Alphabet Q3 2026 revenue hits $127.6B, up 25%, as Google Cloud surges 103% and Gemini app reaches 1B users
emmanuelvivier · x · 2026-10-30
Alphabet reported Q3 2026 revenue of $127.6 billion, up 25% YoY, with net income of $26.17B. Key numbers:
- Google Cloud revenue of $30.71B, up 103% YoY, driven by AI infrastructure and TPU demand
- Gemini app hit 1 billion users — Google's fastest-growing product ever; first-party model APIs process 32B tokens/minute, 4x a year ago
- Gemini 4 Argon and Carbon claimed frontier-leading; search query growth at a five-year high
- YouTube ad revenue of $11.2B; 150M+ YouTube Music/Premium subscribers including trials
Pichai cited a half-trillion-dollar revenue run rate, but the market punished the report.
Related event: Alphabet Misses on Revenue and EPS, Wiping Out ~$500B in a Day(43 posts)→
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