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

General Motors

California regulators vote on allowing self-driving taxis in major cities, presenting a huge market opportunity in the industry. Waymo and Cruise are leading the self-driving market, while Tesla is falling behind. General Motors is higher-risk, higher-reward, while Google has more moderate risk.

Self Driving Comes To San Francisco

Google is holding in a buy range, leading several stocks showing relative strength amid a market correction.

Looking For Winners As Market Pulls Back? Google Stock Leads 5 Near Buy Points.

Amazon

The cloud computing market is expected to grow substantially in the next few years. Amazon's AWS is the market leader, and Alphabet's Google Cloud is in third place.

Looking to Invest in AI? 2 Genius Stocks to Buy Right Now.

Apple

Microsoft

The biggest AI stocks now are likely to get even bigger in the coming years. However, there is potential for disruption along the way.

Prediction: These Will Be the 3 Biggest Artificial Intelligence (AI) Stocks in 2030

Amazon, Google, Meta Prep Artificial Intelligence Announcements

Strategists at BofA Global Research see second-half "trouble" for technology stocks even as the sector took in its largest inflow in 10 weeks, the firm said in a note on Friday.

BofA sees "trouble" ahead for tech stocks despite big inflows

Snap

People in the 27-nation European Union can alter some of what shows up when they search, scroll and share on the biggest social media platforms like TikTok, Instagram and Facebook and other tech giants like Google and Amazon.

Europe is cracking down on Big Tech. This is what will change when you sign on.

Walmart

Google owner Alphabet has started to use drones to make deliveries for Walmart in the Dallas-Fort Worth area. Walmart says the partnership, which is with Alphabet's drone business Wing, will allow it to deliver to an additional 60,000 homes.

Alphabet and Walmart team up for drone deliveries in Texas

Google's dominance in search remains strong despite the success of Microsoft's ChatGPT in the AI space. GOOG is undervalued on both a relative and intrinsic basis, and the company's proven strengths make this valuation even more compelling. The company's undervalued stock, strong cash flow, and improving antitrust situation make it an attractive investment option.

Google: Undervalued And Positioned To Gain From Economic Strength

Alphabet's strong position in web search and YouTube, along with opportunities in cloud and AI, make it a buy at current prices. Advertising is expected to rebound and accelerate, benefiting Alphabet's revenues. YouTube has significant potential for advertising growth and could become a substantial revenue generator for Alphabet.

Google: Strong Company At A Reasonable Price

Google's AI-powered Search is accelerating growth, with total Q2 revenues increasing by 7% and Search growth rebounding to 5%. Competitors' generative AI chat platforms, such as Microsoft's Bing with ChatGPT, have had limited impact on Google's revenue growth. Google is well positioned to benefit from the growing generative AI market, estimated to reach $1.3 trillion by 2032.

Google: AI Will Lead The Way

Salesforce

Cloud computing continues to be one of the fastest-growing segments of the technology industry. Fortune Business Insights forecasts that revenue generated from cloud computing will grow from $677.95 billion in 2023 to $2.43 trillion by 2030, representing a compound annual growth rate (CAGR) of 20%.

These Are the ONLY 3 Cloud Computing Stocks to Consider in August 2023

Walmart has been testing drone delivery for two years now while its biggest competitor, Amazon, seems grounded.

Walmart + Google = Drone Delivery In Dallas

Alphabet (GOOGL) Google adds 25 more free channels to Google TV, which is likely to help the company cater well to the rising demand for free streaming.

Alphabet (GOOGL) Expands Free Streaming Lineup on Google TV

Alphabet (GOOGL) reported earnings 30 days ago. What's next for the stock?

Why Is Alphabet (GOOGL) Up 2.4% Since Last Earnings Report?

The Canadian regulator responsible for implementing the country's online news law on Thursday said it will start setting up a framework for negotiations between news organizations and internet giants this autumn, with the aim of initiating mandatory bargaining by early 2025.

Canada to start planning how it will make internet giants pay for news

California regulators recently voted to allow a broad expansion of robotaxi services in San Francisco despite fierce opposition from city leaders. Alphabet Inc.'s GOOG, -1.34% GOOGL, -1.31% Waymo and General Motors Co.'s GM, -2.16% Cruise can now offer paid driverless rides across San Francisco at any time of day and using an unlimited number of vehicles.

‘Robotaxis in urban settings are particularly challenging': What's next for self-driving cars? An expert weighs in.

Google vowed Thursday to be more transparent about content moderation across its services, including its ubiquitous search engine, as tech firms rush to meet stricter European Union rules that kick in this week.

Google unveils changes before strict EU rules kick in

Alerian MLP ETF

Medical Properties Trust

Realty Income Corp

iShares Mortgage Real Estate ETF

Schwab U.S. Large-Cap Growth ETF

SPDR S&P 500 ETF Trust

Vanguard Real Estate ETF

A myopic focus on dividends may be costing investors 2%-4% in returns per year. Dividend Aristocrats and high-yielding companies have trailed the market-cap weighted S&P 500 in the past 10 years. Understanding the cash-based sources of intrinsic value and focusing on total return rather than just dividends can lead to better investment outcomes.

You Trailed The Market Betting On REITs, Now What?

Google will provide more information on targeted advertisements and give researchers more access to data on how its products work, to comply with landmark European Union online content rules, the Alphabet unit said on Thursday.

Google vows more transparency on ads as new EU rules kick in

Children's advocacy groups including Fairplay and Common Sense Media are asking the Federal Trade Commission to investigate Google, saying the tech giant serves personalized ads to kids on YouTube despite federal law prohibiting the practice.

Children's advocates ask FTC to investigate Google for targeting ads to kids

Foot Locker

NVIDIA

With the Nasdaq down 5% from July highs, now is the time to scan the AI universe for buy-the-dip stocks. META, AMZN and GOOGL make the cut and NVDA has an outlier valuation metric.

Top AI Stock Picks And Foot Locker's Disappearing Dividend With Steven Cress

A petition filed with New Delhi's High Court alleged that Google Pay was in violation of India's banking regulations. The court concluded that Google Pay was merely a third-party app, not subject to those regulations.

Why Alphabet Stock Rallied Wednesday Morning

Alphabet Inc. Class A stock GOOGL, +2.75% was up 2.8% to $132.75 on Wednesday morning. If the gains hold to the end of the session, the stock will be at its highest close since April 8, 2022 when it ended at $133.29, according to Dow Jones Market Data.

Alphabet stock moves up to levels not seen since April, 2022

The lawsuit alleging price inflation was first levied against DirecTV and the National Football League several years ago.

News for Alphabet Stock (GOOGL)