Alphabet Q4 Search Up 17%, Cloud Soars 48% as Gemini Hits 750M Users
Alphabet’s Q4 Search revenue rose 17% year-over-year to $224.5 billion while Google Cloud revenue surged 48% to $17.66 billion. Gemini AI reached 750 million monthly active users and Waymo secured $16 billion at a $126 billion valuation, underpinning analyst forecasts of 16% annual earnings growth.
1. Q4 2025 Earnings Highlights
In Q4 2025, Alphabet’s Google Search revenue climbed 17% year-over-year to $224.5 billion, driven by higher ad demand and improved monetization. Google Cloud posted a 48% revenue increase, reaching $17.66 billion as enterprise adoption of AI-powered services accelerated.
2. AI and Autonomous Initiatives
Gemini AI, Alphabet’s large language model, achieved 750 million monthly active users by offering advanced search, assistant and productivity features. Meanwhile, Waymo raised $16 billion at a $126 billion valuation, reflecting investor confidence in its autonomous vehicle technology.
3. Analyst Outlook and Growth Drivers
Analysts project 16% annual earnings growth over the next three to five years, citing the company’s vast first-party data ecosystem across Search, YouTube, Android and Cloud. Continued AI integration, strong free cash flow and expanding enterprise footprint are expected to sustain momentum.