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

Amazon

Microsoft

UK communications regulator Ofcom launched a cloud market study on providers Amazon.com Inc (NASDAQ:AMZN), Alphabet Inc (NASDAQ:GOOG)-owned Google and Microsoft Corporation (NASDAQ:MSFT) to ensure markets are competitive and performing well. Cloud providers, software vendors and professional service suppliers and customers will be asked to submit initial opinions on the evolution of the market and the nature of the competition, particularly in cloud ecosystems and infrastructure services.

Ofcom launches cloud market study on Amazon, Google and Microsoft to monitor competitiveness

Google's Russian subsidiary has filed a lawsuit against Russian state bailiffs, court documents show, in a year that has seen the unit file for bankruptcy in Russia and have more than 7.7 billion roubles ($127 million) in funds seized.

Google's Russian subsidiary files lawsuit against state bailiffs - court documents

Salesforce

Palo Alto Networks

Has the bear market ended? I wish I knew.

3 Must-Buy Stocks on a Panic Selloff

The volatility of the market opens up opportunities for long-term investments in quality companies. Alphabet's premium valuation is vanishing, while still standing strong.

Google: If You Are Not Buying Now, When Will You

Apple

American Tower

Garmin

Globalstar

Iridium Communications

AT&T

T-Mobile US

ViaSat

Satellite-to-smartphone connectivity in remote locations is suddenly the rage in telecom again, some 23 years after Iridium and ICO Communications fell into bankruptcy. The post Will Satellite-To-Smartphone Services Get Lost In Space This Time?

Will Satellite-To-Smartphone Services Get Lost In Space This Time?

The company has a leading market share in advertising, but its growing product graveyard makes it difficult to launch new services.

1 Green Flag for Alphabet in 2022, and 1 Red Flag

Google announced Wednesday (Oct. 10) that it will launch its first African cloud region in South Africa. The announcement was made by Niral Patel, the Director of Google Cloud in Africa, during today's Google for Africa 2022 event.

Google Announces New Cloud Region in South Africa

This is one of the largest settlements in the state's history, according to the Arizona attorney general.

Google to Pay $85M Settlement in Arizona User-Tracking Case

Both companies felt the declines in the tech industry but are still likely to see gains in the long term.

Better Buy: Alphabet vs. Apple

Forecasts for the tech stock look overly bullish.

Why Alphabet Isn't as Cheap as It Looks

Today, Google announced its new cloud region in South Africa, the African nation which is now home to the major global cloud providers on the continent. For Google, this move is part of its broader commitment to invest $1 billion to support “digital transformation” across Africa over the next five years.

A year in review of Google's $1B commitment to support Africa's digital economy

Tech giant Google has today announced the launch of a cloud region in South Africa, its first in the continent, playing catch-up to other top providers like Amazon Web Services (AWS) and Microsoft Azure, which made inroads into the continent a few years ago.

Google picks South Africa for its first cloud region in Africa

Edwards Lifesciences

Motorola Solutions

Tractor Supply

UnitedHealth Group

Visa

David A. Rolfe is the chief investment officer at Wedgewood Partners and has been managing Wedgewood's portfolio for 18 years.

These Are the Top 10 Holdings of David Rolfe

Editor's note: Any and all references to time frames longer than one trading day are for purposes of market context only, and not recommendations of any holding time frame.

Alphabet is Googling for Direction. Which Way Will it Break?

Chase Coleman (Trades, Portfolio), founder of Tiger Global Management and one of Julian Robertson (Trades, Portfolio)'s former "tiger cubs," is known for being an early investor in Facebook and Spotify Technology SA ( SPOT , Financial).

4 Stocks Trading With a Margin of Safety in Coleman's Portfolio

I intend to provide an overview of Waymo's current partnerships and what potential there is. Waymo's estimated valuation of $30B currently represents 2.4% of Alphabet's market capitalization.

Google's 'Other Bet': A Deep Dive Into Waymo

Google and Apple are both cashed up technology companies with strengths and weaknesses. Both companies generate billions in revenues and profits annually.

Alphabet's Google Vs. Apple: Better Recession Stock?

The company's cloud-gaming platform had good tech. So why did it fail?

Google Stadia is going offline for good

Twitter

The US Supreme Court, in a decision with potentially far-reaching ramifications, agreed on Monday to hear two cases challenging the legal immunity of internet companies from liability for content posted by their users.

US Supreme Court to hear cases challenging tech firm immunity

While the broader virtual reality industry earnestly waits for Meta's next announcements around new VR products at its Connect event next week, Google's venture arm GV is placing an interesting bet in a startup building up an ecosystem around some of Meta's hardware.

Google's GV backs SideQuest, an unofficial Meta Quest app store

Mandiant

Google will showcase the capabilities of recently acquired cybersecurity firm Mandiant at its annual cloud computing customer conference next week. The post Google Cloud Computing Event To Showcase Cybersecurity Firm Mandiant appeared first on Investor's Business Daily.

Google Cloud Computing Event To Showcase Cybersecurity Firm Mandiant

The court will hear the cases this term, which began Monday, with a decision expected before the court recesses for the summer, usually in late June.

Supreme Court to hear Section 230 lawsuits vs. Google, Twitter, Facebook over terror attacks

Understanding the why behind a company's struggles can make you a lot of money.

This FAANG Stock Is Down 35%; Buying It Could Be a Genius Move

Former President Trump and Republicans railed against the Section 230 protections, which shield tech companies from lawsuits for user-created content.

Supreme Court will take up a case challenging legal immunity for tech sites like Facebook, Twitter, and Google

The U.S. Supreme Court on Monday agreed to hear a challenge to federal protections for internet and social media companies freeing them of responsibility for content posted by users in a case involving an American student fatally shot in a 2015 rampage by Islamist militants in Paris.

News for Alphabet Stock (GOOGL)