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 2024

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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

Alphabet stock is on the verge of a bull run

Asymmetric Opportunities: Options Trade in Top Ranked Tech Stock

Publishers have long worried that artificial intelligence would drive readers away from their sites. They're about to find out if those fears are warranted.

Can Google Give A.I. Answers Without Breaking the Web?

At its annual I/O developer conference, company also revealed AI assistant in progress under working name Project Astra

Google rolls out AI-generated, summarized search results in US

Gemini model capabilities are coming to the Google Maps platform for developers, starting with the Places API, the company announced at the Google I/O 2024 conference on Tuesday. With this new capability, developers will be able to show generative AI summaries of places and areas in their own apps and websites.

Google is bringing Gemini capabilities to the Google Maps platform

The tech giant showed off how it would enmesh A.I. more deeply into its products and users' lives, from search to so-called agents that perform tasks.

Google Takes the Next Step in Its A.I. Evolution

Google on Tuesday announced new additions to its AI model following a flashy rollout a day earlier from OpenAI.

Google rolls out its most powerful AI models as competition from OpenAI heats up

Google parent Alphabet on Tuesday unveiled a product called Trillium in its artificial intelligence data center chip family that it says is nearly five times as fast as its prior version.

Google launches Trillium chip, improving AI data center performance fivefold

Google has released Gemini 1.5 Flash in public preview. It's a model that handles high-frequency tasks and has a 2 million context window.

Google announces Gemini 1.5 Flash, a rapid multimodal model with a 2M context window

It's that moment you've been waiting for all year: Google I/O keynote day! Google kicks off its developer conference each year with a rapid-fire stream of announcements, including many unveilings of recent things it's been working on.

Google I/O 2024: Everything announced so far

The National Highway Traffic Safety Administration said it has received a total of 22 reports, including 17 crashes, in which self-driving Waymo cars were the “sole vehicle” involved in the incident.

Google-owned Waymo's robotaxis face federal safety probe over crashes, potential traffic violations

Alphabet's (GOOGL) Google partners with HP to commercialize Project Starline for workplaces, bolstering its presence in the 3D video conferencing space.

Alphabet (GOOGL) to Commercialize Project Starline With HP Deal

Amazon

Microsoft

The tech giants are continuing to dedicate tens of billions each towards AI infrastructure, and overall were broadly optimistic over the opportunities that generative AI brings to growth. Big Tech will likely commit upwards of $200 billion, maybe even $210 billion, combined in capex this year, predominantly for AI infrastructure. Increased spending by Big Tech ultimately is flowing to multiple core components for infrastructure expansion and increased GPU capacity.

Big Tech Q1 Earnings: AI Capex Increases As AI-Related Gains Continue

Your guide to Google I/O 2024 updates, reveals and more.

Google I/O 2024: Expect AI, Android 15 and More Updates Today

Expectations run high ahead of Alphabet's Google I/O conference for software developers today, with analysts anticipating a slew of AI announcements.

Google I/O Event Expectations Run High Amid OpenAI, Microsoft Rivalry

The National Highway Traffic Safety Administration launched an investigation into Alphabet subsidiary Waymo's robotaxi fleet on Tuesday, following a series of reports the vehicles violated traffic safety laws and collided with gates, chains and parked cars—the fourth probe into self-driving systems by regulators this year.

Waymo's Robotaxi Fleet Under Investigation After Crashes—In Latest Probe Of Self-Driving Vehicles

The National Highway Traffic Safety Administration posted a notification of an investigation into self-driving taxis operated by Waymo.

Alphabet's Waymo Cars Are Being Probed. It's About Self-Driving Tech.

No injuries or fatalities have been reported involving the Google parent's startup.

Regulators Probe Alphabet's Waymo After 22 Self-Driving Car Incidents

Google's annual developers conference kicks off today. We expect updates about everything from AI and Gemini to Android 15 and Pixel phones.

The Google I/O 2024 Keynote Starts Soon: Here's How to Watch

Alphabet is expected to announce on Tuesday how it is building on artificial intelligence across its businesses, a day after OpenAI demonstrated a new AI model that can work with sound and images in addition to text.

Alphabet to spotlight AI innovations at developer conference

Waymo's autonomous vehicle software is under investigation after federal regulators received 22 reports where the robotaxis crashed or “potentially violated traffic safety laws” by driving in the wrong lane or into construction zones.

Waymo's robotaxis under investigation after crashes and traffic mishaps

CrowdStrike

The cybersecurity industry offers a long-term opportunity for investors. It's projected to maintain a 12.3% annualized growth rate from now until 2030.

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

U.S. auto safety regulators said Tuesday they have opened an investigation into the performance of Alphabet's Waymo self-driving vehicles after reports of its robotaxis exhibiting driving behavior that potentially violated traffic safety laws.

US opens probe into Alphabet's Waymo over performance of self-driving vehicles

Artificial intelligence (AI) startup Anthropic has launched its AI assistant Claude in Europe. The web-based version Claude.ai, the Claude iOS app, and the subscription-based Claude Team plan that allows businesses to access the Claude 3 model family, are now available across Europe, the company said in a press release.

Anthropic Launches AI Assistant Claude in Europe

Artificial intelligence startup Anthropic, which is backed by Alphabet's Google and Amazon.com , said it would release its generative AI chatbot Claude across Europe on Tuesday.

Google-backed Anthropic releases Claude chatbot across Europe

Video sharing platform Rumble said on Monday it has sued Google , arguing the tech giant has engaged in anticompetitive practices across its range of digital advertising products and sought damages in excess of $1 billion.

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