Revenue segments as reported by the company.

Google Search & Other

YouTube Ads

Google Network Members' Properties

Google Cloud

Google Other

Other Bets

Hedging

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Sales & Marketing

General & Administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Operating Cash Flow

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

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

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Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Alphabet (GOOGL) reports robust Q2 earnings, Cloud hits $10B revenue

Alphabet's Q2 performance reflects strong financials, particularly in Google Services and Cloud, while facing challenges in the Other Bets segment.
The company's strengths lie in AI-driven innovations across Search, Cloud, and autonomous driving, with opportunities in marketing and user experience enhancements.
Efforts to reengineer costs and address analyst inquiries on AI adoption and revenue mix present ongoing challenges and opportunities for Alphabet.
Overall, Alphabet's Q2 earnings call showcases a mix of solid performance, strategic strengths, challenges to address, and promising growth avenues.

Alphabet (GOOGL) excels in Q3 with AI-driven growth and cloud success

Alphabet's Q3 earnings call highlighted impressive revenue growth, particularly in Google Cloud and YouTube, driven by AI innovation. Executives emphasized the company's strong focus on AI, cloud services, and autonomous driving, while acknowledging challenges in cloud margins and user experience. With a solid financial performance and strategic initiatives in place, Alphabet is poised for continued success and growth in the tech sector.

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

Google parent Alphabet's contemplated acquisition of marketing software company HubSpot would likely spark opposition from regulators even as many experts agree it would not curb competition, and would require the technology giant to open a new front in its battle with antitrust watchdogs.

Google's contemplated mega deal would prompt new fight with regulators

ABB Ltd

General Motors

Hilton Worldwide Holdings

Marriott

Whitbread PLC

When I meet fund managers in the U.S., we often talk about European equity markets. Everyone agrees that European stocks are attractively valued, but in one form or another, many fund managers ask: “If these stocks are so cheap, why aren't companies buying back their shares?

European companies are finally buying back their stock, opening up opportunities

HubSpot

An acquisition would likely be costly, but Alphabet could afford it with pocket change. In some ways, the deal makes sense, but it might face regulatory hurdles.

Will Google Parent Alphabet Acquire HubSpot? Not So Fast.

Google stock has been a decent investment this year. Yet the company's single-digit revenue reflect its struggles to monetize generative AI, which have inhibited its stock momentum.

A HubSpot Deal Likely Wouldn't Help Google Speed Up Its Revenue Growth

Google stock has been a decent investment this year. Yet the company's single-digit revenue growth reflects its inability to monetize generative AI — thus inhibiting Google's stock momentum.

Google Stock Needs Faster Revenue Growth. HubSpot's Too Small To Help

Microsoft

While virtual reality has long been tied to the entertainment arena, the innovation has expanded in utility, making these strong buy VR stocks exceptionally compelling. At the end of the day, it comes down to the numbers.

3 Strong Buy VR Stocks to Add to Your Q2 Must-Watch List

Apple

Amazon

NVIDIA

Tesla

Four of the seven companies pay dividends, all considerably less than 1%. Investors looking for passive income may have little interest in low payouts, but one of the companies with the highest dividends could be a worthwhile stock to invest in in the future.

Should You Buy This “Magnificent 7” Stock for Its Dividend?

YouTube TV, a virtual multichannel video programming distributor (vMPVD) is projected to be the top pay-TV distributor by the end of 2026. MoffettNathanson, a Wall Street research company covering media and communications, made that forecast last month.

YouTube TV Is Forecast To Be The Largest Pay-TV Distributor In 2026

Michael Burry, made famous in "The Big Short," now runs Scion Asset Management. In Q4 2023, he opened new positions in Amazon and Alphabet.

"Big Short" Investor Michael Burry Has 10% of His Portfolio in 2 "Magnificent Seven" AI Stocks

Investor sentiment can dictate the short-term price action of a stock. Often, these movements have little to do with the underlying investment thesis.

Meet the Best-Performing "Magnificent Seven" Stock Over the Last Month (Hint: It's Not Nvidia)

Nvidia continues to outperform all of the "Magnificent Seven" stocks. However, analysts predict three other stocks could deliver greater gains over the next 12 months.

