Alphabet’s Cloud Revenue Jumps 48% in Q4 2025
Alphabet’s Google Cloud revenue accelerated to 48% year-on-year growth in Q4 2025, up from 35% in Q3, 32% in Q2 and 28% in Q1. The company remains a key member of the Magnificent 7 group forecast to deliver 26.6% of S&P 500 earnings and account for 33.5% of the index’s market capitalization.
1. Q4 Cloud Performance
Google Cloud posted 48% year-over-year revenue growth in the December quarter, an acceleration from 35% growth in Q3, 32% in Q2 and 28% in Q1, reflecting strengthened enterprise demand for its AI and cloud services.
2. Magnificent 7 Influence
Alphabet’s strong cloud momentum positions it as a core member of the Magnificent 7 cohort, which is projected to contribute 26.6% of total S&P 500 earnings and represent 33.5% of the index’s market capitalization.
3. Earnings Season Outlook
The robust Q4 cloud results raise expectations for Alphabet’s upcoming earnings release, with investors focused on whether the company can sustain high growth rates and translate cloud momentum into margin expansion.