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 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

Alphabet has a strong underlying business that generates exceptional revenue and profits. The company has multiple paths to growth, with AI and the robotaxi market ranking as two of the biggest.

7 Reasons Why Buying This "Magnificent Seven" Stock Could Be a Brilliant Move Right Now

Snowflake

Alphabet's advertising and cloud businesses face tough near-term headwinds. Snowflake's core business is cooling off -- but it's still priced for perfection.

Better AI Stock: Snowflake vs. Alphabet

Amazon

NVIDIA

Tesla

The "Magnificent Seven" stocks built themselves on dominant legacy businesses. But the addition of AI could take several of them to new heights.

5 Stock(s) That Artificial Intelligence (AI) Could Propel Into the $2 Trillion Club

Waymo can now operate its Waymo One service in Los Angeles. The driverless vehicle company faced opposition from city and county officials.

Hollywood's newest star is the Waymo robotaxi

Microsoft

Roughly 27% of Third Point's portfolio is invested in the so-called "Magnificent Seven" stocks. The thread woven through these industry leaders is artificial intelligence (AI).

Billionaire Dan Loeb Has 27% of His Third Point Portfolio in 3 Brilliant "Magnificent Seven" Stocks, but Completely Sold Out of Another

Alphabet's flagship AI model has some issues. The stock trades at a huge discount to its peers, and about the same as the broader market.

Alphabet Falls From 3rd- to 5th-Largest U.S. Company. Should You Buy, Sell, or Hold the Stock?

Apple

Netflix

In recent months, a select group of companies collectively known as the ‘Magnificent Seven' has wielded influence over the stock market. These companies have found themselves in the spotlight once again amidst a thriving stock market, marked by record highs in key indices such as the S&P 500 and Dow.

The Magnificent Seven: Stock market leaders thrive in 2024

Google was founded in 1998 and went public in 2004. In the 1990s, Yahoo was the top search engine measured by market share.

Will AI Hurt Alphabet's Stock?

"Magnificent Seven" stocks have led indexes higher since the start of the new bull market. These industry leaders have many attributes, including significant competitive advantages.

2 "Magnificent Seven" Stocks With Rock-Solid Moats to Buy Now

Between Tepper's and Soros' hedge funds, six of the "Magnificent Seven" stocks are covered. Tepper and Soros both own only two of these seven, though.

Billionaires David Tepper and George Soros Both Own These "Magnificent Seven" Stocks. Should You?

Alphabet's Waymo division won approval from the California Public Utilities Commission to expand service to parts of L.A. and the Bay Area.

Waymo approved by regulator to expand robotaxi service in Los Angeles, San Francisco Peninsula

ServiceNow

Discovering technological innovations and finding industry leaders can help investors outperform the stock market. This strategy worked well for investors who focused on companies with exposure to artificial intelligence.

3 Cloud Computing Titans That Will Lead the Digital Era

A U.S. judge on Friday ruled that Alphabet's Google must face advertisers' proposed class action lawsuit claiming that it monopolizes the ad exchange market, allowing a case to proceed.

US judge says Google must fact some advertisers' antitrust claims, dismisses others

The California Public Utilities Commission approved a proposal from Alphabet's Waymo to expand its fared, completely driverless robotaxi services to Los Angeles and some cities near San Francisco, effective on Friday.

California approves Waymo robotaxi services in LA, SF neighboring cities

Jack Krawczyk, Google's Gemini product lead, has gone dark on some of his social media profiles after facing an abundance of online harassment.

Google Gemini product lead retreats from social media after troubled AI product launch led to harassment

Google is in a tough spot following public AI snafus. There's a growing chorus of voices calling for Pichai to step aside.

There are growing calls for Google CEO Sundar Pichai to step down

The Alphabet story is showing cracks. Shares are flat this year, trailing the 8% gain for the Nasdaq Composite, and the 42% rise for digital advertising rival Meta Platforms.

Google Faces an AI Threat. It Might Be Time to Worry.

A partnership could thwart Meta CEO Mark Zuckerberg's plan to "own the next computational platform for AR, VR and mixed reality," according to the report.

Mark Zuckerberg spurned Google's virtual reality headset partnership: report

Meta Platforms decided against a partnership with Alphabet to use Google's Android XR platform for its mixed reality Quest headsets, The Information reported on Friday.

Meta rebuffed Google proposal for virtual reality tie-up, The Information reports

If you're worried big-cap tech stocks are in a bubble, don't be. That's the message from legendary hedge fund manager Ray Dalio.

Top Hedge Fund Manager Says Two Magnificent 7 Stocks Are 'Cheap'

Experts weigh whether backlash against Google over its "woke" artificial intelligence tool, Gemini, can be likened to the revolt against Anheuser-Busch's Bud Light brand.

Is the Gemini fallout a 'Bud Light moment' for Google?

The "Magnificent Seven" are a group of industry-leading stocks that have soared in recent times. Despite the gains, one of these stocks remains dirt cheap.

This Stock Is the Cheapest of the "Magnificent Seven" -- Should It Be Your Top Buy?

Advanced Micro Devices

KeyBanc analysts see a 52% upside for AMD stock as demand for data center AI chips heats up. Wolfe Research sees a 29% upside for shares of Alphabet as AI plays a bigger role in driving advertising revenue.

2 AI Stocks With 29% or More Upside, According to These Wall Street Analysts

Analysts at BMO Capital believe Alphabet is the company best positioned to benefit from generative AI. Alphabet is applying an AI-based product development strategy to digital advertising and cloud computing.

The Best Artificial Intelligence (AI) Stock to Buy in 2024, According to Certain Wall Street Analysts -- No, It's Not Nvidia

Alphabet Inc's Google will enforce action against 10 companies for not paying a service fee for the usage of its app store platform, including potentially de-listing their apps, the tech giant said on Friday.

News for Alphabet Stock (GOOGL)