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

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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

Should You Buy Meta Platforms and Google Parent Company Alphabet Now That They Are Cheaper Than Coca-Cola Stock?

Google reported an excellent earnings result, but Wall Street has punished the stock due to forward guidance for further ramp up in capital expense. Google stock dropped by over 10% post-earnings, and the stock appears to be quite cheap when we look at forward EPS growth and P/E ratio. Most of the stock price growth in 2023 was due to rapid improvement in EPS as the company cut headcount and improved margins.

Google: Massive Spending Spooks Wall Street

Cintas Corp

Iron Mountain

The S&P 500 is one of the most recognized benchmarks in the stock market. In fact, an ETF that tracks the S&P 500, the SPDR S&P 500 ETF Trust (NYSEARCA: SPY ) is regularly one of the top ETFs by trading volume.

Q3's Rising Stars: 3 S&P 500 Stocks for Your Must-Watch List

OpenAI is entering the search engine fray with a new kind of search/query platform. Alphabet's Google, however, is more than well equipped to fend off this rival's efforts.

No, Alphabet Shareholders Don't Need to Worry About OpenAI's SearchGPT

Alphabet Inc./Google has fallen in the last month, but remains a cheap buy due to leadership in generative AI and market fears on OpenAI. Google Cloud is a big growth driver with revenues topping $10 billion for strong 29% growth, while Search market share remains dominant. The stock has dipped back to below 17x '25 EPS targets, making Google one of the cheapest large-cap tech plays.

Google: Don't Fear OpenAI

Google had good news and bad news last week. The good news was that the cloud division — including Google Workplace software as a service and Google Cloud infrastructure services — made $10 billion for the quarter for the first time.

It took some serious nerve for Wiz to walk away from Google's $23B offer

The lower-than-expected revenue generated by Alphabet's (NASDAQ: GOOG , GOOGL ) YouTube website could be a warning sign regarding its advertising business in general. Meanwhile, the firm continues to face strong challenges on the regulatory front, and it is going to spend a great deal of money on AI going forward.

Uh-Oh. Why Alphabet Stock Could Be Headed for a Fall.

Apple

Advanced Micro Devices

Amazon

Salesforce

CrowdStrike

Cisco Systems

CyberArk Software

Dell Technologies

Intel

MongoDB

Microsoft

Netflix

ServiceNow

NVIDIA

Oracle

Palo Alto Networks

UiPath

Palantir Technologies

QUALCOMM

Dan Ives predicts a tech bull market lasting 2-3 years, driven by Generative AI and investments in enterprise space. Qualcomm's Dr. Vinesh Sukumar on its partnerships and AI ambitions.

Tech Bull Market Just Getting Started - Dan Ives

Alphabet (GOOGL) rides on solid momentum in Google Cloud on the back of expanding generative AI capabilities.

Alphabet (GOOGL) Gains 21.4% YTD: How Should You Play It Now?

Google's stock dropped 15% to $165 despite strong financial results. Google's low forward P/E ratio of 18 and potential to beat EPS estimates make it a cheap investment. Google's dominance in search, solid growth prospects in cloud and AI, and potential for significant EPS growth make it a strong investment opportunity.

Finally, Google Is Dirt Cheap

Google parent Alphabet (GOOGL) is facing scrutiny from U.K. regulators surrounding the tech giant's partnership with artificial intelligence (AI) startup Anthropic.

Google's AI Partnership With Anthropic Draws Regulatory Scrutiny in UK

Great Britain's competition regulator is examining Google's partnership with artificial intelligence (AI) startup Anthropic. The Competition and Markets Authority (CMA) said Tuesday (July 30) it is “considering whether it is or may be the case that this partnership has resulted in the creation of a relevant merger situation under the merger provisions of the Enterprise Act 2002.

Google-Anthropic Partnership Catches Eye of UK Watchdog

CMA to consider whether deal with AI startup is a potential merger, which could prompt full investigation

UK regulator looks at Google's partnership with Anthropic

Britain's competition watchdog said Tuesday it's looking into Google's partnership with artificial intelligence startup Anthropic, adding fresh regulatory scrutiny to investment money flooding into the AI industry.

Google's partnership with AI startup Anthropic faces scrutiny from UK competition watchdog

Alphabet's ad business provides a steady income stream. Google Cloud provides the company with a strong growth segment.

My Top "Magnificent Seven" Stock Just Proved Again Why It's the Best Buy of the Group

The U.K.'s Competition and Markets Authority (CMA) said that it is investigating Google parent Alphabet's partnership with artificial intelligence startup Anthropic. The CMA is looking into wheter a partnership between the two firms has led to a "relevant merger situation" and if that "may be expected to result in a substantial lessening of competition" in the U.K.

Google-parent Alphabet's partnership with AI firm Anthropic under investigation in the UK

The U.K.'s antitrust regulator has revealed an early-stage probe into Google's ties with Anthropic, after the Alphabet subsidiary invested in its U.S. AI rival over several rounds.

UK antitrust body probes Google's ties with AI rival Anthropic

While air taxi companies have always been attractive for investing in next-generation transportation, a confluence of factors now favors acquisitions by major tech firms. The first is that air taxi company stocks are trading much below their highs compared to tech stocks.

3 Tech Stock Giants that Should Buy an Air Taxi Company

Britain's competition regulator is investigating Google-parent Alphabet's partnership with AI startup Anthropic and its impact on competition, it said on Tuesday.

Google-parent Alphabet's partnership with Anthropic under investigation in UK

Alphabet makes most of its profit thanks to its dominance in the Internet search business -- advertisers rush to advertise their products across Alphabet's Google pages. But another business at the company has taken off and just reached a major milestone.

Alphabet Just Scored a Huge Win. Is This Bad News for Amazon?

Alphabet shares have been weak on concerns of increased search competition and spending. Google Search, however, has several competitive advantages over newer search start-ups.

Alphabet Shares Continue to Fall as OpenAI Begins Testing AI-powered Search. Should Investors Buy the Dip or Stay Away?

Alphabet just delivered another set of strong quarterly results, led by a key milestone in Google Cloud. The tech titan is reaping the rewards of artificial intelligence (AI) across most parts of its business.

When You Look Back in 5 Years, You'll Wish You'd Bought This $2 Trillion Artificial Intelligence (AI) Stock

Alphabet's (NASDAQ: GOOG , GOOGL ) second-quarter performance is robust, with key financial figures indicating a solid momentum in search and cloud. The company's revenues reached $85 billion, marking a 14% annual increase.

AI-Driven Growth and Strong Financials Signal Bullish Outlook for GOOG Stock

Tesla

Most people by now have heard of the so called Magnificent Seven. Within the Magnificent Seven, it is only a handful of stocks driving the big gains.

The Magnificent Seven: So, How Does This Unwind?

Alphabet's primary business units continue to grow. OpenAI's upcoming search product shouldn't scare investors.

News for Alphabet Stock (GOOGL)