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 Q4 2022

Earnings data Q1 2023

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Earnings data Q1 2024

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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

We could be entering a golden age for investing in AI. Microsoft will likely be a big winner, but so will Alphabet.

Microsoft and ChatGPT Won't Be Google Killers. Here's the 1 Company That Could Be, Though.

Amazon

CRISPR Therapeutics

Vertex Pharmaceuticals

The time is right for each of these great stocks.

The Best Stocks To Invest $5,000 in Right Now

Apple

These stocks have all declined over the last year, but they are looking like good values now.

The Smartest Investors Are Buying These 3 Beaten-Down Stocks

Many were surprised by Alphabet's sudden announcement of its Google Bard AI chatbot.

ChatGPT vs. Google Bard: Is Alphabet Stock in Trouble?

Alphabet's $100 Billion Mistake Is Your Opportunity of a Lifetime

For 10 tough questions I asked, I liked Bing's answers better nine times.

Microsoft's AI-Powered Bing Can Run Rings Around Google Search

The next competition for these mega-cap technology companies may have just begun.

Alphabet vs. Microsoft: Who Will Win the AI Race?

These cloud computing giants compete for a massive market, but one is a better investment.

Better Buy: Amazon, Microsoft, or Alphabet?

Opinion: These Will Be the 3 Largest Stocks by 2030

The boss of Google's search engine warned against the pitfalls of artificial intelligence in chatbots in a newspaper interview published on Saturday, as Google parent company Alphabet battles to compete with blockbuster app ChatGPT.

Google cautions against 'hallucinating' chatbots - report

Google shares sold off this week after its answer to ChatGPT failed to impress.

Google employees slam CEO Sundar Pichai over ‘botched' Bard AI chatbot

YouTube recently became the exclusive streaming rights holder of the NFL Sunday Ticket, a sports package that was reportedly bid on by other tech giants, Apple and Amazon.

NFL considers a cheaper Sunday Ticket offering on YouTube with fewer games

Google and Microsoft have announced new artificial intelligence (AI) applications this week as both technology companies spearhead innovations for search engines and the digital user experience.

Google vs. Microsoft in AI race

In addition to a slide in its stock, Alphabet faces criticism from employees following the announcement of its ChatGPT competitor this week.

Google employees criticize CEO Sundar Pichai for ‘rushed, botched' announcement of GPT competitor Bard

Google is flailing. After years of singleminded worship of the false god Virtual Assistant, the company is rushing its AI strategy as its competitors join their hands and raise their pitchforks.

Google is losing control

The 'Law That Built The Internet' Could Get Crushed; It Could Be A 'Nightmare' For Twitter, Meta's Facebook And Google's YouTube

Many investors now believe that Google's business is under existential threat from the likes of ChatGPT and generative AI technology. Yet, Bing.com gets 1.25% of the visits that Google.com does on a global level: they're simply not in the same league.

Google, Bing, And ChatGPT: Cutting Through The Hype

Bard's misfire on launch cost owner $160bn but experts believe ChatGPT is also prone to errors

Google v Microsoft: who will win the AI chatbot race?

Microsoft co-founder Bill Gates thinks AI software like ChatGPT is the most important innovation right now, and could change healthcare and education for good.

Bill Gates thinks A.I. like ChatGPT is the 'most important' innovation right now

Artificial intelligence and machine learning will have far-reaching effects on the tech sector.

ChatGPT Mania: 3 Stocks to Buy Hand Over Fist

The trailing twelve months combined revenues of Amazon, Microsoft and Alphabet in their respective cloud computing businesses amounted to a staggering $188.2 billion. The cloud computing market is clearly experiencing a slowdown as a result of companies tightening expenses due to the uncertain macroeconomic environment.

Comparing The Cloud Leaders: Amazon Web Services, Microsoft Intelligent Cloud, And Google Cloud

Microsoft appears to get the jump on Google in AI assisted search. Google unveils Bard, a ChatGPT-like AI.

Has Microsoft Jumped Ahead Of Google In AI Powered Search?

Shareholders need to take a closer look at a key business segment.

1 Thing the Smartest Investors Know About Alphabet

The company's Bard chatbot didn't make the biggest mistake this week.

Why Alphabet Stock Is a No-Brainer Buy After This Week's Sell-off

Google lost $100 billion in market value yesterday amid its chatbot 'Bard' botching a question. The ad sales slowdown is fully priced into Google's valuation at this point.

News for Alphabet Stock (GOOGL)