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

Microsoft

Microsoft's charge into AI could help this remain a steady growth and profit-generating machine for many years to come. Google just proved it is far from sunk from Microsoft's AI bets as it makes big investments of its own.

3 Top AI Stocks to Buy Right Now for the Coming Bull Market

Alphabet appears to be losing the early battle with Microsoft over artificial intelligence. Alphabet is making progress in AI, not only for its Google search engine but also for its cloud computing segment.

1 Trillion-Dollar Growth Stock Down 28% You'll Regret Not Buying on the Dip

Amazon

Google Cloud and Microsoft Azure are growing faster than Amazon Web Services (AWS). However, Amazon has three main reasons why it's not concerned about the threat from these two rivals.

Google and Microsoft Are Gaining on AWS: Here's Why Amazon Isn't Worried

Google reported a strong start into 2023, beating analyst consensus estimates with regard to both revenue and earnings. The better-than-expected earnings numbers were driven mostly by cost rationalization, but also a solid top-line performance, especially for cloud.

Google: Rally Incoming

Apple

Alibaba

Pinduoduo Inc - ADR

Taiwan Semiconductor Manufacturing

Big tech earnings season is well underway. By now, most of the big names have reported their first quarter numbers.

5 Tech Stocks I'm Holding Through Earnings Season

Final Thoughts on Big Tech Earnings. We are fresh off one of the most important weeks of every quarter: big tech earnings week.

What Did We Learn From Big Tech Earnings?

The Justice Department is pursuing its case against Google's dominance in the ad market, citing two key factors.

How to Break Up Google

Under Thomas Kurian, Google's cloud unit has focused on adding big clients and improving data center efficiency

Google Cloud boss Kurian's rocky path to profit: 'We were not in a very good situation'

Meta, Amazon, Microsoft and Alphabet earnings blow past expectations in exciting earnings week

Netflix

FAANG welcomed five members only, excluding the perhaps frontrunner on the AI Machine Learning, Microsoft. My very short-term Trading Rule over 15 Years is illustrated for my dear investors.

'FAMANG' On Artificial Intelligence Machine Learning?

Investors still seem skeptical of the Google parent's growth potential. A slowdown in the digital ad market has weighed on Alphabet's stock, but that should change.

If Alphabet Can Overcome These 2 Challenges, the Stock Could Soar

Shares rise on better-than-expected results, but growth lags behind what Microsoft, Amazon and Google did in the past.

Big Tech Earnings Spark Hope That Worst Is Over

Meta Platforms' open sourcing of its AI technology could work to the company's benefit. The tight connection between AI and the metaverse could also give Meta an edge.

Meta's Big AI Advantages Over Amazon, Google, and Microsoft That Are Hiding in Plain Sight

Cloud results across the big 3 public cloud providers saw Microsoft overtake Amazon in terms of cloud revenue. This has occurred against the backdrop of Microsoft becoming a more cloud-centric company, with a much larger proportion of its revenue tied to cloud services than the other 2.

Quarterly Cloud Comparison: Google Still Cheap

The market's contrasting reactions to Q1 results from four of the ‘Big 5 Tech Players' – Amazon AMZN, Alphabet GOOGL, Meta META & Microsoft MSFT – provides us a window into what market participants see as essential for these stocks to maintain their recent price momentum. Apple AAPL will report Q1 results on Thursday, May 4th.

Breaking Down Big Tech Earnings

Activision Blizzard

Snap has earned a repeat ‘Perform' rating from Oppenheimer analysts after reporting first-quarter results that failed to impress investors, sending the stock tumbling by almost 20% on Friday.

Microsoft's Activision bid ‘not dead;' Alphabet, Amazon price targets raised and other analyst calls of the week

U.S. District Judge Leonie Brinkema denied Google's request to dismiss the case, finding the Justice Department's complaint sufficiently detailed to proceed.

Google Loses Bid to Escape Digital-Ad Antitrust Case

Google's motion is the company's latest effort to end costly, time-consuming antitrust lawsuits.

Judge rejects Google's bid to dismiss DOJ lawsuit over ad tech

In their calls with analysts this week, Alphabet, Microsoft, Amazon and Meta emphasized their hefty investments in large language models.

Tech earnings calls show mega-cap companies going big on A.I. as they cut costs elsewhere

A U.S. federal judge on Friday denied Google's motion to dismiss a Department of Justice antitrust case focused on advertising technology.

US judge denies Google's motion to dismiss advertising antitrust case

Alphabet, the parent company of Google, reported its latest earnings beat, which could continue to push bullish traders towards the stock, especially if macroeconomic conditions improve in favor of big tech companies.

Earnings Beat Swings Google Stock in Bulls' Favor

Alphabet touted its AI investments in its latest earnings call, but still appears to be falling behind Microsoft. While the company is applying AI in multiple areas, most of these applications seem to be internal.

Alphabet's AI Dilemma: Where's the Killer App?

Microsoft's AI push put Alphabet on its toes. It's still way too early for the company and Alphabet investors to panic.

Alphabet's AI Push: A Smart Buy for the Long-Term Investor?

Big Tech stocks propelled the Nasdaq higher Thursday, as the stock market rebounded from Tuesday's heavy losses. Amazon earnings beat.

Big Techs Alphabet, Apple, Meta, Microsoft Lead Stock Market Rally. Investors Shift Attention To Inflation Data.

“Big tech” stocks have been in the news over the past year for all of the wrong reasons. Stocks that were previously considered to be “untouchable,” such as Meta Platforms Inc. ( META , Financial) and Google parent Alphabet Inc. ( GOOG , Financial)( GOOGL , Financial), saw their share prices butchered from their highs.

News for Alphabet Stock (GOOG)