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 2023

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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

Super Micro Computer

Microsoft

Although it's been red hot over the past year, the trade in artificial intelligence has not burned itself out. In fact, AI continues to be one of if not the biggest catalyst in the stock market.

Wall Street's Favorite AI Stocks? 3 Names That Could Make You Filthy Rich

Trade Desk

The U.S. advertising market is already showing positive signs of growth, starting off 2024 with a 4.3% YoY increase in January. Meta leads the Magnificent 7 with a nearly 53% operating cash flow margin, while The Trade Desk and Alphabet command OCF margins in the low-30% range. Ad-tech stocks are on 2024's watchlist for a few reasons: strong cash flow generation and growth, a positive ad-market backdrop buoyed by major political and sporting events.

Top 3 Ad-Tech Stocks For 2024

Chipotle

Walmart

Long-term retirement stocks often avoid the extremes of investing. One extreme feature is high gains that aren't sustainable and can lead to significant losses once the music stops.

Wall Street's Favorite Retirement Stocks? 3 Tickers That Are Practically Money Machines.

Apple

A partnership would extend the long relationship between the companies that has helped deliver everything from maps to search on Apple's devices.

Apple and Google Are Discussing a Deal to Bring Generative A.I. to iPhones

Alphabet Inc./Google stock has lagged behind most "Mag 7" and other AI-related stocks, but the recent correction offers a significant buying opportunity. Despite being underrated and often overlooked, Google is one of the top AI stocks and dominates the global search market. Google stock is relatively cheap and could surpass earnings estimates.

Why I Just Increased My Google Position

The market's rally since the start of 2023 can be largely attributed to the rise of the "Magnificent Seven" companies. Among this coveted group, Alphabet trades at the cheapest forward P/E ratio.

Can the Cheapest "Magnificent Seven" Stock Turn $100,000 Into $1 Million?

Alphabet (GOOGL) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might help the stock continue moving higher in the near term.

Alphabet (GOOGL) Soars 4.6%: Is Further Upside Left in the Stock?

This post originally appeared in the Insider Today newsletter. You can sign up for Business Insider's daily newsletter here.

Google and Apple's rumored partnership could upend the AI industry

Amplitude

Amazon

DigitalOcean Holdings

Snowflake

Twilio

ZoomInfo Technologies

Zoom Video

Companies that sell cloud software are contending with a more cautious spending environment from their existing customers.

Cloud software buyers are getting frugal, leading to slower growth at former highfliers

Alphabet's (NASDAQ:GOOG) stock witnessed a 7% surge at the start of Monday's trading session, spurred by reports of active negotiations between Apple and Alphabet regarding the integration of Google's Gemini AI engine into the iPhone ecosystem.

Charting Alphabet's journey: The battle at $150

Apple is reportedly negotiating with Alphabet's Google to use the Gemini AI model in iPhones, according to Bloomberg. Investors are justifiably excited about the prospects of such a deal.

Apple and Google Could Team Up on Generative AI. Here's Why Both "Magnificent Seven" Stocks Would Likely Win From a Deal.

Celsius Holdings

CrowdStrike

Visa

Many investors aspire to build a 7-figure portfolio. Reaching this milestone offers significant financial protection.

From Six Figures to Seven: 7 Growth Stocks Set to Make Millionaires

Share buybacks have played a role in lifting the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite to record-closing highs in 2024. Public companies that commit to share repurchase programs can reduce their outstanding share counts and boost their earnings per share over time.

These 3 Companies Have Collectively Repurchased $1.07 Trillion of Their Own Stock Since the Start of 2013

Alphabet's cloud computing segment is generating a bigger share of overall revenue. The proliferation of AI solutions will increase the need for businesses to use its cloud services.

Prediction: Alphabet Stock Will Take Off Again

Affirm

NVIDIA

PayPal

Upstart Holdings

The AI-revolution is in its early innings, but innovation and disruption are increasing dramatically. For investors, it is important to track the industry climate, as often, these innovations lead to the next big stock market winners.

3 of the Latest (& Most Important) AI Innovations

Tesla

The gains come despite scaled-back bets on the Fed's interest-rate cuts. The S&P 500 rises 0.6%, while the tech-heavy Nasdaq Composite advances 0.8%.

Alphabet, Tesla Power Stock Indexes Higher

Adobe

Arista Networks

Tesla, a major S&P 500 loser in 2024, was Monday's big winner. Google and other AI stocks also rallied.

Tesla, AI Stocks Lead S&P 500 Winners; New Member Super Micro Tumbles

Tech's dream team of Apple Inc. and Alphabet Inc.'s Google has already provoked the ire of federal regulators in the past, via a multibillion-dollar search deal that led to a Justice Department antitrust lawsuit and trial.

Will an Apple-Google AI partnership pass regulatory muster?

Apple is in advanced negotiations with Google to adopt its powerful Gemini AI models for the iPhone, Bloomberg reported on Monday.

Apple in talks to bring Google's Gemini AI to iPhone: Report

The enemy of Alphabet's enemy may be its friend. The $1.8 trillion search giant pays Apple billions of dollars to make its Google search engine the default option on the iPhone-maker's devices.

Alphabet and Apple have cause to circle AI wagons

News of Apple Inc (NASDAQ:AAPL, ETR:APC) and Google's discussions over the rollout of the latter's Gemini AI chatbot on iPhones sent shares higher and prompted positive feedback from analysts on Monday. Apple climbed 1.4% on the reports that it would license Gemini to power new features in its latest iPhone software, while Google owner Alphabet Inc (NASDAQ:GOOG) jumped 4.6%.

Google partnership ‘missing piece' in Apple AI strategy - analysts

After the announcement of possible licensing discussions with Apple Inc AAPL over the Gemini AI system, Google's Alphabet Inc Class A GOOGL stock has soared by 6%. This boost reflects the market's optimism about the collaboration and its potential impact.

Google's Stock Skyrockets 6% Amidst Ground Breaking Gemini AI And Apple Collaboration Talks - Apple (NASDAQ:AAPL)

Despite early stumbles, Alphabet is starting to see some interest in its Gemini technology. Nothing has been finalized between Apple and Alphabet.

Alphabet Stock Is Soaring Today: Is It a Buy on Potential Apple News?

It's not just the headcount at Google that's getting smaller.

Google is trying to reduce its food waste without irritating employees

The class A shares of Google-parent  Alphabet Inc (NASDAQ:GOOGL) are 6.1% higher to trade at $149.83, after a Bloomberg report revealed that Apple (AAPL) is talking over licensing Google's Gemini artificial intelligence (AI) engine for future iPhones.

News for Alphabet Stock (GOOGL)