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

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Earnings data Q1 2022

Earnings data Q2 2022

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Earnings data Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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

Amazon

ServiceNow

BYD Company Limited

Eli Lilly

Merck

NVIDIA

As someone who has been writing about stocks professionally for 18 years, I remember when Microsoft (NASDAQ: MSFT ), Amazon (NASDAQ: AMZN ) and Apple (NASDAQ: AAPL ) were the first companies with $1 trillion market capitalizations. There was a great deal of fascination with the milestones at the time.

7 Stocks That Could Be the Next $2 Trillion-Dollar Companies

Baidu

Microsoft

C3.ai

Intuit

SoundHound AI Inc

Upstart Holdings

Artificial Intelligence is far more than a fleeting trend. And savvy investors really shouldn't miss out.

7 AI Stocks to Make You the Millionaire Next Door

Elon Musk says it could involve different parts of his corporate empire, including Twitter, which he predicted could halt its losses as soon as next month.

Elon Musk Wants to Challenge Google and Microsoft in AI

SPDR Gold Trust

Invesco S&P 500 Equal Weight ETF

Financial Select Sector SPDR Fund

Utilities Select Sector SPDR Fund

As negotiations on raising the U.S. government's $31.4 trillion debt ceiling approach the deadline, financial institutions on Wall Street are gearing up for the potential consequences of a default. Given that U.S. Government bonds serve as a foundation for the global financial system, accurately predicting the extent of the damage that could be caused by default is challenging.

How Markets and ETFs Are Bracing for Debt Ceiling Crisis

Microsoft Corp. co-founder Bill Gates thinks two pillars of Big Tech are as susceptible to the downside of artificial intelligence as the potentially millions of workers who could be displaced by the technology.

Bill Gates lays AI tombstone on Amazon and Google

Uber

Uber is adding a robotaxis to its fleet of vehicles in Phoenix later this year, thanks to a partnership with rival Waymo, the companies announced.  An undisclosed number of Waymo autonomous-driving vehicles will be available to hail for rides and book food delivery on the Uber app.

Uber partners with Waymo to add self-driving cars to its fleet in Phoenix

Be cautious of AI 'euphoria' as the sector is not a near-term investment play, Goldman Sachs' top stock strategist says

Uber's ride-hailing and delivery services will soon be offered by Waymo's autonomous vehicles -- at least in the Phoenix, Arizona metropolitan area.

Uber to offer autonomous ride-hailing and delivery using Waymo's robotaxis

Google-owned Waymo on Tuesday said it will put its self-driving car technology to work for Uber in a partnership between the one-time rivals.

Uber taps into self-driving tech of former rival Waymo

Google stock rejoins this screen of Warren Buffett stocks based on the investing strategy of Berkshire Hathaway's CEO. The post Warren Buffett Stocks: Google Soars As LULU Stretches For Support appeared first on Investor's Business Daily.

Warren Buffett Stocks: Google Soars As LULU Stretches For Support

Uber Technologies Inc will offer driverless cars on its ride-hailing and food delivery platform later this year through a partnership with Alphabet Inc's Waymo, the companies said.

Uber partners with Alphabet's Waymo to offer driverless rides

Alphabet Inc's Google will begin experimenting with advertising within search results powered by generative artificial intelligence, the tech giant announced on Tuesday, as it seeks to fend off rival Microsoft in the lucrative search ads market.

Google to test ads in generative AI search results

AI chatbots have only just been put into consumers' hands, but tech giants are rushing to monetize them. Shortly after Bing Chat's arrival, Microsoft began slipping ads into the experience, for instance.

Google to experiment with ads that appear in its AI chatbot in Search

Uber customers could have a driverless taxi pick them up when hailing a ride in Phoenix.

Uber and Waymo Partner on Driverless Taxis in Phoenix

Enterprise adoption of AI remains one of the biggest prizes for tech companies.

AI Will Boost Microsoft and Google, Analysts Say. Worry About These Stocks Instead.

Anthropic, an OpenAI rival, announced $450 million in new funding, the second-largest financing round this year for an artificial intelligence startup.

Ex-OpenAI execs raise $450 million for Anthropic, a rival A.I. venture backed by Google

Despite past legal tensions between the two firms, Uber and Waymo are teaming up to expand autonomously driving taxi and food delivery services.

Self-Driving Ubers Coming Soon: Waymo Partnership Could Start This Year

An Alphabet Inc. bull is feeling more upbeat about the Google parent company's story given its potential to leverage artificial intelligence throughout its business.

This Alphabet bull is feeling more upbeat about Google's story

Uber Technologies Inc. UBER, -0.03% and Alphabet Inc.'s GOOG, +2.13% GOOGL, +1.87% Waymo will partner to make Waymo's autonomous-driving technology available on the Uber platform, the companies said Tuesday. The companies will launch their integration later this year with a number of Waymo vehicles in Phoenix.

Uber partners with Waymo in self-driving push

SAN FRANCISCO & MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Today, Waymo and Uber Technologies Inc. (NYSE: UBER) are excited to announce a new, multi-year strategic partnership to make the Waymo Driver available to more people via the Uber platform starting in Phoenix. Since both companies were founded in 2009, Waymo and Uber have in their own ways each revolutionized access to mobility. Now, we're partnering to bring together Waymo's world-leading autonomous driving technology with the massive sca.

Waymo and Uber Partner to Bring Waymo's Autonomous Driving Technology to the Uber Platform

Google's CEO penned an article for the Financial Times about the firm's commitment to AI safety.  Sundar Pichai emphasized that as AI develops it's becoming "too important not to regulate well.

Google's CEO Sundar Pichai says AI is 'too important not to regulate well' amidst safety concerns

Cathie Wood recently predicted that ChatGPT could "cause a lot of problems for Google." Wood's concerns, however, could be overblown.

Cathie Wood Says Google Could Be in Big Trouble

My thesis is simple: Google and Meta's AI potential are mispriced. They are strong contenders priced as losers, especially when compared with other major AI players such as Microsoft.

Google And Meta Platforms: Strong AI Contenders Priced As Losers

Howard Hughes

Bill Ackman (Trades, Portfolio), founder of Pershing Square Capital Management, disclosed in a regulatory 13F filing that his firm's top trades during the first quarter included a new position in both share classes of Alphabet Inc. ( GOOGL , Financial)( GOOG , Financial) and boosts to its holdings of The Howard Hughes Corp. ( HHC , Financial) and Canadian Pacific Kansas City Ltd. ( CP , Financial).

Bill Ackman's Firm Storms Into Alphabet, Boosts Howard Hughes

SentinelOne

Third Point leader Daniel Loeb (Trades, Portfolio) released his equity portfolio for the first quarter last week.

News for Alphabet Stock (GOOGL)