Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% YoY to $20B, above $18.05B est.; GOOG jumps 5%+

MOUNTAIN VIEW, Calif. - April 29, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended March 31, 2026.

Alphabet 2026-04-30

Discussion

@sundarpichai Sundar Pichai on x
Q1 earnings are in: 2026 is off to a terrific start. Our AI investments and full stack approach are lighting up every part of the business: Search queries are at an all-time high with AI continuing to drive usage. Google Cloud revenue grew 63%, Gemini models have incredible mom…
@officiallogank Logan Kilpatrick on x
Google is the best company in the world [image]
@kimmonismus @kimmonismus on x
Google just quietly proved the AI monetization thesis. Quite interesting earnings! Cloud revenue up 63% to over $ 20b gen AI product revenue growing nearly 800% year-over-year. The backlog nearly doubled to $460 billion in a single quarter. The number of $100M-$1B deals doubled. …
@stocksavvyshay Shay Boloor on x
$GOOGL CEO Sundar Pichai said Google is still compute constrained. “Our cloud revenue would have been higher if we had more compute.” [image]
@thetranscript_ @thetranscript_ on x
Alphabet CEO: Search is not dead “AI continues to drive Search usage and queries are at an all-time high. We continue to invest in improvements to AI Overviews which are driving overall Search growth, and we're also seeing strong growth in both users & usage of AI Mode globally”
@rakeshsfnyc Rakesh Agrawal on x
500k rides per week for @waymo. I saw my second Zoox in SF today.
@yahoofinance @yahoofinance on x
“Waymo surpassed 500,000 fully autonomous rides per week, doubling in less than a year,” Alphabet CEO Sundar Pichai says in the company's Q1 earnings call. [video]
@edzitron Ed Zitron on x
Congratulations on google for making $62.5* billion in net income! *$36.9 billion came from gains in the value of equity, I assume in Anthropic. [image]
@signulll @signulll on x
msft, goog, meta, & amazon are on track to spend ~$700b on ai infrastructure in 2026. this kinda spending usually happens via govts or wars whereas this time, it's four companies racing to build the foundational mechanics of agi. kinda insane that the next layer of civilization…
@samsheffer Sam Sheffer on x
500K @Waymo rides per week is astronomical
@financialjuice @financialjuice on x
Alphabet CFO: Around 60% of investment in technical infrastructure in Q1 was in servers and 40% was in data centers and networking equipment. $GOOGL
@thefox Nick Fox on x
We're in a true expansionary moment with AI. As people realize that Google can handle their real questions - no matter how specific or complex - they ask even more of them. Some insights we shared on today's Alphabet Earnings call: AI is broadening what people ask. We're seein…
@stocksavvyshay Shay Boloor on x
$AMZN, $MSFT, $GOOGL and $META just updated guidance and now plan to spend a combined ~$710B on CapEx this year to build the AI economy: • Amazon ~$200B • Microsoft ~$190B • Google ~$185B • Meta ~$135B [image]
@erinkwoo Erin Woo on x
some tidbits from Google earnings today: -Sundar said Google will begin to deliver TPUs to customers in their own data centers, confirming our scoop from Nov. -Google reported $37.7b in net unrealized gains from equity securities, likely SpaceX and Anthropic -ads in Gemini likely…
@boringbiz_ @boringbiz_ on x
How is Google search still growing 19% year over year with nearly monopoly like market share in the category? Legitimately might be the greatest business ever created in the history of capitalism
@shimritby Shimrit Ben-Yair on x
🚀Strongest quarter ever for consumer AI subs! And 350M paid subscribers across Google One and YouTube. We have so many exciting launches in the pipeline - including for the feedback you all are sharing on X - stay tuned for more!
Nick Fox Nick Fox on linkedin
We're in a true expansionary moment with AI. As people realize that Google can handle their real questions - no matter how specific or complex - they ask even more of them. …
@munster_gene Gene Munster on x
$GOOG call kicks off. Sundar says AI is causing users to come back more. We saw that in March Search growth, up 19% vs. Street looking for up 16%. That 19% in March was an acceleration from 17% in December. My take: This is the fourth consecutive quarter where search has
@taumuyi Tau-Mu Yi on bluesky
All of the so-called tech “journalists” with their so-called “takes” on AI “bubble” meanwhile on Planet Earth, back on the #real world if you will, AI hyperscalers are making #literal Shitte Loads of money especially in AI Cloud [embedded post]
@andysignore Andy Signore on x
YouTube Revenue Rises 11% to $10 BILLION - Somehow us paid content creators busting our ass every day still get less each year, while they prioritize vertical shorts so they can pay us less. [image]
@tvgrimreaper @tvgrimreaper on x
YouTube's ad revenue = $9.88b/ quarter Disney's entire non-sports Entertainment business (movies, TV, streaming) = $11.6b in Q ending 12/25
@gerberkawasaki Ross Gerber on x
YouTube is massive. $60 bil in revenue while the rest of Hollywood would be the thrilled to hit $10 bil at the box office... $goog
@erinkwoo Erin Woo on x
ONE MORE INTERESTING TIDBIT from Google earnings yesterday: Google named three customers using TPUs. However, two of the three do not actually use TPUs, a spokesperson confirmed. The spokesperson declined to provide a statement on how the error occurred [image]
LinkedIn Sundar Pichai on linkedin
Q1 earnings are in: 2026 is off to a terrific start thanks to our partners + employees around the world. …

Chronicles

Alphabet reports Q1 revenue up 22% YoY to $109.9B, above $107.2B est., and Google Cloud revenue up 63% YoY to $20B, above $18.05B est.; GOOG jumps 5%+

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