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 Inc.'s main drivers of growth will be its large language models and its cloud computing division. Gen-AI is becoming more complex, but the company's framework aligns closely with the demand for diverse pre-trained models and solutions. Alphabet has one of the strongest balance sheets in the tech industry, with minimal debt and a substantial cash reserve.

A Look At Google's Strong Financial Prowess

SAN FRANCISCO — Google on Monday confronted the second major U.S. antitrust trial in two months to cast the internet powerhouse as a brazen bully that uses its immense wealth and people's dependence on one of its main products to stifle competition at consumers' expense.

Epic Games accuses Google of bullying, bribery to block competition to its Android app store

Apple

Amazon

Broadcom

Microsoft

Netflix

NVIDIA

Tesla

The early days of the pandemic were a boon for mega caps, however, that faded from late 2020 through about a year ago. As for the other FAANG+ stocks, there has not been the same sort of dramatic moves of late.

FAANG+ Flatline

The maker of hit videogame Fortnite, Epic Games, and Google faced off in federal court in San Francisco as a trial began over whether the internet giant wields monopoly power at its Play Store.

Epic Games and Google face off in court over app store

Match may have settled its antitrust lawsuit with Google last week, but Fortnite maker Epic Games is still set to go to trial with the tech giant today, November 6, in hopes of convincing a jury that Google engages in anticompetitive behavior with regard to its Android app store, Google Play, and its commission structure.

What to know about Fortnite maker Epic Games' antitrust battle with Google, starting today

Alphabet Inc. NASDAQ: GOOG reported its Q3 2023 earnings with impressive results. Unfortunately, shares fell nearly 10% in the aftermath, stemming from one blemish in the report, Google Cloud Platform (GCP).

Alphabet slays its earnings but falls on its sword with cloud

Google's trial against Epic follows the game publisher's lawsuit against Apple, which went to court in 2021 and was appealed earlier this year

Google is set for second antitrust trial two months as it faces off against Epic Games

American Express

Coca-Cola

Visa

Investing in blue-chip stocks is not about chasing the high-octane growth of the tech sphere or speculative plays but about building a resilient portfolio offering long-term stability. With their robust balance sheets, timeless products, and a legacy of solidity, blue-chip stocks have long been the emblem of reliability.

Trustworthy Giants: 7 Blue-Chip Stocks to Buy on the Dip

Super Micro Computer

This cloud computing giant will catch up to rivals in AI. This AI server maker should see hypergrowth and margin expansion.

2 Artificial Intelligence (AI) Stocks That Are Solid Post-Earnings Buys

Carnival

Three of this year's top gainers have slipped in recent weeks, representing a buying opportunity. These players, leaders in their industries, still offer solid long-term stories.

3 Hot Stocks You'll Regret Not Buying on the Dip

The world's cloud computing giants are reportedly upping spending as generative artificial intelligence (AI) takes off. Capital spending by Google, Amazon and Microsoft jumped to a combined $42 billion for the three months up to September, the Financial Times (FT) reported Sunday (Nov. 5).

Google, Amazon and Microsoft Pour $43 Billion Into Cloud Computing to Meet AI Demand

Trade Desk

Meta Platforms is investing heavily in developing new AI technologies. Alphabet offers AI prowess at a discount.

3 High-Performing Artificial Intelligence (AI) Stocks to Buy Hand Over Fist in November

In 2023, artificial intelligence ( AI ) has emerged as a transformative business force, offering unique investment prospects for those looking for high-growth investments. Indeed, the potential of AI to mimic human intelligence, learn from data and drive innovation spans various sectors, promising growth and wealth for patient investors.

Don't Underestimate These 3 AI Stocks Right Now

Wall Street is just a stone's throw away from the beginning of the next bull market. Improvement in the economic landscape could jumpstart ad spending as inflation continues to soften.

A Bull Market Is Coming -- 1 Magnificent Artificial Intelligence (AI) Growth Stock to Buy Hand Over Fist and Hold Forever

The Fortnite creator accuses Google of stifling app competition, a challenge on top of a federal suit claiming the tech giant abuses its search dominance.

Another Google Antitrust Battle Reaches Court in Epic Games Case

Microsoft has the most momentum of the three leaders in the cloud space. Amazon's AWS is struggling, but better times are on the horizon.

Is Microsoft, Amazon, or Alphabet the Best Stock in This $1.5 Trillion Industry?

General Motors

Uber

Driverless cars are here, flooding the streets of San Francisco, but the launch of robotaxis from Cruise and Waymo has been plagued by problems.

Why San Francisco's robotaxi rollout has been such a mess

The world of stock investing is akin to a pendulum, consistently swinging between highs and lows. Though the current market indicators may seem a far cry from their peak two years ago, history is on the side of perseverance.

3 Stocks to Buy for Under $1,000 That Could Skyrocket by 2024

Alphabet's advertising business continues to grow after several quarters of deceleration, thanks in large part to competition from TikTok. Management spent a good portion of the call explaining how generative AI is being leveraged on YouTube and Google Search.

Is This Artificial Intelligence (AI) Stock-Split Stock a Buy After Q3 Earnings?

BioMarin Pharmaceutical

Etsy

Fastly

All three major stock indexes, including the Nasdaq Composite, have swung between bull and bear markets this decade. Bargains abound for growth-seeking investors when the Nasdaq Composite is well below its record-closing high.

4 Unique Growth Stocks You'll Regret Not Buying in the Wake of the Nasdaq Bear Market Dip

Big Tech's consumption of water at its data centers is already massive, but artificial intelligence makes it a lot worse. The companies talk sustainability, but AI's demands continue to grow.

Microsoft, Meta, and Alphabet Struggle to Limit AI's Demand for Water

The maker of the popular videogame “Fortnite,” which battled Apple Inc. AAPL, +2.07% in federal court on similar grounds in 2021, is set to open arguments in a jury trial expected to last several weeks starting Nov. 6 in San Francisco. It claims Alphabet Inc.'s GOOGL, +0.82% GOOG, +0.79% Google Play Store restricts competitors from directly distributing their own apps, and instead forces them to have their apps installed via the Play Store.

Epic Games is the latest to take on Google in court over antitrust charges

Alphabet/Google's Q3 earnings miss resulted in a nearly 10% stock decline, wiping out $160 billion in value. The market overreacted to Google Cloud's growth expectations, despite it gaining market share and becoming profitable. Google Cloud is growing 20% annually and is expected to grow operating profits by 1400% by 2028 or 71% annually.

The Most Important Thing Google Investors Will Ever Read

When stock market turbulence picks up, investors tend to flock to industry leaders, such as the nine top-notch companies that have enacted stock splits since July 2021. One high-profile stock-split stock is effectively cheaper than it's ever been as a publicly traded company.

1 Stock-Split Stock to Buy Hand Over Fist in November, and 1 to Avoid

Google has been making cuts to its real estate investments and has now ended its agreement with a developer of future campuses

News for Alphabet Stock (GOOGL)