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

Positive analyst commentary and easing inflation data pointed to a nice bounce ahead for the beaten-down search giant.

Why Alphabet Rose Today

Snap

The public school district in the US city of Seattle has filed a lawsuit against big tech companies for allegedly causing mental harm, depression and anxiety among students.

Big Tech sued by Seattle schools over mental health 'crisis'

According to the American Psychological Association, the rate of 12 to 17-year-olds experiencing major depression increased by 52% from 2005 to 2017.

A lawsuit filed by Seattle's public schools accuses Meta, TikTok, Google, and Snapchat of creating a youth mental health crisis

Apple

For investors in a wide swath of companies, 2022 was a rough year. That said, it was a downright brutal year for those invested in most tech companies.

3 Tech Companies to Watch in 2023

Google stock has crumbled amidst the tech crash. This isn't an unprofitable cash-guzzling company - Google continues to generate cash and repurchase stock.

Google: My Best Risk-Reward Opportunity In The Market Today

The search giant has so far bucked the tech sector's layoff trend, but pressure to cut costs leaves few options.

Google Might Need to Be Un-Google-Like

Amazon

Microsoft

These stocks offer a mixture of growth and profits that many tech stocks can't.

Why Amazon, Alphabet, and Microsoft Could Rebound More Than Other Tech Stocks in 2023

Google has filed a legal challenge in India's Supreme Court to block a ruling by the country's antitrust watchdog that will force the U.S. company to change how it markets its Android platform, court records showed on Saturday.

Google challenges Android antitrust ruling in India's Supreme Court

Alphabet/Google continues to deliver record results each quarter, while the Tech Bust of 2022 has crushed the share quote. A 10-year low valuation and mean reversion action could send price 30% to 50% higher this year.

The Valuation Argument To Own Google

The ability to initiate image-based searches shortens the journey towards finding the desired product, thereby conceivably improving conversion rates for relevant product ads. Google is certainly not the only platform to offer image-based searching functionalities, as Pinterest, Instagram and Amazon also offer their own image-search tools.

The Advertising Potential Of Google's Visual Search Innovations

Peter Lynch is best known for identifying fast growers at a relatively earlier stage: a seemingly simple yet elusive key to catching 10 baggers. However, ordinary investors should not forget that he is good at picking other types of winners.

Google Is A Peter Lynch Stalwart

Intel

Ryan Morrissey is a serial founder of software companies, having already launched three separate startups. Yet when he sold one of those companies, he had to sign an agreement to not start any more for a while.

FTC's proposed ban on noncompete agreements could have biggest impact on tech industry

NVIDIA

The Nasdaq-100 index has a history of bouncing back strongly after a down year.

Here's What the Nasdaq Might Do in 2023, and the Stocks to Buy Right Now

Ameriprise Financial

Dynavax Technologies

EOG Resources

Playa Hotels & Resorts

Hostess Brands

Copa Hlds

In 2022, the S&P 500 had its worst year since 2008, with a total return of -18.11%, nearly 47 percentage points worse than in 2021. But it could have been much worse.

7 Cheap Stocks That Wall Street Analysts Still Love

Airbnb

Warren Buffett's advice for inflation works well in any market.

Want to Beat Inflation? Warren Buffett Wisdom Says Buying These Two Stocks Can Help

adidas AG

Coca-Cola

Lockheed Martin

Mastercard

Altria

NIKE

Realty Income Corp

Philip Morris

Starbucks

AT&T

Unilever

iShares MSCI World ETF

Visa

Vanguard S&P 500 ETF

Verizon

ETFs offer a wide range of advantages over selecting stocks individually. These advantages include a broader risk diversification than when investing in individual stocks.

10 Dividend Stocks To Show The Advantages Of Investing In Individual Stocks Over ETFs

Google Cloud has formed a strategic alliance with the Kuwaiti government to support digitisation efforts across the country's public sector, the company said on Friday.

Google Cloud to support Kuwait's digitisation drive

Broadcom

Costco

Merck

Pfizer

Procter & Gamble

Tesla

Mega-cap stocks are those with a minimum market capitalization of $200 billion. Although the numbers of such stocks are limited, the list is continuously growing as more companies create value for their shareholders.

These Are the 5 Best and Worst Performing Mega-Cap Stocks in Dec 2022

Adobe

Autodesk

Bank of America

Comcast

CME Group

Salesforce

Fortinet

Lam Research

Masco

Microchip Technology

MarketAxess Holdings

Monolithic Power Systems

ServiceNow

Palo Alto Networks

Polaris

Teradyne

U.S. Bancorp

Workday

Wells Fargo

West Pharmaceutical Services

Western Union

Our 3-step process focuses on wide-moat stocks (as per Morningstar's rating). We are only interested in those targets that are attractively valued in historical comparison.

U.S. Wide-Moat Stocks On Sale: The January 2023 Heat Map

Baidu

Both Baidu, Inc. and Google have high growth prospects in the artificial intelligence and cloud computing markets. This is a tale of search engines which are looking to diversify to potentially trillion-dollar markets.

The Search Engine Showdown: Comparing Google And Baidu

News for Alphabet Stock (GOOGL)