Alphabet Inc. (GOOGL) – AI integration across all segments

Alphabet Inc. (GOOGL) (Q1FY23)

Introduction

Alphabet Inc. offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments.

The Google Services segment provides products and services, including ads, Android, Chrome, hardware, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. It is also involved in the sale of apps and in-app purchases and digital content in the Google Play store; and Fitbit wearable devices, Google Nest home products, Pixel phones, and other devices, as well as in the provision of YouTube non-advertising services.

The Google Cloud segment offers infrastructure, cybersecurity, data, analytics, AI, and machine learning, and other services; Google Workspace that include cloud-based collaboration tools for enterprises, such as Gmail, Docs, Drive, Calendar, and Meet; and other services for enterprise customers. The Other Bets segment sells health technology and internet services.

Highlights

Revenues from Google Advertising, Search & Other increased by 2% Y/Y. Due to an increase in Google search & other revenues driven by increases in search queries brought on by rising mobile device uptake and usage, rising advertiser spending, and advancements in ad formats and delivery.

The company’s consolidated Revenues were $69.78bn, up 3%, or up 6% in constant currency. The total Cost of Revenues was $30.6 bn, up 3%. Operating expenses were $21.8bn, up 19%, with a significant impact from the charges related to workforce and office space reductions.

Stock performance

Alphabet Inc stock price showed an upward trend in the past 3-months period and gave 22.04% returns. The stock has increased after the release of Bard which brings positive sentiment towards AI and the strong earnings growth of Q1.

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Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– CrispIdea Segment Forecast
– Economic Value Added Analysis
– Discounted Cash Flow Analysis
– P/E Analysis
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– 10-Year Historical Performance
– Ratio Analysis
– Du Pont Analysis
– ROIC & ROCE Analysis
– Segment Performance
– Key Metrics

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

Crispidea Coverage

No of Pages: 34

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