Alphabet Q4 Search Revenue Rises 17% to $224.5B; Cloud Jumps 48%
Alphabet's Q4 2025 reported Google Search revenue up 17% YoY to $224.5B and Cloud revenue up 48% to $17.66B, with Gemini AI reaching 750M monthly users and Waymo raising $16B at a $126B valuation. Shares climbed 68% in past year; analysts predict 16% annual EPS growth through 2031.
1. Q4 2025 Financial Results
Alphabet’s Q4 2025 earnings highlighted a 17% year-over-year increase in Google Search revenue to $224.5 billion and a 48% surge in Google Cloud revenue to $17.66 billion, demonstrating broad strength across its core businesses.
2. AI and Mobility Initiatives
Gemini AI surpassed 750 million monthly active users, underscoring rapid adoption of its generative AI model, while Waymo completed a $16 billion funding round at a $126 billion valuation, reinforcing Alphabet’s leadership in autonomous mobility.
3. Growth Forecasts
Despite a 68% share price gain over the past year, analysts project 16% annual EPS growth over the next three to five years, driven by continued AI integration and scaling of high-margin cloud services.