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

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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

Amazon

Microsoft

While the NASDAQ-100 has made a series of higher highs, led mostly by the FAAMG names, the equal-weighted index has made a series of lower highs. Also worth noting, since the February top, we are seeing a strong rotation into Big Tech while aggressive selling is taking place in other areas of the market.

FAAMG Stocks Trading At Precarious Valuations

Apple

Buying shares in Big Tech companies and shorting US banks are currently the 'most crowded' trades, according to the monthly Bank of America global fund manager survey, with sentiment deteriorating this month to the most bearish of the year so far as investors raised cash balances and turned more pessimistic on growth. The 'long big tech' trade has increased to 30% in May from just below that mark the month before, from the 251 participants with US$666bn of funds under management.

US big tech remains most crowded trade for fund managers, with pharma stocks top in Europe

A basket of "Big Tech" stocks has become increasingly prevalent in market direction. A high concentration of imputed survivability, also seen among banks, bodes ill for the health of the overall American economy.

Big Tech Gains Indicate A Survivability Shift, Not A Market Recovery

NVIDIA

After the S&P 500 index closed at 4,124 on May 13, 2023, investors have three stocks to ride the uptrend. The widely held index at 4,500 is within reach, needing a gain of 9.1% more.

3 Stocks That Could Power the S&P 500 to 4,500 and Beyond

Both companies have struggled recently. Nvidia is selling the GPUs needed for AI.

Better AI Stock: Nvidia vs. Alphabet

Alphabet is integrating AI into multiple services and its plans are positively impacting the stock. Microsoft enjoys a first-mover advantage in AI and seems on track to make a lot of money from fast-growing areas such as chatbots.

Better AI Stock: Alphabet vs. Microsoft

Google announced a bunch of product updates related to generative AI technology at their I/O developers conference to remind the market of their technology leadership. The search giant has strong plans for incorporating generative AI chat results into Google.

Google Launches Its AI Beast

The hottest corner of the robotic space right now isn't the robots themselves. Those companies have done an excellent job getting their systems out into places like warehouses and factories, but the broader question of actually managing and programming them is a bit fuzzier.

Alphabet's Intrinsic launches Flowstate, a robotic app development platform

Alphabet Inc (NASDAQ: GOOGL) has done fairly well since the start of this year but a Loop Capital analyst recommends that investor move with caution from here on out.

Google stock just got a rare downgrade

Billionaire investor William Ackman has built a new stake in Alphabet worth $1.1 billion, according to a regulatory filing on Monday.

Pershing Square unveils new stake in Alphabet

Alphabet's recently announced A3 supercomputers are powered by Nvidia's H100 GPUs.

Google's AI Investments Continue to Be a Major Tailwind for Nvidia Investors

Nvidia's data-center sales are rising fast thanks to artificial intelligence. AI has given fresh energy to Microsoft's Bing search tool.

These Tech Companies Just Showed Their AI Hand

The artificial intelligence-fueled changes to the online landscape puts a “ceiling” on Google's valuation, according to Loop Capital.

End Of Google's Dominance? Stock Gets Rare Analyst Downgrade Over AI Fears

Tesla

Because of the possibility for expansion and improvement in the industry, traders are attracted to many of the top tech stocks in the market. One of the most well-known tech corporations is Apple (NASDAQ: AAPL ).

3 Tech Stocks That May Outperform Apple in 2023

NEW YORK , May 15, 2023 /PRNewswire/ -- Attention Alphabet Inc. ("Alphabet") (NASDAQ: GOOGL) shareholders: The Law Offices of Vincent Wong announce that a class action lawsuit has commenced on behalf of investors who purchased between February 4, 2020 and January 23, 2023. If you suffered a loss on your investment in Alphabet, contact us about potential recovery by using the link below.

CLASS ACTION ALERT: The Law Offices of Vincent Wong Remind Alphabet Investors of a Lead Plaintiff Deadline of May 15, 2023

NICE Ltd

Oracle

Consumer facing AI is the craze, but people possibly do not realize the costs associated with them and the consequent compression in margins. The industrial AI is already ingrained in the large companies and they have possibly not been as vocal about it as the consumer AI app companies.

Masters Of Cloud: The Hype And Reality Of AI

Med-PaLM 2 welcomes the next phase of healthcare data analysis and insight generation.

The Race Intensfies: Google Announces Bold Progress In AI, Advancing Med-PaLM 2 For Healthcare

Alphabet's Q1 earnings have investors breathing sighs of relief. AI hype dominated the news and the earnings call.

Google: 2 Huge Q1 Items You May Have Missed (Hint: It's Not AI)

Google is the undisputed leader in the digital advertising sector. In spite of its size, it has plenty of growth opportunities.

I'm Adding Alphabet Stock to My Watch List. Here's Why

Keeping up with an industry as fast-moving as AI is a tall order. So until an AI can do it for you, here's a handy roundup of the last week's stories in the world of machine learning, along with notable research and experiments we didn't cover on their own.

The week in AI: Google goes all out at I/O as regulations creep up

Google shares jumped after the company's developer conference this week, and employees were quick to give the credit to engineers.

Google staffers praise engineers for I/O, poke fun at execs because they 'just kept saying A.I.'

We start with the power of compounding in life.

Author Kevin Kelly Shares Some "Excellent Advice for Living"

Deere & Company

Etsy

Netflix

AI is transforming industries from tech to agriculture, offering savvy investors a healthy range of diverse opportunities. For example, John Deere shows AI isn't only for tech companies; with investments in AI and self-driving technology, the heavy equipment giant is already farming the future.

Investing in AI: 5 Stocks to Consider for Your Portfolio

DISH Network

The pace of cord cutting picked up in the first quarter as the relevance of traditional video continued to fade.

2.3 million Americans ditched pay TV services in the first quarter: This chart shows just how much more we are cutting the cord

Brazil's Supreme Court Justice Alexandre de Moraes on Friday ordered an investigation into executives from Alphabet Inc's Google and social messaging service Telegram in Brazil for a campaign criticizing a proposed internet regulation bill.

News for Alphabet Stock (GOOGL)