Q4 and Annual Financial Highlights

Alphabet reported Q4 revenue of $113.8 billion, up 18% year-over-year, with net profit rising 30% and EPS at $2.82. The full-year 2025 revenue surpassed $400 billion milestone for the first time.

Search and AI Integration

Search revenue grew 17%, bolstered by AI features increasing usage and complex queries, reinforcing core advertising strength.

Google Cloud Surge

Cloud revenue jumped 48% to $17.7 billion, achieving annual run rate over $70 billion through enterprise AI infrastructure, platforms, and solutions demand.

Subscriptions and YouTube Growth

Combined YouTube ad/subscription revenue topped $60 billion annually, with Google One/YouTube Premium exceeding 325 million users for recurring stability.

Gemini and AI Efficiency

Gemini app boasts over 750 million monthly active users, API handling 10+ billion tokens/minute. Unit costs fell 78% in 2025 via model/infrastructure efficiencies, improving margins per CEO Sundar Pichai.

Future Investments

2026 capital expenditure targeted $175-185 billion, primarily data centers, AI chips, and infrastructure supporting demand.

CEO Outlook

Pichai emphasized AI reinforcing business—enhancing search, accelerating cloud, boosting margins—positioning sustained leadership amid heavy investments.

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