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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I am bullish on Alphabet Inc. due to its market dominance, strong cloud computing and digital advertising growth, and effective AI integration. GOOG's Q3 2024 performance showed 15% YoY revenue growth, 34% net income growth, and impressive results in Google services, YouTube, and Google Cloud. Despite competition from open AI, Alphabet's diversified business model, including Google Cloud and Waymo, ensures continued growth and resilience.

Google: My Price Target Of $377 By 2029 Stands Amid Improving Financials

Third-quarter earnings reminded Wall Street there is so much more to Alphabet than its Google brand.

Could Alphabet (Google) Stock Help You Retire a Millionaire?

Prediction: 2 Unstoppable AI Stocks Will Be Worth More Than Nvidia Stock by 2028 (or Sooner)

Google's Q3 beat EPS by $0.27 and revenue by $2.05B. YouTube revenue over $50B; Cloud grew 35% YoY. Upgraded to Strong Buy; expecting 385% EV growth in 10 years. Valuation: WACC 10.38%; projecting 15% revenue CAGR to $1.416T by FY34. EBITDA margin expanding from 36.3% to 40% - FY34 EBITDA of $566.4B. Applying EV/EBITDA multiple of 17.5 for terminal value. AI rivals like ChatGPT threaten Google Search; Gemini lags. GOOG must enhance AI capabilities. Despite risks, diversification, and investments in AI and YouTube support a Strong Buy rating.

Google Q3: Management Remains Composed Amid AI Engine Threat (Rating Upgrade)

Alphabet is a stock just waiting to go on a bull run.

Prediction: This Stock Will Outperform Nvidia in 2025

Apple

Amazon

Arista Networks

Intel

Palantir Technologies

QUALCOMM

Third-quarter earnings season enters the home stretch this week. The quarter appears to have been mixed for corporate America, with companies broadly beating estimates while scaling back fourth-quarter guidance.

Earnings Season Is In the Home Stretch. Here's What You Need to Know.

AppLovin Corp

Boeing

Merck

Microsoft

NVIDIA

Tesla

Seeking Alpha's Investing Group leaders presented their earnings assessments from Mag 7 tech giants. Are investors missing hidden opportunities with BDCs, CEFs, mREITs, and preferreds? The case is made for breaking up Realty Income.

Investing Groups Digest: Mag 7 In The Market Spotlight

Alphabet might be an attractive option for investors bullish about driverless car technology.

2 Things Investors Should Know About Alphabet Stock

Large companies can still deliver excellent results.

2 Trillion-Dollar Artificial Intelligence (AI) Stocks to Buy and Hold Forever

Trade Desk

Which of these ad tech companies is the better investment right now?

Better Advertising Stock: The Trade Desk vs. Alphabet

You don't have to invest in unproven stocks to beat the market.

2 Unstoppable Stocks That Can Outperform the S&P 500 Through 2030

The search segment remains strong as the business continues to evolve by including more AI elements. Combined advertising and subscription revenue for YouTube from the last 4 quarters was more than $50 billion. The Google Cloud operating margin went from 3% in 3Q23 all the way up to 17% for 3Q24.

Google: Poised For Continued Growth In Operating Income And Revenue

One of this tech giant's side projects will soon be a major profit center.

Yes, Alphabet's Still a Buy After Its Post-Earnings Pop (but Not for the Reason You Might Think)

Alphabet crushed estimates, showing that "Magnificent Seven" stocks are still thriving.

Sorry, Stock Market Bears: Alphabet Just Showed Why This Top Index Fund Is Still a Buy

Cloud computing is powering growth for the company.

Alphabet Crushes Expectations. Is It a No-Brainer Buy?

Certain analysts think Nvidia and Alphabet shares could surge as the artificial intelligence boom unfolds.

2 Brilliant Artificial Intelligence (AI) Stocks to Buy Before They Soar 190% and 200%, According to Certain Wall Street Analysts

GOOG continues to offer a dirt cheap investment thesis, attributed to its well-diversified advertising/ search engine, AI/ Cloud, and autonomous driving capabilities. With the giant reporting double digit growths along with increasingly richer profit margins, we believe that the upgraded consensus estimates appear to be well justified. It also remains (somewhat) on track to achieving the $100B revenue run-rate from YouTube Ads and Google Cloud, based on the estimated annualized sum of $96B by FQ4'24.

Google's AI, Advertising & Autonomous Driving Capabilities Remain Dirt Cheap - Reiterate Buy

[00:00:00] Doug McIntyre: You mentioned to me that about 8 percent of the people who use search now, mostly Google are now using chat, uh, GPT.

Google (GOOG) Investors Are on A Short Fuse That's About To Blow

Google's cloud business grew 35% in the latest quarter, outpacing larger rivals Amazon and Microsoft. Amazon Web Services continues to rake in profit, recording an operating margin in the quarter of 38%.

Google's cloud outpaces rivals in third quarter as AI battle heats up

It all comes down to spending, and Google may have an advantage there.

1 Big Reason Google Surged While Microsoft and Meta Fell After Earnings

Of the six members of ‘The Magnificent 7' group of stocks that have reported September-quarter results already, the market didn't like three – Apple AAPL, Microsoft MSFT, and Meta META – but loved the Tesla TSLA report and liked what it saw from Alphabet GOOGL and Amazon AMZN.

Breaking Down Magnificent 7 Earnings Results

As cloud computing transforms the digital landscape, industry giants Microsoft ( MSFT ), Amazon ( AMZN ), and Alphabet ( GOOGL ) dominate the race with their respective cloud platforms—Azure, AWS, and Google Cloud. Each company has invested heavily in AI, data storage, and innovative technologies to attract business clients and capture greater market share.

Microsoft, Amazon or Alphabet: Who Is Winning the Cloud Race?

Alphabet Inc./Google provided an excellent earnings report, but the stock fell after the better-than-expected announcement. Google demonstrated robust top and bottom-line growth, with substantial momentum in AI and in other segments. Alphabet is cheap, has substantial growth and profitability prospects, and trades at a relatively low P/E ratio.

Google Post Q3: Now A Strong Buy

With a rally on Q3 earnings, Google stock formed a new base. Bullish investors contend Google is pulling ahead amid fierce artificial intelligence competition.

OpenAI Launches ChatGPT Web Search. Is Google Stock A Buy Or Sell?

Investor concerns about Alphabet stock are decreasing as it continues delivering fantastic results.

News for Alphabet Stock (GOOG)