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

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

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

Microsoft

Microsoft is widely viewed as a leader in the AI space, and its cloud services have benefited immensely from the technology. Some investors are concerned Alphabet's Google Search will be disrupted by AI, but the company is embracing it.

Better Artificial Intelligence (AI) Buy: Microsoft vs. Alphabet

Amazon

Amazon, Google, Meta and Microsoft among tech companies to sign pact combatting AI-generated election trickery

A group of 20 leading tech companies on Friday announced a joint commitment to combat AI misinformation heading into the 2024 elections.

Microsoft, Google, Amazon and tech peers sign pact to combat election-related deepfakes

Alpha Metallurgical Resources

Abercrombie & Fitch

ARM Holdings PLC

Ardmore Shipping

BlueLinx Holdings

Comcast

HF Sinclair Corp

Manulife Financial

M/I Homes

Modine Manufacturing

NVIDIA

Powell Industries

Super Micro Computer

Uber

Valero Energy

Steven Cress discusses how Seeking Alpha's Alpha Picks portfolio has achieved a return of 114% compared to the S&P 500's 32% since its launch in July 2022. Alpha Picks is a quantamental portfolio that selects the 2 best stocks from Seeking Alpha's Quant Strong Buys on a monthly basis.

Letting Winners Run - Steven Cress On Alpha Picks' Outperformance

Microsoft and OpenAI have been getting all the attention lately, but Google should not be forgotten.

Alphabet Stock: The Gift That Keeps on Giving -- Or Is It?

Salesforce

Meta Platforms (NASDAQ: META ) surprised the stock market recently by announcing it would pay its first-ever quarterly dividend. The owner of Facebook, Instagram, and WhatsApp said the payout will be 50 cents per share, or $2 per share on an annual basis.

Follow META's Lead? 3 Tech Stocks That Should Also Debut Dividends

Google is tweaking its strategy for its 'Other Bets' which could be good news for GOOGLE stock.

What The Future Holds For Google's 'Other Bets'

Alphabet (GOOGL) rolls out the "Last Channel Shortcut" feature for YouTube TV users, strengthening the company's Google Services segment.

Alphabet (GOOGL) Boosts YouTube TV With Shortcut Feature

Alphabet (Google)'s stock (NASDAQ NDAQ : GOOG) has gained around 66% since the start of 2023 as compared to the 29% rise in the S&P500 index over the same period. That said, at its current price of $147, the stock is trading 9% below its fair value of $162 – Trefis' estimate for Google's valuation.

Beating S&P 500 By 37% Since The Start Of 2023, Where Is Alphabet Stock Headed?

Another day brings another salvo in the artificial-intelligence wars. No sooner had Alphabet introduced an upgrade to its AI model, than OpenAI struck back with a new video-generation tool and was reported to be taking aim at the search-engine market.

OpenAI Takes on Google, Meta with New AI Products, and Other Tech News Today

Meta's blowout earnings resulted in a 20% increase in stock value, generating a record-breaking market cap gain of $197 billion. Meta's announcement of a dividend, along with strong earnings and increased buybacks, contributed to the stock's significant gain. Goldman Sachs predicts that Alphabet and Amazon are the most likely tech giants to start paying dividends in the near future.

The Next 2 Tech Giants To Potentially Start Paying Dividends

Google and YouTube parent company Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) had a rough start when it entered into the artificial intelligence chatbot wars with Bard. Today, however, the GOOG stock outlook looks great, as Alphabet has a new AI chatbot with a subscription plan.

Insider Insights: Alphabet CEO Sells GOOG Stock. Panic or Pounce?

StoneCo

Alphabet's massive scale attracts advertisers looking to reach a broad audience.   StoneCo has overcome key challenges, but its stock is still trading at very cheap levels.

2 Ridiculously Cheap Growth Stocks to Buy Hand Over Fist in 2024

Dominance in the digital advertising market and increasing strength in cloud computing are major positives for Alphabet. Improvements in its e-commerce business and strength in AWS could propel Amazon's share prices even higher in the coming months.

The Bull Market Is Official: 2 Remarkable Growth Stocks to Buy Now and Hold Long-Term

The State of A.I., and Will Perplexity Beat Google or Destroy the Web?

Alphabet, the parent company of Google, experienced a decline in its shares Thursday (Feb. 15) following a report that OpenAI, the owner of ChatGPT, is developing a web search product that would directly compete with Google.

Alphabet Shares Fall Amid Concerns That OpenAI May Compete in Search

One week after its rebrand as “Gemini,” Google's artificial intelligence tool received a new update dubbed “Gemini 1.5.” “Gemini 1.5 delivers dramatically enhanced performance,” Demis Hassabis, CEO of Google DeepMind, wrote in a company blog post Thursday (Feb. 15).

Google Debuts Improved Version of Gemini AI Tool

Waymo recalled a previous version of its software after two of its self-driving cars struck the same pickup within minutes of each other. Self-driving technology doesn't contribute meaningfully to Alphabet's results.

Why Alphabet Stock Stumbled Thursday Morning

Google stock fell on a report that rival OpenAI could be planning to launch its own web search tool.

Google Stock Falls Amid Fresh OpenAI Report, Gemini Model Upgrade

Billionaire Dan Loeb's Third Point Capital exited its position in Alphabet (GOOGL) and slashed its stake in Uber Technologies (UBER) in the fourth quarter of 2023, while also reducing its positions in Amazon (AMZN), Microsoft (MSFT) and Taiwan Semiconductor Manufacturing (TSM), according to the company's latest 13-F filling.

Dan Loeb's Third Point Exited Alphabet, Slashed Uber Stake in Fourth Quarter

Reading "War and Peace," Leo Tolstoy's monumental novel that runs half a million words long and often over 1,000 pages, might be a minute-long affair for a new artificial intelligence model from Google.

Google touts AI to vet troves of content in seconds; CEO predicts profit

Google is expanding the range of Gemini large language models it is making available to developers on its Vertex AI platform today. Gemini 1.0 Pro (which was still known as Gemini Pro 1.

Google makes more Gemini models available to developers

US tech giant Google was set Thursday to open an AI research hub in Paris, the French government said, part of a trend for big tech firms to base teams in European centers.

Google set to open Paris AI research hub

Alphabet's Waymo had recalled as many as 444 vehicles to update its automated driving systems (ADS) software, the U.S. National Highway Traffic Safety Administration (NHTSA) said on Thursday.

Waymo recalled vehicles to update automated driving software - NHTSA

Alibaba

Citigroup

JD.com

Oracle

Stellantis N.V. 

Given his generally bearish attitude and ability to see movements few others can, most dramatically demonstrated with ‘The Big Short' in the context of the 2008 crash, new 13-F filings by Michael Burry and Scion Asset Management are always exciting to see.

News for Alphabet Stock (GOOGL)