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

Microsoft CEO Satya Nadella testified about competing with Google in digital search in the federal antitrust trial against Google in Washington, D.C.

It's 'really the Google web': Microsoft CEO testifies about how hard it is to break into search

Microsoft CEO Satya Nadella told a US court on Monday that Google's dominance of the search engine market made it very hard for rivals to emerge, hitting out sharply at the business practices of his company's archrival.

Microsoft CEO hits out at 'dominant' Google in US trial

Microsoft CEO Satya Nadella warned on Monday of a "nightmare" scenario for the internet if Google's dominance in online search is allowed to continue, a situation, he said, that starts with searches on desktop and mobile but extends to the emerging battleground of artificial intelligence.

Microsoft CEO warns of 'nightmare' future for AI if Google's search dominance continues

Microsoft CEO Satya Nadella testified Monday that Google's multibillion-dollar default search engine deals have played a key role in obtaining a dominant hold on the market – backing one of the government's key arguments at the landmark antitrust trial.

Google default search engine deals make user choice ‘completely bogus,' Microsoft CEO Nadella says

Satya Nadella, the chief executive of Microsoft, is the government's biggest-name witness in its landmark antitrust case against Google.

Microsoft C.E.O. Testifies That Google's Power in Search Is Ubiquitous

Alphabet (GOOGL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Why Alphabet (GOOGL) Could Beat Earnings Estimates Again

It's so associated with web searching that it's become a verb.

Google monopoly trial shows appetite for enforcement on Big Tech, antitrust experts say

Google's AI potential is underestimated by the market, making the stock a buy. Google's Bard chatbot is growing rapidly, while OpenAI's ChatGPT growth has flattened. I further anticipate Google's new Gemini to be a milestone in AI applications, enabling multi-modal and differentiating capabilities.

Google Stock: How Might AI Impact Its Business

Broadcom

Google rumors helped solve a mystery surrounding a big Broadcom customer. Google is likely to remain a Broadcom customer for some time.

Google Confirms It's a Big Broadcom AI Chip Customer -- But for How Long?

Given Highmark's expansive footprint and Google Cloud's incredible technology, this could add significant value to millions of people.

Highmark Health Is Partnering With Google Cloud To Develop Generative AI Solutions

Apple

Amazon

Microsoft

NVIDIA

Tesla

The Federal Reserve may be wrong, but at least officials there won't be flying blind now that the government will stay open, keeping the nation's flow of economic data still running. In the early going, there was something of a relief rally, though it quickly evaporated.

Magnificent Seven tech stocks haven't been this cheap in six years, Goldman Sachs strategists say

The hedge fund manager thinks Alphabet's public relations efforts related to its AI initiatives haven't been great. However, Ackman believes the tech giant has multiple enduring competitive advantages in AI.

Billionaire Bill Ackman Thinks This Stock Will Be "a Dominant Player" in Artificial Intelligence (AI) for a Very Long Time

Visa

With a good deal of uncertainty over interest rate hikes and the potential for recession, markets have been far more volatile. However, if some of the uncertainty fades, we could also see a year-end rally, which I strongly believe could happen.

7 S&P 500 Stocks Set to Explode Higher

Judge Amit P. Mehta is solely responsible for deciding if Google has broken the law in its quest to maintain dominance.

US judge blasted for secrecy in Google antitrust case after presiding over Jan. 6 trials

The so-called Magnificent Seven lost some luster in the latest quarter, as they proved no longer the big market drivers they were earlier this year.

The Magnificent Seven could be considered the messy seven after a ‘meh' third quarter

Google's top executives have long established a reputation of saying as little as possible on most topics: Earnings calls. Product development plans.

Psst: Here's why Google's antitrust trial against the Department of Justice isn't being talked about much

Alphabet's operating leverage is on the way up, but free cash flow generation looks poised to decrease in the second half of the year. While Google's P/E valuations are no longer cheap, the sturdy nature of its earnings growth through FY25 (19% CAGR) should not be dismissed. Bullish momentum appears to have come off and the stock has entered an old congestion zone.

Google: Tempering Our Enthusiasm

Despite a sudden 8% drop in the earlier part of the week, shares of Alphabet Inc NASDAQ: GOOGL are well on their way to undoing the dip and reclaiming their recent highs. The current rally, underway since last November, has already tacked on as much as 65% to share value.

The Next Stage Of Google's Rally Just Started

Bill Ackman channeled Warren Buffett when he invested in Google-parent Alphabet this spring. He capitalized on market fear to buy in cheap, took a long-term view, and prized predictability.

Billionaire investor Bill Ackman channeled Warren Buffett when he bet big on Alphabet this spring

Alphabet's (NASDAQ: GOOG , GOOGL ) flagship Google search engine just turned 25 this week. However, among GOOG stock investors, there isn't much celebration going on about reaching this milestone.

GOOG Stock Outlook: Why Alphabet Is Still a ‘Magnificent' Buy

Microsoft kickstarted the generative AI revolution with its investment in ChatGPT creator OpenAI, and Google quickly responded with its Bard chatbot. Amazon had been largely left out of the conversation, until now.

Amazon's Big AI Investment Just Put Microsoft and Alphabet on Notice

McDonald's

Netflix

Starbucks

United Continental Hlds

Looking for the best blue-chip stocks to buy might seem boring, especially compared to stocks that make big moves. In fortifying your investment portfolio, dipping your toes into the volatile waters of penny and small-cap stocks can be incredibly tempting.

Don't Miss the Boom: 7 Blue-Chip Stocks Set to Explode Higher

Microsoft chief executive Satya Nadella is expected to testify on Monday as a witness for the U.S. Justice Department, according to a filing on the docket of its once-in-a generation court fight against Alphabet's Google.

Microsoft CEO Satya Nadella to testify on Monday in Google antitrust trial

Conservative groups are clapping back against Google's efforts to keep its secretive relationship with Apple under lock and key.

Forbidden Apple: Google trial secrets remain hard to unlock

DOJ lawyers say Google relies on default search engine deals to build an illegal monopoly.

News for Alphabet Stock (GOOGL)