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

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

Apple

Bank of America

JPMorgan Chase & Co

Merck

Microsoft

NVIDIA

UnitedHealth Group

Exxon Mobil

March was a roller-coaster ride for the stock market. The market dropped early in the month following the collapse of three financial institutions (Silicon Valley Bank, Signature Bank and Credit Suisse) but gained in the second half after the government revealed measures to handle the crisis.

The 5 Best- and Worst-Performing Mega-Cap Stocks in March 2023

Alphabet Inc's Google on Tuesday released new details about the supercomputers it uses to train its artificial intelligence models, saying the systems are both faster and more power-efficient than comparable systems from Nvidia Corp.

Google says its AI supercomputer is faster, greener than Nvidia

Broadcom

Altria

Palo Alto Networks

Paychex

Cash cows bring in loads of free cash flow that help them sustain dividends and buybacks – and generate long-term value for investors.

Best Cash Cows to Buy Now

Alphabet's (GOOGL) Google takes home security to the next level with Garage Door Detection in its Google Nest Cams.

Alphabet's (GOOGL) Google Boosts Nest Cams With New Feature

Hundreds of Google employees staged a walkout at the company's London offices on Tuesday, following a dispute over layoffs.

Google workers in London stage walkout over job cuts

It is time to start thinking about the monetization part of it.

How Microsoft and Google Will Change the Future of Chatbots Forever

Amazon

Salesforce

Disney

S&P Global

The most popular blue chips among hedge funds is a potentially useful source of investing ideas, if you also factor in valuation. Here are the 10 most popular blue-chips among hedge funds, owned by 10% to 28% of them, based on 13-F regulatory filings.

Hedge Funds Love These 6 Blue Chips, And So Will You

Deep down, Google's competitive advantage is a database of our intentions: our needs, wants, and fears. The value of such a database is both massive and scary depending on your perspective.

Google: A Database Of Intentions At ~1.2x PEG

The company that once put ping-pong tables in its offices is now rationing staplers.

Google parent company reportedly targets staplers in cost-cutting drive

Adyen NV

Chipotle

Fortinet

Eli Lilly

Nutrien

Historically, investors looking for growth stocks to buy found the best opportunities during economic expansions, which generally coincided with lower interest rates. That was true of the most recent era as the Federal Reserve held interest rates near zero.

7 Spectacular Growth Stocks to Buy in April

A lphabet (NASDAQ: GOOG , NASDAQ: GOOGL ) faced an unusual setback when the stock dropped by over $100 billion following a mishap with its generative AI earlier in the year. Specifically, its Bard chatbot ad provided inaccurate information.

Can Alphabet Survive the AI Revolution? What GOOG Stock Investors Need to Know

Alphabet gained as investors anticipated further cost cuts. Investors also cheered the possible ban of TikTok.

Why Alphabet Stock Gained 15% in March

Washington state attorney general Bob Ferguson has joined an antitrust lawsuit targeting Google's advertising business.

Washington state AG joins antitrust lawsuit targeting Google's ad business

Amid the great travel rebound, the scramble to book flights and pay for them leads to something else entirely. Let's call it booking envy.

Airfare Price Guarantees May Give Google Pay Even More Liftoff

Google CFO Ruth Porat made references to the year 2008, when Google made similar cuts to respond to the financial crisis.

Google to cut down on employee laptops, services and staplers for 'multi-year' savings

These new search features arrive just in time to help you plan your next vacation.

New Google Features Aim to Make It Easy To Plan Your Next Vacation

Lately Alphabet (hereafter referred to as "Google") stock has been see-sawing with news about its AI efforts. The company is perceived to be behind Microsoft in LLM development.

Google: Bard Isn't A Failure

Google announced today that it's introducing three new Search features to make it easier for users to research hotels, book their next plane ticket and discover things to do while on vacation. Most notably, the company is piloting a new “price guarantee” badge for flights.

Google Search gets new travel features, including a ‘price guarantee' tool for flights

Tesla

Four stocks are already in the $1 trillion club and should retain their spots. Three others have strong growth prospects that should push their market caps above $1 trillion over the next five years.

Prediction: These 7 Stocks Will Be Worth Over $1 Trillion in 5 Years

General Motors

General Motors has enlisted Google to help build infotainment systems for electric vehicles. The automaker will stop using Apple CarPlay and Android Auto systems beginning with the 2024 Chevrolet Blazer, Reuters reported Friday (March 31).

GM Picks Google Over Apple for Connected EV Projects

Lucid Group

Lyft

The Station is a weekly newsletter dedicated to all things transportation. Sign up here — just click The Station — to receive the full edition of the newsletter every weekend in your inbox.

Lyft hails new leadership, layoffs come for Lucid and Waymo retires its self-driving minivan

Taiwan Semiconductor Manufacturing

These are tech giants, but they're also great investments.

3 Tech Stocks I Love Right Now

Airbnb

Adobe

Fiverr

Palantir Technologies

PayPal

Visa

Growth stock investing can be a lucrative strategy to gain wealth.

My 10 Best Growth Stocks to Buy Now in April

Trade Desk

Vertex Pharmaceuticals

Alphabet's valuation and long-term prospects look really attractive. The Trade Desk has plenty of room to run with the explosive growth of connected TV.

A Nasdaq Bull Market Could Begin in April: 3 Top Stocks to Buy Now

The implications of generative AI on Google have taken center stage in discussions around the view of the stock. Amid all the AI hype, I think Google Cloud is passing by unnoticed as it carries a shower of positive surprises.

News for Alphabet Stock (GOOGL)