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's current CFO will be assuming the new role of Chief Investment Officer on September 1, which I view as a significant development. Google Cloud has significant room for profitability improvement, given that its current operating margin is way lower than that of its key peers. I stick to my existing Buy rating for Alphabet, following a review of the Google Cloud segment's recent quarterly performance and assessing the implications of the new CIO role.

Google: CIO Appointment And Cloud Profitability In The Limelight

Alphabet's (GOOGL) Google adds new automation capabilities to the Google Home application.

Alphabet (GOOGL) Boosts Home App With Automation Features

NVIDIA

NVIDIA Generative AI Technology Used by Google DeepMind and Google Research Teams Now Optimized and Available to Google Cloud Customers Worldwide NVIDIA Generative AI Technology Used by Google DeepMind and Google Research Teams Now Optimized and Available to Google Cloud Customers Worldwide

Google Cloud and NVIDIA Expand Partnership to Advance AI Computing, Software and Services

Ampere Computing, a semiconductor firm headed by ex-Intel executives that is planning to list its shares publicly, said on Tuesday its flagship chips will be offered by Alphabet's Google Cloud service.

Ampere says flagship chip to be offered by Google Cloud

Broadcom

Altria

Microsoft

Palo Alto Networks

Paychex

Cash cows bring in loads of free cash flow that help them sustain dividends and buybacks – and generate long-term value for investors.

Best Cash Cows to Buy

Here's what a fundamental and technical analysis says about buying Google stock as its search advertising business holds up.

Is Google Stock A Buy As Cloud Computing Event Touts AI?

Google owner Alphabet has had any potential damages bill for alleged overcharging on its app store slashed after a Federal judge reversed his class action status order. San Francisco District Judge James Donato concluded that expert testimony for the plaintiffs was based on “assumptions about the Play Store apps that are not supported by the evidence,” Bloomberg reported.

Google Play store class action set back

The new initiative will aim to optimize physician and patient experiences.

New Jersey's Largest Health System Is Partnering With Google Cloud To Deploy Generative AI

General Motors

The partnership between expands upon previous work between the two companies on GM's OnStar Interactive Virtual Assistant.

GM, Google exploring AI use cases across automaker's business

Google and Microsoft will be charging the same amount for artificial intelligence tools that augment productivity products used by businesses

Google's AI feature in Gmail and productivity apps will cost big businesses $30 a month per user

Alphabet's financial position provides tremendous downside safety. Alphabet is already a leader in AI.

1 FAANG Stock to Buy Hand Over Fist in August (and Beyond)

Artificial intelligence is proving to be a key competitive differentiator, even affecting Alphabet's stock price. AI is making significant impacts on Alphabet's products, such as making it easier for businesses to advertise on Google.

How Generative AI Helps Alphabet Remain an Advertising Leader

Google will invest an additional $1.7 billion to support three data center campuses in central Ohio, the company announced Monday.

Google to invest another $1.7 billion into Ohio data centers

A US judge plans to free Google from having to defend against a class action by 21 million consumers who claimed it violated federal antitrust law by overcharging them in its Google Play app store.

US judge set to decertify Google Play class action

Google plans to license mapping data to solar energy developers and design companies and could earn more than $100 million in the process, according to a new report from CNBC.  The Alphabet Inc (NASDAQ:GOOG) company intends to sell access to new API (application programming interfaces) offering energy data on individual buildings, or all buildings in a particular area, along with air quality information.

Google wants to make $100M selling solar energy data to everyone from Tesla Energy to Zillow: report

NEW ALBANY, Ohio — Google will invest an additional $1.7 billion to support three data-center campuses in central Ohio, the company announced Monday.

Google to invest another $1.7 billion into three Ohio data centers

Alphabet Inc.'s GOOGL, +0.87% GOOG, +0.84% Google intends to license mapping data to makers of renewable-energy products, an enterprise that could generate as much as $100 million in its first year, according to a CNBC report Monday, citing internal documents. Potential partners range from solar installers SunRun Inc. RUN, +0.43% and Tesla Energy TSLA, +0.10% to real-estate companies Zillow Group Inc. Z, +1.04% and Redfin Corp. RDFN, +4.73% and hotel chains like Marriott International Inc. MAR, +1.37%.

Google to sell mapping data to renewable energy companies: report

Among the new offerings will be a Solar API, which could be sold to solar installers, solar designers, utilities, and other customers, internal documents reveal

Google to begin selling maps data to companies building solar products, hopes to generate $100 million in first year

Apple

Amazon

Tesla

Hedge funds hold record exposure to the seven biggest tech stocks by market capitalization, according to data released on Friday by Goldman Sachs, in a week Nvidia hit an all-time high after beating revenue expectations.

Hedge fund exposure to 7 biggest tech stocks at record high, Goldman Sachs says

Mastercard

Merck

Dow Jones leader Merck, along with Google-parent Alphabet stock and Mastercard, are in or near buy zones in today's stock market action.

Dow Jones Drug Giant Merck, Google Stock, Mastercard In Or Near Buy Zones

Computer Vision and Robotic-Driven Medical AI Also to Be Shown San Francisco, California--(Newsfile Corp. - August 28, 2023) - Techolution, a world-renowned innovation specialist helping enterprises make the leap from Lab Grade AI to Real World ROI-generating AI, will exhibit groundbreaking AI solutions that combine Gen AI with computer vision and AI robotics, as well as their Digital Twin technology at the upcoming Google Cloud Next conference. In keeping with the company's mission to solve real problems with real-world AI, Techolution's Digital Bartender technology showcases how robotics can chat with customers and serve beverages in the robot's computer vision-based inventory.

Techolution to Showcase the Power of a Holistic AI Center of Excellence with Real World AI in Action at Google Next 2023

AMC Networks

Cogent Communications Holdings

Cinemark Holdings

Consolidated Communications Holdings

DISH Network

Live Nation

Madison Square Garden Sports

Paramount Global

E. W. Scripps

TechTarget

The media landscape is going through a difficult transition, and it isn't only because streaming is such a tricky business.

Meta, Alphabet and 10 under-the-radar media stocks expected to soar

Adobe

New technologies can help revolutionize Alphabet's Google search engine business. Adobe can benefit from artificial intelligence's disruption of the creative industry.

Forget Nvidia? 2 Top AI Stocks to Buy in 2023

In an era where technology reigns supreme, Alphabet Inc. ( GOOG , Financial) ( GOOGL , Financial), Google's parent company, emerges as a titan that continues to dominate the market. The digital landscape is evolving rapidly, and the company is not just keeping pace; it is setting the tempo.

Investing in the Digital Titans: Alphabet's Promising 2nd Quarter and the Future Ahead

In an era where technology reigns supreme, Alphabet Inc ( GOOG , Financial), Google's parent company, emerges as a titan that continues to dominate the market. The digital landscape is evolving rapidly, and Alphabet Inc (GOOG) is not just keeping pace; it's setting the tempo.

News for Alphabet Stock (GOOGL)