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Alphabet Q1: revenue up 15% YoY to $80.5B, net income up 57% to $23.7B, Google Cloud revenue up 28% to $9.6B, and headcount down 5%; GOOG jumps 10%+

Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2024.

Alphabet

Discussion

  • @marypcbuk.bsky.social Mary Branscombe on bluesky
    with those figures, Google must want to spend A LOT on capex to need to goose the value of their shares by declaring their first ever dividend, which will make @charlesfitz.bsky.social happy (the capex, not the dividend) [embedded post]
  • @munster_gene Gene Munster on x
    $GOOG up 12% in after-hours makes sense because both Search and GPC growth accelerated. Also, margins are going higher this year. [video]
  • @cnbcfastmoney @cnbcfastmoney on x
    “This seems to be lining pretty well against the bear case on Google.” @deepwater's @genemunster lays out the ABCs of $GOOGL earnings and why he's feeling pretty good about the quarter. He also digs into the AI spend. $GOOGL $MSFT [video]
  • @munster_gene Gene Munster on x
    Google CFO Ruth Porat says to expect margin expansion despite investing in AI infrastructure and AI talent in 2024. I'm surprised the $GOOG is not moving higher on that comment. Still up 13%.
  • @danielnewmanuv Daniel Newman on x
    AI will expand margins for $GOOGL Let that sink in. Deflationary technology acting the part. Google really did have a banger of a quarter 💪🏻
  • @carnage4life Dare Obasanjo on x
    Google's Q1 earnings learns from Meta's past two quarters. Impressive results are not enough, you must also placate investors. The company will perform a $70B stock buyback and first ever dividend. It also announced it's path to monetizing AI investments via ads & subscriptions […
  • @munster_gene Gene Munster on x
    $GOOG Cloud up 29% YoY, ahead of consensus up 25%, and up from 26% in Dec. Also, nice surprise with the first time dividend and stock repurchase.
  • @samro Sam Ro on x
    Alphabert is gonna start paying a dividend https://abc.xyz/... [image]
  • @lexnfx Alexei Oreskovic on x
    Google is basically"putting its house in order" with investors ahead of a pricey AI investment cycle: 1. First-ever dividend 2. $70B buyback 3. Shifting LLM costs out of Google Services line item and into “Alphabet-level activities” — easing the burden on core margins
  • @supbagholder @supbagholder on x
    Meta Advertising: 26.7% yoy 👑 LinkedIn: 10% yoy MSFT Search: 12% yoy GOOGL Search: 14.5% yoy GOOGL Youtube: 20.8% yoy GOOGL Network: -1.1% yoy
  • @munster_gene Gene Munster on x
    $GOOG now up 13% in afterhours.  On top of the good news from GCP, the Search and Other (59% of revenue) segment was up 14.4% YoY, ahead of consensus of 11%, and up from 12.7% in Dec-23.  This is critical because it addresses the major investor concern which is navigating the tra…
  • @mikeisaac Rat King on x
    google also had the benefit of meta going first and taking all the wall street fear of soaring expenses on the chin, then looking smarter to do a few things to ease investor concerns as AI investment goes up (also meta revs not meeting high end of expectations hurt them)
  • @lexnfx Alexei Oreskovic on x
    $GOOG says it has served billions of search queries w/ generative AI features Sundar Pichai: Based on our testing, we are encouraged that we are seeing an increase in search usage among people who are using the AI overviews, as well as an increase in satisfaction.
  • @cloud_opinion @cloud_opinion on x
    Google stopped serving Kale salads for employees, so they can give dividends to shareholders.
  • @mikeisaac Rat King on x
    imagine this is why meta stock got hammered yesterday— already issued dividend last quarter and ai investment still bundled into overall capex, (reality labs is another expense but broken out) my guess would be next quarter they do some more separation of line items there
  • r/stocks r on reddit
    Alphabet earnings - EPS - $1.89, Revenue - $80.54b. Announces dividend and $70b buyback
  • r/stocks r on reddit
    Google jumps more than 10% in post-market, introduces first ever dividend.
  • r/google r on reddit
    Alphabet shares jump 14% on earnings beat, first-ever dividend
  • @munster_gene Gene Munster on x
    Sundar said to $GOOG's Youtube and Cloud to exit 2024 at a combined revenue of $100B. This implies 25% growth in each of the next three quarters, compared to YouTube up 21% and 28.4% in March. Take away: Maintaining growth rates around 25% despite larger numbers is sign...