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

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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

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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

CrowdStrike

Taiwan Semiconductor Manufacturing

Alphabet's margins have recently improved. Taiwan Semiconuductor's rough year is about to conclude.

3 Unstoppable Stocks to Buy With $400 Right Now

Amazon

Microsoft

Oracle

Vanguard Information Technology ETF

Cloud companies report slowing growth in 2023, but the long-term outlook could still be quite good. A recent report suggests massive growth is coming for cloud infrastructure and software.

2023 Has Been "Bad" for Cloud Stocks, and That's a Win for Investors

Start-ups are making some of the greatest breakthroughs in artificial intelligence (AI). These AI start-ups attract billions of dollars in investment from some of America's tech giants.

Here Are 3 Top AI Start-Ups That Trillion-Dollar Tech Giants Like Microsoft, Amazon, and Alphabet Are Betting On

OTTAWA — Canada's news publishers commended Google on Thursday for recommending “good faith” changes to the country's law compelling digital platforms to compensate media outlets.

Canadian publishers ready to work with Google on proposed changes to online news law

Google executives told CNBC they hope it's "a blueprint" for future real estate projects.

Google is opening a cafe, store and event space to the general public near its headquarters

Google reportedly intends to challenge the European Union's (EU) threat to break up its ad business.

Report: Google to Challenge EU's Attempt to Break Up Ad Business

A Canadian news industry body on Thursday lent support to some of Google's concerns about a new law that aims to make large internet companies share advertising revenue with news publishers in the country.

Canada news industry body backs Google's concerns about online news law

The U.S. government is near the halfway mark in its court battle with Alphabet's Google, which it has accused of breaking antitrust law with the tactics it used to dominate online search and some aspects of advertising.

Five things to know about the Google antitrust trial as it hits halfway mark

Google said on Thursday that it will defend users of generative artificial-intelligence systems in its Google Cloud and Workspace platforms if they are accused of intellectual property violations, joining Microsoft , Adobe and other companies that have made similar pledges.

Google to defend generative AI users from copyright claims

Google has agreed to pay German publishers 3.2 million euros ($3.38 million) a year for its publication of news content pending a decision from the German patent office (DPMA) on the issue, the sides said in separate statements on Thursday.

Google to pay German publishers 3.2 million euros per year on interim basis

Even amid shifting industry conditions, Alphabet continues to post a strong free-cash-flow yield. The software leader looks reasonably valued and stands a good chance of delivering market-beating returns.

Up 57% in 2023, This Trillion-Dollar Tech Stock Still Looks Like a Smart Long-Term Buy

Today, I will review my Alphabet thesis with you, which consists of four distinct pillars. Specifically, within this thesis, I will focus on Alphabet's cloud business, which I believe to be the "third supermajor." I will explore precisely what I mean by this with you. I will also apply my four foundational investment frameworks to the business, thereby highlighting its attractiveness, and I will perform a valuation exercise using my proprietary valuation model.

Alphabet: The Third Supermajor

Meta and Alphabet stock notch highest closes for 21 months

The tech sector, following a challenging 2022, has made a remarkable comeback in 2023, propelled by the ongoing artificial intelligence (AI) industry surge. ‘The Magnificent Seven,' the world's leading tech companies, have played a pivotal role in driving the S&P 500‘s resurgence.

Google stock inks 52-week high; What's driving the tech giant?

Alphabet is a dominant player in the advertising industry. Investments in AI and cloud computing are finally starting to pay off.

Here's Why I'm Buying This Trillion-Dollar Stock Hand Over Fist

Okta

Palo Alto Networks

Zscaler

Google, Amazon and Cloudflare have all recently been victims of attacks just weeks just weeks after casino operators MGM Resorts (MGM) and Caesars Entertainment (CZR) were targeted.

Google and Amazon Hit by Fresh Cyberattacks. These Stocks Could Benefit.

With Alphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) stock poised to benefit tremendously from the rapidly rebounding digital advertising market and the proliferation of artificial intelligence (AI), Alphabet's shares are definitely worth buying at this point. What's more, the company is growing rapidly, while the valuation of GOOG stock remains attractive.

Is GOOGL Stock a Buy, Sell or Hold in October 2023?

DeepMind, the AI lab owned by Google-parent Alphabet Inc (NASDAQ:GOOG), cut its employee costs by nearly 40% last year, according to a recent filing with a UK government agency.  In the company's 2022 fiscal year, staff costs and related expenses were roughly $731 million, compared to nearly $1.2 billion in 2021, according to the filing.

Alphabet's AI-focused DeepMind division saw a 40% cut in employee costs lats year

The stock values of Facebook parent Meta and Google parent Alphabet are on pace for their best sessions of the year Wednesday helping the Nasdaq Composite lead the broader U.S. stock averages.

Meta, Alphabet shares near 52-week highs

Google's Cloud Spanner is now half the cost of Amazon's DynamoDB “for most workloads,” Google says. And Google doesn't want you to forget it.

Google turns up the heat on AWS, claims Cloud Spanner is half the cost of DynamoDB

The data point shows that the streaming business is getting more competitive.

YouTube passes Netflix as top video source for teens

Internet stocks Meta Platforms Inc. and Alphabet Inc. were headed for their highest closes in more than a year as they continued their October rally.

Meta and Alphabet stocks on track to close at highest levels since early 2022

Alphabet's AI lab, DeepMind, cut employee costs by 39% last year, according to a recent filing with a UK government agency.

Alphabet's AI lab, DeepMind, cut employee costs by nearly 40% in 2022, alongside a drop in profit

The Magnificent Seven Big Tech stocks have been largely responsible for 2023's market rally. Yet some of those are more spectacular than others.

Meta and Alphabet Stocks Are Leaving Apple in Their Dust

Pichai outlined his concerns in emails sent in 2007 to Google co-founders Larry Page and Sergey Brin as well as other company leaders.

News for Alphabet Stock (GOOGL)