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

Google is conducting waves of ongoing layoffs intentionally, according to Sundar Pichai.  Sundar Pichai said the company is "taking the time to do it correctly and well" in a Bloomberg interview.

Google CEO Sundar Pichai explains why he's not doing layoffs in one fell swoop, but in stages

Meta and Alphabet's new dividends reward shareholders—especially the founders

HubSpot

Google parent company Alphabet is reportedly in continuing talks with HubSpot about acquiring that company. The companies have discussed the potential terms of a deal, although the deliberations are ongoing, there is no certainty the two companies will come to an agreement, and another potential buyer could emerge, Bloomberg reported Thursday (May 9), citing unnamed sources.

Report: Alphabet in Continuing Talks to Acquire HubSpot

I had predicted that the AI FOMO surge would reach Google soon. The recent explosive surge in GOOGL stock played out as I had anticipated. The market finally realized that Google's tech stack allows it to monetize AI at scale.

Google: The Recent Surge Is Far From Over

Snap

Pending the outcome of a lawsuit, TikTok could be banned in the U.S. if its parent company doesn't sell it within a year. If that happens, many other social media platforms will benefit from a surge in traffic and ad spending.

3 Stocks That Could Soar if TikTok Is Banned

Google DeepMind has introduced AlphaFold 3, a cutting-edge AI model that enhances the understanding of cellular components and their interactions, which could revolutionise disease treatment including cancer. Published in Nature, this third instalment advances its predecessors by providing detailed insights into how biological structures form and interact at a molecular level.

Google DeepMind unveils AI that can model all molecules

Apple

Apollo Global Management

Comcast

Disney

Netflix

Paramount Global

Sony

Warner Bros Discovery Inc

The streaming market is saturated and needs consolidation for a recovery to occur. Comcast and Disney have great assets, but will take time to realize value. Paramount and Warner need to be consolidated into competitors for the industry to recover sooner than later. The opportunity is on potential M&A.

Quick Takes On Streaming Stocks

Alphabet, Google's parent company, delivered strong Q1 earnings with 15% growth and improved profitability. The company is firing on all cylinders, with Search Engine, YouTube, and Google Cloud showing signs of accelerating growth. Planning to allocate $50B towards capital expenditure to building its generative AI infrastructure, the company is cutting costs in other areas to blunt the effect on profitability.

Google: Plenty Of Upside Left

American Express

Celsius Holdings

CrowdStrike

D.R. Horton

Duolingo

Sterling Construction

Buying promising stocks before everyone else notices can set you up for a big payday. Some hidden gems can deliver outsized returns, but great opportunities are also hidden in plain sight.

Stay Ahead of the Game: 7 Stocks to Buy Before Everyone Else Does

By accurately predicting the interactions between proteins and drug-like molecules, such as ligands and antibodies, AlphaFold 3 could significantly accelerate the development of new and more effective therapies.

Google's AlphaFold 3 AI predicts the very building blocks of life

Google Deepmind has unveiled the third major version of its “AlphaFold” artificial intelligence model, designed to help scientists design drugs and target disease more effectively.

Google DeepMind's AlphaFold 3 could speed up drug discovery for diseases

At an all-hands meeting last week, Google executives responded to employee questions about declining morale even with financial performance improving.

Google employees question execs over 'decline in morale' after blowout earnings

Google DeepMind has introduced the third iteration of its groundbreaking artificial intelligence model, AlphaFold, aimed at enhancing the efficiency and precision of drug design and disease treatment. This latest development was announced in London on May 8, marking a significant step forward in the use of AI in molecular biology.

Google DeepMind unveils next-gen AI model for drug discovery

Google parent Alphabet has urged a London tribunal to block a mass lawsuit which accuses it of abusing its dominance in the online advertising market, in the latest case to focus on the search giant's business practices.

Google fights $17 bln UK lawsuit over adtech practices

Google Deepmind has unveiled the third major version of its "AlphaFold" artificial intelligence model, designed to help scientists design drugs and target disease more effectively.

Google DeepMind unveils next generation of drug discovery AI model

Google Deepmind has taken the wraps off a new version AlphaFold, their transformative machine learning model that predicts the shape and behavior of proteins. AlphaFold 3 is not only more accurate, but predicts interactions with other biomolecules, making it a far more versatile research tool — and the company is putting a limited version of the model free to use online.

Google Deepmind debuts huge AlphaFold update and free proteomics-as-a-service web app

The system, AlphaFold3, could accelerate efforts to understand the human body and fight disease.

Google Unveils A.I. for Predicting Behavior of Human Molecules

Google's core advertising business is firing on all cylinders, while AI represents a compelling opportunity. The company's new dividend signals a maturing business ready to return more capital to shareholders.

Where Will Alphabet Stock Be in 5 years?

Amazon

NVIDIA

Analysts see profits rising for three magnificent seven stocks. Nvidia is near a buy point ahead of earnings with rising profit estimates.

Analysts Raise Profit Views On Nvidia, Amazon, Google

Alphabet recently announced a small dividend. The advertising business is booming.

Forget the New Dividend. Here's Why I'm Buying Alphabet Stock.

Alphabet‘s (NASDAQ: GOOG )(NASDAQ: GOOGL ) excellent first-quarter results show that the firm, in-line with my previous expectations, is continuing to benefit from the strengthening U.S. advertising sector. Its Google Cloud unit is also still growing rapidly.

Alphabet Stock Alert: Why Investors Should Stay away from GOOG for Now

The rising effectiveness of artificial intelligence is opening new possibilities for Alphabet.

Alphabet Is Capitalizing on Artificial Intelligence (AI)

Microsoft, Amazon and Google are spending billions on AI. But Appian CEO Matt Calkins says that ensuring success in the field is "not just about money.

Big Tech is eating as much data as it can to win in AI — but it's not 'winner takes all,' CEO says

Alphabet just posted revenue and earnings that beat Wall Street estimates. The cloud division is becoming a hotbed for AI innovation, with numerous tools for clients to use.

This Magnificent Artificial Intelligence (AI) Stock Is Now in the $2 Trillion Club

Microsoft

There are 4.95 billion people around the globe who use social media, accounting for the majority of internet users and more than half of the world's population, which is why the best social media stocks warrant attention. In particular, social media is a boon for advertising, a market estimated to be worth around $1 trillion globally in 2024.

News for Alphabet Stock (GOOGL)