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

Lowe's

NVIDIA

Stock market in 2024 has rallied without major pullbacks, concentrating returns in a few companies, and lagging performance in other sectors. 10 companies alone in the market-weighted S&P 500 are responsible for 71% of the YTD returns. Two of my three Top Stock Picks for 2024 have beaten the market by a significant margin, helping my portfolio to deliver +19.4% YTD.

My Top 3 Stock Picks For 2024: Mid-Year Update

Nvidia's market cap surpassed Alphabet's this year. Alphabet's core businesses are growing again, and its stock isn't expensive.

Will Alphabet Be Worth More Than Nvidia by 2025?

Amazon

Brookfield Asset Management

British American Tobacco

Carlisle Companies

Ecolab

Enbridge

Mastercard

Novartis

Public Storage

WEC Energy Group

Stocks have been on fire since October lows, with many investors worried about bubbles and looming corrections. Even with the market at an all-time high, there are always extraordinary blue-chip bargains to buy. Optimal portfolio design with 11 sector Ultra SWAN blue-chip max volatility-adjusted return potential can provide good returns and lower volatility in bear markets.

11 Sleep Well At Night Blue-Chip Bargains For Today's Overvalued Market

Adobe

Adobe's AI products saw massive demand last quarter. Alphabet has been preparing for this AI wave for a while.

2 Artificial Intelligence (AI) Stocks I'd Buy Over Nvidia Right Now

Alphabet (GOOGL) boosts its YouTube capabilities to expand its subscriber base, thereby strengthening its Google Services segment.

Alphabet's (GOOGL) Growing YouTube Efforts Boost Prospects

Google said today that it is globally pausing its experiment of allowing real-money games on the Play Store, where there was no central body for this kind of app.

Google is pausing its experiment of allowing real-money games on the Play Store

American Express

Chipotle

Costco

Waste Management

Blue-chip stocks to buy offer stability now and steady financial growth for the future. These corporations are household names that are likely to rise in the long run.

7 Blue-Chip Stocks to Buy Now: June 2024

PayPal

Wall Street analysts do a lot of research before making stock recommendations and assigning price targets. They also have extensive history with navigating various booms and busts within the stock market and across individual sectors.

Wall Street Favorites: 3 Bargain Stocks With Strong Buy Ratings for June 2024

A judge on Brazil's top court decided on Thursday to close an investigation into Alphabet's Google and Telegram for allegedly coordinating their opposition to a bill aimed at cracking down on fake news.

Brazil judge closes coordination probe into Google, Telegram

Wall Street's interest in Waymo, a subsidiary of Google's parent company Alphabet Inc (NASDAQ:GOOG) focused on self-driving technology, could be reignited by electric vehicle maker Tesla Inc (NASDAQ:TSLA)'s upcoming Robotaxi day, analysts at the Bank of America believe. The analysts wrote that they “dramatically overestimated” the pace of Waymo's rollout and, since 2018, investor interest in Waymo and its contribution to Alphabet's valuation has faded.

Alphabet's Waymo poised to recapture Wall Street interest amid Tesla's Robotaxi day buzz

GOOG has more than 100% growth potential by 2029 based on regression analysis. Alphabet Inc. stock has outperformed the S&P 500 by 9% in the last three years, with a 41% increase. I have a bullish outlook on GOOG due to innovations, diversification, and favorable market trends in AI, cloud computing, and digital advertising.

Google: More Than 100% Growth Potential By 2029, Regression Analysis

Alphabet (GOOGL) enhances the user interface for its first-party web apps with Material 3 redesign, with an aim to boost Google Services revenues in the near term.

Alphabet (GOOGL) Rides on Strong Google Services Segment

Broadcom

Dell Technologies

Disney

Eli Lilly

Riot Blockchain

Investors searching for stocks that will grow their portfolio and provide a strong return on capital should pay attention to analyst ratings, particularly the ones placed on strong buy growth stocks. Analysts are selective about the stocks they give their highest ratings to and are growing increasingly picky as the market rallies to all-time highs.

Wall Street Favorites: 7 Growth Stocks With Strong Buy Ratings for June 2024

Alphabet may finally be getting the AI love it deserves, with strong growth in online advertising and cloud services. Disruption to search may impact adoption among younger generations, but the company may be able to further monetize existing users. The stock remains substantially undervalued relative to my long term valuation estimates.

Alphabet: How It Thrives In A Generative AI World

CenterPoint Energy

Micron Technology

Vistra Energy

An expected lower interest rate scenario should bode well for Alphabet (GOOGL), NVIDIA (NVDA), Micron Technology (MU), Vistra (VST) and CenterPoint Energy (CNP), making them a compelling buy now.

Easing Inflation Paves Way for September Rate Cut: 5 Winners

Microsoft

Stock trading has been weird in 2024 as fear arising from high interest rates, inflation, and other factors seemingly collided with investor greed stemming from the incredible promise of the technology sector to generate an apparent frenzy that led to several blue chips surging more like penny stocks.

These top stocks are beating the market in 2024

In 2024, the Federal Reserve is widely anticipated to follow the Bank of Canada and initiate rate cuts. This potential monetary policy shift can have profound implications, making investors consider the best tech stocks to buy.

Fed Rate Cut Beneficiaries: 3 Tech Stocks Worth the Gamble in June

Coca-Cola

Coca-Cola will never drive double-digit growth in the near or distant future, but it can do one thing exceedingly well to add shareholder value. Google parent Alphabet always seems to find a growth lever or two to pull.

3 Magnificent Stocks That Have Created Many Millionaires, and Will Continue to Make More

The Nasdaq has risen sharply over the last year, but the average duration of bull markets is almost five years. Alphabet and Meta Platforms are seeing early gains in implementing AI throughout their businesses.

History Says the Nasdaq Could Soar: 2 AI Stocks to Buy Hand Over Fist

Symbotic Inc

The augmented reality (AR) market is expanding rapidly, set to be worth $50.25 billion in 2024 and expected to expand 35% annually to $570.79 billion by 2032. AR stocks will continue to attract attention due to the astronomical value proposition on offer as the sector grows.

Rag to Riches: 3 AR Stocks That Could Make Early Investors Rich

Investing in the top blue chip stocks to buy has long been a strategy favored by both seasoned and beginner investors. While the stock market is without risk, blue chip stocks tend to provide investors with an extra layer of security and stability.

Blue Chip Lovers: 3 Safe Stocks to Double Your Money by 2030

Buying bargain stocks provides a higher margin of safety and can result in steady long-term gains. While each investor views bargains differently, most monitor a few aspects in corporations under consideration.

3 Bargain Stocks to Buy Now: June 2024

COLUMBUS, Ohio — Google will invest an additional $2.3 billion to support three data center campuses in central Ohio, the company announced Tuesday.

Google to invest another $2.3 billion into its three Ohio data centers

Apple

Tesla

Long bets on the so-called "Magnificent Seven" have become increasingly popular, with 69% of hedge fund managers calling it the most crowded trade in a new Bank of America survey, the highest concentration around the stocks since over 70% called long bets on U.S. tech stocks in October 2020.

'Long Magnificent 7' Becomes Most Crowded Trade in 4 Years, BofA Survey Says

Alphabet (GOOGL) benefits from the strengthening Google Services segment on the back of its expanding Android offerings.

News for Alphabet Stock (GOOGL)