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 Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

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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

Microsoft

The Internet has been blowing up at the emergence of ChatGPT ever since it launched in November 2022, gaining more than 1 million followers in the first five days.

Will ChatGPT Take Over Google?

As Google races to get its artificial intelligence search tool up to speed, it wants employees to flag incorrect answers and even rewrite them.

Google asks employees to rewrite Bard's bad responses, says the A.I. 'learns best by example'

Google leadership has faced criticism of late for its slow response to ChatGPT and emerging competition from Microsoft.

Google CEO tells employees some of company's top products 'were not first to market' as A.I. pressure mounts

Apple

Amazon

Amazon, Apple, Meta CEOs subpoenaed by House Judiciary chairman

U.S. House of Representatives Judiciary Committee Chairman Jim Jordan on Wednesday subpoenaed the chief executives of Alphabet , Amazon , Apple , Facebook and Instagram parent Meta Platforms , and Microsoft for documents and communications relating to free-speech issues.

U.S. House Judiciary subpoenas Big Tech CEOs over free speech

A former Google employee who just left the tech giant after three years says he witnessed a “gradual decay of a dominant empire” and said the company “has slowly ceased to function.

Seattle founder who sold company to Google says tech giant has ‘slowly ceased to function'

Artificial intelligence tools that can spit out responses that read like they were written by a human have become the hottest part of the technology industry.

Only 9% of Americans think AI development will do more good than harm

Google recently showcased its PaLM language model in response to ChatGPT. Its product made a "mistake", but I believe this was minor and overblown by the mainstream media. Google's PaLm language model is close to 3 times larger than GPT-3, at a staggering 540 billion parameters, versus GPT-3 at 175 billion parameters.

Google: Ignore The Noise, Its AI Is 3X Larger Than ChatGPT

Most of Alphabet's revenue comes from search. That could be a problem.

This Chart Shows Why Alphabet Is So Vulnerable to ChatGPT

A former Google employee said the technology giant is inefficient, plagued by mismanagement and paralyzed by risk.

Founder who sold his startup to Google says the company has lost its mission, is mismanaged and has no sense of urgency

ChatGPT "has illustrated to people just how advanced AI has become," according to Musk.

Elon Musk, who co-founded firm behind ChatGPT, warns A.I. is 'one of the biggest risks' to civilization

Shopify

These stocks could head higher after a solid start to the year.

2 Stocks That Are Screaming Buys Before the Nasdaq Jumps Higher In 2023

Former and current Google employees told The Information the company had taken a cautious approach to AI development.

Google employee said pitching new AI products wasn't worth it because of the company's 'bureaucratic roadblocks,' report says

CrowdStrike

Snowflake

As AI becomes even more prevalent, these early leaders should be well-positioned to take advantage.

A Bull Market Is Coming for These 3 Artifical Intelligence Stocks

These tech giants could win big from the growing adoption of generative AI applications like chatbots.

2 Chatbot Stocks Set to Explode in 2023

Disney

Tesla

The 92-year-old investor made some big buys last quarter. These three are especially intriguing.

Billionaire George Soros Just Bought Alphabet, Disney, and Tesla Stocks. Should You?

Having a monopoly is no protection from disruptive technology.

1 Cautionary Tale That Should Scare Alphabet Investors

In-app browsers are usually not the best way to consume content in an app. In fact, Android developers have been using the Chrome custom tabs features to fine-tune the experience.

Google rolls out new features to make in-app browsers better on Android

Deere & Company

Netflix

SentinelOne

With new advancements in computer technologies and utility, several tech stocks soared on the implications for the broader artificial intelligence trend. In particular, the ability of AI and machine learning protocols to meet users where they are – that is, to speak their (human) language – sparked intense curiosity.

7 Publicly Traded Companies Jumping Aboard the AI Train

In showing off its chatbot technology last week, Microsoft's AI analyzed earnings reports and produced some incorrect numbers for Gap and Lululemon.

Microsoft's Bing A.I. made several factual errors in last week's launch demo

Sandbox AQ, a startup spun off from Alphabet Inc last year, said on Tuesday it raised $500 million as it helps customers prepare for a quantum computing future.

Exclusive: Alphabet spinoff Sandbox AQ raises $500 mln for cyber security, other work

Google has begun letting Android developers kick the tyres of its claimed reboot of ad-targeting — announcing the launch of the first Beta for its “Privacy Sandbox”, an adtech stack proposal which aims to iterate how ad tracking, targeting and reporting is done so it appears less creepy for individual users while maintaining an interest-based,

Google starts beta testing its rebrand of interest-based ad-targeting on Android

Corsair Gaming

These companies have some exciting developments to come over the next few years.

Why Apple, Corsair Gaming, and Alphabet Are No-Brainer Buys Right Now

Google's parent company Alphabet has lost a hefty US$100 billion (£83 billion) or nearly a tenth of its market value after its new AI chatbot, Bard, botched an answer to a query on an ad promoting its launch. It claimed that the James Webb space telescope took the first pictures of planets outside the Earth's solar system when in fact it was the European Southern Observatory's Very Large Telescope.

Google's search business doesn't have to be killed by AI chatbots—here's the ugly workaround

Father of the Internet and Google internet evangelist Vint Cerf warned entrepreneurs not to rush into making money from conversational AI.

News for Alphabet Stock (GOOGL)