Forget Nvidia: Here Are 3 "Magnificent Seven" Stocks Wall Street Thinks Will Soar More

Any acquisitions companies such as Apple, Amazon or Microsoft attempt will bring scrutiny and delays.

Big Tech Has a Big Cash Problem

Pinterest

Digital ad spend has shifted in the last few years, but this space represents an explosive growth opportunity over the next decade. Alphabet is raking in revenue and profits while looking toward a future that revolves heavily around AI.

2 Superb Growth Stocks to Buy in Today's Bull Market

Nokia

2024 is shaping up to be a tumultuous year for Apple (NASDAQ: AAPL ). The tech behemoth and smartphone market leaders had been forced to contend with stock price downgrades from banks following lower consumer demand, and now face a landmark lawsuit amid accusations of building an industry monopoly.

The Apple Antitrust Fallout: 3 Stocks Poised to Capitalize on the Chaos

The Magnificent Seven stocks make up a large portion of the S&P 500 and the Nasdaq 100. The performances of these seven stocks can potentially make or break the stock market.

The 3 Best Magnificent 7 Stocks to Buy in April 2024

Alphabet (NASDAQ: GOOG , GOOGL ) stock has endured its fair share of challenges in recent times. Amid the tech sector, layoffs in 2022 and higher interest rates affecting bottom line growth.

Strong Buy Alert! Why Alphabet Stock Will Leap Higher in 2024

Palantir Technologies

Competition will probably rise, but that will likely not threaten Nvidia's lead in the chip space. Palantir is set to deliver massive productivity gains for customers.

Is the AI Hype Real? 3 Artificial Intelligence (AI) Stocks That I Think Will Stand the Test of Time

News broke recently that Google GOOL was in talks with Apple AAPL to integrate its Gemini AI into iPhones. The deal would be a huge boon for Google as it would likely be very lucrative, while also enhancing the reputation of the company's AI, which has previously been plagued with public image issues.

Is Big Tech Finally Playing Nice? New Deal May Bring Google AI To iPhone - Apple (NASDAQ:AAPL), Direxion Daily AAPL Bear 1X Shares (NASDAQ:AAPD)

For HubSpot (HUBS), an acquisition by Alphabet could offer access to greater resources and technological capabilities, enabling it to further innovate and expand its market reach.

Alphabet (GOOGL) Eyes HubSpot (HUBS): Potential Deal Brewing?

Alphabet is home to Google, one of the world's most dominant enterprises.

Where Will Alphabet Stock Be in 2030?

Reuters reported on Thursday that Google's parent company, Alphabet, is exploring the possibility of buying Boston-based HubSpot, a CRM and marketing automation company with a market cap of over $33 billion – a number that has been climbing on those reports.

As deal rumors fly, Alphabet and HubSpot would be a strange pairing

YouTube CEO Neal Mohan is addressing concerns regarding using YouTube content to train artificial intelligence models. Mohan highlighted during an interview with Bloomberg the lack of concrete evidence on whether OpenAI has used YouTube videos to enhance its video generation AI software, Sora.

YouTube CEO: Using Platform's Videos to Train OpenAI's Sora Violates Terms of Service

Google parent company Alphabet is reportedly considering making a bid to acquire HubSpot. The firm has met with investment bankers to discuss how much it should offer and whether it would face challenges from regulators, Reuters reported Thursday (April 4), citing unnamed sources.

Report: Alphabet Considers Bid to Acquire HubSpot

PayPal

Block

Wendy's

The practice of “surge” or “dynamic” pricing is common in markets ranging from airlines to supermarkets — and U.S. regulators are concerned that the growing role of tech giants will further power this trend at the expense of the American consumer.

Big Tech payment apps are the ‘holy grail' of surge pricing, says CFPB's Chopra

Shares of HubSpot (HUBS) jumped Thursday amid reports Google parent Alphabet (GOOGL) was weighing an offer to buy the marketing software company.

News for Alphabet Stock (GOOGL)