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

Tesla

This quarter's earnings reports from the U.S. tech giants coincide with a mountain of drama that the companies are facing.

Tech's earnings bonanza this week shines spotlight on growing troubles at Tesla, Google

Earnings Season: Are These Mag 7 Members a Buy?

American Express

Dow Jones leader American Express and Google stock are in buy areas Monday, despite a weak stock market environment.

Dow Jones Leader American Express, Google Stock Are In Buy Zones

Microsoft

Here, we discuss three companies from the Magnificent Seven - Meta Platforms, Microsoft and Alphabet - that are set to release earnings this week.

3 "Magnificent 7" Stock Earnings Coming Up: What to Expect

Artificial intelligence could end up sapping the strength of Alphabet's top moneymaker. Regulators will continue to target this company because of its dominant market position.

1 Phenomenal Stock That Has Soared 60% in the Past 18 Months: Don't Buy It Until You Understand These 3 Risks

Apple

Amazon

MicroSectors FANG+ ETN

Roundhill Magnificent Seven ETF

Vanguard Mega Cap Growth ETF

NVIDIA

iShares S&P 100 ETF

Invesco S&P 500 Top 50 ETF

Magnificent Seven stocks suffered the worst-ever weekly loss, erasing $950 billion last week. However, first-quarter earnings are expected to drive the whole group higher.

Should You Buy the Dip in Magnificent 7 ETFs Before Q1 Earnings?

Profit growth momentum of the so-called Big Six technology stocks could “collapse” over the next few quarters, UBS Global Research strategists said on Monday, downgrading its rating on the mega-cap companies.

Big Six tech companies' profit momentum could ‘collapse' in 2024, UBS says

Magnificent 7 stocks, namely, Tesla (TSLA), Meta Platforms (META), Alphabet (GOOGL), Microsoft (MSFT), Amazon.com (AMZN), Apple (AAPL) and NVIDIA (NVDA), are set to benefit from rapid AI proliferation.

What's in Store for Magnificent 7 Stocks in Q1 Earnings?

Alphabet's (GOOGL) first-quarter results are likely to reflect strength across the search and cloud businesses.

Should You Consider Alphabet (GOOGL) Ahead of Q1 Earnings?

Looking beyond Wall Street's top -and-bottom-line estimate forecasts for Alphabet (GOOGL), delve into some of its key metrics to gain a deeper insight into the company's potential performance for the quarter ended March 2024.

Exploring Analyst Estimates for Alphabet (GOOGL) Q1 Earnings, Beyond Revenue and EPS

Alphabet's stock has outperformed the market, benefiting from the AI boom and increased investment in search and digital advertising. Google's dominant position in search and advertising, as well as its growing business units like YouTube and Google Cloud, contribute to its impressive revenue growth. Alphabet's investment in AI, including the integration of generative AI tools into its products, presents opportunities for growth and potential partnerships, such as with Apple.

Google's Undervalued Upside

Invesco QQQ

SPDR S&P 500 ETF Trust

Ahead of their Q1 2024 earnings, big tech stocks swung lower last week amid a broad market sell-off. In my view, soaring long-duration treasury yields and rightful concerns about liquidity drying up are driving this pullback. The technical setup for big tech stocks heading into Q1 looks bearish, and a failure to meet lofty investor expectations could lead to a deeper pullback in this frothy, overcrowded basket.

Big Tech's Big Breakdown, The Technical Setup Ahead Of Earnings

Profit growth momentum of the so-called Big Six technology stocks could "collapse" over the next few quarters, UBS Global Research strategists said on Monday, downgrading its rating on the mega-cap companies.

Profit momentum of Big Six tech companies to 'collapse' over 2024, UBS says

We also chat with Steve Chen, the CEO of NewRetirement, which is focused on DIY financial planning at scale, about what savers often miss about retirement spending and when they'll actually leave work.

Alphabet's Changing AI Narrative

Baidu

Palantir Technologies

In recent years, Bitcoin's (BTC) allure has become undeniable.

Forget Bitcoin, Buy These AI Stocks Instead

A look at the day ahead in U.S. and global markets from Mike Dolan

Morning Bid: Big Tech swoons as Q1s lurk, Nvidia decimated

Ackman, Coleman, and Tepper have different investing styles, but they all like one AI leader. This company's competitive advantages include making its own AI chips and access to cloud processing.

The 1 Artificial Intelligence (AI) Stock Billionaires Bill Ackman, Chase Coleman, and David Tepper All Own

BHP Billiton

Grab Holdings Ltd

IonQ

Monolithic Power Systems

EchoStar

I believe that investors could receive a handsome return by investing $10,000 into these seven stocks to buy by 2025. These companies are undervalued relative to their intrinsic worth, boasting attractive valuations that present a compelling opportunity for patient, long-term investors.

Put $10,000 in These 7 Stocks by 2025

Japan's antitrust watchdog said Monday that U.S. search giant Google must fix its advertising search restrictions affecting Yahoo in Japan.

Japan's anti-monopoly body orders Google to fix ad search limits affecting Yahoo

The Magnificent Seven stocks lost nearly $1 trillion in combined market value last week.

Big Tech Faces Earnings Test After Market Rout

The two largest companies by market cap in 2030 might be Amazon and Alphabet. Amazon is leading in the cloud with its AWS product and has many other divisions that can help propel growth higher.

Opinion: These 2 "Magnificent Seven" Stocks Will Be the Largest Companies in the World by 2030

The so-called Magnificent Seven — Apple Inc., Nvidia Corp., Microsoft Corp., Tesla Inc. Google parent Alphabet Inc., Amazon.com, Meta Platforms Inc., the parent of Facebook and Instagram — have done the heavy lifting for the U.S. stock market since last year's massive artificial intelligence stock-buying bender.

The Magnificent Seven have gotten less magnificent ahead of earnings. This one could have the most explaining to do.

A quarter ago, Google's ad revenue fell short of expectations. Those expectations, however, might have been unfairly high.

Should You Buy Alphabet Stock Before Thursday?

Netflix

In a week marked by significant turbulence, ‘Magnificent Seven' stocks experienced a notable decline, diverging sharply from their typically robust performance.

Magnificent Seven stocks ‘not so magnificent' on week's closure

Alphabet, Meta Platforms, and Amazon all have sizable ad businesses. The start of 2023 was a poor time to be in the ad business.

News for Alphabet Stock (GOOGL)