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

That is the sobering conclusion of Greg Valliere, chief U.S. policy strategist at AGF Investments. In a note Tuesday, he argues that a lack of tech know-how is the primary reason the executive and legislative branches won't have much impact on artificial-intelligence ethics and responsible use, despite their best efforts.

With AI, Congress is once again ‘far behind the curve' on legislation, strategist says

While it's a tough call to bet against the tech giant, which historically is a winner, Alphabet may be fairly valued right now, according to Bernstein analysts.

Pressures Are Building on Alphabet Stock. 'Time to Move to the Sidelines,' Says Analyst.

NVIDIA

ATS Corp

Alibaba

Global X Robotics & Artificial Intelligence ETF

CrowdStrike

iShares Robotics & Artificial Intelligence Multisector ETF

JD.com

Mobileye Global Inc

NICE Ltd

Synopsys

Taiwan Semiconductor Manufacturing

Wisdomtree Artificial Intelligence And Innovation Fund

Amazon

Denso Corp

ServiceNow

Palo Alto Networks

Sony

Tencent Holdings Limited

So far, 2023 has been the year of artificial intelligence in the stock market. Nvidia Corp. has been the poster child, with shares returning 178% this year with dividends reinvested.

Here are analysts' 20 favorite AI stocks — and they still see upside for Nvidia

A Russian court has fined Alphabet's Google 4 billion roubles ($47 million) for failing to pay an earlier fine over alleged abuse of its dominant position in the video hosting market, the country's anti-monopoly watchdog said on Tuesday.

Russian court fines Google an additional $47 million

The generative artificial intelligence (AI) wars that search engine giant Alphabet Inc. NASDAQ: GOOG owned Google is engaged in with Microsoft Inc. NASDAQ: MSFT has overshadowed a looming threat to its advertising business. This looming threat was self-initiated when Google announced plans to phase out third-party cookies on its Chrome browser in the latter half of 2024.

Is Google Shooting Itself in the Foot with 3rd-Party Cookie Bans?

Bill Ackman and David Tepper are two of the most successful hedge fund managers of all time. While there were numerous high-profile stock splits in 2022, two stand out as compelling bargains.

2 Stock-Split Stocks the Smartest Investors Are Buying Hand Over Fist

Bernstein analyst Mark Shmulik likens Alphabet Inc.'s stock to the feeling of a “warm hug,” but for the time being, he's willing to let the embrace go.

Alphabet stock downgraded again as Google moves ‘from too slow to too fast in AI'

Google executives acknowledged this month they need to do a better job surfacing user-generated content after the recent Reddit blackouts.

Google execs admit users are 'not quite happy' with search experience after Reddit blackouts

Google appears to be testing a way to play online games between users, according to a report from The Wall Street Journal Friday. The new product, reportedly called Playable, will let people play games on their mobile devices or computers via YouTube. Games can be played on the YouTube website or app. So far, Google doesn't appear to have immediate plans to launch this product.

Google Working on Another Game Streaming Service, Report Says

At least one analyst fears AI is a growing threat to Google's share of the search engine market. This technology titan, however, is equipped to respond and adapt as needed, including by developing the very artificial intelligence tools suggested to be a threat now.

Here's Why Alphabet Is Leading the Stock Market Lower on Monday

Alphabet Inc.'s Google scored its second major legal victory in several weeks after the U.S. Supreme Court on Monday declined to hear a four-year-old lawsuit from the website Genius claiming the search-engine giant violated a contract by using Genius's song lyrics without a license.

Google wins another Supreme Court decision, this time over song lyrics

Nearly six months after Google officially shut down its cloud gaming service Stadia, it appears the company may be launching a similar product through YouTube.

YouTube reportedly experimenting with online games

Google has urged India's Supreme Court to quash antitrust directives against it for abuse of the Android market, two sources said, as its presses its legal battle against the competition watchdog in one of its most important markets.

Google asks India's top court to quash Android antitrust directives

Snap

Young people are at the forefront of a new addiction, and now tech companies are scrambling to avoid being targeted by punitive legislation.

Smartphone addiction is spurring legislation — and angst among tech companies

Alphabet is in an ongoing legal battle with E.U. regulators over antitrust violations.

Alphabet May Be a Buy, But Is It Right for You?

The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.

Wall Street Analysts Think Alphabet Inc. (GOOG) Is a Good Investment: Is It?

The U.S. Supreme Court on Monday declined to hear a bid by website Genius to revive its lawsuit accusing Alphabet's Google of misusing its transcripts of song lyrics in search engine results without a license.

US Supreme Court lets Google win stand against Genius suit over song lyrics

Alphabet's transition to a generative artificial intelligence will slow Google's advertising revenue growth, says a UBS analyst.

Google Stock Downgraded On Views AI Changes To Search Will Slow Ad Growth

UBS analysts have downgraded Alphabet Inc (NASDAQ:GOOG) shares to ‘Neutral' from ‘Buy', but have increased their target price on the stock to $132 per share from $123, on “limited upside and near-term monetization risk”. They also see medium-term revenue risk from new search (SGE) displacing ad inventory with generative artificial intelligence (GenAI) responses, which may take time to optimize, and operating margin expansion from efficiency efforts that could be offset by a GenAI-driven investment cycle.

Alphabet downgraded as UBS analysts see limited upside and monetization risk

Google-parent Alphabet might be a long-term winner in AI but UBS analysts downgraded the stock on its more immediate risks.

Alphabet Gets a Downgrade. Why This Analyst Thinks AI Is a Risk for the Stock.

Alphabet Inc.'s stock was on track to fall Monday as a UBS analyst weighed in with a cautious take on the search giant, in part due to concerns about how the artificial-intelligence revolution will impact the company's finances.

Alphabet's stock fetches a downgrade as UBS sees a notable AI risk

Google parent Alphabet has already tried and failed to bring internet access to rural and remote areas by using high-altitude balloons in the stratosphere.

Alphabet bets on lasers to deliver internet in remote areas

Apple

Many analysts have unspectacular outlooks for these three high-flying stocks. There are multiple reasons for Wall Street's cautious views.

Why Wall Street Thinks the Joyride for Apple, Amazon, and Google Stocks Could Nearly Be Over

Alphabet's Google Cloud is growing at a faster rate than its competitors, Microsoft Cloud and Amazon AWS, with its revenue increasing by 105.4% between 2020 and 2022. Google Cloud has recently turned profitable, generating an operating profit of $191 million in Q1 2023, compared to an operating loss of $706 million in Q1 2022. Alphabet's ecosystem, including AI and machine learning, is expected to drive further growth in its cloud services, benefiting the company in multiple ways.

Google: Progress In Cloud Computing Should Propel AI Opportunities As Well

YouTube could go from a place to watch others play video games to a gaming platform. The streaming company has begun testing an online gaming product, The Wall Street Journal (WSJ) reported Friday (June 23), citing an email to employees at Google, YouTube's parent.

News for Alphabet Stock (GOOGL)