Alphabet reports Q3 revenue up 16% YoY to $102.35B, vs. $99.89B est., Cloud revenue up 34% to $15.16B, and net income up 33% to $34.98B; GOOG jumps 5%+

Alphabet Announces Third Quarter 2025 Results

Alphabet 2025-10-30

Context & Ripple Effects

Alphabet's cloud business was already expanding faster than the company overall: Cloud's 28% growth in Q1 2024 accompanied $9.6B in quarterly revenue. This quarter extends that pattern, with Cloud again growing materially faster than total sales.

The result matters because profit growth also outpaced revenue growth, while the share-price move signals that investors treated the outperformance as consequential rather than routine.

First-order effects

Alphabet beats the reported revenue expectation, posts faster net-income growth than sales growth, and sees GOOG rise more than 5% immediately after the release.
Google Cloud reaches $15.16B in quarterly revenue after 34% year-over-year growth, strengthening its contribution within Alphabet's reported results.

Second-order effects

Cloud rivals face a higher growth benchmark from a scaled competitor, increasing pressure to demonstrate that their own infrastructure and AI-related spending can translate into comparable revenue growth.
The combination of accelerating Cloud sales and stronger earnings gives Alphabet more financial capacity to sustain investment across its cloud and compute offerings.

Third-order effects

If Cloud continues to grow faster than Alphabet's core revenue base, the company's valuation and competitive narrative may become increasingly tied to enterprise infrastructure and compute monetization rather than advertising alone.
The pattern points to further concentration among providers that can fund large-scale cloud capacity from profitable existing businesses, though the durability of that advantage depends on continued customer demand and investment discipline.

The trend: Large internet platforms are using cash-generative core businesses to scale cloud and compute into a more important second engine of growth.

