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

Amazon

Britain to take on Big Tech with new legal powers

As we enter the thick of earnings season, investors are gearing up for a flurry of reports from some of the most prominent market heavyweights, including Meta Platforms META, Alphabet GOOGL, and Amazon AMZN, to list a few.

These 3 Quarterly Reports Could Shake the Market

Microsoft

A huge earnings week kicks off today.. Here is your guide for tech earnings.

FAANG Stock Pain Ahead? Tech Earnings This Week: Microsoft, Google, Meta, Amazon, and More!

Snap

Tech stocks have been standout performers in the market this year, with a combination of favorable developments on the macro front driving this momentum. These factors include improved clarity surrounding an end-point to the Fed's tightening cycle and efforts from Tech management teams to rein in operating expenses (OpEx) through reduced headcount and other measures.

Big Tech Earnings Looming: What to Expect

There's a new trend emerging in the generative AI space — generative AI for cybersecurity — and Google is among those looking to get in on the ground floor. At the RSA Conference 2023 today, Google announced Cloud Security AI Workbench, a cybersecurity suite powered by a specialized “security” AI language model called Sec-PaLM.

Google brings generative AI to cybersecurity

Google Authenticator just got an update that should make it more useful for people who frequently use the service to sign in to apps and websites. As of today, Google Authenticator will now sync any one-time two-factor authentication (2FA) codes that it generates to users' Google Accounts.

Google Authenticator can now sync 2FA codes to the cloud

Timed to coincide with the annual RSA cybersecurity conference, Google Cloud announced updates to Apigee, its API management and predictive analytics service, designed to help prevent business logic attacks. Business logic attacks are flaws in the design and implementation of an app that allow malicious actors to elicit unintended behavior.

Apigee rolls out new AI-powered API protection features

Google Cloud announces the release of Security AI Workbench, a new security tool that uses the Sec-PaLM LLM to identify malicious activity.

Google releases security LLM at RSAC to rival Microsoft's GPT-4-based copilot

The platform combines generative AI with threat intelligence for cyber analysts.

Google Debuts Cybersecurity-Focused AI System

YouTube TV users have long complained of poor picture quality, low bitrate and other issues that impact the streaming experience. The company finally addressed the issues, including an increased bitrate for some live content, a fix for the 5.1 surround sound syncing issue and a major upgrade for the YouTube TV app for Apple TV.

YouTube TV says it's experimenting with picture quality enhancements

Now Samsung has made the first move and is apparently thinking about making Bing the default search engine on its devices. While I believe ChatGPT is only one of the issues weighing on Alphabet, it absolutely adds a lot of uncertainty.

Google Stock: Monopoly In Jeopardy

Lemonade

SentinelOne

Upstart Holdings

Big tech companies like Microsoft and Alphabet lead the pack in AI chatbot technology. AI companies like Upstart, SentinelOne, and Lemonade could disrupt their industries.

Riding the AI Wave: Top 5 AI Stocks, Including Microsoft and Google, Set to Transform Your Portfolio

Enphase Energy

PacWest Bancorp

Visa

In the first half-hour of trading Monday, the Dow Jones industrials were up 0.07%, the S&P 500 up 0.15% and the Nasdaq 0.17% higher.

Earnings Previews: Alphabet, Enphase Energy, Microsoft, PacWest Bancorp, Visa

Here's what a fundamental and technical analysis says about buying Google stock as its search advertising business holds up. The post Is Google Stock A Buy With First-Quarter Earnings Due?

Is Google Stock A Buy With First-Quarter Earnings Due?

The U.S. digital ad market was up double digits in 2022, still a healthy gain. Alphabet, Amazon, and Meta Platforms are well positioned to benefit.

The Digital Advertising Market Remains Healthy: These 3 Stocks Are Screaming Buys Because of It

The digital ad market is set to rebound. Google Cloud is on the verge of profitability.

3 Good Reasons to Buy Alphabet Stock, and 1 Major Threat to Consider

Apple

Apple is practically a no-brainer to reach $3 trillion with only modest gains required to hit the threshold. Microsoft's big AI push could pave the way for its market cap to soar.

Prediction: These 3 Tech Stocks Will Be Worth More Than $3 Trillion by 2030

Google: Recalibrating Before Q1 FY23 Results.

Google: Recalibrating Before Q1 FY23 Results

First-quarter earnings from Coca-Cola, First Republic, Alphabet, GE, McDonald's, Microsoft, Verizon, Visa, Boeing, Meta, Amazon.com, Caterpillar, and Exxon Mobil.

Alphabet, Meta Platforms, Amazon.com and More

Amazon recently revealed its generative AI platform, Bedrock, which takes a different approach to the AI market. Amazon could become the go-to provider of generative AI applications as it offers multiple services on a single platform.

Is Amazon About to Race Ahead of Microsoft and Alphabet in the AI Arms Race?

Advanced Micro Devices

The next generation of artificial intelligence tools has caught the attention of Main Street and Wall Street alike. Even some of the world's most high-profile investors have taken note.

AI Revolution: 2 Artificial Intelligence Stocks Billionaires Are Buying Like There's No Tomorrow

NEW YORK , April 23, 2023 /PRNewswire/ --  WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Alphabet Inc. (NASDAQ: GOOG, GOOGL), the parent company of Google, between February 4, 2020 and January 23, 2023, both dates inclusive (the "Class Period"), of the important May 15, 2023 lead plaintiff deadline. SO WHAT: If you purchased Alphabet securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement.

ROSEN, A LONGSTANDING AND TRUSTED FIRM, Encourages Alphabet Inc. Investors with Losses to Secure Counsel Before Important Deadline in Securities Class Action - GOOG, GOOGL

Baidu

NVIDIA

Tencent Holdings Limited

With Microsoft, Alphabet, Amazon and Meta Platforms all slated to report earnings this coming week, investors are turning their attention away from bank earnings to Big Tech.

Big Tech earnings are on deck this week. Why that matters

PepsiCo, McDonald's and Exxon are also set to report amid concerns about the economy and inflation.

News for Alphabet Stock (GOOGL)