Consolidated revenues reached $127.6 billion, marking a 25 percent increase compared to the same period last year. Revenue from Google Search and related services climbed 12 percent, while the company’s cloud division saw a massive 103 percent jump to $30.7 billion. These figures highlight a period of intense hardware and software output, including the release of the Gemini 4 Argon model and the rollout of the Pixel 11 smartphone series.
Alphabet Reports Record Search Growth Driven by AI Expansion
Alphabet CEO Sundar Pichai confirmed that the company’s aggressive push into artificial intelligence is fueling a historic surge in user activity. Data from the third quarter of 2026 shows the highest year-over-year growth in search query volume in five years, signaling that new AI features are successfully capturing commercial interest.
The quarter also marked significant shifts in the company's internal structure and product ecosystem. Gemini surpassed 1 billion monthly users, even as Google rebranded NotebookLM to Gemini Notebook and introduced the Googlebook laptop line. Amid these product launches, the company underwent a major leadership transition, with Demis Hassabis moving into a chair role as part of a broader reorganization of its AI division.
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