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 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

2 Trillion-Dollar Artificial Intelligence (AI) Stocks to Buy and Hold Forever

Trade Desk

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Amazon

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The search segment remains strong as the business continues to evolve by including more AI elements. Combined advertising and subscription revenue for YouTube from the last 4 quarters was more than $50 billion. The Google Cloud operating margin went from 3% in 3Q23 all the way up to 17% for 3Q24.

Google: Poised For Continued Growth In Operating Income And Revenue

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Alphabet crushed estimates, showing that "Magnificent Seven" stocks are still thriving.

Sorry, Stock Market Bears: Alphabet Just Showed Why This Top Index Fund Is Still a Buy

Cloud computing is powering growth for the company.

Alphabet Crushes Expectations. Is It a No-Brainer Buy?

NVIDIA

Certain analysts think Nvidia and Alphabet shares could surge as the artificial intelligence boom unfolds.

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GOOG continues to offer a dirt cheap investment thesis, attributed to its well-diversified advertising/ search engine, AI/ Cloud, and autonomous driving capabilities. With the giant reporting double digit growths along with increasingly richer profit margins, we believe that the upgraded consensus estimates appear to be well justified. It also remains (somewhat) on track to achieving the $100B revenue run-rate from YouTube Ads and Google Cloud, based on the estimated annualized sum of $96B by FQ4'24.

Google's AI, Advertising & Autonomous Driving Capabilities Remain Dirt Cheap - Reiterate Buy

[00:00:00] Doug McIntyre: You mentioned to me that about 8 percent of the people who use search now, mostly Google are now using chat, uh, GPT.

Google (GOOG) Investors Are on A Short Fuse That's About To Blow

Google's cloud business grew 35% in the latest quarter, outpacing larger rivals Amazon and Microsoft. Amazon Web Services continues to rake in profit, recording an operating margin in the quarter of 38%.

Google's cloud outpaces rivals in third quarter as AI battle heats up

It all comes down to spending, and Google may have an advantage there.

1 Big Reason Google Surged While Microsoft and Meta Fell After Earnings

Apple

Microsoft

Tesla

Of the six members of ‘The Magnificent 7' group of stocks that have reported September-quarter results already, the market didn't like three – Apple AAPL, Microsoft MSFT, and Meta META – but loved the Tesla TSLA report and liked what it saw from Alphabet GOOGL and Amazon AMZN.

Breaking Down Magnificent 7 Earnings Results

As cloud computing transforms the digital landscape, industry giants Microsoft ( MSFT ), Amazon ( AMZN ), and Alphabet ( GOOGL ) dominate the race with their respective cloud platforms—Azure, AWS, and Google Cloud. Each company has invested heavily in AI, data storage, and innovative technologies to attract business clients and capture greater market share.

Microsoft, Amazon or Alphabet: Who Is Winning the Cloud Race?

Alphabet Inc./Google provided an excellent earnings report, but the stock fell after the better-than-expected announcement. Google demonstrated robust top and bottom-line growth, with substantial momentum in AI and in other segments. Alphabet is cheap, has substantial growth and profitability prospects, and trades at a relatively low P/E ratio.

Google Post Q3: Now A Strong Buy

With a rally on Q3 earnings, Google stock formed a new base. Bullish investors contend Google is pulling ahead amid fierce artificial intelligence competition.

OpenAI Launches ChatGPT Web Search. Is Google Stock A Buy Or Sell?

Investor concerns about Alphabet stock are decreasing as it continues delivering fantastic results.

Great News for Alphabet Stock Investors

Google execs fielded questions from spooked employees after comments on Tuesday's earnings call suggesting more cost cuts were coming. Top leaders including CEO Sundar Pichai and CFO Anat Ashkenazi dressed in Halloween costumes at the all-hands meeting.

Google employees pressure costumed execs at all-hands meeting for clarity on cost cuts

There's a lot to like about this tech giant but one reason for concern.

Is Google Parent Alphabet the Best "Magnificent Seven" Stock to Buy Right Now?

Alphabet is alleviating investor concerns about its search business while capitalizing on the rising effectiveness of AI.

Is Alphabet Still My Top Stock to Buy Now?

Alphabet faces regulatory headwinds, but its current valuation might be too attractive for investors to pass up.

Meet the Unstoppable Stock That Could Join Apple, Nvidia, and Microsoft in the $3 Trillion Club Next Year

Indonesia said it has banned sales of smartphones made by Alphabet's Google due to rules requiring the use of locally manufactured components, days after blocking sales of tech giant Apple's iPhone 16 for the same reason.

Indonesia bans sales of Google smartphones days after blocking Apple's iPhone 16

OpenAI has embedded a search engine into its popular ChatGPT chatbot, entering a space dominated by Alphabet's Google as technology companies compete to use artificial intelligence to improve search results.

OpenAI Adds Search Engine to ChatGPT, Challenging Google

Investors may be wondering if it's time to buy Alphabet's (GOOGL) stock for another bounce higher after impressively exceeding Q3 expectations and posting stellar quarterly growth.

Is Alphabet's (GOOGL) Stock Due for Another Bounce After Strong Q3 Results?

These dominant tech firms have long been leaders in the internet age.

News for Alphabet Stock (GOOGL)