Alphabet says AI demand lifted Q2 revenue 24%, with Gemini app at 950M MAU
rseroter · x · 2026-07-23
Alphabet said AI investments drove broad momentum in Q2, with revenue up 24% YoY.
Key numbers from Sundar Pichai’s update:
- Google Search revenue: +17% YoY
- Google Cloud revenue: +82% YoY
- Model APIs throughput: about 22B tokens/min, up from 16B+ last quarter
- Gemini app: 950M monthly active users
- YouTube Ads revenue: +13% YoY
- Gemini Enterprise: used by 90% of the Fortune 100
The post frames AI as contributing across Search, Cloud, YouTube, consumer Gemini usage, enterprise adoption, and security products.
Related event: Google Cloud Doubles in Q2 but AI Spending Turns Free Cash Flow Negative(60 posts)→
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