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 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.

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

Starting in November, Google will require political advertisements to prominently disclose when they feature synthetic content — such as images generated by artificial intelligence — the tech giant announced this week.

Google to require disclosures of AI content in political ads

Billionaire activist investor and hedge fund manager Bill Ackman (Trades, Portfolio) had another helping to Class A shares of Alphabet Inc. ( GOOGL , Financial) in the second quarter, boosting his stake by a reported $1.5 billion. Indeed, the guru has been a major buyer of the big tech dip.

Alphabet: Bill Ackman's Bet Could Signify Deep Undervaluation

Amazon

Microsoft

Alphabet's latest earnings results showcased how AI is already impacting its cloud business and its advertising platforms. Microsoft made headlines when it invested billions into ChatGPT developer OpenAI earlier this year.

3 AI Stocks You Might Want to Own Before the Next Bull Market

Apple

NVIDIA

NXP Semiconductors

Taiwan Semiconductor Manufacturing

Artificial intelligence (AI) is expected to lift global gross domestic product by $15.7 trillion come 2030. Due to an acquisition in 1998, Berkshire Hathaway owns a specialty-investment company -- New England Asset Management -- that's effectively become Buffett's "secret" portfolio.

Warren Buffett's $690 Million Secret Portfolio Is Invested in 5 Artificial Intelligence (AI) Stocks

Alphabet Inc. (NASDAQ:GOOG ) Goldman Sachs Communacopia & Technology Conference September 7, 2023 4:05 PM ET Company Participants Thomas Kurian - CEO, Google Cloud, Conference Call Participants Eric Sheridan - Goldman Sachs Eric Sheridan Okay. I know we're moving from session-to-session, so appreciate it if everyone can find their seats and thanks so much for being here.

Alphabet Inc. (GOOG) Presents at Goldman Sachs Communacopia & Technology Conference (Transcript)

eBay

MercadoLibre

Shopify

Visa

Walmart

E-commerce offers consumers a more convenient solution to buy their favorite products. Instead of commuting to the nearby store, shoppers can buy products online from the comfort of their homes or anywhere else, creating big opportunity for some of the best e-commerce stocks.

The 7 Best E-Commerce Stocks to Buy Now: September 2023

After years of investigations, lawsuits, the threat of legislation and plenty of congressional hearings, the federal government's case against Big Tech is ready to have its big moment in court.

Google, Justice Department set for antitrust showdown on Tuesday

Google and YouTube have created new rules ahead of the 2024 election cycle for political advertisements that use artificial intelligence to alter imagery or voices.

Google to political ads using AI: Be ‘clear' about any digitally-created content

Google on Wednesday updated its political content policy. As of mid-November, political campaign ads will have to disclose if they make use of "synthetic content that inauthentically depicts real or realistic-looking people or events.

Google to require politicians to prominently disclose use of AI in election ads

Google said that it will require election advertisers to disclose when their spots include content that has been “digitally altered or generated,” including via the use of artificial intelligence. The announcement comes amid increasing concerns over the ability of AI to manipulate candidate images and statements in advance of the 2024 presidential election.

Google To Require Labelling For Political Ads That Use Artificial Intelligence

Google created new disclosure rules for election advertisers that use AI in their messages or visuals.

Google will soon require disclosures for AI-generated election ads

Google is facing a new lawsuit in Britain, which accuses the US tech giant of stifling competition in the search engine market and causing prices to rise across the UK economy, a statement said Thursday.

Google faces £7 bn claim on behalf of UK consumers

Google has agreed terms for a possible settlement of a class action over alleged overcharging for apps sold through its Play Store according to reports overnight. Alphabet, Google's owner, faced a lawsuit from more than 30 US states and 21 million consumers claiming apps sold on the platform would be cheaper were it not for Google's commission and monopoly position for apps that use its Android operating system.

Google settles one of numerous claims against Play Store - report

Adyen NV

Some Wall Street analysts are forecasting substantial gains for Alphabet and Adyen shareholders. Alphabet should benefit as digital advertising and cloud computing expand, along with generative AI.

A Bull Market Is Coming: 2 Magnificent Growth Stocks to Buy Before They Soar as Much as 47% and 147%, According to Wall Street

EU's crackdown on Apple, Meta and others is to avoid forced breakups, top official says

Google on Wednesday said it will mandate that political advertisements on its platforms disclose when images and audio have been altered or created using tools such as artificial intelligence (AI).

Google to require political ads to disclose AI creations

LONDON--(BUSINESS WIRE)-- #BigTech--£7bn UK lawsuit alleges Google shut out competition in mobile search, raising prices for advertisers, with consumers ultimately paying the cost.

Hausfeld: Google faces new multibillion-pound lawsuit from UK consumers for stifling competition in the search engine market, causing price rises across the UK economy

Google reached an agreement in principle with US states to settle an antitrust lawsuit for its alleged conduct in the Google Play Store, according to a Tuesday court filing.

US states reach tentative settlement with Google over Play Store case

ASML Hld

Recently, Goldman Sachs has become increasingly confident that the United States economy will stick to the soft landing projection among analysts' and economists' forecasts. In a research report, Goldman Sachs revised its estimated probability of a U.S. recession occurring in the next 12 months.

The 3 Best Nasdaq Stocks to Buy Now: September 2023

The requirement will take effect this November in an update to Google's political content policy.

Google Will Require Advertisers To Add Disclosures For AI-Generated Election Ads

Lawsuit claims search engine stifled competition, contributing to rising cost of living for consumers

Google faces multibillion-pound lawsuit from UK consumers

Alphabet Inc's Google will make it mandatory for all election advertisers to add a clear and conspicuous disclosure starting mid-November when their ads contain AI generated content, the company said on Wednesday.

Google to make disclosure of AI-generated content mandatory for election advertisers

Google parent Alphabet tentatively settled claims that the tech giant's Google Play Store for apps and games has a monopoly over the Android ecosystem. The proposed financial sum wasn't disclosed.

Google tentatively settles antitrust claims that it abuses control over apps

While Alphabet Inc.'s stock is at risk of a significant decline due to recession risks, Google is situated well for a stagflation environment and long-term growth. Google's moonshot projects and investments in new technologies offer potential long-term growth opportunities. Balancing the risk of recession with the potential benefits of long-term growth is difficult with limited data.

Google: Dominant, Innovative And Adaptable - Yet, Recession Risk Remains

Disney

Disney and Google's animus and censorship towards conservatives is well known, but it is now extending as these companies are dominating the Streaming TV business and

News for Alphabet Stock (GOOG)