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

Google Photos is expanding its use of AI to help users edit and enhance their photos. While the company has already leveraged AI for its tools like the distraction-removing Magic Eraser and corrective Photo Unblur features in Photos, it's now turning to AI for more complex edits with the introduction of Magic Editor.

Google Photos to gain a new ‘Magic Editor' feature powered by generative AI

Google Maps is going to introduce a new “Immersive View for Routes” feature in select cities, Google announced at its annual I/O conference today. The new feature brings all of the information that a user may need into one place, including details about traffic simulations, bike lanes, complex intersections, parking and more.

Google Maps is getting a new ‘Immersive View for Routes' feature

Microsoft

Margin of Safety Investing's Kirk Spano talks to Best of Breed Growth Stocks' Julian Lin about AI hype and mega-cap tech stocks. Is Microsoft fairly valued?

AI Will Benefit Big Tech, Not Just Microsoft - Julian Lin With Kirk Spano

Mustafa Suleyman said people who lose their jobs to automation will be "very unhappy, very agitated."

AI will create a ‘serious number of losers' in job market, DeepMind co-founder warns

Generative AI is helping Facebook and Google advertisers craft their ad campaigns. Meta and Alphabet have the advantage of massive cash reserves and cash flows every quarter.

2 Companies Are Using Generative AI to Supercharge Revenue

CrowdStrike

CrowdStrike's AI-powered software should help the company continue serving up big wins in the cybersecurity industry. Alphabet has done an excellent job boosting profits over the last decade.

2 AI Growth Stocks Down 30% and 58% to Buy Right Now

Alphabet Inc's Google on Wednesday is expected to unveil more artificial intelligence in its products to answer the latest competition from Microsoft Corp , which has threatened its perch atop the nearly $300-billion search advertising market.

Google expected to unveil its answer to Microsoft's AI search challenge

NEW YORK , May 10, 2023 /PRNewswire/ -- The Gross Law Firm issues the following notice to shareholders of Alphabet Inc.. Shareholders who purchased shares of GOOGL during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment.

SHAREHOLDER ALERT: The Gross Law Firm Notifies Shareholders of Alphabet Inc. of a Class Action Lawsuit and a Lead Plaintiff Deadline of May 15, 2023 - (NASDAQ: GOOGL)

Adobe

Autodesk

Bank of America

CME Group

Cheniere Energy Partners

Corteva Inc

Harley-Davidson

Keysight

Lam Research

Microchip Technology

Monolithic Power Systems

ServiceNow

Norfolk Southern

Northern Trust

Pfizer

Polaris

Charles Schwab

Tradeweb Markets

U.S. Bancorp

Veeva Systems

Wells Fargo

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

U.S. Wide-Moat Stocks On Sale - The May 2023 Heat Map

Amazon

Comcast

Verizon

ANNAPOLIS, Md. — Maryland's highest court on Tuesday reversed a ruling by a lower court that the state's first-in-the-nation tax on digital advertising was unconstitutional, saying the court lacked jurisdiction over the case.

Maryland Supreme Court reverses ruling on digital ad tax

Update: Google just went ahead and announced the Pixel Fold over on Twitter. The company gave a good look at the upcoming foldable smartphone from just about every angle.

Google I/O 2023 is tomorrow; here's what we're expecting

Amazon , Alphabet's Google, Microsoft and other non-European Union cloud service providers looking to secure an EU cybersecurity label to handle sensitive data can only do so via a joint venture with an EU-based company, according to an EU draft document seen by Reuters.

EU draft rules propose tougher cybersecurity labelling rules for Amazon, Google, Microsoft

Anthropic, an artificial intelligence startup backed by Google owner Alphabet Inc , on Tuesday disclosed the set of written moral values that it used to train and make safe Claude, its rival to the technology behind OpenAI's ChatGPT.

Alphabet-backed Anthropic outlines the moral values behind its AI bot

Apple

Sirius XM Holdings Inc

Spotify

Artificial intelligence (AI) is revolutionizing the music industry, from personalization to copyright management and beyond. AI-generated music won't replace human creativity anytime soon, but it can be a valuable collaboration tool for artists.

Why AI Is a Game-Changer for the Music Industry

Alphabet Inc.'s Google Cloud on Tuesday made its boldest move yet to grab a large slice of a potential $1 trillion market for artificial intelligence among enterprise companies.

Google Cloud makes AI ‘land grab' with wave of enterprise partnerships

Salesforce

NVIDIA

Investors sitting on the sidelines, waiting for the next shoe to drop, have missed out on the year-to-date gains of a small number of S&P 500 stocks largely responsible for this year's 8.31% gain in the large-cap index. Those stocks, and their returns, are:

Is Tech Stocks' Dominance A Warning Signal For The Broad Market?

Wendy's

The fast-food chain has customized a language model with terms like “JBC” for junior bacon cheeseburger and “biggie bags” for meal combos.

Wendy's, Google Train Next-Generation Order Taker: an AI Chatbot

As dozens of countries debate adopting greater regulation, the tech giants are growing aggressive

Why is Google stonewalling regulation in Brazil? | Natalia Viana

Airbnb

Chegg

Disney

DocuSign

Domino's Pizza

eBay

Etsy

Home Depot

Mastercard

MercadoLibre

Netflix

NIKE

Palo Alto Networks

PayPal

Starbucks

Target

Visa

They include a list of the best growth stocks as well as top dividend stocks.

My 17 Top Stocks to Buy Now in May

NEW YORK , May 9, 2023 /PRNewswire/ -- The Klein Law Firm announces that a class action complaint has been filed on behalf of shareholders of Alphabet Inc. (NASDAQ: GOOGL) alleging that the Company violated federal securities laws. Class Period: February 4, 2020 to January 23, 2023 Lead Plaintiff Deadline: May 15, 2023 No obligation or cost to you.

GOOGL ALERT: The Klein Law Firm Announces a Lead Plaintiff Deadline of May 15, 2023 in the Class Action Filed on Behalf of Alphabet Inc. Shareholders

Google owner Alphabet (NASDAQ: GOOG) is a well-known and highly respected tech behemoth that continues to push the boundaries of innovation in the industry. Its stock is highly sought after by investors who recognize the company's potential for long-term growth and success.

Google (GOOG) stock climbs 2% ahead of new AI announcements

While AI chatbots like ChatGPT pose a threat to the search ad market, South Korean internet giant Naver sees it as an "opportunity."

A.I. could threaten search ad market, but South Korean tech giant Naver also sees an opportunity

New York Times

The New York Times is getting around $100 million from Google over three years as part of a broad deal that allows the Alphabet Inc unit to feature Times content on some of its platforms, the Wall Street Journal reported on Monday.

New York Times to get around $100 million from Google over three years - WSJ

News for Alphabet Stock (GOOGL)