NASDAQ$GOOG

Alphabet · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Alphabet's Q3 2023 financial results were announced, demonstrating growth in revenue and operating income.

Alphabet Inc. reported a strong Q3 2023 with revenue of $76.693 billion, up 11% year over year. The growth was driven by Search, YouTube, and Cloud. Net income reached $19.689 billion, and diluted EPS was $1.55.

  • Revenue reached $76.693 billion, an 11% increase year over year.
  • Operating income grew to $21.343 billion, with an operating margin of 28%.
  • Net income increased to $19.689 billion, resulting in a diluted EPS of $1.55.
  • Growth was driven by Search, YouTube, and Cloud.

Headline financials

Total Revenue

$76.7B

Previous: $69.1B+11.0%
EPS (adj)

$1.55

Previous: $1.06+46.2%
Capital Expenditures

-$21.2B

Previous: -$23.9B+11.1%
Free Cash Flow

$61.6B

Previous: $44B+40.0%
Net Income

$19.7B

Previous: $13.9B+41.5%
Operating Income

$21.3B

Previous: $17.1B+24.6%
Gross Profit

$43.5B

Previous: $37.9B+14.6%
Cash & Equivalents

$30.7B

Previous: $22B+39.7%
Total Assets

$397B

Previous: $358B+10.7%
Stock-Based Comp

$5.74B

Previous: $4.98B+15.4%

Revenue & EPS history

Alphabet · Revenue · Quarterly

$76.7B

Q3 2023+11%vs Q3 2022
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Alphabet · $110B total across 3 segments · Q1 2026

  • Google Services
    $89.6B
  • Google Cloud
    $20B
  • Other Bets
    $411M

Forward guidance

The press release contains forward-looking statements that involve risks and uncertainties. Actual results may differ materially from the results predicted.

Headwinds

  • Actual results may differ materially from the results predicted.
  • Reported results should not be considered as an indication of future performance.
  • Risks and uncertainties included under the captions “Risk Factors” in our Annual Report on Form 10-K.
  • Risks and uncertainties included under “Management’s Discussion and Analysis of Financial Condition and Results of Operations” in our Annual Report on Form 10-K.
  • Additional information will also be set forth in our Quarterly Report on Form 10-Q for the quarter ended September 30, 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2023

Historical avgQ3 2023

+1.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+1.8%

Avg return

30 days after

62%

40 / 65 earnings

Positive

+20.1%

Q2 2015

Best reaction

-8.4%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.4%+10.6%+8.4%
Q4 2025-4.2%-4.4%-10.5%
Q3 2025-1.6%+5.8%+19.3%
Q2 2025+0.9%+2.6%+7.9%
Q1 2025+1.5%-0.4%+5.0%
Q4 2024-6.9%-9.4%-15.4%
Q3 2024+4.6%-0.3%-0.4%
Q2 2024-4.9%-6.8%-8.8%
Q1 2024+7.8%+4.8%+11.6%
Q4 2023-8.4%-5.3%-9.8%
Q3 2023-8.1%-10.5%+1.5%
Q2 2023+6.4%+9.1%+7.0%
Q1 2023-2.2%+1.3%+16.5%
Q4 2022+3.7%+6.5%-7.3%
Q3 2022-7.9%-6.2%-4.0%
Q2 2022+5.0%+7.8%+8.8%
Q1 2022-6.7%-6.7%-12.1%
Q4 2021+9.1%+5.4%-1.0%
Q3 2021+5.5%+6.8%+5.7%
Q2 2021-2.3%-3.2%+1.8%
Q1 2021+2.3%+3.6%+3.3%
Q4 2020+8.9%+10.3%+7.8%
Q3 2020+6.9%+8.8%+18.2%
Q2 2020-2.6%-3.7%+8.0%
Q1 2020+5.1%+3.5%+11.0%
Q4 2019+0.9%+3.1%-3.3%
Q3 2019-0.2%+0.7%+3.8%
Q2 2019+9.9%+7.7%+1.2%
Q1 2019-6.6%-6.8%-12.2%
Q4 2018+3.2%-1.4%+4.2%
Q3 2018+2.0%-1.4%-2.6%
Q2 2018+5.3%+4.5%+1.9%
Q1 2018-4.9%-4.0%+0.6%
Q4 2017-5.0%-7.6%-7.8%
Q3 2017+4.7%+4.4%+6.9%
Q2 2017-2.3%-3.2%-4.7%
Q1 2017+3.9%+5.1%+11.4%
Q4 2016-1.5%-4.7%-0.8%
Q3 2016-0.5%-1.9%-4.7%
Q2 2016+3.6%+4.0%+3.7%
Q1 2016-4.5%
Q4 2015+2.9%
Q3 2015+9.2%
Q2 2015+20.1%
Q1 2015+4.8%
Q4 2014+4.8%
Q3 2014-3.6%
Q2 2014+2.1%
Q1 2014-0.1%
Q4 2013+6.7%
Q3 2013+1.2%
Q2 2013-2.4%
Q1 2013+2.2%
Q4 2012+5.2%
Q3 2012+1.0%
Q2 2012+0.1%
Q1 2012+0.9%
Q4 2011+3.0%
Q3 2011-6.1%
Q2 2011+4.8%
Q1 2011+1.7%
Q4 2010+0.9%
Q3 2010-0.4%
Q2 2010-3.2%
Q1 2010+0.4%

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