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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Alphabet Inc. Chief Executive Officer Sundar Pichai said it will take many years to resolve Google's antitrust battles, downplaying the idea that they pose an immediate threat to the company's business.

Google CEO says antitrust trials could drag on for years

Alphabet's Google has restricted the creation of new accounts for Russian users, state news agencies cited Russia's digital ministry as saying on Thursday.

Google restricts creation of new accounts in Russia, news agencies report

Alphabet's core Search business faces increasing competition from Microsoft but has so far managed to reach an 80%+ market share. YouTube is maintaining its NR1 position in terms of streaming time in the US, while new paying account subscriptions reach new records. Google Cloud just crossed 10% EBIT margin and could become a new earning engine.

Google: More Upside Ahead

Goldman Sachs

Alphabet , Goldman Sachs and a group of other firms agreed to pay a combined $3.8 million in civil penalties to settle U.S. Securities and Exchange Commission charges over late filings, the regulator said on Wednesday.

Alphabet, Goldman Sachs and others to settle charges over late filings, SEC says

Alphabet Inc./Google's recent AI-related CAPEX surge has raised concerns. Applying Warren Buffett's $1 test, Google is still turning $1 of retained earnings into over $3 in market cap gain. Price overreactions caused by such concern thus may present a buying opportunity.

Google's AI Expenditures Examined By $1 Test

Google paid $2.7 billion to rehire an artificial intelligence genius who left the tech giant in a huff three years ago to found his own startup, according to a report.

Google paid $2.7B to rehire AI genius who left after company refused to release his bot: report

Google reportedly paid $2.7 billion to rehire ex-employee/AI guru Noam Shazeer. According to The Wall Street Journal (WSJ), Shazeer, who co-authored research that helped popularize artificial intelligence (AI), left Google in frustration after the company refused to release a chatbot he had developed.

Google Reportedly Spent $2.7 Billion to Rehire Character.AI Founder

AerCap Hlds

First Citizens BancShares

With earnings season winding down, Chris Ballard, managing director at Check Capital Management, shared his exclusive insights on the companies that have caught his attention for their stellar performance and growth potential.

EXCLUSIVE: Alphabet, AerCap, First Citizens: Asset Manager's Trio Of Post-Earnings Bets

Microsoft

Google has lodged a formal antitrust complaint related to Microsoft's commercial practices in the cloud-computing industry. The search giant looks to be hoping that the European Union might help it shake up the sector.

Google Files Antitrust Complaint Against Microsoft. What's Behind the Move.

Oppenheimer analyst Jason Helfstein cuts his price target on Alphabet stock to $185 from $210, but he kept an Outperform rating.

Google's Future on iPhones Looks Cloudy, Analyst Says

Google filed a complaint to the European Commission alleging that Microsoft's cloud computing unit has engaged in anti-competitive practices.

Google Files EU Complaint Over Microsoft Cloud Business Tactics

Google will be tied out in court for many years as it attempts to avoid a crackdown in a pair of major federal antitrust cases targeting its business model, CEO Sundar Pichai admitted in a new interview.

Google antitrust battles will drag on for ‘many years,' CEO Sundar Pichai says

Google has filed a complaint with the European Commission (EC), alleging that Microsoft uses anti-competitive licensing practices to strongarm companies into staying on its Azure cloud infrastructure.

Google files antitrust complaint against Microsoft in Europe over cloud licensing practices

Zacks.com users have recently been watching Alphabet (GOOG) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Here is What to Know Beyond Why Alphabet Inc. (GOOG) is a Trending Stock

Google announced Wednesday it had filed a complaint at the European Commission against Microsoft, accusing its rival of "anticompetitive" licensing practices to force customers to use its cloud service.

Google files EU complaint over Microsoft cloud services

A 20% annualized return from Alphabet Inc./Google is possible, including covered call premium, dividend, and only $2.71 in price appreciation. 2024 growth from Google Search, YouTube, and Subscriptions. Good technical entry point resulting from fear of regulatory fines and government intervention.

Google: 20% Potential Return With Covered Calls (Technical Analysis)

Google has lodged a formal antitrust complaint with the European Commission, accusing Microsoft of stifling competition in the cloud computing market through unfair licensing practices.

Google files antitrust complaint against Microsoft in EU over cloud competition

Alphabet unit Google filed a complaint to the European Commission on Wednesday against what it said were Microsoft's anti-competitive practices to lock customers into Microsoft's cloud platform Azure.

Google files complaint to EU over Microsoft cloud practices

The search giant argues that Microsoft is abusing its market power in enterprise software to push customers to use its cloud-computing service.

Google Files EU Antitrust Complaint Against Microsoft

Google said in an antitrust complaint filed Wednesday that Microsoft uses unfair licensing contracts in its Azure cloud computing business to stifle competition. In its complaint, Google — which ranks third globally in the cloud computing market behind market leaders Amazon Web Services and Azure — said Microsoft makes it harder for customers to move their workloads to competitors' clouds.

Google files EU antitrust complaint accusing Microsoft of stifling cloud competition

What is going on with Google's long-touted migration to an alternative adtech stack (aka its Privacy Sandbox proposal)? What indeed.

Google's revised ad targeting plan triggers fresh competition concerns in UK

Amid debate on whether tech companies are overspending on AI, Google's pricey reunion with Noam Shazeer draws attention.

Google Paid $2.7 Billion to Bring Back an AI Genius Who Quit in Frustration

Google Cloud, Norway's sovereign wealth fund and Swiss bank UBS have joined forces to back a bid to run Britain's real-time record of transactions in bond markets, the fixed income technology firm leading the plan told Reuters.

Google, Norway's wealth fund back UK real-time bond tape bid

Alphabet's vertically integrated search model and extensive network create significant entry barriers, making it difficult for AI-powered search engines like SearchGPT to disrupt Google Search. Despite Microsoft's AI-powered Bing, its market share growth has been minimal, reinforcing the strength and dominance of Google Search. AI-powered search engines are not new; Alphabet's AI Overviews already offer similar functionalities, making the impact of new AI entrants limited.

Google: Online Search Unlikely To Be Disrupted By SearchGPT

UK's Competition watchdog said on Tuesday it would work with Alphabet-owned Google to address competition concerns after it found the company's revised approach towards third-party cookies on Chrome still raised concerns in the advertising market.

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