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Alphabet CEO Sundar Pichai said revenue increased 25% year over year in Q3 2026, with Google Cloud revenue up 103%. His remarks highlighted expanding use of Google’s AI models and products, but the published material does not include complete financial statements or detailed guidance.
Alphabet CEO Sundar Pichai said revenue grew 25% year over year in the third quarter of 2026, while Google Cloud revenue rose 103%, in remarks published by Google on October 28. His account of the earnings call pointed to growing demand for AI models, cloud infrastructure and consumer products, although the post is an edited transcript rather than a complete set of financial results.
Pichai described Q3 as a strong quarter and said Alphabet had reached a half-trillion-dollar annual revenue run rate, amid questions about AI returns. He attributed momentum across the company to its “full-stack” approach, which combines AI models, computing infrastructure and consumer services. The figures and characterizations in the post are statements from the CEO; the supplied material does not provide the full financial tables needed to examine performance by segment beyond the figures he cited.
For Google Cloud, Pichai said revenue grew 103% year over year, with AI infrastructure and solutions acting as major growth drivers. He said demand for cloud capacity and Google’s TPU systems was strong, and that the company was working to bring more capacity online. He did not specify how quickly that capacity would be added or quantify the share of Cloud revenue tied to AI.
Pichai also reported that Google’s first-party model APIs were processing nearly 32 billion tokens per minute, up 40% from the prior quarter and more than four times the level a year earlier. He said the Gemini app had reached one billion users and that YouTube Music and Premium had surpassed 150 million subscribers globally, including trials. Those metrics describe usage or subscriptions, not necessarily paying customers or revenue, and the post does not give further breakdowns.
AI Demand Drives Cloud Growth
The remarks put AI at the center of Alphabet’s explanation for growth, linking model usage to demand for cloud computing and specialized chips. If that demand continues, it could support a larger role for Google Cloud in the company’s results. At the same time, adding capacity requires investment, and Pichai’s comments do not quantify the costs, margins or returns associated with that expansion.
The figures also offer a snapshot of how Google is trying to connect its AI systems with established products. Search queries, Gemini usage and developer API activity may all contribute to broader adoption, while the company seeks to turn that activity into durable business growth. The remarks provide management’s account of that strategy, not independent evidence of its longer-term financial impact.
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Google’s Expanding AI Portfolio
Pichai’s comments covered products and announcements from around the earnings call. He said Gemini 4 Argon launched two weeks earlier and that developer-platform use in its first week grew three-and-a-half times faster than Gemini 3’s first week, despite capacity constraints. He also announced Gemini 4 Carbon, which he called Google’s strongest frontier model, and said it was being rolled out first to a subset of trusted cyber defenders. The company said Carbon was being tested by the U.S. government.
Google had also announced Genie 4 the previous day. Pichai described it as a world model designed to simulate interactive environments and as a potential building block for training robots and AI agents. In Search, he said queries in AI Mode were three times longer on average than traditional searches, and that one in five global AI Mode searches used voice, images or documents. He also cited more than 50 billion visual searches per month. These are company-reported usage measures; the post does not provide methodology or independent verification.
“Alphabet revenues grew 25% year-over-year. We’re now at a half-trillion-dollar annual run rate.”
— Sundar Pichai, Alphabet and Google CEO
Financial Detail Still Missing
The source is an edited transcript of the CEO’s remarks, not a full earnings release or call transcript. It does not include complete segment results, operating income, cash flow, capital expenditure, profit margins or forward guidance. The reasons behind the reported revenue growth, and the extent to which AI contributed to results outside Cloud, are not fully detailed in the material provided.
Several product claims also lack supporting detail in the post. Google does not provide the methodology behind its model rankings, the precise definitions of user and subscriber counts, or a timeline for bringing additional Cloud capacity online. The remarks do not establish whether reported AI usage will translate into sustained revenue or profitability.
Capacity and Product Rollouts Ahead
Pichai said Google expects demand for its TPUs to continue as the company scales, and that it is working to expand Cloud capacity. He also said more Gemini models are coming, including versions designed to improve speed and cost efficiency. Google did not provide release dates or capacity targets in the published remarks.
For Carbon, the company said access would begin with a subset of trusted cyber defenders before expanding, while government testing was underway. Pichai also outlined plans to extend agentic features from enterprise products and the Gemini app into Search, Chrome, Android and Workspace. The timing and scope of those rollouts remain unspecified in the source.
Key Questions
What did Alphabet report for Q3 2026?
In his remarks, CEO Sundar Pichai said Alphabet revenue grew 25% year over year. The published post does not provide the full financial statements or all segment figures.
How fast did Google Cloud grow?
Pichai said Google Cloud revenue rose 103% year over year, with AI infrastructure and solutions serving as major growth drivers. The remarks do not quantify AI’s share of Cloud revenue.
What AI usage figures did Google cite?
Pichai said the company’s first-party model APIs processed nearly 32 billion tokens per minute, 40% more than the previous quarter and more than four times the level a year earlier. He also said the Gemini app had reached one billion users.
Is this a complete account of Alphabet’s earnings?
No. Google published an edited transcript of Pichai’s remarks. The supplied material does not include complete financial statements, detailed profitability figures or guidance.
Source: blog.google
