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

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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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

Amazon

Microsoft

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

ARM Holdings PLC

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?

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.

Alphabet (GOOGL) Boosts Contacts App With Notifications Widget

Advertising is a large part of Meta and Alphabet. Both companies are rolling out AI solutions for advertising.

2 Artificial Intelligence Stocks to Buy Hand Over Fist in May

Bumble

The generative AI revolution is far from over, but that doesn't mean AI stocks, especially those that have enjoyed impressive gains in recent months, are immune to a substantial pullback. The bears and skeptics may have been calling for such a correction for quite some time.

3 Cheap AI Stocks to Buy Now: May 2024

Bill Ackman has an impressive history of outpacing the results of his hedge fund colleagues. His wildly successful approach involves buying high-quality companies and holding them for the long term.

Meet the Artificial Intelligence (AI) Stock That Makes Up 22% of Billionaire Bill Ackman's $11 Billion Portfolio

Alphabet's Google in a court filing on Thursday is seeking a non-jury trial in the U.S. Justice Department's lawsuit accusing the advertising and search giant of anticompetitive practices in the online advertising marketplace.

Google seeks non-jury trial in US ad tech lawsuit, filing says

At the Google I/O 2024 Developers Conference, the company debuted a host of new and innovative AI-powered search features. The lion's share of Alphabet's revenue comes directly from advertising derived from its search engine.

3 Reasons to Buy Alphabet Stock Like There's No Tomorrow

NVIDIA

Quantum computing has the potential to usher in a new era of computing power. While the market is still digesting the ongoing artificial intelligence (AI) revolution, they have yet to focus in on the next big discovery.

Wall Street Favorites: 3 Quantum Computing Stocks With Strong Buy Ratings for May 2024

Google, despite its technical prowess, will need to double down on its efforts to simplify and streamline its AI offerings for developers if it hopes to catch up.

Why Microsoft is still ahead of Google in the war for AI developers

American Express

People are living longer, and that means money has to stretch further. Retirement is becoming more difficult for people to attain, but there is a common path to long-term wealth.

3 Longevity Stocks to Own as Folks Try to Live to 100 Years (or More!)

Alphabet's (GOOGL) Google adds a generative AI-powered description feature to Google TV, strengthening its presence in the smart streaming devices market.

Alphabet (GOOGL) Boosts Google TV With Generative AI Feature

Salesforce

CrowdStrike

Datadog

Garmin

Here's a sneak peek into five fundamentally strong technology stocks that one should consider investing in amid this cooling inflation scenario.

Bet on These Top 5 Technology Stocks Amid Cooling Inflation

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Bulls Look Optimistic About Alphabet (GOOGL): Should You Buy?

Commentary: Search was at the core of Google I/O, even though it looks much different from the Google search we're used to.

Google Finally Feels Like a Search Company Again

Apple

The Bay Area's wobbly tech industry is showing signs of stabilizing after suffering years-long waves of wrenching layoffs unleashed by the sector's quest for improved efficiency.

Tech job cuts ease a bit in Bay Area as industry layoffs haunt region

Essential Properties Realty Trust Inc

Gigacloud Tech

NRG Energy

Sprouts Farmers Markets

SkyWest

Super Micro Computer

Taseko Mines

Tenet Healthcare

Weatherford International PLC

Diversifying portfolios across sectors can help mitigate industry risk. Sector performance varies across different phases of the business cycle, with tech and financial stocks outperforming in expansion phases and staples and utilities in recessions. In the past year, the Communication and Technology sectors have soundly outperformed the S&P 500, and Real Estate and Consumer Staples have been the biggest underperformers.

Top Stocks By Sector (SA Quant)

CRISPR Therapeutics

Taiwan Semiconductor Manufacturing

They say the best time to invest was 20 years ago. And indeed, that's not too long after the early 2000s recession bottomed out.

7 No-Brainer Stocks to Buy and Hold for the Next 20 Years: May 2024

“That's what the money is for!” The climactic line from the series Mad Men explains why I just sold my shares of Alphabet (NASDAQ: GOOG ,NASDAQ: GOOGL ).

Alphabet Stock Sell Alert: Why It's Time to Ditch Good Ol' GOOG

ServiceNow

ServiceNow is a leading digital workflow platform that has consistently grown subscription revenue at more than 20% annually for several years. Alphabet's AI leadership and opportunities to deliver superior growth are underestimated by Wall Street.

2 Supercharged Tech Stocks to Buy Without Any Hesitation

Alibaba

Baidu

Citigroup

Cigna

First Solar

GEN Restaurant Group Inc

HCA Healthcare

JD.com

MGM Resorts

Warner Bros Discovery Inc

Back in February, the filing of the 13-f document for Michael Burry's Scion Asset Management caused quite a stir as it revealed that ‘ The Big Short ' investor had not only given up on his large bet against the semiconductor industry but also tool more than a dozen long positions during the final trimester of 2023.

Here's Michael Burry's updated stock portfolio

News for Alphabet Stock (GOOGL)