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

Gannett Co.

Gannett Co. Inc. GCI, -4.10% disclosed Tuesday that it filed a civil suit against Google and its parent Alphabet Inc., seeking damages for the “anticompetitive monopolization” of advertising technology markets and for “deceptive” commercial practices. The publisher of the USA Today newspaper and site alleges that news publishers don't see the growth in ad spending because Google unlawfully acquired and maintains monopolies for tools publishers and advertisers use to buy and sell online ad space.

Gannett files civil suit against Google seeking damages for ‘anticompetitive' and ‘deceptive' practices in the online advertising market

Alphabet Inc's Google has begun early conversations with domestic suppliers to move some production of its Pixel smartphone to India, Bloomberg News reported on Tuesday, citing people familiar with the matter.

Google seeks suppliers to move some Pixel production to India, Bloomberg reports

Microsoft

NVIDIA

Generally speaking, tech stocks are crushing the competition in 2023. It's old news by now, but a select few stocks are responsible for a resurgent Nasdaq.

Embrace AI: Top 3 Tech Stocks Crushing the Competition

Apple

Amazon

Audiobook sales are growing, and while human voice is unique, for platforms from Apple to Google and Amazon, AI will play a role in the future of production.

A.I. human-voice clones are coming for the Amazon, Apple, Google audiobook

Japan plans to stoke competition in smartphone app payments, dominated by Apple and Google, by banning major app store operators from forcing software developers to use the operators' own payment systems, a government panel said.

Japan to open up Apple- and Google-dominated phone apps to competition

The collapse of an elevated section of Interstate 95 in Philadelphia has highlighted the importance of mapping and navigations group Waze Inc. to the U.S. road network.

I-95 collapse highlights Waze's importance to the U.S. road network

As fashion brands continue to lean into virtual try-on (VTO) to drive sales and reduce order returns, Google has looked to call dibs within the space with the launch of its artificial intelligence (AI)-driven VTO feature.

Why Google Won't Be Monetizing Its AI Try-On

Google claims the scheme generated more than 350 fake business listings with at least 14,000 fake reviews, many of which were then sold to real companies seeking to boost their search ranking.

Google Sues Scammer Over Alleged Scheme To Flood Search With Fake Businesses And Reviews

Google is warning staff not to put confidential material into chatbots, Reuters reported. Several companies have issued similar warnings, but Google's warning also includes its own Bard bot.

Google tells staff not to put confidential information into AI chatbots – including its own Bard, report says

Google Vs. Meta: One Could Dominate The Future Of Everything

As we've noted this week, shares of Apple Inc NASDAQ: AAPL have just returned to fresh all-time highs, while those of Meta Platforms Inc NASDAQ: META are also soaring this year. But they're not the only tech titans to be giving tech investors something to cheer about.

3 Reasons Why Google Could Be The Big Tech Stock Of The Summer

Large artificial-intelligence players have met with news executives recently to discuss the copyright issues around using news stories to train AI, The Financial Times reported overnight. Alphabet Inc.'s GOOG, +1.13% GOOGL, +1.15% Google, Microsoft Corp. MSFT, +3.19%, OpenAI and Adobe Inc. ADBE, +2.37% are among those whose executives have held talks on the topic, according to the report.

Google, OpenAI among AI companies meeting with publishers over rights to news content: report

Microsoft should grow from AI and cloud growth over the coming years. Meta Platform's Reality Labs could contribute to the business later this decade.

Want to Retire Richer? Invest $100,000 in These 3 Stocks and Wait a Decade

Amid an ongoing cost-cutting effort, Twitter has now refused to pay the bills to renew its multi-year contract with Google Cloud, Platformer has reported.

Twitter is refusing to pay Google for cloud services. Here's why it matters, and what the fallout could be for users

Human reviewers may read the chats, and researchers found that similar AI could reproduce the data it absorbed during training, creating a leak risk.

Google warns staff about spilling secrets to Bard in race against ChatGPT, sources say

Here's how the ad tech at the heart of the case works. The European Union filed an antitrust case against Google on June 14, 2023, charging that the company abused its power in the online advertising market to disadvantage its competition.

The EU's antitrust charges against Google, explained

Google is in the process of launching its chatbot in 180 countries worldwide.

Google Warns Employees About Chatbots—Including Its Own Bard—Out Of Privacy Concerns, Report Says

Google announced new AI features to enhance users' online shopping experience.  Online shoppers will be able to virtually see how items look on various models.

Google launches a new AI-powered tool that allows shoppers to see how clothes look on different models

Alphabet's (GOOGL) Google boosts online shopping efforts by launching virtual try-on features for apparel.

Alphabet (GOOGL) Google Unveils Virtual Try-on Clothes Feature

Auddia

Palantir Technologies

Artificial intelligence is a global theme right now in the markets. As a result, a lot of excitement and optimism surrounds the industry and companies that have positioned themselves within AI.For example, investors positioning themselves with leaders in the AI sector would have generated impressive returns YTD, with Nvidia NASDAQ: NVDA up 185%, Palantir NYSE: PLTR up 149%, Microsoft NASDAQ: MSFT up 39%, and Google NASDAQ: GOOGL up over 40%.

Navigating Risks in AI Small Cap Investments: Beyond the Hype

Alphabet Inc is cautioning employees about how they use chatbots, including its own Bard, at the same time as it markets the program around the world, four people familiar with the matter told Reuters.

Google, one of AI's biggest backers, warns own staff about chatbots

Microsoft could shrewdly turn its weakness into strength against Google in the generative AI-driven search wars: minuscule market share. The third-party commercial integrations will prove to be a game-changer, creating a new uphill battle for Microsoft. The generative AI-driven transformation of Bing supports the bull case for Microsoft stock.

Microsoft's Big Weakness Becomes A Strength Against Google

Nvidia stock is benefiting from hype. But there are good reasons to be excited about the company's future.

Better AI Buy: Nvidia vs. Alphabet Stock

Array Technologies

Fastly

Intel

Plug Power

Rivian Automotive

There are two main reasons to buy stocks billionaires are buying. One, billionaires are good at picking excellent stocks to buy.

7 Stocks That Billionaires Are Buying Up Now

European regulators might order Google to break up its digital advertising business amid concerns over anti-competitive practices.

News for Alphabet Stock (GOOGL)