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

Prabhakar Raghavan testified that threats to Google's position are very much real, and innovation at the search engine has allowed it to maintain market share.

'Grandpa Google': Search head testifies that young users see it as out of style

At the start of its antitrust defense, Google attributed its success to relentless investment, countering government claims that it broke the law to stay ahead.

Google Search Boss Says Company Invests to Avoid Becoming ‘Roadkill'

Tech stocks suffer two-day selloff as investors find 'wrinkle or two' in Alphabet, Meta earnings

Pichai likely will be pushed by prosecutors to explain why he has told employees in at least one recorded chat from 2021 to “change the setting of this group to history off,” according to sources close to the proceedings.

Google CEO Sundar Pichai to testify over private messages: sources

Raghavan said the company has been tagged with the disparaging moniker “Grandpa Google” among younger demographics who don't see it as an interesting product.

Google exec testifies that innovation is key to avoid becoming ‘road kill' at antitrust trial

Alphabet beat estimates, but cloud growth was weak. Macroeconomic concerns are weighing on the stock as well.

Why Alphabet Stock Lost 10% This Week

Copart

Cadence Design Systems

ExlService Holdings

The stock market indices have been declining since August, along with most stocks. The sell-off has been accelerating in the latter part of October.

These Quality Stocks Are Becoming A Deal For Long-Term Investors - Copart (NASDAQ:CPRT)

Google executive Prabhakar Raghavan on Thursday detailed challenges the search and advertising giant faces from smaller rivals, describing efforts to avoid becoming "the next road kill."

Google executive testifies innovation key to avoid becoming 'next road kill'

Apple

Amazon

NVIDIA

Tesla

Though their businesses are different, their shares often move together.

Apple and the Other 6 Big Tech Stocks Are Falling Today. That Happens More Often Than You Think.

Uber

Fully autonomous rides are now available to Uber customers in Phoenix via a partnership of the ride-hailing platform and Waymo. Starting Thursday (Oct. 26), Uber customers in Phoenix who request a ride on the app may have the opportunity to experience Waymo Driver self-driving car technology, Uber said in a Thursday blog post.

Uber and Waymo Launch Fully Autonomous Rides in Phoenix

All that it took was Google's cloud computing revenue to fall slightly short of expectations to send the stock price cratering.

Alphabet Stock Sinks Despite Lofty Earnings - Expectations Leaves Wall Street Disappointed

Customers ordering an Uber in Phoenix now have the option to ride in a fully autonomous vehicle.

Uber begins offering rides in self-driving Waymo cars

Fidelity MSCI Telecommunication Services Index ETF

iShares Global Telecom ETF

Vanguard Telecommunication Services ETF

Communication Services Select Sector SPDR Fund

Alphabet shares slumped on Oct 25 as the company's cloud revenues missed estimates. While the industry's challenge in developing and shaping AI infrastructure caused this weakness, the rebound could be seen in 2024.

Alphabet ETFs: Should You Buy the Dip?

Traders who think GOOGL will not reclaim the 50-day line in the next few weeks could look at a bear call spread option trade.

After Google Stock's Plunge, Option Trade Offers Some Solace

It has been a pivotal week on Wall Street as tech giants unveiled their latest quarterly earnings reports. Among the notable players in the spotlight was Alphabet (NASDAQ: GOOGL), the parent company of Google.

Google stock erases $200 billion in a day

Shares of Google parent Alphabet sank on disappointing growth for Google Cloud. Google CEO Sundar Pichai talked about two things in the Q3 call that bode well for his company's future.

Here's What Sundar Pichai Just Said That Makes Google Stock a No-Brainer Buy on the Dip

Alphabet's Q3 earnings easily beat Wall Street's expectations. The bulls praised its accelerating ad sales, growth in paid subscriptions, and expanding operating margins.

3 Reasons To Buy Alphabet Stock, and 3 Reasons to Sell

Investors have gravitated to the FAANG stocks -- Meta Platforms (previously Facebook), Apple, Amazon, Netflix, and Alphabet (previously Google) -- for the past decade. All five FAANG stocks have vastly outperformed the S&P 500 and offer sustained competitive advantages.

2 FAANG Stocks With Up to 79% Upside, According to a Pair of Wall Street Analysts

Google has worried for years that Apple would one day expand its internet search technology, and has been working on ways to prevent that from happening.

Inside Google's Plan to Stop Apple From Getting Serious About Search

Google (NASDAQ: GOOG ) stock hasn't benefited even after it announced it would pursue a series of layoffs, would be cutting 12,000 jobs or 6% of the total workforce. Job cuts are not new for the tech industry.

Google's Latest Layoffs Are a Huge Red Flag for GOOG Stock

The selloff in Alphabet Inc. shares Wednesday resulted in the fifth-largest one-day decline in market value for any U.S. company on record.

Google's stock sheds market cap the size of Nike in one of Wall Street's five worst drops ever

Alphabet stock dropped nearly 10% Wednesday following Tuesday's third-quarter earnings report. Google said cloud-computing revenue climbed 22% to $8.41 billion in the quarter, missing estimates of $8.64 billion.

Alphabet sees $165 billion in market cap wiped after cloud business growth disappoints Wall Street

CentML – a Toronto-based AI startup has received new funding from Nvidia Corp (NASDAQ: NVDA) and Alphabet Inc's (NASDAQ: GOOGL) Google. Who else participated in the seed round?

Google, Nvidia invest in AI startup CentML

Top Stocks To Buy Now? 2 Tech Stocks For Your Late October 2023 Watchlist

The 22% revenue growth rate at Google Cloud came in well short of expectations.

News for Alphabet Stock (GOOGL)