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“Our AI investments and extensive processes are illuminating every aspect of the business,” Photosi says. “Search had a strong quarter with the use of AI in traffic, regular queries, and revenue growth of 19%. He said that Q1 was “our strongest quarter in terms of our AI buying strategy, led by Gemini App” and that the company now has more than 350 million paid subscriptions, “YouTube and Google One are the drivers.”
Alphabet also reported consolidated revenue of $109.9 billion, up 22% year over year from revenue of $90.2 billion. Total Google Services revenue rose 16 percent to $89.6 billion, including a 19 percent increase in Google subscriptions, platforms, and devices.
The results of the letters exceed their expectations, CNBC reports. Google Cloud also had significant growth, with revenue increasing by 63 percent year-on-year to $20 billion.
Letters are set to host calls to discuss Q1 2026 earnings at 4:30pm ET.