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

Alpha and Omega Semiconductor

Microsoft

Photronics

Synaptics

Here we discuss five tech stocks - Photronics (PLAB), Alpha & Omega (AOSL), Alphabet (GOOGL), Synaptics (SYNA), Microsoft (MSFT) - that are well-poised to beat Nasdaq in 2022.

5 Top-Notch Tech Stocks to Beat Nasdaq in 2022

GOOG stock is worth over $4,000 per share, or 37% above today's price based on the company's expected strong FCF performance next year. The post Alphabet Stock Is Set to Soar to Over $4,000 Next Year appeared first on InvestorPlace.

Alphabet Stock Is Set to Soar to Over $4,000 Next Year

Geely Automobile Holdings Ltd

Waymo is teaming up with Chinese carmaker Geely to build electric, fully autonomous robotaxis for the United States.

Waymo will partner with China's Geely to develop electric robotaxis

Apple

South Korea's government has asked Apple Inc (NASDAQ:AAPL) and Google parent Alphabet Inc (NASDAQ:GOOGL) (NASDAQ:GOOG) to stop the release of new play-to-earn games and remove existing ones from their app marketplaces. What Happened: The Game Management Committee (GMC) under South Korea's Ministry of Culture, Sports, and Tourism made the request to major app store providers on Monday, reported Cointelegraph, citing local media.

Apple, Google Asked By South Korea To Ax Play-To-Earn Games On App Stores

NVIDIA

QUALCOMM

Could virtual reality stocks be the way to cash in on the metaverse trend?

Best Growth Stocks To Buy For 2022? 5 Virtual Reality Stocks To Watch

Waymo's choice of a Chinese car should be a major wake-up call for western OEMs of the greatest threat to their business to ever come along.

Waymo To Use Chinese Geely Robotaxi Body. This Should Send Shivers Into Western OEMs

China's Geely Holding said its premium electric mobility brand, Zeekr, will make electric vehicles for Waymo, Alphabet Inc's self-driving unit, to be deployed as fully autonomous ride-hailing vehicles across the United States.

Waymo and Geely's Zeekr partner to develop driverless taxis

Waymo, Alphabet's autonomous driving technology arm, is partnering with Chinese automaker Geely to build an all-electric, self-driving ride-hailing vehicle. The companies will integrate Waymo Driver, Waymo's AV system, into Geely's Zeekr vehicles for use in U.S. markets “in the years to come.

Waymo partners with Geely to make electric AVs for ride hail in the US

Alphabet Inc.'s autonomous driving unit is expanding its global partnerships to include China's Geely Automotive and its new Zeekr brand.

Waymo Adding Electric Geely Vans To Its Robotaxi Fleet

Plaintiffs who accused Alphabet Inc's Google of unlawfully tracking their internet use while on "Incognito" browsing mode can question Chief Executive Sundar Pichai for up to two hours, a California federal judge has ruled.

Google CEO can be questioned in privacy lawsuit, judge rules

Digital Turbine

Investors were ready to give red-hot Nasdaq stocks a rest Tuesday.

Alphabet Is Easing Lower, But It's Pulling Up This High-Growth Nasdaq Stock

Under a new deal, which is significantly lifting APPS stock, Digital Turbine will support nearly 1 billion Android devices worldwide. The post APPS Stock Alert: 7 Things to Know About the Google Deal Goosing Digital Turbine Shares Today appeared first on InvestorPlace.

APPS Stock Alert: 7 Things to Know About the Google Deal Goosing Digital Turbine Shares Today

Alphabet CEO Pichai can be questioned in privacy lawsuit, judge rules

There are seven stocks that investors seem to worship. In the parlance of the 1970s, they are one-decision stocks: You are supposed to buy them and never sell them.

Why I Own Only 2 of the Sacred 7

Digital Turbine Inc (NASDAQ: APPS) forged a multi-year strategic partnership with Alphabet Inc's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google. The financial terms were not disclosed.

Digital Turbine Shares Pop On Multi-Year Collaboration With Google

Shares of Digital Turbine Inc. APPS, +2.06% shot up 9.7% in premarket trading Tuesday, putting them on track to post a seventh-straight gain, after the media and mobile communications company announced a multi-year partnership with Alphabet Inc.'s GOOGL, +0.67% Google. With the partnership, Digital Turbine will with with Google Cloud partner SADA to implement Google's business and cloud offerings to support growth.

Digital Turbine's stock surges to extend win streak after Google partnership

AUSTIN, Texas, Dec. 28, 2021 /PRNewswire/ --  Digital Turbine, Inc. (Nasdaq: APPS), a leading independent mobile growth & monetization platform, today announced a multi-year strategic partnership with Google that accelerates Digital Turbine's product and growth strategy to support the Android ecosystem by enabling nearly a billion devices with intelligent app discovery. Digital Turbine will work with Google Cloud premier partner SADA  to implement  Google's enterprise and cloud solutions to rapidly enhance and expand globally while broadening growth and monetization solutions for its partners.

Digital Turbine Announces Strategic Partnership with Google

Amazon

Is it time to buy this metaverse stock for 2022?

The Metaverse Just Got Bigger During the Holidays

DigitalOcean Holdings

DigitalOcean operates in the same environment as some of the biggest Big Tech players in the world, yet the company avoids direct competition by focusing on the underserved in the cloud-computing marketplace.

Cloud Computing for the Little Guy Is a Big Deal

Google parent Alphabet Inc. GOOGL, +0.67% GOOG, +0.63% is in the hottest of hot seats as the antitrust spotlight intensifies on Big Tech, with multiple actions expected to come to a head in 2022.

Google enters 2022 battling antitrust actions on multiple fronts — with more likely to come

Antitrust enforcement of Big Tech is expected to take place on a scale never before seen in 2022, following years of escalating rhetoric from Washington.

Big Tech heads for ‘a year of thousands of tiny tech papercuts,' but what antitrust efforts could make them bleed?

ServiceNow

Palo Alto Networks

Could these SaaS stocks be worth adding to your portfolio before the new year?

3 Top SaaS Stocks To Watch Ahead Of 2022

Alphabet's stock is about to close out its best year since 2009, reflecting a company that's powered through the coronavirus pandemic better than its peers.

Alphabet was the top Big Tech stock of the year — here's why

Netflix

Are any of these FAANG stocks on your watchlist right now?

Best Stocks To Buy For 2022? 3 FAANG Stocks To Watch

A Moscow court on Friday slapped Google with an unprecedented fine of nearly $100 million, while Meta (formerly Facebook) received a fine of $27 million.

News for Alphabet Stock (GOOGL)