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 released its third-quarter report on Oct. 24. There was a notable acceleration in the core parts of Alphabet's business.

2 Reasons the 12% Sell-Off in This Trillion-Dollar Stock Is Way Overdone

Apple

Amazon

Microsoft

NVIDIA

Tesla

That group consists of Apple Inc. NASDAQ: AAPL, Microsoft Corp. NASDAQ: MSFT, Alphabet Inc. NASDAQ: GOOGL, Amazon.com Inc. NASDAQ: AMZN, Nvidia Corp. NASDAQ: NVDA, Tesla Inc. NASDAQ: TSLA and Meta Platforms Inc. NASDAQ: META.

Could 7 Tech Giants Drag Down the Broader Market?

Alphabet stock fell after the market was disappointed with Google Cloud growth. Further down the income statement, though, Google Cloud is doing more than just fine.

Google Cloud Hit a Snag, but Here's Why Alphabet Stock Is a Buy Anyway

Amazon and Alphabet both completed stock splits last year after their shares soared. These market leaders could see their share prices take off in a market favoring growth.

2 Stock-Split Stocks That Could Skyrocket in a Bull Market

Google CEO Sundar Pichai testified Monday in the U.S. government's antitrust trial against the company. The executive defended Google's business tactics, including its deal with Apple and other partners to make Google the default search engine.

5 things we learned so far about the Google antitrust case

Alphabet CEO Sundar Pichai, who testified on Monday in Washington to defend Google against allegations it broke antitrust law, replaced company co-founder Larry Page as CEO of parent Alphabet in 2019 as regulatory concern about Big Tech was heading toward a fever pitch.

Alphabet chief Pichai labored in trenches but rose to defend search giant

WASHINGTON — Testifying in the biggest U.S. antitrust case in a quarter century, Google CEO Sundar Pichai defended his company's practice of paying Apple and other tech companies to make Google the default search engine on their devices, saying the intent was to make the user experience “seamless and easy.''

Alphabet CEO defends paying Apple, others to make Google their default search engine

Justice Department attorneys pressed Pichai to explain his handling of now-infamous internal group chat from 2021.

Google CEO Sundar Pichai grilled over company's deleted chat logs at antitrust trial

Sundar Pichai—testifying during Google's antitrust trial—said deals with Apple and others were meant to make the user experience “seamless and easy.”

Google CEO Defends Deals Making Google The Default Search Engine

It was the first opportunity for the government's attorneys to press Google's top executive in open court on actions to secure its search dominance.

Alphabet CEO Sundar Pichai testifies in U.S. antitrust trial to defend Google's search business

Testifying in the biggest U.S. antitrust case in a quarter century, Google CEO Sundar Pichai defended his company's practice of paying Apple and other tech companies to make Google the default search engine on their devices, saying the intent was to make the user experience "seamless and easy.''

Google CEO defends paying Apple and others to make Google the default search engine on devices

AI stocks have been at the forefront of the 2023 market rally. Big tech companies are well positioned to profit from the latest advances in AI.

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

Google's Q3 performance showcases strong growth with double-digit revenue expansion and a significant 42% increase in earnings. The market reacted with a selloff. Concerns about the growth of Google Cloud are overblown, as growth in this segment is still solid. Future AI projects will likely boost Cloud performance. Google's strong results in its core search business and its diversification efforts, such as the success of its Pixel phones, make it a robust mega-cap stock.

Google: The Most Attractive Mega-Cap Stock After Q3

Sundar Pichai, the chief executive of Google, appeared in court to defend his company against a landmark federal antitrust case.

Google C.E.O. Says Tech Giant Has Improved the Web for All Consumers

Porsche Automobil Holding SE

Porsche will integrate Google Maps, Google Assistance and other apps from Google Play into its future cars, it said on Monday.

Porsche to integrate Google Maps, Assistance into future cars

Alphabet stock fell considerably following its Q3 earnings. The tech powerhouse reported generally strong results.

Alphabet's Latest Earnings Teaches Investors a Valuable Lesson

Alphabet Inc (NASDAQ:GOOG), Google's parent company, has committed to a $2 billion investment in Anthropic, the artificial intelligence (AI) start-up. The San Francisco-based company, co-founded by Dario Amodei, formerly of ChatGPT investor OpenAI, has already achieved a valuation surpassing $5 billion.

Google owner Alphabet ploughs $2bn into AI start-up Anthropic

Investors who piled onto the "Magnificent Seven" S&P 500 rally this year are paying for it now. Losses are approaching $2 trillion.

'Magnificent Seven' Stock Meltdown Costs Investors $1.8 Trillion

Sundar Pichai, CEO of Alphabet Inc and its subsidiary Google, will testify on Monday in the once-in-a generation antitrust fight with the U.S. government over Google's dominance of search and some parts of search advertising.

Google CEO Sundar Pichai to testify in US antitrust trial

Google's cloud business has challenges ahead but it is a small part of Google's overall valuation. Google Cloud's growth rate has slowed down compared to Microsoft Azure. The overall operating income and revenue of Google have improved nicely from Q3 2022 to Q3 2023.

Google: Big Year-Over-Year Improvements Despite Cloud Disappointments

Alphabet beats revenue and earnings estimates, but cloud revenue disappoints. Alphabet has a significant advantage in AI and has the financial resources to invest in AI at a rapid pace. The company is infusing AI into all its products, including Search, Workspace, Maps, YouTube, and Google Cloud Platform.

Google: Buy This AI-Driven Company On The Post-Earnings Dip

Google could reportedly invest another $2 billion in artificial intelligence (AI) firm Anthropic. The tech giant, which already invests in Anthropic, has already given the OpenAI competitor $500 million and agreed to contribute another $1.5 billion over time, Reuters reported Friday (Oct. 27), citing a company spokesperson.

Google Strengthens Anthropic Ties With $2 Billion Investment

Visa

Investing in blue-chip stocks is about building a steady portfolio that can withstand any market situation. While there is no guarantee of solid returns, there are times when blue-chip stocks soar over 100% in just a few months and this is when you can make the most of your investment.

7 Blue-Chip Stocks to Buy on Every Single Dip

Microsoft gained on earnings, while Alphabet stock plunged. Azure is taking market share from Google Cloud.

Microsoft Is Crushing Google in a Massive Market, and AI Is a Big Reason Why

Alphabet is the lone common denominator in Buffett's, Ackman's, and Wood's portfolios. The reasons why these three famous investors own the stock vary.

News for Alphabet Stock (GOOGL)