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

General Motors

Less than a week after California regulators opened the floodgates to driverless robotaxis in San Francisco, the city has asked for that rollout to be suspended.

San Francisco asks state regulators to pause robotaxi rollout, reassess approval

Google plans to introduce a premium pricing model called Duet AI for its Workspace clients, similar to Microsoft's M365 CoPilot. The estimated price for Duet AI is $9.47 per month per user, a 68% reduction compared to Microsoft's offering. Duet AI's advanced generative AI features can enhance user engagement, boost productivity, provide a competitive advantage, and create monetization opportunities for Google.

Google: Duet AI Google Workspace's GenAI Solution Vs. Microsoft M365 CoPilot

Alphabet Inc (NASDAQ:GOOG) is on the hunt for cost savings, and the company's Other Bets decision is feeling the squeeze from incoming President and Chief Investment Officer Ruth Porat, according to reports.  That division consists of businesses that operate entirely separately from Google, such as its self-driving car operation Waymo and it healthcare division Verily Life Sciences.

Alphabet's incoming CIO plans to enforce 'commercial discipline' on Other Bets division, reports say

Consumer interest in Cruise and Waymo's competing robotaxi services surged following a vote last week by the California Public Utilities Commission that allowed the two companies to expand and charge for their driverless car operations in San Francisco. Estimates from app intelligence provider data.

Cruise and Waymo see a surge in robotaxi app downloads

California regulators gave Waymo and Cruise the OK last week to scale up their robotaxi services in San Francisco, but now it seems the city itself won't have it.

San Francisco presses CPUC to halt Waymo, Cruise robotaxi expansions

Alphabet is pushing the companies held in its Other Bets division, such as self-driving vehicle operation Waymo and healthcare company Verily Life Sciences to show they can turn their research into commercial profit.

Alphabet Wants to Rein In Costs. The Unit Housing Waymo Is in Its Sights.

Alphabet has returned over 61% to investors since November 2022, but investors should protect their profits as the stock approaches important price levels. The U.S. communication services and technology sectors have shown leadership in the stock market rally, but have lost some steam recently. GOOG has exceeded expectations with a stellar increase of over 50% but is losing momentum.

Google: It Doesn't Hurt To Be Cautious (Technical Analysis)

Google's parent is focusing on turning companies that are developing ambitious technology into commercial successes.

Alphabet's Verily Plans Cost Cuts Amid Pressure on Other Bets to Rein In Spending

NFL RedZone will be available on NFL+ and through YouTube, while fans on YouTube can also engage in chats, polls and rewatch key plays.

Here's How YouTube And NFL+ Are Changing How To Watch NFL Games

One of Google's AI units, DeepMind, is reportedly using generative AI to develop at least 21 different tools for life advice, planning and tutoring.

Google reportedly building A.I. that offers life advice

Apple

AbbVie

Adobe

Automatic Data Processing

American Electric Power Company

Applied Materials

Advanced Micro Devices

Broadcom

Cisco Systems

Dominion Energy

Duke Energy

Eversource Energy

Intuit

Oracle

A summer swoon that has been chipping away at stocks since early July was egged on Tuesday with news that Americans have hardly curbed their spending.

Here are the stocks to buy and the ones to sell if interest rates stay high, says Jefferies

Ackman's hedge fund increased its stake in Alphabet to more than $1.5 billion in Q2. There are several reasons why the billionaire's big bet could continue to pay off.

Billionaire Bill Ackman Upped His Bet on Google Parent Alphabet. Here's Why That Could Be a Smart Move.

Alphabet/Google's revenue and stock performance suffered last year, but the company has implemented cost cuts and seen a revival in advertising revenue. Google Search remains dominant despite concerns about competition from ChatGPT. Google's growth is supported by strong performance in Google Cloud, YouTube, and its moonshot projects like Waymo.

There's 'Waymo' To Google Than Meets The Eye

Microsoft

Amazon

Analysts at Wedbush see the rally in tech stocks continuing into 2024 led by artificial intelligence (AI).  In a note to clients, the analysts wrote that they believe the latest pullback in tech stocks was just a brief pause before the rally resumes in full force post-Labor Day heading into year-end.

Analysts see AI leading tech rally into 2024

Caterpillar

Earnings season continues to fade, with the vast majority of S&P 500 companies already delivering quarterly results. Overall, the Q2 cycle was primarily positive, with the market eluding the earnings meltdown many had feared.

Buyers Swarmed These 3 Stocks Post-Earnings

The caravans of driverless cars from Cruise and Waymo are about to get much bigger — in spite of a rash of accidents and incidents including the cars frequently stopping in the middle of the road, driving through police crime tape and, in one recent case, striking and killing a dog.

On the streets of San Francisco, will robotaxis run amok or aground?

Tesla

Ark Invest says autonomous ride-hailing platforms could generate $9 trillion in annual revenue by 2030. Tesla has more autonomous driving data than its peers, which hints at better artificial intelligence, and the company plans to mass produce a robotaxi next year.

This Wall Street Strategist Predicted Apple's Ascent to $3 Trillion -- Now He Says 2 Artificial Intelligence (AI) Growth Stocks Will Win the Robotaxi Race

Chipotle

Restaurant Brands

Investment fund Pershing Square has cut its stakes in consumer stocks, adding to its Alphabet holdings for AI exposure.

Bill Ackman's Pershing Square Follows Hedge Fund Rush to AI, Cuts Consumer Plays

Billionaire Bill Ackman's hedge fund boosted its stake in Alphabet last quarter amid the continuing AI hype.  Pershing Square scooped up about 1.3 million of Alphabet Class C shares, upping its position in such stock to $1.1 billion.

Billionaire investor Bill Ackman's hedge fund boosts Alphabet stake as AI hype rages on

The Google parent added more than $29 billion to its cash pile last quarter, and a recovery in the digital ad market has only just begun. Alphabet's revenue will likely get a boost from AI.

With a Cash Pile of $118 Billion, Is Artificial Intelligence (AI) Stalwart Alphabet Poised to Start Paying a Dividend?

The Delhi High Court has ruled that Google's Ads Programme falls under the purview of the trademarks act, meaning the search giant's use of trademarks as keywords amounts to “use” under the act, in a major decision that may redefine online advertising's legal landscape.

Indian court ruling threatens Google's advertising revenue model

Lowe's

Bill Ackman's Pershing Square Capital Management LP boosted its position in Alphabet Inc. during the second quarter, according to recent disclosures.

Bill Ackman's Pershing Square boosts Alphabet stake, cuts back on Lowe's

California regulators voted Thursday to approve round-the-clock robotaxi service in San Francisco from Waymo and Cruise.

Cruise vehicles cause weekend traffic jam one day after California approves 24-7 robotaxi service

Alphabet has mastered the ABCs of balance sheet stability. Broadcom effectively leverages AI across its business while paying a generous, growing dividend.

News for Alphabet Stock (GOOG)