Google reported its earnings at present, its Q1 2026 earnings report confirmed advert revenues up by 15.5% at $77.3 billion and total income was up 22% at $109.9 billion. I particularly prefer to dig in as finest as I can on the advert income facet to see how Google Advertisements have carried out.
Google’s advert income was up once more year-over-year, with a rise of 13.6%, and total income can also be up 17%. Microsoft reported earnings tonight as nicely, its advert income grew 12%.
If you wish to examine Q1 2026 to This autumn 2025, you will notice advert income was down 6%, total income was down 3.5% and revenue was up 10.5%%. However This autumn is at all times Google’s strongest quarter.
Sundar Pichai, Google’s CEO, mentioned:
2026 is off to a terrific begin. Our AI investments and full stack strategy are lighting up each a part of the enterprise. Search had a powerful quarter with AI experiences driving utilization, queries at an all time excessive, and 19% income development. Google Cloud revenues grew 63% with backlog practically doubling quarter on quarter to over $460 billion. This was our strongest quarter ever for our shopper AI plans, pushed by the Gemini App. Total the variety of paid subscriptions has now reached 350 million, with YouTube and Google One being the important thing drivers. Gemini Enterprise has nice momentum with 40% quarter on quarter development in paid month-to-month lively customers. And, lastly, I’m happy to see Waymo surpass 500,000 totally autonomous rides per week.
These excellent outcomes are constructed on our differentiated, full stack strategy. Our first-party fashions, like Gemini, at the moment are processing greater than 16 billion tokens per minute by way of direct API use by our prospects, up 60% from final quarter.
It’s actually thrilling to see how our AI investments are delivering worth for our customers, prospects and enterprise.
Here’s a chart plotting Google’s total income, then advert income after which revenue over the previous a number of quarters:
Right here is the snippet from the earnings report:
Highlights from Google earnings:
- Consolidated Alphabet revenues elevated 22%, or 19% in fixed foreign money, to $109.9 billion, reflecting sturdy efficiency throughout the enterprise and our eleventh consecutive quarter of double-digit development.
- Google Companies revenues elevated 16% to $89.6 billion, led by 19% development in Google Search & different,
19% in Google subscriptions, platforms, and units, and 11% in YouTube advertisements. - Google Cloud noticed a significant acceleration in development as revenues elevated 63% to $20.0 billion, led by a rise in Google Cloud Platform (GCP) throughout enterprise AI Options and enterprise AI Infrastructure, in addition to core GCP companies.
- Consolidated Alphabet working earnings elevated 30% and working margin expanded by 2 share
factors to 36.1%. - Different earnings mirrored a web achieve of $37.7 billion, primarily the results of web unrealized beneficial properties on our nonmarketable fairness securities.
- Internet earnings elevated 81% and EPS elevated 82% to $5.11.
- The corporate introduced a 5% enhance to the dividend, leading to a quarterly money dividend of $0.22.
Q1 earnings are in: 2026 is off to a terrific begin.
Our AI investments and full stack strategy are lighting up each a part of the enterprise: Search queries are at an all-time excessive with AI persevering with to drive utilization. Google Cloud income grew 63%, Gemini fashions have unbelievable… pic.twitter.com/ysZ5CYAUPR
— Sundar Pichai (@sundarpichai) April 29, 2026
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