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.

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Alphabet addresses revenue challenges, bets big on AI innovation

Alphabet navigated revenue challenges in Q4 2022, emphasizing AI opportunities and cost efficiency. The company is focused on innovation, cost reengineering, and sustainable growth across its divisions. Strategic investments in AI, hardware, and Other Bets are key priorities.

Alphabet excels in Q1 with strong Search and Cloud performance

Alphabet's Q1 performance reflects strength in Search, Cloud, and YouTube segments, with a focus on AI and innovation.
Challenges include economic headwinds, expense management, and profitability in Other Bets segment.
Opportunities for growth lie in AI development, Shorts monetization, and evolving partnerships for sustainable growth.
Alphabet emphasizes innovation, user value, and expense optimization to drive long-term profitability and growth.

Alphabet (GOOG) reports strong Q2 earnings driven by Search and Cloud innovation

Alphabet's Q2 performance reflects revenue growth and operational efficiency improvements. The company's focus on innovation in AI and cloud services positions it well for future growth. Challenges in the Other Bets segment and infrastructure investments require strategic management.

Alphabet (GOOG) reports robust Q3 performance amidst AI-driven innovations

Alphabet's Q3 performance showcased strong revenue growth, driven by key segments like Search, YouTube, and Cloud, supported by AI advancements and hardware innovations.
While facing challenges related to geopolitical impacts on advertising and margin concerns, Alphabet's strategic strengths in AI integration, responsible deployment, and diversified revenue streams position it well for future growth.
Opportunities in leveraging AI for advertising efficiency, expanding AI-driven capabilities, and navigating privacy regulations present avenues for Alphabet to drive innovation, revenue growth, and market leadership.
With a focus on customer adoption, technological advancements, and strategic partnerships, Alphabet remains poised to capitalize on its strengths, address challenges, and seize opportunities for sustainable growth.

Alphabet posts strong Q4 earnings driven by AI and cloud growth

Alphabet's Q4 performance reflects robust revenue growth, profitability, and strategic focus on AI, subscriptions, and cloud services.
Strengths in Google Services and YouTube ads underscore revenue diversification and innovation, while challenges in Other Bets and rising costs warrant attention.
Opportunities abound in AI-driven growth, product expansion, and infrastructure investments, positioning Alphabet for continued success and market leadership.

Alphabet (GOOG) reports robust Q1 earnings, eyes $100B YouTube and Cloud run rate

Alphabet's Q1 2024 earnings call highlighted strong revenue growth, AI leadership, and innovation in Search, YouTube, and Cloud. Despite facing challenges in cost management and Cloud adoption, the company is leveraging its strengths in AI and efficiency to drive positive user engagement and monetization. With a focus on research and innovation, Alphabet is well-positioned for future growth and opportunities.

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Microsoft

7:00am: Nasdaq expected to open lower after mixed results US stocks are expected to open mixed, with tech stocks on the back foot as investors reflect on results from Google owner, Alphabet and Microsoft after Tuesday's close. In pre-market trading, futures for the Dow Jones Industrial Average were 0.2% higher, while those for the S&P 500 were down 0.3%, and contracts for the Nasdaq 100 futures fell 0.6%.

Nasdaq called lower as investors digest Microsoft, Alphabet earnings

Microsoft Corp. shares MSFT, +0.37% rallied 4% after the company posted better-than-expected growth in the company's Azure cloud-computing unit.

Microsoft shares surge on bumper growth in cloud-computing unit as Alphabet stock drops on weak Google cloud results

Set to be announced during a White House visit by Anthony Albanese, the deal to expand a project by Google to at least eight Pacific Ocean nations involves contributions from the US and Australia.

Exclusive: Google to run internet cables to Pacific islands in Australia-US deal

Google's digital advertising sales growth accelerated during the summer, advancing a recent revival that helped its corporate parent Alphabet Inc. to deliver a quarterly profit that exceeded analysts' projections.

Google's ad sales growth accelerated in 3Q, but investors are unimpressed with the performance

Google parent Alphabet Inc (NASDAQ:GOOG) (Alphabet Inc (NASDAQ:GOOG)) saw its shares slide overnight as investors took fright at a slower-than-forecast growth in its cloud arm. Revenue and earnings beat forecasts but the Cloud sales miss saw Alphabet's shares tumble 6% to about US$130 after Tuesday's closing bell.

Alphabet Cloud revenue miss sends stock tumbling

Citigroup

Dominion Energy

Duke Energy

Johnson & Johnson

Coca-Cola

Procter & Gamble

UnitedHealth Group

Vanguard Consumer Staples ETF

Technology Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

Health Care Select Sector SPDR Fund

Bond yields are showing signs that they have peaked. If they keep dropping, it would make a host of stocks look attractive including Duke Energy, Coca-Cola, Procter & Gamble, and Johnson & Johnson.

The Bond Sell-Off Might Be Over. Buy These Stocks to Win.

Alphabet's investments in AI, driven by Project Magi, will help counter competition from Microsoft's Bing and OpenAI's ChatGPT. The use of advanced AI capabilities will lead to more personalized experiences for users and improved conversion rates for advertisers. Google has a twenty-year history of developing AI and will unleash a powerful toolkit to assist advertisers and enhance the user experience.

