Q2 24 EPS

$1.89

BEAT +2.72%

Est. $1.84

Q2 24 Revenue

$84.74B

BEAT +0.65%

Est. $84.19B

vs S&P Since Q2 24

+85.3%

BEATING MARKET

GOOGL +118.4% vs S&P +33.2%

Market Reaction

Did GOOGL Beat Earnings? Q2 2024 Results

Alphabet posted a clean beat across the board in Q2 2024, with earnings per share of $1.89 topping the $1.84 consensus estimate by 2.72% and revenue of $84.74 billion edging past expectations by 0.65% while growing 13.6% year over year. The headline … Read more Alphabet posted a clean beat across the board in Q2 2024, with earnings per share of $1.89 topping the $1.84 consensus estimate by 2.72% and revenue of $84.74 billion edging past expectations by 0.65% while growing 13.6% year over year. The headline driver was a powerful combination of Search momentum and an accelerating Google Cloud business, which crossed $10.35 billion in quarterly revenue and delivered $1.17 billion in operating profit, compared to just $395 million a year earlier, as the unit's margins expand with scale. Operating income for the company overall reached $27.43 billion, lifting the operating margin to 32% from 29% a year ago, reflecting sustained cost discipline. Net income climbed to $23.62 billion from $18.37 billion in the prior-year period. Capital expenditures nearly doubled to $13.19 billion, underscoring Alphabet's aggressive AI infrastructure push, a theme resonating across the broader tech sector as rivals similarly pour capital into data center buildout to support surging demand for AI workloads.

Key Takeaways

  • Ongoing strength in Google Search driving advertising revenue growth
  • Google Cloud surpassing $10 billion in quarterly revenue and $1 billion in quarterly operating profit
  • YouTube ads revenue growth to $8.7 billion
  • Operating margin expansion to 32% from 29% year-over-year
  • Durable re-engineering of cost base creating investment capacity
24/7 Wall St

GOOGL YoY Financials

Q2 2024 vs Q2 2023, source: SEC Filings

24/7 Wall St

GOOGL Revenue by Segment

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26
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GOOGL Revenue by Geography

With YoY comparisons, source: SEC Filings

Q2 24 Q1 26

“Our strong performance this quarter highlights ongoing strength in Search and momentum in Cloud. We are innovating at every layer of the AI stack. Our longstanding infrastructure leadership and in-house research teams position us well as technology evolves and as we pursue the many opportunities ahead.”

— Sundar Pichai, Q2 2024 Earnings Press Release