted summit

Broadcom

Chipotle

CrowdStrike

Duolingo

HubSpot

The latest CPI report indicated that inflation is once again cooling. CPI only increased by 3.4% year-over-year and was up by 0.3% in April.

7 Stocks to Scoop Up as Last Week's CPI Shifts Market Sentiment

ARM Holdings PLC

Voice-enabled ordering will soon be the standard at quick-service restaurants, and SoundHound AI is a leader in the space. Alphabet is remaking itself around AI technology.

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Alphabet (NASDAQ: GOOG , GOOGL ) stock remains an interesting investment opportunity in 2024, despite facing headwinds and competition. The company's strong fundamentals, diverse revenue streams, and investments in AI position Alphabet stock for continued growth in the years ahead.

Go for GOOG: Why Alphabet Stock Is Still a Must-Buy in 2024

The concerns are reportedly centered on underwater fiber-optic cables in the Pacific Ocean that are partially owned by the Big Tech firms and used to maintain the flow of data from the US to Asia.

Google, Meta warned that undersea internet cables at risk for Chinese espionage: report

Google is ramping up its AI offensive. But will the tech giant's strategy pay off amid intensifying rivalry with OpenAI?

Google's AI Push: Will It Pay Off As OpenAI Rivalry Heats Up?

Chevron

NVIDIA

Visa

Investing in blue-chip stocks is always a good idea. They might not show an immediate upside but do have the potential to navigate through the market turmoil and come out strong.

Wall Street Favorites- 7 Blue-Chip Stocks With Strong Buy Ratings for May 2024

Alphabet-owned Google will invest a further 1 billion euros ($1.1 billion) into the expansion of its data centre campus in Finland to drive its artificial intelligence (AI) business growth in Europe, it said in a statement on Monday.

Google invests 1 billion euros in Finnish data centre to drive AI growth

Apple

Tesla

As we approach the midpoint of 2024, it's an opportune moment to revisit the performance of the "Magnificent Seven" tech giants and their evolving market narratives.

Magnificent 7 Still Magnificent as the Halfway Mark Approaches?

Google has rebounded after initial AI missteps, but it is no longer a deep discount at its current price. The biggest threat to Google is generative AI technology from OpenAI and Microsoft, which could replace valuable searches on Google. Google's Search and Cloud segments are reporting accelerating growth, indicating that AI is boosting revenue or at least not impacting the business negatively.

Google: An Undeniable Leader In AI

Alphabet's market cap eclipsed $2 trillion following an encouraging earnings report. Despite entrance into the exclusive club, Alphabet stock still looks cheap compared to its megacap peers.

Is It Too Late to Buy Stock in the Newest Member of the $2 Trillion Club?

AI Overviews, announced this week, are the culmination of a long line of products dedicated to keeping you on Google.com

Google remains focused on its long quest for your eyeballs

Alphabet introduced a number of new AI products and features at its recent developer conference. AI-powered search could be a huge opportunity for the company.

Alphabet Goes All In on Artificial Intelligence (AI). Is It Time to Go All In on the Stock?

monday.com

CrowdStrike is set to capitalize on huge growth in the cybersecurity market. Monday.com's workplace dominance is starting to hit its stride.

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Layoffs are becoming more common, especially in big tech. Elon Musk has been in the spotlight for laying people off at his companies, including laying off 80% of the Twitter staff.

This Week in Layoffs: 3 Strong Stocks That Are Still a Buy After Job Cuts

Crown Castle International

Cisco Systems

One notable name has become the dividend stock of the cloud. This tower company generates high dividend returns as a real estate investment trust.

3 Dividend-Paying Tech Stocks to Buy in May

Amazon.com's profitability has soared, and there's tons of growth potential on both sides of its business. Alphabet has a profitable and dominant core business and massive growth potential in cloud services.

2 "Magnificent Seven" Stocks at All-Time Highs I'd Buy Right Now

Oracle

Arm Holdings announced it would make its own AI accelerator in a break with its current licensing model. Google unveiled its new generation of TPUs and associated Google-branded AI services.

Huge Artificial Intelligence (AI) News for 3 Tech Companies This Week -- None of Which Are Named Nvidia

With some of the most popular internet-related properties under its hood, Alphabet is the king in the digital-ad market. Expect the booming cloud division to contribute more to profitability over time.

Where Will Alphabet Be in 5 Years?

The tech industry has seen remarkable growth, particularly over the past year, attracting retail and institutional investors. Identifying promising prospects is crucial for those seeking the following significant tech investments.

Time to Pounce! Buy the Dip in These 3 Magnificent Tech Stock Superstars.

Alphabet (GOOGL) unveils a new notifications widget feature in Google Contacts, boosting its Android offerings.

News for Alphabet Stock (GOOGL)