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

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

Oppenheimer & Co analysts have increased their target price on Alphabet Inc (NASDAQ:GOOG) Class C (GOOG) shares to $160 from $145, while maintaining an ‘Outperform' rating on the stock, on improving ad trends and margin improvement, as Search and YouTube growth accelerated sequentially and cost savings begin to flow through to its financials.  In an update to clients, they also noted the company's artificial intelligence (AI) initiatives are progressing, as Alphabet's generative AI integration into Search came in ahead of expectations, with 80% of advertisers using at least one AI product.

Alphabet Inc target price boosted on ad trends and margin improvements

Alphabet Inc ( GOOG , Financial) experienced a daily gain of 5.59% and reported an Earnings Per Share (EPS) (EPS) of $4.49. The question that arises for investors is whether the stock is modestly undervalued.

Alphabet (GOOG): A Modestly Undervalued Gem in the Tech Sector?

Alphabet Inc. ( GOOG , Financial) ( GOOGL , Financial), the parent company of Google, reported strong earnings for the second quarter of 2023 on Tuesday, which were driven by growth in the cloud.

Alphabet Posts Epic Earnings Beat With AI Tailwinds

Microsoft

Some of the world's top artificial intelligence companies are launching a new industry body to work together — and with policymakers and researchers — on ways to regulate the development of bleeding-edge AI.

Google, Microsoft, OpenAI and Anthropic announce industry group to promote safe AI development

All eyes are on Alphabet Inc (NASDAQ:GOOGL) today, after the Big Tech giant's strong second-quarter report.

Alphabet Stock Hits 52-Week High After Earnings

The Google parent proved this week it won't be a “generative AI casualty,” declared Jefferies, forecasting the stock will rally to a new all-time high.

Alphabet Stock Rides Earnings To 15-Month High—Here's Why Some Analysts Expect It To Surge Nearly 30% More

When Alphabet Inc. GOOG, +6.41% GOOGL, +6.61% reported earnings in the spring, Wall Street was fretting that the company might be disadvantaged in the artificial-intelligence race, as Microsoft Corp. MSFT, -2.90% plugged away on its partnership with ChatGPT creator OpenAI.

Alphabet earnings remind Wall Street of Google's AI prowess

Alphabet stock popped over 6% today after the company posted a strong earnings report. Let's dig in and see what happened.

Why Is Alphabet Stock Up 6% After Earnings? Is GOOGL Stock a Buy Now?

Google has retained market share versus Bing this year, even on desktop computers. Alphabet will likely benefit from AI due to its cloud computing division.

Microsoft's AI Bets Have Failed to Hurt Google (So Far)

Tech companies say Frontier Model Forum will focus on ‘safe and responsible' creation of new models

Google, Microsoft, OpenAI and startup form body to regulate AI development

The effort comes as policymakers weigh what appropriate guardrails on the technology could look like, without hindering innovation.

Google, Microsoft form new A.I. group to develop safety standards ahead of policymakers

As Microsoft Corp. and Alphabet Inc. get more serious about artificial intelligence, they're spending a lot more time discussing it with the investment community.

Microsoft and Google can't stop talking about AI, and this chart proves it

The company reported strong growth in its cloud computing unit and announced a key executive would be moving to a new role.

Alphabet shares jump on beat and strong cloud growth

A pick up in advertising revenue in the second quarter for search and YouTube, helped parent Alphabet Inc. beat analyst estimates after weak ad spending driven by macroeconomic concerns dragged earnings in prior quarters.﻿

Alphabet Earnings Beat Expectations As Cloud Segment Grows Rapidly

Artificial Intelligence (AI) is on everybody's lips in 2023. Everyone is excited about AI at the moment, and the excitement is visible in the stock market.

The AI revolution is here – should you buy AI stocks?

The generative AI arms race between Google and Microsoft was in focus Tuesday as the two tech giants held dueling earnings calls that featured their AI initiatives prominently.

Microsoft and Google AI race in spotlight amid dueling earnings calls

Google-parent Alphabet Inc (NASDAQ:GOOG) saw its stock around 7% higher ahead of Wednesday's open, after last night's robust expectation-beating second-quarter results. Alphabet posted second revenue of US$74.6 billion, up 7% year-over-year and topping Street expectations of US$72.82 billion.

Alphabet stock points higher after Google performance beats expectations

Shares of PacWest Bancorp PACW, -27.04% rocketed 37% as the Banc of California BANC, +11.17% confirmed plans to buy the troubled regional lender.

Alphabet stock jumps on earnings while Microsoft shares dip, and other stocks on the move

Tech titans Google and Microsoft announced better-than-expected earnings on Tuesday as the frenzy over artificial intelligence stokes investor excitement and breathes a new life into the sector.

Microsoft, Google beat earnings expectations amid AI frenzy

KeyBanc's Justin Patterson said AI capabilities and scale help explain the divergence between an upbeat advertising outlook for Google-parent Alphabet and a tough ad environment for Snap.

Alphabet Stock Surges and Snap Falls. Why Advertising Spend Is Not Equal.

Streaming platform YouTube's second-quarter ad revenues bucked the trends after rising year-on-year. Revenues derived from adverts rose by 4.4$ to US$7.76bn, a positive trajectory following three consecutive quarters of decline.

YouTube's ad revenues for first time in year as advertisers return

Google said today that more than 2 billion logged-in monthly users are watching YouTube Shorts, giving it an edge over competitors like TikTok and Instagram Reels. This number is up from 1.5 billion monthly logged-in users for YouTube Shorts announced last year.

Google says 2 billion logged in monthly users are watching YouTube Shorts

Google is securing its place as an artificial intelligence powerhouse, even as it faces long-term challenges in search.

Google points to many ways it can win in A.I. even as online ad market shows cracks

Alphabet Inc. (NASDAQ:GOOG ) Q1 2023 Results Conference Call July 25, 2023 5:00 PM ET Company Participants Jim Friedland - Director, IR Sundar Pichai - CEO Philipp Schindler - Chief Business Officer Ruth Porat - CFO Conference Call Participants Brian Nowak - Morgan Stanley Eric Sheridan - Goldman Sachs Doug Anmuth - JPMorgan Lloyd Walmsley - UBS Justin Post - Bank of America Michael Nathanson - MoffettNathanson Ken Gawrelski - Wells Fargo Mark Mahaney - Evercore Operator Welcome, everyone. Thank you for standing by for the Alphabet Second Quarter 2023 Earnings Conference Call.

Alphabet Inc. (GOOG) Q2 2023 Earnings Call Transcript

The tech giants at the forefront of the AI race show recovering growth in their core businesses.

News for Alphabet Stock (GOOGL)