The AI has promoted an “exceptional quarter” for Google. These are the great figures that justify it
Google has presented the results of what it has called as an “exceptional quarter” driven by robust growth in all its divisions and the accelerated integration of artificial intelligence in its products and services. This has communicated SUCTAR PICHAI, CEO DE ALPHABET AND GOOGLE, In an open letter to investors and the public, highlighting the company's leadership on the IA border and its rapid rhythm of innovation.
The consolidated income of Alphabet, the Google matrix, in Q2 2025 reached 96.4 billion dollars, which represents An interannual increase. Profitability also improved, with a net benefit that grew by 19%.
Among the main figures we highlight:
Google Search He experienced income growth of 11.9% year -on -year, reaching 54,190 million dollars. Pichai pointed out that the new functionalities of AI, such as AI overViews and AI Mode, are working well and contributing to an increase in use.
YouTube ADS It also grew double digit, with income that amounted to 9,796 million dollars (+13%). The Google Subscriptions segment, Platforms, and Devices registered income of 11,203 million dollars without a doubt, the cloud services of Google Cloud They were the main protagonists, with a growth of 32% in their incomereaching 13,624 million dollars. This growth was driven by Google Cloud Platform (GCP) in its main products, based on AI.
Alphabet results in the second quarter of 2025
A full-stack approach
Pichai emphasizes that AI is “positively impacting each part of the business, promoting a strong impulse”, which is reflected in impressive growth figures and the massive deployment of new functionalities based on this technology.
Google attributes this quarterly success to its long-term investments in a “full-stack” approach, which covers from the infrastructure, through research and models, to the products and platforms that take AI to users around the world. This approach has allowed, for example, The Gemini application has exceeded 450 million monthly active users, with a daily growth of applications greater than 50% from the first quarter.
To give a more global vision of the current impact of AI on the company's business, Pichai explained that currently Google, through its different tools and platforms based on AI, processes more than 980 billion monthly tokens, which doubles The figure that the company had provided in May.
> Important note for people not specialized in computer engineering 😉 Remember that in the context of AI tools, a “token” is a fundamental unit of text. It can be a word, a part of a word, an individual character, or even a space or a punctuation sign. For example, the phrase “Hello, how are you?” could be divided into tokens like [«Hola», «,», «¿», «cómo», «estás», «?»]. Therefore, when Pichai speaks of 980 billion (yes, with “B”) of monthly tokens it refers to the total amount of text that Google's models are analyzing, generating or manipulating on all their platforms and products every month.
In any case, it is a clear indicator of the growing adoption and use of AI in Google products.
Double digit growth in search, driven by AI
As we said, Google's search engine has experienced a Double digit income growth. The company points out that The functions of encouraging users to make more searchesespecially among the youngest. These are other of Google's great figures in AI:
Ai overViews: Google automated summaries are now available for More than 2,000 million monthly users In more than 200 countries and territories and 40 languages, promoting more than 10% of global consultations in the types of searches where they appear.
Ai mode: This new search experience based completely on AI has been one of Google's novelties this quarter and has more than 100 million monthly active users in the US. And India. Google explains that he has received a very positive response for his ability to answer longer and more complex questions. The company plans to continue improving this modality with advanced tools such as Deep Search and more personalized responses.
Google Meet: 50 million people around the world already use the notes generated as a summary by AI in the conversations on Google Meet
I see 3. The video generation model I see 3 has been a viral success, with More than 70 million videos generated since May through the Gemini application and the new films creation tool with AI, Flow. A new function in the Gemini application to convert photos into videos, which is also being implemented in Google Photos, has been very well received by users.
Shorts boost YouTube growth
YouTube continues to show solid performance, with remarkable growth in subscriptions. The platform has maintained its leadership in streaming visualization in the US for more than two years, with a growing trend of consumption on televisions.
In his letter, Pichai gives a special prominence to YouTube Shortsexplaining that Google's short videos format already averages more than 200,000 million daily views.
In the US, Shorts now generate as many visualization time as traditional contentand in some countries, they even exceed it. Recall that historically, the long videos of YouTube (those that are not shorts) have been the main source of advertising income of this social network. These videos allow different types of ads (pre -rol, Mid-Roll, post-vool) that are directly inserted into the reproduction of the video. In the case of shorts, instead of inserting ads directly in each short, YouTube groups the income of the ads that appear between the shorts in the feed and then distributes a part of that income to the creators based on their quota of visualizations in a “creative fund.”
Google Cloud: profitability and demand triggered by AI
Google Cloud has had another great quarter, with strong growth in income, request for orders and profitability, with An annual income forecast of more than 50,000 million dollars. The demand for its comprehensive portfolio of AI products is “significant.”
Among the main figures are:
The number of agreements of more than 250 million dollars doubled compared to the previous year. In the first half of 2025, as many agreements of more than 1,000 million dollars were signed as throughout the year 2024. The number of new cloud customers increased almost 28% quarter to quarter.
Among the examples of use provided by Pichai, the BBVAwhich is saving almost three hours a week to its employees by automating repetitive tasks with Gemini in Google Workspace, extending it to 100,000 employees globally.
Image: Flux Schnell
