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

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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 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

Trade Desk

Advertising is a great area to invest in as the economy recovers.

The 2 Best Growth Stocks for the Coming Bull Market

YouTube's new head Neal Mohan penned his first letter today to creators emphasizing that the company aims to continue supporting the community by giving them more tools to make money. He also mentioned that YouTube is looking to experiment with generative AI and multiple formats like Shorts and podcasts.

YouTube's new head looks forward to supporting creators though different formats

Britain's information regulator said on Wednesday it would look into an official complaint accusing Alphabet Inc's YouTube of illegally collecting data from millions of children.

YouTube child data gathering faces UK scrutiny after complaint

Apple

Microsoft

Artificial intelligence, electric vehicles, and the metaverse could catapult these companies to trillion-dollar valuations.

3 Stocks That Could Join Apple, Microsoft, and Alphabet in the $1 Trillion Club

Axcelis Technologies

Amazon

ARK Genomic Revolution Multi-Sector ETF

Celsius Holdings

CRISPR Therapeutics

Moderna

QUALCOMM

Target

United Rentals

Veeva Systems

These diversified growth stocks could add rocket fuel to your long-term investment portfolio.

10 Best Stocks to Buy in March 2023

Among Meta Platforms (formerly Facebook), Apple, Amazon, Netflix, and Alphabet (née Google), there are two stocks billionaire money managers are dumping and one they're piling into.

2 FAANG Stocks Billionaires Are Selling in Droves and 1 They Can't Stop Buying

PARIS LA DÉFENSE--(BUSINESS WIRE)-- #ThalesIDWallet--Thales, the world leader in eSIM management, supports the growth of eSIM-enabled consumer and industrial devices with Google Cloud expertise. Thales' pioneering Cloud solution combines its own security assets with Google's cloud presence in 200 countries to provide enhanced security, flexibility, and service availability to MNOs. Remote eSIM activation, anytime and anywhere By 2025, the number of eSIM connections is estimated to reach close to 9 billion1.

Thales Reinforces Its eSIM Management Leadership With Google Cloud Certified and Energy Efficient Services

The Alphabet Workers Union said on Monday that thousands of contract employees assessing the quality of Alphabet Inc.'s Google search and advertising won a raise that brought workers' wages up to $15 an hour, following a Bloomberg report documenting allegedly inadequate pay and benefits.

Google contract workers win raise following union activism

The competition within streaming music industry is heating up as Big Tech players try to corner greater market share. Alphabet's YouTube Music and YouTube Premium subscription have a significant advantage due to lower priced combo offer of ad-free viewing on YouTube.

Alphabet Is Crushing Competition In A Key Recurring Revenue Business

Cloud computing is a critical part of Alphabet's future.

This Alphabet Segment Has More Potential Than Artificial Intelligence

HubSpot

Warren Buffett and other smart investors are buying stocks to prepare for the next bull market.

A Bull Market Is Coming: To Prepare, Follow Warren Buffett's Lead

Booking Hlds

Braze

Coupa Software

Sprinklr

New York Times

Palo Alto Networks

Pegasystems

Uber

Eric Bannasch is the founder, CEO, and Portfolio Manager of Cadian Capital Management.

These Are the Top 10 Holdings of Eric Bannasch

Waymo will begin testing its autonomous Jaguar I-Paces without a human safety operator in Los Angeles in the next couple of weeks. This is the company's next step on its path to commercializing robotaxi services in its second California city.

Waymo to test driverless rides with employees in Los Angeles

"We are not aware of any slowing in Google search revenues that could be attributed to the late-2022 ChatGPT launch," Bank of America said.

Investors should buy Alphabet stock as soaring interest in ChatGPT shows no sign of negatively impacting Google's search business, Bank of America says

In a new filing late last week, the U.S. Department of Justice alleged that Google “routinely destroyed” an entire category of written communications in its antitrust investigation against the company. The communications — chat messages between Google employees — were deleted over the course of several years, the DoJ stated.

DoJ accuses Google of deleting chats in its antitrust investigation, similar to Fortnite's case

NVIDIA

Few investors are known for their stock-picking abilities quite like Warren Buffett. The Berkshire Hathaway (NYSE: BRK-A , NYSE: BRK-B ) founder is among the wealthiest in the world, and his influence on investing strategies is far-reaching.

Warren Buffett Is Betting Big on These 5 AI Stocks

Google initially got swept up in the late-year AI minibubble, but now investors have dropped the stock like it's hot after a bungled product demonstration. Even Meta is again more expensive than Google on a forward P/E basis.

Google Is The Most-Hated Tech Stock On Wall Street - Time To Buy

Mercedes-Benz Group AG

Artificial intelligence (AI) may help drive the connected car's journey from concept to fully-fleshed reality. Mercedes-Benz said last week that it had entered a long-term strategic partnership with Google that has its roots in navigation and entertainment.

Google, Mercedes-Benz Pact Spotlights How AI Can Drive Connected Car's Evolution

The stock has an appealing risk/reward ratio.

Is Alphabet Stock a No-Brainer Buy Under $90?

Alphabet Inc.'s multibillion-dollar bet on self-driving cars and trucks isn't ready to launch no paid rides yet, though the second-biggest U.S. city will be its next commercial market after Phoenix and San Francisco.

Waymo's L.A. Robotaxi Fleet Is Going Fully Driverless

Sometimes a myopic view obscures a stunning opportunity.

Harnessing Chatbot Fever -- 1 Magnificent Growth Stock to Buy Now and Hold Forever

The company says to keep an eye out for "cheerful penguin" animations, coming to Google Wallet soon.

Google's Latest Android Feature Drop Brings Productivity Boosts and Customization

Google has announced a slew of new features for Android, Chromebook and Wear OS that are designed to improve connectivity, productivity and accessibility. The announcement was timed to coincide with Mobile World Congress (MWC), which is kicking off in Barcelona today.

Google announces new features for Android and Wear OS

What doesn't kill Google could make it stronger.

Could Microsoft Be Setting Up Google for a Huge Win?

The so-called Henderson test would significantly weaken the power of Section 230, several experts said, including some who work for Google-backed groups.

News for Alphabet Stock (GOOGL)