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

Alphabet (GOOGL) is set to launch a new audio switcher for Google TV, bolstering its presence in the global smart streaming devices market.

Alphabet (GOOGL) to Boost Google TV Services With New Feature

Amazon

Duolingo

Google this week announced plans to let go of “a few hundred” employees in its sales division, marking the latest round of layoffs at a major tech company this year, following cuts at Amazon, Discord and Duolingo, as businesses look to “rightsize” their workforces and cut costs, following up on a parade of layoffs in 2022 and 2023.

Google, Amazon Duolingo Cut Hundreds Of Jobs: Here Are The 2024 Tech Layoffs

Google layoffs are on the way as Alphabet (NASDAQ:GOOGL, NASDAQ:GOOG) is cutting jobs at the company's ad sales division. According to a leaked memo, hundreds of employees from the Google ad sales team are facing layoffs.

Google Layoffs 2024: What to Know About the Latest Ad Sales Job Cuts

Alphabet's Google will tweak online search results to give comparison sites more prominence, the company said in a blogpost on Wednesday, as it outlined efforts to comply with new EU tech rules that could hit revenues for some companies.

Google to tweak search results to comply with EU tech rules

Adobe

Applied Materials

Couchbase

Fiverr

MongoDB

Microsoft

NVIDIA

Snowflake

Taiwan Semiconductor Manufacturing

Large language models aka LLMs and generative AI aka GenAI are reshaping various industries and rewriting life as we know it. Monetization of GenAI has primarily focused on B2B revenue streams, but subscription-based models and the "GPT Store" show promise for individual users. Hardware and software design, AI workflow enhancers, and applied AI opportunities are key areas to watch in the GenAI space.

The AI Trends (And Hype) For The Coming Year

Ambev

Corteva Inc

EPAM Systems

Franco-Nevada C

Old Dominion Freight Line

Tradeweb Markets

Investors have been preoccupied with interest rates over the past year. The Federal Reserve raised interest rates at its fastest rate in many years.

7 Steadfast Stocks That Are Unaffected by Interest Rate Changes

Wing, the drone-powered delivery company operated by Alphabet, intends to introduce a larger craft capable of towing heavier packages to customers. The announcement follows Walmart's move to expand its drone delivery offering in Dallas-Fort Worth.

Alphabet's Wing supersizes delivery drones to ‘streamline' big orders

The stock market is a great vehicle for generating long-term wealth, and America's billionaire fund managers are proof of that. Following the investing activity of billionaire fund managers could help you spot attractive opportunities.

3 Billionaire Fund Managers Are Betting on 1 Unstoppable Artificial Intelligence (AI) Stock. It's Not Too Late to Follow Their Lead.

Google on Tuesday confirmed it is eliminating "a few hundred" positions from its global ad team, amid a push to use artificial intelligence for efficiency and creativity.

Google eliminates hundreds of jobs in ad team tweak

Advanced Micro Devices

Alibaba

BioNTech SE

CrowdStrike

Chevron

Barrick Gold

Madison Square Garden Sports

Trade Desk

2023 was an incredibly strong year for U.S. stocks but many believe the S&P 500 will push further up in the new year. To play that continued strength, our experts have picked top 10 stocks to buy in 2024.

Top 10 stocks to buy in 2024

Apple

The Magnificent 7 companies were the stars of the show in 2023. In the new year's first week of trading, the cohort proved slightly less magnificent.

3 Magnificent 7 Stocks That Could Stay Hot in 2024

Waymo has the potential to be one of Alphabet's most important businesses in the next decade, as the self-driving industry has the potential to be one of the largest in the world. Waymo is currently the clear front-runner in the self-driving race, with a fully operational robo-taxi business and exponential growth in rider-only miles. The cautious approach and utilization of proven technologies have allowed Waymo to pull far ahead of competitors, with massive financial implications in capturing a fraction of the self-driving market.

Google: Waymo's Road To Self-Driving Supremacy

An improving economic picture helped fuel a rebound for Alphabet. The company was quick to join the AI revolution, further boosting its fortunes.

