"2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business. Search had a strong quarter with AI experiences driving usage, queries at an all time high, and 19% revenue growth."
"Google Cloud revenues grew 63% with backlog nearly doubling quarter on quarter to over $460 billion. This was our strongest quarter ever for our consumer AI plans, driven by the Gemini App."
"Overall the number of paid subscriptions has now reached 350 million, with YouTube and Google One being the key drivers. Gemini Enterprise has great momentum with 40% quarter on quarter growth in paid monthly active users."
"Our first-party models, like Gemini, are now processing more than 16 billion tokens per minute via direct API use by our customers, up 60% from last quarter."
In Q1 2026, Google reported a 15.5% increase in ad revenues, totaling $77.3 billion, and a 22% rise in overall revenue to $109.9 billion. Year-over-year, ad revenue grew by 13.6%, while Microsoft saw a 12% increase in ad revenue. Compared to Q4 2025, Google's ad revenue decreased by 6%. CEO Sundar Pichai highlighted strong performance in search and Google Cloud, with AI investments significantly contributing to growth. The number of paid subscriptions reached 350 million, with notable growth in consumer AI and autonomous rides from Waymo.
Read at Search Engine Roundtable
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