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

NVIDIA

The biggest theme of 2023 is easily the emergence of artificial intelligence. It's a little strange since AI in various forms, such as Alexa, has been around for years, but it's really the development of ChatGPT that has put imaginations into motion.

AI Stocks Alert: How to Identify the Winners in the AI Revolution

The article discusses the impact of stock-based compensation (SBC) on the free cash flow of Google and Apple. Christopher Hohn has asked Google to reduce its headcount and average salary and to establish and disclose an EBIT margin goal above 40%. The article also highlights the debate on SBC and its accounting practice, with investor Terry Smith arguing against excluding SBC from measures of income and earnings.

Google's Issue Apple Doesn't Have (Update)

The move, like Meta's, comes after Canada's parliament passed a law requiring the two companies to pay fees to news outlets for linking to their content.

Google will block Canadian news outlets from search results in the country

Advance Auto Parts

Apple

Amazon

Enphase Energy

Zions Bancorp

The S&P 500 has risen 14.5% this year to 4,396.44, but we're actually in a bull market, with a 23% gain from the 2022 closing low of 3,577.03 on Oct. 12. (One definition of a bull market is a 20% price increase for a benchmark index.

These are the best-performing stocks in the 2023 bull market — and the worst

Alphabet is dealing with weakness in the digital ad market, but its balance sheet and valuation are attractive. Amazon will benefit from e-commerce growth and greater cloud penetration.

3 No-Brainer Stocks to Buy Right Now for Less Than $200

Advertising revenue should pick up as the economy recovers. Cloud computing will see massive growth over the next several years.

My Top Stock to Buy in a New Bull Market

Microsoft stock reached new highs as it begins to roll out AI-powered features across its software products. Alphabet has been investing in AI for a long time and could see strong growth because of it.

2 AI Stocks Up Over 30% This Year Have More Upside in Them

If the US economy suffers a recession, that won't happen until next year, according to one Citi strategist. Investors should pile into smaller-cap stocks with Big Tech looking overvalued, according to Robert Hoffman.

Stop worrying about a recession - but it's still time to dump overvalued Big Tech stocks, Citi strategist says

Wedbush analyst Dan Ives believes the current bull run will be supercharged by accelerating demand for AI. Businesses scrambling to leverage AI could unleash up to $1 trillion in incremental IT spending.

Wall Street Analyst Dan Ives Sees a "Tidal Wave" of Growth and $1 Trillion in Incremental IT Spending Unleashed by AI. His 4 Favorite Stocks to Reap the Rewards.

BYD Company Limited

Dollar General

Kroger

MercadoLibre

Volkswagen AG

Five years is certainly enough time for emerging companies to go from being in the running for dominance to dominance, as one of the top industry leaders. In fact, the companies listed below could all dominate their respective niche within that five-year time frame.

7 Stocks That Will Dominate Their Industries in 5 Years

Quantum computing stocks are gaining traction among investors. This trend has sparked a surge in quantum computing stocks to buy.

3 Quantum Computing Stocks That AI Predicts Will Deliver Triple-Digit Returns in 2030

The company said it would remove the links in its search function for Canadian users once a new national law takes effect that compels digital platforms to compensate domestic media outlets.

Google to Block Canada News Links in Response to Law

Online News Act, which was passed last week, stipulates tech giant must negotiate deals with publishers for their content

Google to end news access in Canada after bill to pay news publishers passes

Google said Thursday it will remove links to Canadian news on its platforms across Canada after a new law that forces digital giants to compensate media outlets for content they share or otherwise repurpose comes into force.

Google set to remove news links in Canada over online news law

The product could have potentially become a rival for Apple's Vision Pro.

Google Shuts Down Its Next AR Glasses Project, Report Says

Canada approved the Online News Act earlier this month, requiring companies to pay news publishers to link to their content.

Google Removing All Canadian News Sites From Searches After Law Requires Payments For Outlets

Alphabet Inc.'s GOOG, -1.13% GOOGL, -1.17% Google said Thursday that it will be removing Canadian news on its feeds when a law requiring payment takes effect. In a blog post, Kent Walker, head of global affairs, said Canada's recently passed Online News Act, which would require tech companies to pay news outlets for linking to content, posed structural issues that Google did not believe could be resolved by regulatory processes.

Google joins Meta in pulling Canadian news from feeds

Analysts at Oppenheimer remain bullish on Alphabet Inc (NASDAQ:GOOG), Google's parent company, despite several recent downgrades from other brokers. In a note to clients, they stated that the recent bout of negativity around the stock was “missing the forest for the trees” with the Street's estimates already assuming a bear case for fiscal 2024.

Google parent Alphabet's bullish outlook maintained as relative underperformance supports valuation

Google is joining its tech peers Meta Platforms in deciding to no longer display news links in Canada due to the country's new Online News Act, the company announced Thursday. The Act mandates digital giants to compensate media outlets for the content they share or repurpose online, requiring tech companies to pay news outlets for the use of their journalism content.

Google follows Meta in removing news links in Canada as Online News Act takes effect

Google will remove links to Canadian news from search results and other products in Canada when a law requiring internet giants to pay news publishers comes into effect, the Alphabet-owned company said on Thursday.

Google to remove news links in Canada over law on paying publishers

Invesco QQQ

ASML Hld

Datadog

Fortinet

Palo Alto Networks

Atlassian

Workday

The Invesco QQQ fund gives investors an easy way to gain exposure to top tech and tech-adjacent stocks. Here, we feature nine of the hottest names in the ETF.

The Best QQQ Stocks To Buy Now

Many people believe that Microsoft is the winner of generative AI. However, this is not the case. In recent months, there have been a number of developments that have challenged Microsoft's position as the leader in this space.

Google May Take Lead In B2B Market With Bard

Advanced Micro Devices

Baidu

Rambus

Super Micro Computer

Worried you've missed out on the AI revolution? Andrew Rocco answers your questions.

AI Stocks: Too Late to Invest?

After watching their shares rally by more than 50% from last November, it must have been a kick in the teeth for Alphabet Inc NASDAQ: GOOGL, better known as Google, to receive two downgrades this week. But that's exactly what came from the teams over at UBS and Bernstein.

Google Was Just Downgraded, But This Could Be A Good Thing

Taiwan Semiconductor Manufacturing

AI is set to power a new growth phase for the semiconductor market. Not every company that's hyping artificial intelligence is actually benefitting from the technology.

News for Alphabet Stock (GOOGL)