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

For Alphabet's Q3 earnings results, Street consensus is expecting $1.84 in EPS on $86.3 billion in revenue and $26.44 billion in operating income, for expected y-o-y growth of 19%, 13% and 24% respectively. Unlike the EPS estimate revisions, which have remained stable since the April '24 quarter, Google's revenue estimate revisions have seen downward revisions of late, particularly the 2026 column, even though 2025 estimates remain fairly stable. Trading at $165 per share, Google is valued at 22x '24 EPS for estimated EPS growth of 20% and 14% in 2024 and 2025. The stock is quite cheap on a PEG basis, even at today's levels.

Alphabet Earnings Preview: Stock Is Cheap On A PEG Basis

My previous bearish call on Google has aged well, with the stock losing around 14% of its value since July 10. I still believe that Google struggles to compete in the generative AI space, but this does not spell the end for the company. The stock appears to be a compelling opportunity ahead of the Q3 earnings release, supported by a strong mix of catalysts.

Google: The Bullish Pivot Before The Earnings Grail

In Q2 2024, Google was able to beat the EPS and revenue estimate by a good margin, but the stock has been one of the worst performers. Google's ad growth has been very modest compared to the numbers delivered by Meta and Amazon, which shows that the company is losing its market share in this segment. It is important to look at the ad-free subscription growth on YouTube and adjust the ad revenue projections accordingly.

Google: Beating Estimates Might Not Be Enough In Upcoming Earnings

Microsoft

Companies with deep pockets to spend on AI technology will likely be around for decades growing your savings.

2 Unstoppable Tech Stocks You Can Buy With $500

The stock has fallen from highs set earlier this summer.

Should You Buy Alphabet Stock Before Oct. 29?

Alphabet's Google is developing artificial intelligence technology that takes over a web browser to complete tasks such as research and shopping, The Information reported on Saturday.

Google to develop AI that takes over computers, The Information reports

Alphabet is a strong buy ahead of earnings due to its 97% Ultra SWAN quality, hyper-growth dividend potential, and 22% discount to historical fair value. Expected returns: One-year 30%, two-year 52% (21% CAGR), and five-year 142% (19% CAGR), significantly outperforming the S&P. Key risks: Regulatory challenges, technological disruption, and intense market competition, but Alphabet's exceptional risk management (89th percentile) and AA+ credit rating mitigate long-term concerns.

3 Reasons To Buy Google Before Everyone Else Does

Waymo on Friday said it raised $5.6 billion from investors to expand a robotaxi program now operating in Los Angeles, Phoenix and San Francisco.

Waymo ramps up robotaxi push with $5.6 bn in funding

A new round of funding will help Waymo scale its business.

Waymo Gets a $5.6 Billion Boost

Apple

Amazon

Cramer's week ahead: Earnings from Alphabet, Meta, Apple, Microsoft and Amazon

A heavy slate of Dow Jones names led by Apple and Microsoft report, as the stock market rolls into the final week of October.

Stock Market Action Plan: Apple, Alphabet, Microsoft Wrap Up October

Apple Inc AAPL and Alphabet GOOG GOOGL are rivals, partners and members of the Magnificent 7.

Apple Stock Vs. Alphabet Stock: Which Magnificent 7 Stock Performs Better In The Long Run?

Next week, three of the biggest names in tech are set to report earnings, and investors will be watching closely. Alphabet ( GOOGL ), Meta Platforms ( META ), and Apple ( AAPL ) remain stalwarts of this market, and their quarterly earning reports not only affect their stock prices but also the broader market.

3 Must-See Earnings Reports Next Week (GOOGL, META, AAPL)

Despite competition, rising demand for large language models positions Google well for growth, with Q3 earnings likely to surprise positively. Google's valuation is attractive, trading at a P/E ratio of 23.58x, significantly below its historical average and the broader market. Given its sizable net cash position, its P/E is even lower than on the surface.

Google Q3 Preview: Buy And Forget At $165

Waymo, Alphabet's autonomous vehicle arm, has closed a significant $5.6 billion funding round to drive the growth of its robotaxi service, primarily in the US but with plans for global expansion. This latest series C funding, led by Alphabet, was joined by major investors like Andreessen Horowitz, Silver Lake, and Tiger Global, CNBC reported.

Waymo secures $5.6 billion to fuel robotaxi service expansion

Alphabet's self-driving unit, Waymo, said on Friday it had closed a $5.6 billion funding round led by the Google parent, as it looks to expand its autonomous ride-hailing service.

Alphabet's Waymo closes $5.6 bln funding to expand autonomous ride-hailing service

Waymo has closed a $5.6 billion Series C funding round led by parent company Alphabet and joined by a who's who of Silicon Valley venture firms.

Waymo raises $5.6B from Alphabet, a16z, Silver Lake, and more

Alphabet Inc (NASDAQ:GOOG), Google's parent company, is expected to report strong growth on top and bottom lines for the third quarter when it hands down its latest financial report after US markets close on Tuesday, October 29. Wall Street analysts, on average, see earnings per share surging 18% year-over-year to $1.83 from $1.55.

Google parent Alphabet set to report surge in Q3 earnings driven by Cloud growth

Alphabet-owned driverless vehicle unit Waymo just closed a $5.6 billion funding round to expand its robotaxi service across the U.S. CFO Ruth Porat had announced in July that the Google parent would commit up to $5 billion in a multiyear investment to Waymo.

Alphabet's self-driving unit Waymo closes $5.6 billion funding round as robotaxi race heats up in the U.S.

Civil society groups implored Google on Thursday to rigorously enforce its policy to demonetize environmental disinformation, saying ads placed alongside climate denial content persistently popped up despite the tech titan's pledge to crack down.

Google urged to step up efforts to demonetize climate falsehoods

Trefis analysts think Alphabet could be a $500 stock by the end of the decade.

1 Artificial Intelligence (AI) Stock to Buy Before It Soars 200%, According to Certain Wall Street Analysts

Missouri Attorney General Andrew Bailey said on Thursday he was launching an investigation into Google over allegations that it was censoring conservative speech.

Missouri to probe Google over allegations of censoring conservative speech

Britain's competition watchdog said Thursday it's opening a formal investigation into Google's partnership with artificial intelligence startup Anthropic.

Google's partnership with AI startup Anthropic faces a UK competition investigation

The U.K.'s Competition and Markets Authority (CMA), which is in charge of antitrust regulation, is investigating a partnership between tech giant Alphabet and artificial intelligence startup Anthropic. It will launch a probe Friday (Oct.

UK's CMA Launches Antitrust Probe Into Alphabet's $2 Billion Partnership With Anthropic

Alphabet's third-quarter 2024 results are likely to reflect strength in generative AI, search and cloud amid litigation concerns.

News for Alphabet Stock (GOOGL)