Alphabet reported Q4 earnings just after the market close on Tuesday, January 30th. With Daloopa Plus, I was able to instantly compare actual key segments and operating metrics against my and the Street expectations.
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On the revenue side, Google Search was roughly in-line at$48 billion. YouTube Ads revenue slightly beat at $9.2 billion, continuing the growth acceleration at 15.5% y/y vs. 15% estimate. Google Networks revenue came in light at $8.3 billion vs. $8.6 billion estimate. Google Cloud beat my expectations nicely posting $9.2 billion in revenue vs. $8.9 billion estimate, accelerating to 25.7% growth vs. 22.5% last quarter.
On the cost side, Cost of Revenue came in better at $37.6 billion vs. $40.7 billion estimate. However, R&D came in much higher at $12.1 billion vs. $10 billion estimate. I will need to drill in here to find out the reason; perhaps it was related to non-operating severance charges. S&M costs came in lower at $7.7 billion vs. $8.2 billion estimate while G&A came in a good deal higher at $5.2 billion vs. $4.3 billion estimate.
Now I have all the key numbers updated and know exactly where to focus on the earnings call that is about to start. Thank you Daloopa!
