From search to cloud, Alphabet’s record quarter reflects how AI now drives the company’s most profitable and fast-growing business
New York
Alphabet Inc., the parent company of Google, achieved a historic milestone by crossing $100 billion in quarterly revenue for the first time, CEO Sundar Pichai announced during the company’s Q3 2025 earnings call. The achievement was driven by double-digit growth across its key segments, including search, YouTube, and cloud computing.
Pichai revealed that the Gemini app has surpassed 650 million monthly active users, with query volumes tripling since the previous quarter. He highlighted that Alphabet’s AI-driven products continue to expand rapidly, noting that the newly launched AI Mode, available in 40 languages, has already attracted over 75 million daily active users and contributed to increased search activity.
Cloud had another great quarter of accelerating growth with AI revenue as a key driver, Pichai stated. Our cloud backlog grew 46 percent quarter-over-quarter to $155 billion, and we now have over $300 million in paid subscriptions, led by Google One and YouTube Premium.
Alphabet’s in-house AI models are currently processing approximately seven billion tokens per minute through APIs used by customers worldwide. Pichai added that the company is scaling its data centers using advanced NVIDIA GPUs and its own Tensor Processing Units (TPUs) to meet the growing computational demand.
Philipp Schindler, Google’s Senior Vice President and Chief Business Officer, said Google Services revenue rose to $87 billion in Q3, up 14 percent year-over-year, driven mainly by Search and YouTube. Search revenue grew 15 percent, led by retail and financial services, while YouTube advertising revenue also climbed by 15 percent.
Alphabet’s record-setting quarter underscores the accelerating impact of AI across its ecosystem and signals a strong trajectory heading into 2026.