Alphabet: Staying The Course As Bard Is Set To Usurp ChatGPT

Google released its Q3 earnings on Tuesday that largely beat Wall Street's expectations, although a miss on cloud revenue sent its stock sliding in after hours trading.

Google's ad business beat expectations but Cloud miss knocks stock in after-hours trading

Microsoft Corp. and Alphabet Inc. both reported mostly strong results Tuesday, but the disparate reactions from investors showed that Wall Street only cares about artificial intelligence right now.

Microsoft and Alphabet results show Wall Street only cares about AI

Google turned 25 this year. The tech giant, now a stem of parent company Alphabet, is hitting the quarter century mark in a new era of innovation demarcated by the generative artificial intelligence (AI) capabilities and foundation models that its own research labs and teams helped spearhead.

Google Reports 7x Growth in AI Projects Built on Its Platforms

It comes nearly a year after a spur in AI hype.

Wall Street wants to know how Google's going to profit from AI

Alphabet Inc. (NASDAQ:GOOG ) Q3 2023 Earnings Call Transcript October 24, 2023 4:30 PM ET Company Participants Jim Friedland - Director of Investor Relations Sundar Pichai - Chief Executive Officer Philipp Schindler - Chief Business Officer Ruth Porat - Chief Financial Officer Conference Call Participants Brian Nowak - Morgan Stanley Doug Anmuth - JPMorgan Eric Sheridan - Goldman Sachs Lloyd Walmsley - UBS Michael Nathanson - MoffettNathanson Justin Post - Bank of America Ken Gawrelski - Wells Fargo Mark Mahaney - Evercore Operator Welcome, everyone. Thank you for standing by for the Alphabet Third Quarter 2023 Earnings Conference Call.

Alphabet Inc. (GOOG) Q3 2023 Earnings Call Transcript

Google saw its advertising revenue increase in the third quarter as it benefits from the same recovery that has lifted other tech companies as well.  The tech giant's 9.5% increase in advertising revenue was boosted by an increasing demand for ads placed next to search results, the Wall Street Journal (WSJ) reported Tuesday (Oct. 24).

Google Reports Ad Revenue Recovery in Q3 After Rare Drop

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Texas Instruments

Visa

Microsoft (MSFT) shares gained +4% on better-than-expected results, while Alphabet (GOOGL) sold off on a miss in its cloud business.

Big Earnings Beats for Microsoft, Visa, Snap & Others

Advertising and YouTube were the big growth drivers for the tech giant in the third quarter of 2023, but its stock fell anyway. Despite beating expectations and posting an 11% year-over-year growth in revenue on the back of rebounding advertising spending, Alphabet saw its stock drop in after-hours trading following its earnings report for the third quarter of 2023 thanks to weaker-than-expected performance in the company's cloud business.

Alphabet's cloud problem is raining on Google's parade

Alphabet Inc. (GOOG) came out with quarterly earnings of $1.55 per share, beating the Zacks Consensus Estimate of $1.45 per share. This compares to earnings of $1.06 per share a year ago.

Alphabet Inc. (GOOG) Tops Q3 Earnings and Revenue Estimates

Alphabet Inc (NASDAQ: GOOGL) is down more than 6.0% in extended trading even though it reported solid growth on the back of an advertising rebound and continued cost cuts in its third financial quarter. Ad sales helped in the third quarter The tech behemoth reported $59.

Google stock slides as cloud business was a ‘big disappointment' in Q3

Both Microsoft and Google's parent company, Alphabet, have both reported higher than expected revenue in their latest quarterly results.

Revenue up at Microsoft and Alphabet but 'disappointment' over Google cloud

Revenue growth at Google's cloud unit to slow to 22.5% in the third quarter, from 28% in the prior three-month period.

Alphabet shares dive as Google cloud revenue weakens

Big tech appears to be continuing its strong growth turnaround from last year, as it kicks off earnings report season for the quarter ended in September.

Microsoft, Google post strong quarterly sales growth as Big Tech continues its comeback

Google reported Q3 earnings that topped consensus estimates while revenue edged by views as cloud-computing sales growth missed estimates.

Google Earnings Beat, Shares Fall As Cloud-Computing Growth Misses

Alphabet (GOOG)'s net income and revenue climbed slightly above analyst predictions as the company's ad revenue grew by more than 9%.

Alphabet Posts Strong Q3 Earnings on Robust Search, YouTube Ad Spend

Google's parent company reported that sales were up 11 percent from a year ago while profit jumped 42 percent to $19.7 billion.

Alphabet Has Strong Ad Sales but Cloud Business Disappoints

Google parent company announced strong third-quarter earnings, but Cloud revenue was lower than predicted

Alphabet reports stronger than expected revenue thanks to AI boom

Google parent Alphabet Inc (NASDAQ:GOOG) reported a more than double-digit percentage year-over-year jump in revenue for the third quarter but investors were left disappointed by the performance of its Cloud platform.  For the quarter ended September 30, Alphabet's revenue was $76.7 billion, up 11% from the year-ago quarter's $69.1 billion.

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