Alphabet, Google’s parent company, has released its results for the third quarter of 2025 (ended September 30, 2025), highlighting a year-over-year revenue growth of 16%, reaching the historic figure of $102.35 billion. This marks the first quarter in the company’s history with revenue exceeding $100 billion. Meanwhile, net income stood at $34.98 billion, an impressive 33% increase compared to the third quarter of 2024.
According to the company’s statement, this result was fueled by its comprehensive focus on Artificial Intelligence (AI) and robust growth across all key business segments. Specifically, divisions such as Google Search & other, YouTube Ads, subscriptions, Google’s platforms and devices, and Google Cloud all reported double-digit growth rates.
Sundar Pichai, CEO of Alphabet and Google, expressed his pride in the results: “Our comprehensive approach to AI is generating strong momentum, and we are rolling out solutions at high speed, including the global deployment of AI Overviews and AI Mode in Search in record time. In addition to being leaders in the rankings, our proprietary models, such as Gemini, are now processing 7 billion tokens per minute via direct API use by our clients.”
He also added “AI Overviews are driving significant growth in queries. This effect was even stronger in the third quarter, as users continue to realize that Google can answer more of their questions. It is particularly encouraging to see that this effect was even more pronounced among younger people.
We are also seeing that AI Mode is resonating well with users. In the United States, we have seen strong and steady growth in usage week after week since its launch, and queries doubled during the quarter. In the past quarter, we rolled out AI Mode globally in 40 languages in record time. It now has over 75 million daily active users. And we launched more than 100 product enhancements in the third quarter, an incredibly fast pace. Most importantly, AI Mode is already driving incremental growth in total queries for Search.”
Regarding Gemini, Pichai explained that “it now has more than 650 million active monthly users. We continue to drive strong growth in new businesses. Google Cloud accelerated, ending the quarter with $155 billion in backlog. And we have over 300 million paid subscriptions, led by Google One and YouTube Premium.”
During the third quarter of 2025, the Google Search & other segment returned as the primary driver of revenue for the company, generating $56.567 billion (+14.5%).
Google Cloud experienced the highest percentage growth, posting a 34% year-over-year increase in revenue to reach $15.157 billion. Its main products, AI infrastructure and Generative AI solutions, drove the growth of this segment.
As Pichai explained in an open letter, “Our models are world leaders. Gemini 2.5 Pro, Veo, Genie 3, and our viral sensation, Nano Banana, are among the best in their class. More than 230 million videos have been generated with Veo 3, and more than 13 million developers have built with our generative models. We are looking forward with great anticipation to the launch of Gemini 3 later this year.
Our leadership in research is driving next-generation technologies. Last week, we announced that our Willow quantum chip had achieved a major breakthrough: it executed an algorithm 13,000 times faster than one of the world’s top supercomputers. And the result is verifiable, paving the way for future practical applications.”
Revenue from subscriptions, Google’s platforms and devices also performed well, reaching $12.870 billion (+20.7%), while YouTube Ads grew to $10.261 billion.
In contrast to the workforce reductions that have affected other large companies, Google has increased its headcount. By the end of the third quarter of 2025, the technology company had 190,167 employees, representing an increase compared to the 181,269 in the same period of 2024.
Image: Gemini
Your email address will not be published. Required fields are marked *
Δ