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

PayPal

Trimble

U.S. equities, especially undervalued software stocks, appear to be in rally mode. As of the end of Wednesday's trading session, the tech-heavy Nasdaq Composite has risen 2.37 percentage points in the last month.

The 3 Most Undervalued Software Stocks to Buy in May 2024

Airbnb

General Motors

Johnson & Johnson

Coca-Cola

Morgan Stanley

Oracle

One of the most important things stock investors should look at is the fundamentals of a company. Each earnings season shows us how a compare fares and we get this idea through the fundamentals.

The 7 Most Undervalued Stocks With Strong Fundamentals to Buy in May 2024

In recent months, and particularly after he closed his controversial 2023 bet against the semiconductor industry, Michael Burry's similarly contentious Alibaba (NYSE: BABA) bet – technically the single largest holding in his portfolio – has taken the bulk of attention.

Here's how much Michael Burry is up on his Google bet

Airtel, India's second-largest telecom operator, said on Monday it has entered into a long-term partnership with Google Cloud to develop and deliver cloud and generative AI products to Indian businesses.

Google partners with Airtel to offer cloud and genAI products to Indian businesses

Bill Ackman, hedge fund manager, advocates owning a small group of stocks. He's willing to ride these best ideas for years.

GOOG Stock Analysis: Unlocking the Future Potential of Alphabet in 2024

Microsoft

Tesla

Layoffs are hitting workers at some tech giants like like Google, Microsoft, and Tesla. The job cuts can damage morale, decrease productivity, and deter potential new hires.

Tesla, Google, and Microsoft won't stop laying people off. Here's why that could backfire.

GitLab

Prime Medicine Inc

YouTube and Google parent Alphabet bought more GitLab and Prime Medicine stock in the first quarter.

Alphabet Bought Up Two Slumping Stocks

Amazon

Cloud computing has become an integral component of many businesses. The technology allows companies to store more data, increase productivity and save money.

Cloud Computing Kings: 3 Stocks Ruling the Remote Work Era

Apple

Netflix

Value stocks have underperformed growth stocks since the Great Financial Crisis, but the era of low inflation may be coming to an end.

The Party Is Over For FANG+ Stocks - Are You Prepared?

Alphabet's earnings blew past expectations in Q1 of 2024 and sent stocks soaring. Google Search, YouTube, Google Cloud, and AI technology like Gemini have performed strongly.

Google earnings: parent company Alphabet's financial history and revenue

Alphabet's (GOOGL) Google is set to host its annual developer conference on Tuesday, with investors likely to be watching for any updates related to artificial intelligence (AI).

What To Expect From Google's I/O Developer Conference Tuesday

Alphabet Inc. investors shouldn't worry too much yet about the search engine reportedly set to be announced by OpenAI next Monday.

Why Alphabet investors shouldn't worry about OpenAI's search engine — for now

Artificial intelligence announcements are expected at Google I/O next week but startup OpenAI could strike first with search engine news.

Will OpenAI Search Announcement Steal Thunder From Google I/O?

DaVita

Garmin

Minerals Technologies

DaVita (DVA), Minerals Technologies (MTX), Alphabet (GOOGL) and Garmin (GRMN) have been selected as the momentum picks for the day using the Driehaus strategy.

4 Must-Buy Momentum Stocks Banking on the Driehaus Strategy

Alphabet investors are on alert as Microsoft-backed OpenAI is planning to unveil its AI-powered search product on Monday, according to a report.

Alphabet Stock Slips. A New AI Search Rival Could Be Around the Corner.

Spotify

Vimeo

Here are four top-performing liquid stocks, Netflix (NFLX), Alphabet (GOOGL), Spotify (SPOT) and Vimeo (VMEO), which investors can add to their portfolio to augment returns.

4 Top-Performing Liquid Stocks to Boost Portfolio Returns

Chevron

Elevance Health Inc

General Electric

UnitedHealth Group

Exxon Mobil

Giant S&P 500 companies keep tossing dividends and buybacks at investors. The reason is simple: They can't get rid of cash fast.

Ten Stocks Squat On 34% Of The S&P 500's Cash Pile

OpenAI, the artificial intelligence company backed by Microsoft, is reportedly planning to announce its own search product to compete with Google, according to sources familiar with the matter. The announcement is expected to be made on Monday, just a day before Google's annual I/O conference.

OpenAI Set to Challenge Google's Search Dominance

HubSpot

Multiple reports have emerged in recent weeks suggesting that Alphabet might consider a bid to buy HubSpot. The CRM specialist has an impressive track record of growth and could fill a void in Alphabet's customer base.

Reports Suggest Google Is Still Pursuing HubSpot. Here's What It Means for Investors.

Apple's growth has stalled, but it's still returning billions to shareholders. Alphabet's advertising business is as dependable as they come.

The Smartest Dividend Stocks to Buy With Under $1,000 Right Now

Alphabet subsidiary Google has struggled to release AI tools without controversy. Investors have been spooked, but the company's long history of AI research will help it right the ship.

Despite Its Recent AI Blunders, This "Magnificent Seven" Stock Is Still a Buy and Hold

Google stock, Meta and Microsoft are vying for investor dollars as each promotes a different path to generative AI. Advertising, user data and enterprise customers are all at stake.

Google, Microsoft And Meta Take Three Approaches In The Generative AI Battle. Which Is Best?

Talks for Google parent Alphabet (GOOGL) to acquire HubSpot (HUBS) are reportedly advancing, with the latest news coming as the marketing software provider's results for the first quarter beat estimates.

Google Parent Alphabet Reportedly Advancing Talks To Buy HubSpot as Earnings Top Estimates

Pinduoduo Inc - ADR

PulteGroup

Just a couple of weeks ago investors were fearing the worst. Inflation was coming in hot, interest rates cuts were off the table, and analysts were shouting about stagflation.

Hold On, Stocks are Going Higher

Baidu

When Tesla (NASDAQ: TSLA ) announced its August 8 robotaxi event, enthusiasm for autonomous driving got a shot in the arm. Indeed, Tesla stock also received a much-needed jolt as it looked to reverse gears after a nasty drawdown.

News for Alphabet Stock (GOOGL)