The numbers
$113.8 billion—Alphabet’s This autumn income, up +18% year-over-year.
$95.9 billion—Revenue generated by Google Services in the course of the quarter, which incorporates Google Search, subscriptions, platforms, gadgets, and YouTube adverts.
$13.6 billion—YouTube promoting.
$17.7 billion—Google Cloud income, up +48% from the identical interval in 2024.
Over 750 million—Gemini month-to-month energetic customers.
The watercooler discuss
Google’s father or mother firm, Alphabet, loved a second consecutive quarter of over $100 billion in income, recording almost $114 billion within the remaining quarter of 2025. The firm boasted that, for the primary time, its annual revenues exceeded $400 billion.
Executives famous that greater than 120,000 enterprises, together with Airbus, Honeywell, Salesforce, and Shopify, use their AI instruments, particularly Gemini. They additionally talked about their collaboration with Apple, noting that Apple named them its most well-liked cloud supplier and that they are going to assist develop the iPhone maker’s subsequent technology of Apple Foundation fashions based mostly on Gemini know-how.
“The launch of Gemini 3 was a major milestone, and we have great momentum,” mentioned Google CEO Sundar Pichai. “Our first-party models, like Gemini, now process over 10 billion tokens per minute via direct API use by our customers, and the Gemini app has grown to over 750 million monthly active users. Search saw more usage than ever before, with AI continuing to drive an expansionary moment.”
Direct response was the first driver of YouTube’s advert progress, which elevated by 9%; nevertheless, community promoting revenues had been down 2% 12 months over 12 months this quarter.
Alphabet says it’s investing in AI to drive “significant improvements” throughout all areas of promoting. The firm sees advantages throughout three essential areas: advert high quality, bettering question understanding; advert instruments, bringing better accuracy; and AI consumer experiences, which is able to higher match adverts and merchandise to the suitable consumer.
The key quote
“We’re expanding the entire playing field that advertisers can compete on. AI gives businesses the ability to reach more customers in more places than ever before.” — Philipp Schindler, svp and CBO, Google