"Google reported its earnings today, its Q4 2025 earnings report showed ad revenues up by 14% at $82.3 billion and overall revenue was up 17% at $113.8 billion. I specifically like to dig in as best as I can on the ad revenue side to see how Google Ads have performed. Google's ad revenue was up again year-over-year, with an increase of 13.6%, and overall revenue is also up 17%."
"It was a tremendous quarter for Alphabet and annual revenues exceeded $400 billion for the first time. The launch of Gemini 3 was a major milestone and we have great momentum. Our first party models, like Gemini, now process over 10 billion tokens per minute via direct API use by our customers, and the Gemini App has grown to over 750 million monthly active users. Search saw more usage than ever before, with AI continuing to drive an expansionary moment."
"We continue to drive strong growth across the business. YouTube's annual revenues surpassed $60 billion across ads and subscriptions; we now have over 325 million paid subscriptions across consumer services, led by strong adoption for Google One and YouTube Premium. And Google Cloud ended 2025 at an annual run rate of over $70 billion, representing a wide breadth of customers, driven by demand for AI products."
Q4 2025 ad revenues rose 14% to $82.3 billion and overall revenue increased 17% to $113.8 billion. Year-over-year ad revenue increased 13.6% and quarter-over-quarter ad revenue rose 10.9%, with overall revenue up 11.2% and profit up 16%. Gemini 3 launch and first-party models now process over 10 billion tokens per minute via direct API, and the Gemini App reached over 750 million monthly active users. YouTube annual revenues surpassed $60 billion and paid subscriptions exceeded 325 million. Google Cloud reached an annual run rate above $70 billion, and 2026 CapEx is planned at $175–$185 billion.
Read at Search Engine Roundtable
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