Alphabet Inc - Ordinary Shares - Class C
GOOG
Market Cap$2.01T
Close$
Earnings Call Q4 2024
February 4, 2025 - AI Summary
Strong Revenue Growth: Alphabet reported a consolidated revenue of $96.5 billion for Q4 2024, representing a year-over-year (YOY) increase of 12%. For the full year, revenues reached $350 billion, up 14% compared to 2023. Google Services, primarily driven by Search and YouTube, generated $84 billion in Q4, with Search advertising growing 13% and YouTube advertising increasing 14%.
AI Integration and Future Potential: The company continues to emphasize its AI advancements, particularly with Gemini 2.0, which is driving new capabilities in Search and expanding commercial opportunities. Sundar Pichai anticipates significant improvements in user engagement and monetization through AI innovations, with a focus on multi-modal search capabilities and the introduction of more advanced AI-powered features throughout 2025.
Cloud Growth and Capacity Constraints: Google Cloud revenue increased by 30% YOY to $12 billion in Q4 2024. However, the segment faced capacity constraints due to strong demand outpacing available resources. There is an expectation of continued investment in CapEx (approximately $75 billion for 2025) to expand cloud infrastructure and meet growing AI-related demands.
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$255.00
50.1% upside
Current Fair Value
50.1% upsideUndervalued by 50.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $2.01 Trillion |
|---|---|
| Enterprise Value | $2.02 Trillion |
| Dividend Yield | $0.8 (0.487834624062443%) |
| Earnings per Share | $8.04 |
| Beta | 1.03 |
| Outstanding Shares | 12,228,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 20.03 |
|---|---|
| PEG | 70.84 |
| Price to Sales | 6.07 |
| Price to Book Ratio | 6.54 |
| Enterprise Value to Revenue | 5.79 |
| Enterprise Value to EBIT | 17.33 |
| Enterprise Value to Net Income | 20 |
| Total Debt to Enterprise | 0.02 |
| Debt to Equity | 0.11 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Alphabet Inc
135,301 employees
CEO: Sundar Pichai Larry Page and Sergey Brin founded Google in September 1998. Since then, the company has grown to more than 130,000 employees worldwide, with a wide range of popular products and platforms like Search, Maps, Ads, Gmail, Android, Chrome, ...