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

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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 stock has too much optionality and is too good to pass up right now.

Why I Just Bought More Alphabet Stock

Alphabet's controversial Gemini demo was a reflection of the company's current state of business. The company continues to lag behind its rivals with product launches, innovation, entry into new markets, and efficiency initiatives. The good news is that all these flaws are already priced in, and most of them are fixable.

Alphabet: Gemini Demo Controversy Overshadows Bigger Problems

Apple

The European Commission on Thursday said it had asked technology giants Apple and Google to clarify their risk management regarding their online platforms for purchasing apps under new regulation known as the Digital Services Act (DSA).

EU asks Apple, Google to clarify app store risk management

Advertising revenue should continue to grow in 2024. Alphabet's Gemini model is critical for generative AI applications.

Prediction: This Will Be the Best Artificial Intelligence (AI) Stock to Own in 2024

Carnival

Chewy

Top technology companies Alphabet and Apple still look cheap, even after this year's gains. E-commerce stock Chewy reached the big milestone of profitability last year -- and a new catalyst lies ahead.

Got $1,000? 4 Stocks to Buy Now While They're on Sale.

Mistral AI, a European provider of artificial intelligence solutions, partnered with Google Cloud to make generative AI more open and accessible to developers and businesses worldwide.

Mistral AI Partners With Google Cloud to Distribute AI Solutions

Google's defeat in its antitrust battle with Epic Games was a sweeping victory for the Fortnite maker and a significant upset to the business model underpinning the mobile app ecosystem, where platforms host app stores and then take a cut of developer revenues.

Epic Games won its antitrust battle with Google. But what comes next?

Google, Meta Join Push for Digital Openness as EU Regulation Takes Aim at Tech Giants

Alphabet is developing artificial intelligence (AI) that will help its search engine and YouTube business segments.

Up 51% in 2023, Is Alphabet Stock a Buy for 2024?

Alphabet (GOOGL) updates its Google Wallet app, allowing users to access loyalty cards on their smartwatch.

Alphabet (GOOGL) Adds Loyalty Cards to Wallet App for Wear OS

With Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) poised to become a big winner in the AI Revolution, GOOG stock looks quite attractive at its current relatively low valuation. AI will make the company's core search and ads businesses significantly more lucrative, and the technology should also meaningfully boost other existing offerings provided by Alphabet.

Alphabet's AI Ambitions: A Catalyst for GOOG Stock's Future Growth

Accenture Plc

Google Cloud plans to deliver its new generative-AI model Gemini to enterprises, working with one of the industry's biggest professional services companies.

Google Cloud, Accenture create joint AI business unit

Google announces MedLM, a new suite of health-care specific AI models.

Google is rolling out new AI models for health care. Here's how doctors are using them

This broken wing butterfly trade on GOOGL stock has a profit zone between 125 and 135.

If GOOGL Stock Stays Rangebound, This Option Trade Works Out Well

Google recently announced its latest AI model, Gemini. In the vast majority of tests, the most advanced version of Gemini outperformed ChatGPT-4.

Alphabet's Bard Chatbot Is Getting an Upgrade -- and Investors Could, Too

J.P. Morgan maintained the equivalent of a Buy rating, naming the company one of its top picks for 2024.

Google's Parent Alphabet Is Gets Higher Price Target. AI Will Help Next Year.

Tech stocks have captivated Wall Street this year thanks to excitement over AI and other high-growth industries. Alphabet has significant potential in AI and is currently trading at a bargain price compared to other tech stocks.

2 Hypergrowth Tech Stocks to Buy in 2023 and Beyond

Amazon

Microsoft

NVIDIA

Tesla

Investors who missed the year's unexpected rally may be wondering if there still is room in 2024 to dip their toes into “Magnificent Seven” stocks, given a backdrop where the Federal Reserve is expected to pivot to rate cuts and inflationary pressures ease further.

‘Magnificent Seven' up for another bull run? What to expect from technology stocks in 2024.

Google, Meta Platforms, Qualcomm and seven other technology companies have come together to work out a joint approach to a more open digital market. It's a sign of Big Tech looking to get ahead of regulations on competition, especially from the European Union.

Google, Meta Team Up to Navigate Regulation. How It Could Slash Fines.

C3.ai

Generative AI is attracting billions of dollars in investment from some of the world's largest companies. The technology can create text, images, videos, and computer code, making it a highly valuable productivity tool.

Generative Artificial Intelligence (AI) Is Exploding: 2 Stocks to Snag Now

The digital renderings of North Bayshore, a massive proposed development in Mountain View, California, are crowded with glistening buildings and cheerful, animated pedestrians. There's a lot to show off, including 7,000 new homes, three distinct neighborhoods, and nearly 300,000 square feet of retail and community space.

Meet America's newest mega-landlords: Google, Facebook, and Elon Musk

Alphabet subsidiary Google is the market leader in digital advertising, and the company is gaining market share in cloud computing. Google is leaning into its AI expertise to drive share gains across its ad and cloud computing businesses.

A Bull Market Is Coming: 1 Stock-Split AI Growth Stock to Buy Now With $150 and Hold Forever

Google' stinging defeat against Fortnite-maker Epic Games in a California courtroom could be an important blow against big tech's decades of supremacy on antitrust matters in the United States.

Big tech stumbles in Google's Epic defeat

Roku

Verizon

In today's digitally-driven era, communication has become an indispensable aspect of our daily lives. From high-speed broadband connections to instantaneous text messaging and mail, our reliance on these communication channels is ever-growing.

The 3 Most Undervalued Communications Stocks to Buy in December

Big Tech stocks have seen a huge ramp in price in 2023, but there are disparities in valuation and underlying business success. Google is cheap with a strong growth trajectory, while its peers like Apple, Tesla, and Amazon are more expensive with worse earnings prospects. Google is the best value among the "magnificent seven" tech stocks. I'm raising my price target to $164 for 2024.

News for Alphabet Stock (GOOGL)