Overview
- Alphabet reported Q3 2025 revenue of $102.3 billion, up 15.9% year over year, with net profit rising 33% to $35 billion.
- Advertising rose to $74.2 billion, with Google Search revenue up 14.5% to $56.6 billion and YouTube ads up 15% to $10.3 billion, as AI Overviews and the globally launched AI Mode reached over 75 million daily users.
- Google Cloud revenue climbed 33.5% to $15.2 billion and operating income increased 84.6% to $3.6 billion, with new GCP customers up nearly 34% and more billion‑dollar deals signed through Q3 than in the prior two years combined.
- Alphabet raised full‑year capital spending guidance to $91–$93 billion to expand AI chips and data center capacity to meet surging compute demand.
- Gemini adoption accelerated, surpassing 650 million monthly active users and processing roughly 7 billion tokens per minute, while reporters highlighted large AI‑related wins such as a $10 billion Meta contract and Anthropic workload migrations away from AWS.