Google Cloud Revenues Jump 48% to $17.7B, Annual Run Rate $70B
Google Cloud posted $17.7 billion in Q4 2025 revenue, a 48% year-over-year increase that drove its annual run rate past $70 billion. Alphabet’s cloud growth outpaces most peers but remains smaller than Azure’s $32.9 billion and AWS’s $35.6 billion segments, intensifying competition.
1. Q4 2025 Revenue and Growth
Google Cloud reported $17.7 billion in revenue for Q4 2025, marking a 48% year-over-year surge that pushed its annual run rate beyond $70 billion. Strong enterprise AI adoption and expanding service usage were key drivers of this accelerated top-line growth.
2. Market Position and Competition
Alphabet’s cloud segment remains the third-largest by revenue, trailing Microsoft Azure’s $32.9 billion and AWS’s $35.6 billion in the quarter. The widening gap underscores intensifying competitive pressures and may influence Alphabet’s future infrastructure investments and pricing strategies.