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

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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

Google is likely to appeal its loss to Epic Games, delaying any changes to the Play Store for months to years.

Google's loss to Epic will likely have little impact in the near-term

A trio of antitrust cases on the docket threaten to reshape Google's business and sap its profits.

Google's Antitrust Loss to Epic Could Preview Legal Defeats in 2024

Apple

Google's court loss this week to Epic Games could also be bad news for Apple. That's according to a report Tuesday (Dec. 12) from Bloomberg News, which notes that the app store “duopoly” held by both companies generates nearly $200 billion a year and determines how billions of consumers use their mobile devices.

Report: Google's Court Loss to Epic Games Also Threatens Apple

An epic court win by the maker of Fortnite could upend the multibillion-dollar app-store economy. It almost assuredly will set into motion a legal skirmish that will ultimately land in the U.S. Supreme Court.

What Epic's win against Google means for the app-store economy

Google has been found guilty of antitrust violations regarding its Play mobile app store in a unanimous decision by a San Francisco jury, marking a “potential turning point” for video game producers, analysts at Jefferies wrote.  The case, brought by Epic Games in 2020, accused the Alphabet Inc (NASDAQ:GOOG)-owned company of implementing restrictive practices that stifled competition in the mobile app market.

Epic Games' legal victory over Google is a 'potential turning point' for the mobile games industry

Epic Games and its CEO Tim Sweeney have been fighting against mobile app stores and their fees since at least 2020. On Monday, they got a win against Google.

Epic CEO Tim Sweeney on why the company did better against Google than Apple in court

Google's legal defeat at the hands of Fortnite maker Epic Games Inc. threatens to roil an app store duopoly with Apple Inc. that generates close to $200 billion a year and dictates how billions of consumers use mobile devices.

Google's Epic legal defeat threatens $200 billion app store industry

Alphabet's Google (GOOGL) lost an antitrust case against "Fortnite" maker Epic Games alleging that Google's app Play Store maintained illegal monopoly power, in a decision that could potentially disrupt a $200 billion app store industry.

Why Google's Antitrust Case Loss Against 'Fortnite' Maker Epic Games Matters for Big Tech

First Solar

At the back of renewed stock market optimism, recent weeks have seen the S&P 500 surge beyond 4,600, a milestone not witnessed since January 2022.

2 stocks investors should consider buying for 2024

When it comes to Fortnite, the winner takes it all.

Gaming boss who took Epic fight to Apple and Google

Adobe

Analog Devices

Carrier Global

Expedia

Match Group

NVIDIA

Artificial intelligence (AI) has fueled impressive gains for many investors in 2023. But as we get ready to usher in a new year, some analysts and investors wonder if artificial intelligence is a bubble.

Which stocks benefited from mentioning AI in their Q3 earnings?

Intuit

Lemonade

Microsoft

UiPath

Baidu

The investment arena witnessed a seismic shift in early 2023, with AI stocks to buy taking center stage. AI, a catalyst of unprecedented innovation, became a transformative business force effectively reshaping the high-growth investment landscape.

7 AI Stocks to Turn $50,000 Into $1 Million: December 2023

Its an antitrust decision that casts doubt on the app-store model of companies like Google-parent Alphabet and Apple and their Big Tech peers who are seeking to displace them.

Google Lost Against Epic Games, Apple Won. Why That's Bad for Big Tech.

With the release of its new artificial intelligence model “Gemini,” Alphabet (NASDAQ: GOOG ,NASDAQ: GOOGL ) has propelled itself into the lead of the global AI race and made GOOGL stock a must-have. Gemini represents the largest and most sophisticated AI model yet, and it is far ahead of the ChatGPT and GPT-4 chatbots released by rival OpenAI.

Buy Alphabet Stock Now to Bet on the Future of AI

A federal court jury has decided that Google's Android app store has been protected by anticompetitive barriers that have damaged smartphone consumers and software developers, dealing a blow to a major pillar of a technology empire.

Epic Games wins antitrust lawsuit against Google over barriers to its Android app store

The firm behind popular shooting game Fortnite has won an antitrust trial against Google after accusing the tech giant of anticompetitive practices.

'Victory over Google!' Fortnite maker wins legal battle with tech giant over app store

A jury on Monday found Google violated antitrust policies in its Play Store for Android systems. Fortnite developer Epic Games proved Google held a monopoly in the store and limited competitors.

Google loses app store antitrust suit brought by Fortnite in a decision that could cost the tech giant billions

On Monday, a jury sided with Epic Games over Google in an antitrust case that could reshape how app marketplaces like Google Play are allowed to operate. The unanimous verdict wraps up a three-year-long legal battle between the companies.

Fortnite maker Epic Games wins its antitrust fight against Google

Game maker prevails in lawsuit accusing Alphabet of making its Google Play store dominant over rival app stores

Google loses antitrust trial to Fortnite maker Epic Games

A new Pew Research Center study finds that more than 15% of teens say they're on YouTube or TikTok 'almost constantly.'

More than 15% of teens say they're on YouTube or TikTok 'almost constantly'

SAN FRANCISCO — A federal court jury is poised begin its deliberations in an antitrust trial focused on whether Google's efforts to profit from its app store for Android smartphones have been illegally gouging consumers and stifling innovation.

Google antitrust trial focused on Android app store payments to be handed off to jury to decide

Amazon

Alphabet is selling off after the Google Gemini announcement seems to be overpromising on AI capabilities. Meta has fallen as CEO Mark Zuckerberg's share sales continue.

Why Big Tech Stocks Alphabet, Amazon, and Meta Dropped on Monday

Google stock dipped below its 50-day line, while Meta stock fell below the stock's buy point.

Google Stock Dips Under 50-Day, Meta Falls Below Buy Point

Google's Q3 results show strong fundamentals and a shift towards a more mature phase. The advertising industry strongly recovered in 2023 and it's expected to more than double in the next decade. Google's dominance in the industry and focus on efficiency make it an interesting long-term investment opportunity.

Google: Long Live The King Of Online Advertising

Alphabet's (GOOGL) added an array of AI-powered features to NotebookLM, integrating generative AI capabilities to its note-taking app.

News for Alphabet Stock (GOOGL)