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

Apple

Amazon

Microsoft

David Tepper's hedge fund Appaloosa Management left positions in Apple (AAPL) and China-focused ETFs in the third quarter while raising its bets on other tech giants, according to a recently filed 13-F report.

Tepper's Appaloosa Exited Apple But Bet More On Alphabet, Amazon, Microsoft, Meta

Google agreed to pay $8 billion over four years to Samsung Electronics Co. to make its search engine, voice assistant and Play Store the default on the company's mobile devices, according to testimony presented by Epic Games Inc.

For Google Play, dominating Android world was 'existential'

The chief executive of Google Inc's owner has confirmed it makes over US$10 billion in payments to Apple Inc (NASDAQ:AAPL) to secure its place as a preferred search engine.   Sundar Pichai, Chief Executive Officer of Alphabet Inc (NASDAQ:GOOG), confirmed in court that Google pays Apple more than a third of web browser Safari's search revenue under the terms of a default search agreement, according to reports.

Alphabet CEO confirms Google's payments to rival Apple total over $10bn

Threats to Google search have been overblown. Alphabet has AI at its core.

3 Things About Alphabet the Smartest Investors Know

More than 1 million companies use Microsoft's productivity software. By focusing on large enterprise clients, Microsoft's Copilot could quickly grab a strong position in the AI market.

The Big Advantage Microsoft Has Over Alphabet in the AI Wars

Companies boasting strong cash-generating abilities can be great investments, as they have plenty of cash to fuel growth, pay dividends, and easily wipe out debt.

These 3 Mega-Cap Tech Companies Are Cash-Generating Machines

Google CEO Sundar Pichai on Tuesday was summoned to federal court for the second time in two weeks to testify in an antitrust trial threatening to topple a pillar of an internet empire that he helped build.

Google CEO Sundar Pichai returns to court to defend Play Store's business practices

Salesforce

2023 has been a volatile one for the equities markets, especially for the tech sector. The S&P 500 and the Nasdaq, two of the most widely followed indexes, have experienced significant swings in performance, as investors reacted to changing economic conditions, interest rates and earnings reports.

3 Oversold Large-Cap Tech Stocks with Terrific Upside Potential

NVIDIA

Tesla

It was a magnificent day for the stock market Tuesday, highlighted by a strong performance by the Magnificent Seven technology giants, led by Tesla Inc. and Apple Inc. shares.

The Magnificent Seven add more than $200 billion to their market caps

Google's hesitancy to fully unleash its AI capabilities may indicate a struggle to adapt and compete in the AI space. The economic implications of AI innovations could disrupt Google's traditional revenue and cost structures. Google's perception as a low-risk investment may overlook the disruptive undercurrents of AI, posing risks to its stability and market valuation.

Google At A Crossroads: Navigating The AI Revolution And The Innovator's Dilemma

Alphabet Inc (NASDAQ: GOOGL) is in focus today following news that Google pays 36% of the total search revenue it generates from “Safari” to Apple Inc (NASDAQ: AAPL).

Google pays 36% of search revenue from Safari to Apple Inc

Alphabet CEO Sundar Pichai acknowledged in federal court on Tuesday that he sometimes marked documents as "privileged" and never turned off a setting that caused internal chats to delete automatically after one day.

Alphabet CEO, in Play store trial, acknowledges some materials not retained

Alphabet CEO Sundar Pichai on Tuesday confirmed that Google pays Apple 36% of Safari search revenue, under the terms of a default search agreement.

Alphabet pays Apple 36% of Safari search revenue, Sundar Pichai confirms

C3.ai

Recent developments in AI have provided a strong catalyst for this year's market rebound. Improvements on the economic front could help drive stocks even higher.

Why Artificial Intelligence (AI) Stocks Alphabet, Meta Platforms, Amazon, and Others Rallied Tuesday Morning

In a time of war and populism, the world needs quality information and credible news outlets. Local news is a part of this healthy ecology.

Why Google and Meta owe news publishers much more than you think—and billions more than they'd like to admit

Over the last twenty years, Alphabet has internally built and exogenously acquired a series of globally dominant properties. In any given quarter, we should expect some of these properties to be performing well and some to be taking a breather, so to speak. And, in Q3 2023, we witnessed just this.

The Ebbs And Flows Of Alphabet

Google pays Apple 36% of its search advertising revenue from Safari under the terms of the two companies' search default agreement, an Alphabet witness said.

Apple gets 36% of Google search revenue from Safari, Alphabet witness says

The brilliance of Google discount search is not just that it aggregates deals. It also aligns intent, and provides a solution that is as efficient as it is expansive.

Google Strives To Transform Shopping With Innovative Discount Search

Bill Gates said that recent advances in artificial intelligence (AI) are just the beginning. Generative AI will eventually give way to advanced AI agents that will be game-changing.

Billionaire Bill Gates Says 1 Thing Will "Utterly Change How We Live" Over the Next 5 Years. 3 Stocks to Buy and Hold If He's Right.

The tech giant, which is wrapping up its arguments in the federal monopoly trial, has framed itself as a good corporate citizen that has pushed innovation and helped consumers.

What Google Argued to Defend Itself in Landmark Antitrust Trial

Sundar Pichai, Google's chief executive, is expected to testify on Tuesday for the second time in two weeks to defend his company against monopoly claims.

Google's C.E.O. to Take Another Turn on the Antitrust Witness Stand

GoCardless CEO Hiroki Takeuchi said that his firm was "very open minded" about the prospect of mergers and acquisitions.

Alphabet-backed GoCardless considers takeovers as CEO expects a barrage of consolidation

Google's top lawyer reportedly "visibly cringed" at the reveal.

Google witness accidentally reveals company pays Apple 36% of search ad revenue

The U.S. Supreme Court on Monday let stand a decision for Google that overturned a jury's $20 million patent verdict against the tech giant over anti-malware technology in its Chrome web browser.

US Supreme Court won't hear case against Google over Chrome technology

Here's what fundamental and technical analysis says about buying Google stock as generative artificial intelligence impacts its search advertising business.

News for Alphabet Stock (GOOGL)