Google-parent Alphabet introduced its second quarter income on July 22. The tech big reported one of many strongest quarters within the firm’s historical past, incomes $119.8 billion, up from $96.4 billion within the year-ago interval. The corporate not solely posted report monetary outcomes but in addition shared a number of milestones exhibiting how shortly its AI merchandise are being adopted by companies, builders and customers. From Google Cloud’s explosive development to almost a billion customers on the Gemini app, the numbers spotlight how AI has change into central to Google’s enterprise. Listed below are the ten greatest figures from Alphabet’s newest quarterly replace and what they reveal in regards to the firm’s historic milestone.
Google-parent Alphabet’s whole income grew 24% 12 months over 12 months
Alphabet mentioned its income grew 24% 12 months over 12 months, marking one in every of its strongest quarterly performances lately. The corporate credited AI for driving development throughout its companies, together with Search, YouTube and Google Cloud.“Consolidated Alphabet revenues elevated 24%, or 23% in fixed foreign money, to $119.8 billion, reflecting robust efficiency throughout the enterprise and our twelfth consecutive quarter of double-digit income development,” Google mentioned in a submitting with US Securities and Alternate Fee (SEC).Saying the Q2 earnings, Google CEO Sundar Pichai mentioned: “We have now thrilling momentum. Alphabet income grew 24% year-over-year. Our AI investments are redefining what’s potential throughout each a part of our enterprise”.
Google Cloud income jumps 82%
One of many greatest highlights was Google Cloud. The tech big’s cloud enterprise recorded 82% year-over-year income development, as corporations more and more turned to Google’s AI infrastructure, Gemini fashions and enterprise AI instruments. Pichai credited the expansion to fast adoption of the Gemini Enterprise platform, saying practically 90% of Fortune 100 corporations now use it.
Google Providers revenues will increase 15%
In its SEC submitting, Google revealed that its Providers income jumped to $94.5 billion in the course of the second quarter of 2026. The rise was led by 17% development in Google Search & different, 15% in Google subscriptions, platforms, and gadgets, and 13% in YouTube advertisements.Clients embrace PepsiCo, Intel, HSBC, Bell Canada, Macy’s and SIGNAL IDUNA, amongst others. The corporate mentioned companies are utilizing Gemini to automate work, enhance cybersecurity, analyse knowledge and construct AI brokers.
Google Cloud backlog reaches $514 billion
Google additionally reported that its Cloud backlog climbed to $514 billion. For these unaware, the backlog represents future enterprise that has already been contracted however has not but been delivered, giving buyers visibility into long-term income. That backlog is greater than triple Google Cloud’s annual income tempo, giving Alphabet years of already-booked enterprise as a cushion even when new deal-signing slows.
AI is now touching each main Google product
Three numbers present how deep that attain goes: Gemini app customers have hit 950 million month-to-month actives, Google Search’s AI Mode has crossed 1 billion month-to-month customers, and greater than 140 million individuals used YouTube’s new Ask YouTube characteristic in June alone.
Gemini app reaches 950 million energetic customers
Google’s Gemini app has grown to 950 million month-to-month energetic customers, making it one of many world’s largest AI client merchandise. The corporate additionally mentioned every day energetic customers have tripled over the previous 12 months because it launched new AI options akin to Every day Transient and Gemini Spark.“Customers love new agentic options like Every day Transient and our customized agent, Gemini Spark, which is now out there within the U.S. and internationally,” Pichai mentioned.
Google Search AI Mode crosses 1 billion month-to-month customers
Google’s AI-powered Search expertise can be increasing quickly. In accordance with the corporate, AI Mode – which was launched in October final 12 months – has greater than 1 billion month-to-month energetic customers worldwide. Google mentioned AI Mode and AI Overviews are rising the variety of search queries whereas persevering with to ship billions of clicks to web sites each week.“AI Mode is driving an incremental improve in Search queries general, and we’re now sending billions of clicks to web sites each week by way of AI options in Search,” Sundar Pichai mentioned.
YouTube promoting income jumps 13%
Google’s YouTube promoting income rose 13% to about $11.06 billion. That is up from $9.8 billion within the year-ago interval and about $9.9 billion final quarter. The corporate mentioned greater than 1.7 billion distinctive viewers all over the world watched FIFA World Cup 2026-related movies on the platform.Pichai mentioned that the corporate is “bringing the ability of conversational AI immediately into the YouTube expertise. Ask YouTube makes use of our Gemini fashions to let individuals ask complicated questions on particular person movies, get fast takeaways, and leap straight to moments in these movies”. In accordance with Google, greater than 140 million customers interacted with Ask YouTube throughout June 2026.
Google’s AI processes 22 billion tokens each minute
Demand from builders and enterprise prospects continues to rise. Google mentioned its AI mannequin APIs at the moment are processing round 22 billion tokens each minute, up from 16 billion tokens per minute only one quarter earlier — a 37% leap that indicators enterprise and developer demand for Google’s AI fashions is accelerating, not simply rising steadily.“Moreover this quarter, we launched Omni. It permits customers to create something from any enter, beginning with video. Since launching at I/O in Might, there’s been a 40% improve in every day energetic customers creating movies on the Gemini app,” the corporate acknowledged.
Greater than 9 million builders use Google’s AI fashions
Google revealed that greater than 9 million builders now construct functions each month utilizing its AI fashions by way of APIs and developer instruments.The corporate lately launched Gemini 3.6 Flash, Gemini 3.5 Flash-Lite and Gemini 3.5 Flash Cyber, whereas Gemini 4 is already in coaching.“Our Gemma household of open fashions sufficiently small to run on native gadgets are massively widespread — these fashions have been downloaded over 9 hundred million instances. And our newest Gemma 4 fashions have been downloaded over 300 million instances since launching in April,” Pichai revealed.With three new Flash-tier Gemini fashions shipped in a single quarter and Gemini 4 already in coaching, Google is increasing its AI lineup sooner than it is changing older variations — an indication it is racing to cowl each worth and efficiency tier earlier than rivals do.
Google’s different bets
Sundar Pichai revealed that the corporate’s Tesla-rival Waymo launched its latest car, Ojai, to public riders. That is the primary car powered by the sixth-generation Waymo Driver and can welcome extra riders within the coming months.He additional acknowledged that Google’s drone supply platform Wing has accomplished greater than 1 million dwelling deliveries. In well being and drug discovery, Isomorphic Labs raised over $2 billion to energy its AI drug design engine, scale globally, and advance its drug candidate pipeline, he acknowledged.
