- Alphabet revenue grew 24% year-over-year, driven by AI investments across all business areas.
- Search revenue grew 17% with AI Overviews and AI Mode driving user adoption and query growth.
- YouTube Ads revenue grew 13%, with over 1.7 billion unique viewers during the 2026 World Cup.
- Cloud revenue surged 82% with backlog reaching $514 billion, fueled by AI infrastructure and Gemini Enterprise.
- Nearly 90% of Fortune 100 companies use Gemini Enterprise, with strong customer adoption across industries.
- New AI models (Gemini 3.6 Flash, 3.5 Flash-Lite, Cyber) and Gemini 4 pre-training highlight AI progress.
- Model APIs process 22 billion tokens per minute, with 9 million monthly developers building on Google's models.
- Omni (video creation) and Gemma open models (900M+ downloads) show strong user engagement.
- Antigravity agent platform has 2.4M weekly active users, accelerating internal development (e.g., Chrome team 8x faster).
- AI Mode reached 1 billion monthly active users, with reduced costs and billions of clicks to websites weekly.
- Gemini app has 950 million monthly active users, with daily active users tripling year-over-year.
- Cloud momentum includes new customer wins (2x acquisition velocity), existing customer expansion (50%+ commitments), and partner growth (7x marketplace transactions).
- Google Cloud Security adopted by 90% of Fortune 100, with 45% quarter-over-quarter increase in AI workloads protected.
- AI infrastructure includes TPU 8t/8i, Virgo Network, Axion CPU, and partnerships with NVIDIA, supporting diverse industries.
- Other Bets: Waymo's Ojai vehicle, Wing's 1M+ deliveries, and Isomorphic Labs' $2B funding for AI drug discovery.