Why Alphabet Stock Rallied 58% in 2023, and Why There's More in Store for 2024

Google is the cheapest of the Magnificent 7 due to fears that large language models will cannibalize its search empire. History shows the greatest returns in Big Tech come from companies that are doubted by the market: see Microsoft and Apple in the early 2010s. Google's "Other Bets", or "Alpha Bets" as I call them, are beating the competition: Waymo becomes the undisputed AV leader after GM's Cruise commits a potentially fatal blunder.

Bet On Google's 'Alpha Bets'

Philipp Schindler, Google's chief business officer, circulated a memo announcing that "several hundred" employees would be out of a job.

Google lays off ‘several hundred' from ad sales team as employees grumble over downsizing

Alphabet-owned Google is laying off hundreds of employees in its advertising sales team, Business Insider reported on Tuesday, citing an internal memo.

Google lays off hundreds of employees in advertising team - Business Insider

Shares in Nvidia are up 224% year over year, making it an expensive option. Meanwhile, Microsoft is the world's most valuable company, but it's trading at a more attractive price point.

Forget Nvidia in 2024: 2 Tech Stocks to Buy Instead

Eli Lilly

Tesla

Visa

Apple and Microsoft are battling it out to be the most valuable in the S&P 500. But analysts already predict who will be the winner.

Analysts Predict The 10 Most-Valuable Stocks In 12 Months

With a strong 2023 that has seen some strong performers and S&P 500 companies that managed to increase their market capitalization, it is no wonder why investors are already keen to see which could replicate this performance in 2024.

S&P 500 companies set to dominate the market in 2024

The "Magnificent Seven" stocks led the S&P 500 index higher last year. These tech giants aren't known for paying dividends, but they are collectively returning a staggering amount of money to shareholders.

If You'd Invest $350,000 in the "Magnificent Seven" Stocks, Here's How Much You Could Earn in Dividends

Last week, an interesting picture of triumph was painted in the stock market, with the technology sector taking the lead. Now, this may come as no surprise.

Power Plays: MSFT, NVDA, GOOGL, META dominate market moves

Worldline SA/France

Worldline selects Google Cloud technology to boost its digital transformation and continue to streamline its operations Google strengthens its partnership with Worldline as a payment provider Worldline and Google to bring innovation to merchants and financial institutions, and to explore the potential of artificial intelligence The two partners to jointly explore impactful go-to-market opportunities SUNNYVALE, Calif, and PARIS LA DÉFENSE, France , Jan. 16, 2024 /PRNewswire/ -- Worldline (Euronext: WLN), a global leader in payment services, and Google announced today a strategic partnership designed to leverage cutting-edge cloud-based technologies from Google Cloud to take Worldline's digital transformation further. As part of the partnership, Google will also work with Worldline to facilitate seamless online payments for Google's customers in Europe.

Worldline and Google Announce Strategic Partnership to Enhance Digital Payments Experiences with Cloud-Based Innovation

Honeywell

Splunk

The U.S. economy is poised for a potential fiscal boost with a proposed $70 billion tax deal, currently under negotiation in Congress. If approved, the deal includes renewing expired business tax breaks and increasing the child tax credit, but it faces challenges in a divided Congress.

Quantum Computing Quest: 3 Stocks on the Cutting Edge

The Nasdaq mounted a strong recovery in 2023, and history suggests that was just the beginning. Generative AI came of age last year, but it's still early days for this groundbreaking technology.

History Suggests the Nasdaq Will Soar in 2024: 2 Artificial Intelligence (AI) Growth Stocks to Buy Before It Does

Amkor Technology

ASML Hld

Broadcom

Camtek

Cadence Design Systems

Dell Technologies

Hewlett Packard

Intel

KLA-Tencor

Kulicke & Soffa Industries

Lam Research

Micron Solutions

Marvell Technology

Onto Innovation

Nvidia is dominating the artificial intelligence market, and here are some other stocks that can also benefit.

26 Spectacular Semiconductor and Artificial Intelligence (AI) Stocks for 2024 and Beyond

News for Alphabet Stock (GOOGL)