"In the third quarter of 2025, Google Search revenue was up nearly 15% year over year to around $56.6 billion. The company's AI search experiences, such as AI Overviews and AI Mode, are expanding search usage. Younger people, in particular, are extensively using AI Overviews to seek answers to their questions. AI Mode, a conversational search assistant, is also scaling rapidly and has over 75 million daily active users after a rapid rollout across 40 languages."
"Alphabet is also working to monetize its Gemini large language models at an exceptional pace. Gemini models are already embedded in Google Workspace and Google Cloud. This month, Apple entered a multiyear deal with the company to use its Gemini models in the revamped Siri virtual assistant, expected to be launched in late 2026. Subsequently, Alphabet will be earning a new licensing revenue stream from Apple's large installed base of more than 2 billion devices."
Alphabet will report fourth-quarter 2025 earnings on Feb. 4 after shares rose more than 68% over the past year. Google Search revenue grew nearly 15% year over year to about $56.6 billion in Q3 2025, driven by AI features like AI Overviews, AI Mode (over 75 million daily users across 40 languages), and AI Max for advertisers. Gemini large language models are being monetized quickly, embedded in Workspace and Cloud, and tied to a multiyear Apple licensing deal for Siri that could reach over 2 billion devices. Google Cloud grew 34% year over year to $15.2 billion in Q3.
Read at The Motley Fool
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