Google Hits $100 Billion Quarter, Driven by AI Growth

Google Quarterly Earnings Report shows record $100B revenue, driven by AI, Cloud, and YouTube growth under Sundar Pichai.

Google’s parent company Alphabet has reported its first-ever $100 billion quarter, powered by strong double-digit growth across Search, Cloud, and YouTube. CEO Sundar Pichai announced the milestone during the company’s Q3 2025 earnings call.

Pichai revealed that the Gemini app has reached 650 million monthly active users, while AI Mode now serves 75 million daily users. He added that the company delivered 100 product updates in Q3, which boosted query growth across Google Search. Cloud revenue saw major acceleration, with AI-related demand driving a 46% quarterly growth in backlog to $155 billion.

Philipp Schindler, Google’s Chief Business Officer, said Google Services revenue reached $87 billion for the quarter, marking a 14% annual increase. Search and YouTube revenues grew 15%, led by strong performance in retail and financial services advertising.

Pichai highlighted that Google is scaling advanced chips, including NVIDIA GPUs and its own TPUs, across data centers. He added that AI Overviews and AI Mode are helping expand commercial queries, creating new opportunities for monetisation. Alphabet’s focus remains on AI-driven innovation to enhance user engagement and business growth.

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