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 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

Keysight

NVIDIA

Tom Yeung here with this week's Sunday Digest

3 Stocks to Buy on the Road to AGI

Intel

Intel's business has been on a downward trend but could come back strong over the next decade. Alphabet is a formidable competitor in tech with its endless cash reserves and massive user base.

2 Growth Stocks That Could Go Parabolic

Microsoft

The appointment of a new technical leader for Gemini might help quell concerns the company is falling behind in the AI race.

Google Appoints New AI Leader: Report. It Could Be Good News in Fight With Microsoft.

Apple

Google makes custom AI chips called TPUs, and Apple uses them to train its AI models. CNBC got an exclusive look inside the lab where Google makes its chips.

How Google makes custom chips used to train Apple AI models and its own chatbot, Gemini

The California legislator at the center of a first-in-the-nation deal between Google and the state to help fund local news organizations and an artificial intelligence accelerator project defended the agreement from critics who said it didn't go far enough.

Lawmaker defends Google deal to fund California newsrooms, as labor criticism grows

Meta and Alphabet Have Quietly Warned Investors About a Potentially Big Risk

Amazon

The U.S. technology sector has produced six companies worth $1 trillion or more. The price-to-earnings (P/E) ratio is a popular way for investors to value stocks.

The Cheapest Trillion-Dollar Stock: Nvidia, Microsoft, Apple, Amazon, Alphabet, or Meta?

Google has appointed Noam Shazeer, the former head of startup Character.AI and before that a long-time Google researcher, to co-lead its main AI project.

Google appoints former Character.AI founder as co-lead of its AI models

Adyen NV

Disney

Five9

Portfolio had more net exposure at the end of the quarter. Top contributors included Nvidia, Alphabet, and Apple. Top detractors were Disney, Adyen, and Five9.

RiverPark Long/Short Opportunity Fund Q2 2024 Portfolio Review

SACRAMENTO, Calif. — Google will soon give California millions of dollars to help pay for local journalism jobs in a first-in-the-nation deal, but journalists and other media industry experts are calling it a disappointing agreement that mostly benefits the tech giant.

Google will help fund California newsrooms under new deal, but journalists cry foul

At least 200 workers at DeepMind, Google's AI R&D division, are displeased with Google's reported defense contracts — and according to Time, they circulated a letter internally back in May to say as much.

DeepMind workers sign letter in protest of Google's defense contracts

Coca-Cola

Ulta Beauty

When markets get volatile, investors of any size and background tend toward certainty in business models and predictability in cash flows. Fitting this category are stocks in the consumer staples sector, known for their defensive nature.

4 No-Brainer Stocks to Hold This Fall for Steady Gains

Ares Capital

Bank of America

BHP Billiton

Blackrock Inc

British American Tobacco

iShares Core High Dividend ETF

Johnson & Johnson

JPMorgan Chase & Co

Mastercard

Main Street Capital

Altria

NIKE

Realty Income Corp

PepsiCo

Pfizer

Philip Morris

Cohen & Steers Quality Income Realty Fund

Royal Bank of Canada

Schwab US Dividend Equity ETF

AT&T

TCP Capital

I will demonstrate how you could allocate the amount of $100,000 by following the current composition of The Dividend Income Accelerator Portfolio, effectively balancing dividend income and dividend growth. Potential benefits of its implementation are a reduced portfolio risk level, stable dividend income, strong potential for dividend growth and capital appreciation, and elevated chances of an attractive Total Return. The dividend portfolio presently offers you a Weighted Average Dividend Yield [FWD] of 4.20%, with a 5-Year Weighted Average Dividend Growth Rate [CAGR] of 7.31%.

How To Allocate $100,000 In A Dividend Portfolio: A Strategic Guide For Income And Growth

Broadcom

Broadcom Inc. AVGO is stepping into a new chapter in its AI journey, securing significant victories with two major AI ASIC programs.

Broadcom Secures Major Wins With OpenAI, Google, Meta As It Targets $150B AI Market

Google's recent underperformance is partially due to antitrust concerns, but the impact may be overestimated. Google's dominance in search is likely to continue, with potential changes in the technological landscape mitigating possible high risk remedies. Google's valuation is reasonable, with potential for growth in AI, Cloud, YouTube, and continued share repurchases and dividend increases.

Google Is At A Discount Due To Regulatory Confusion

The agreement includes $70 million from the state, which needs legislative approval. Some lawmakers objected, calling for a more comprehensive solution with tech companies.

Google Joins $250 Million Deal to Support Newsrooms in California

Lucrative acquisitions have fueled Alphabet's (GOOGL) growth with its stock skyrocketing over +6,000% since going public in 2004 which has dwarfed the gains of the S&P 500 and Nasdaq.

Is Alphabet's (GOOGL) Stock Still a Millionaire Maker 20 Years After its IPO?

Google and Australia's national science agency said they will work together to develop software that automatically detects and fixes network vulnerabilities for operators of critical infrastructure, seeking to contend with a surge in cyberattacks.

Google to help build cyber protection for Australian infrastructure

After a landmark antitrust ruling against Google, online publications face a pivotal decision: whether to allow the tech giant to use their content for AI-generated search answers. The court's decision thrust publishers into this choice, which could reshape the digital content landscape and the economics of online publishing.

Google Antitrust Ruling Sparks Debate Among Online Publishers and SEO Experts

At the time of writing, Alphabet (NASDAQ:GOOG) is the world's fourth-largest company by market cap behind Nvidia.

These Analysts Think Alphabet Could Be the Mega-Cap Tech Stock to Own

The U.K.'s antitrust watchdog agency closed investigations into Alphabet's (GOOGL) Google Play Store and Apple's (AAPL) App Store, though the tech giants' app stores could still face regulatory security under new rules.

UK Closes Google and Apple App Store Probes, Deferring to New Digital Competition Regime

Visa

Market sell-offs are brief, investors have to be nimble. I discuss recent trades made during a brief market dip, including buying more Alphabet and Visa while selling Hershey. Alphabet's strong Q2 results and growth potential, Visa's consistent growth, and Hershey's struggles with earnings growth and valuation are analyzed.

What I Bought When The Market Dipped: Google And Visa

Apple and Google can take a breath after the U.K. competition watchdog announced Wednesday it's closing a pair of investigations into their respective mobile app ecosystems, citing administrative priorities.

UK's competition authority ends probes of Apple and Google but will use incoming powers to ‘resolve app store concerns'

Key Points: Google faces a possible breakup due to an antitrust case, which could impact its market power.

The DOJ Is Going to Rip Alphabet (Nasdaq: GOOG) to Shreds

The UK's competition watchdog has shelved investigations into Apple's App Store and the Google Play Store but said it plans to apply new digital market rules to address its concerns about unfair behaviour in the sector.  Today the Competition & Markets Authority said it was "case closed on the grounds of administrative priorities" for both probes, but adding that it had decided not to accept proposed remedies from Google.

News for Alphabet Stock (GOOGL)