Discussion

@sundarpichai Sundar Pichai on x
Just posted Q3 earnings. We delivered our first-ever $100B quarter driven by double-digit growth across every major part of our business. (Five years ago, our quarterly revenue was at $50B🚀) Our full-stack approach to AI is driving real momentum and we're shipping at speed. [imag…
@thetranscript_ @thetranscript_ on x
Alpohabet CEO: “AI overviews are driving meaningful query growth. This effect was even stronger in Q3 as users continue to learn that Google can answer more of their questions & it's particularly encouraging to see the effect was more pronounced with younger people” $GOOG $GOOGL
@thetranscript_ @thetranscript_ on x
Alphabet CEO: “Our highly sought-after TPU portfolio is led by our 7th generation TPU Ironwood, which will be generally available soon. We are investing in TPU capacity to meet the tremendous demand we are seeing from customers and partners, and we are excited that Anthropic
@neiltwitz Neil Shah on x
This is @Google scale!! $100B revenue quarter!! Huge numbers and no doubt the amount of investment in infrastructure to support more than half a billion users generating 7 Billion tokens per minute. Also, Google continues to add more ultra tier AI plans which are not cheap!
@sundarpichai Sundar Pichai on x
1/ Just delivered Q3 earnings remarks. A few additional highlights from the call: Our AI Models, Gemini 2.5 Pro, Veo, Genie 3 + Nano 🍌 are leading the way. 13M+ developers have built with our generative models. Looking forward to the Gemini 3 release later this year!
@thestalwart Joe Weisenthal on x
Pretty huge day between the FOMC and Alphabet earnings. One of them affects the entire American economy and the stock market, with its long history of basically printing money using computers. The other is navigating a tricky environment balancing inflation and unemployment.
@thetranscript_ @thetranscript_ on x
Alphabet CEO: “On Cloud, I would point out a clear sign of momentum: the number of deals greater than $1B that we've signed in the first three quarters of this year exceeds the total from the previous two years combined. We're definitely seeing strong momentum and executing at
@munster_gene Gene Munster on x
What does $GOOG Search want to be when it grows up? The question came up at the end of the call and is relevant given the company is juggling four surfaces Search, AI Overviews, AI Mode, and Gemini. Sundar describes this as a “dynamic, expansionary moment,” because Search is
@demishassabis Demis Hassabis on x
relentless progress...
@stocksavvyshay Shay Boloor on x
So much for $GOOGL search being dead 👀 [image]
@munster_gene Gene Munster on x
Sundar kicks off $GOOG, saying growth rates of queries accelerated in the September quarter compared to June. “AI is driving meaningful query growth because people are increasingly realizing they can get their questions answered.”
@munster_gene Gene Munster on x
$GOOG Search up 14.5%. Whisper was up 13%. Google is navigating the generative AI transition like a champ.
@thetranscript_ @thetranscript_ on x
Alphabet CBO: Agentic AI is seen as additive, not cannibalistic, to Search monetization. “This is all early, but we see agentic experiences as really additive to the way people seek information. They help us answer tough questions, help people get things done, and help
@andrewcurran_ Andrew Curran on x
Alphabet numbers ahead of the earnings call which is starting now. Sundar Pichai ‘Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100 billion quarter.’ [image]
@thefox Nick Fox on x
ICYMI: Overall queries and commercial queries on Search are growing Y/Y, and this growth rate actually increased in Q3, largely driven by AI Overviews and AI Mode. Great results — huge thanks to the team for the relentless shipping and creating such awesome experiences!
@jeffgrimes9 Jeff Grimes on x
Google is up 6.2% after-hours, following bumper earnings this afternoon. Recap from Perplexity Finance: • Q3 revenue: $102.3B, up 16% YoY • Google Services: $87.1B, up 14%; Search & YouTube ads each +15% • Google Cloud: AI revenue +200% YoY; backlog $155B (+46% QoQ) • Gemini [ima…
@danielnewmanuv Daniel Newman on x
3 companies have exceeded $4 trillion in market cap. $AAPL $MSFT $NVDA I'm old enough to remember when $100 Billion was massive. Wild times we live in. 💪🏻🚀
@yuchenj_uw Yuchen Jin on x
Surprised to see the Gemini app hit 650M monthly active users, thanks to Nano Banana I guess. ChatGPT has 800M weekly users (so likely ~1B monthly). Google's catching up fast on the consumer app side. Gemini's already generating 7B tokens/min vs. OpenAI's 6B tokens/min? [image]
@thetranscript_ @thetranscript_ on x
Alphabet CBO on AI Overviews monetization: “Overall, we see monetization at approximately the same rate, and this provides a great baseline for further innovation. We're excited about where this can go. On the AI mode side, we're testing ads in AI mode and will continue to test
@munster_gene Gene Munster on x
On the call, $GOOG management said AI Mode has 75M users in the U.S. They're testing ads, but it's too early to share details about those tests. My take: It's only a matter of time before AI Mode ads are fully turned on. When they are, it will likely be a net positive for
@yugacohler @yugacohler on x
Left Google in 2021 because it was getting slow, boring and woke. But kept and held many of my RSUs as a hedge. 🫡 [image]
@ai_for_success AshutoshShrivastava on x
Do people realize Google went from Bard to 650M active users for the Gemini app? It's crazy. [image]
@danielnewmanuv Daniel Newman on x
$GOOGL beats expectations and whisper for its cloud business at 34%, smashed through $100 Billion and remains the world's most profitable company. And yet some people think OpenAI is going to take it down? 😅 What. A. Quarter.
@thetranscript_ @thetranscript_ on x
Alphabet CEO: “ In July, we announced that we processed 980 trillion monthly tokens across all our services. We are now processing over 1.3 quadrillion monthly tokens, more than 20x growth in a year. Phenomenal. ” $GOOG $GOOGL
@beth_kindig Beth Kindig on x
Alphabet CEO Sundar Pichai: “Our first party models, like Gemini, now process 7 billion tokens per minute, via direct API use by our customers.” $GOOG $MSFT $AMZN
@dividenddude_x @dividenddude_x on x
Google Search revenue grew 15% YoY. Really dying, beyond DEAD actually. 💀 Lol. 😂 $GOOGL $GOOG [image]
@qualityinvest5 @qualityinvest5 on x
Two words for you: Operating. Leverage. $GOOG $GOOGL [image]
@dividenddude_x @dividenddude_x on x
My Google $GOOGL position is now almost a double and it's easily my largest position. Very pleased. 😄
@wiseman_cap Kaushik on x
Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100 billion quarter. Our full stack approach to AI is delivering strong momentum... including the global rollout of AI Overviews and AI Mode in Search i…
@altcap Brad Gerstner on x
Respect. 🫡🚀 @sundarpichai
@obsidiancap1 @obsidiancap1 on x
How can ppl still think 1) there isn't alpha in mega caps, and 2) all info is priced in? $GOOG AI/infra VP went on pod right before earnings and publicly disclosed they are seeing “tremendous” demand and 100% utilization rates on TPUs +8% AH on a $3 trillion mkt cap (Yes I
@lorrainetwohill Lorraine Twohill on x
Wow, quite the milestone!
@alxai_ Alex Duffy on x
Still convinced no one can compete w/ Google in AI. in Q3: • First ever $100B revenue quarter • $35B profit • $91B committed to infrastructure in 2025 • Gemini processing 7 BILLION tokens / minute across 650M monthly users + their moat is structural, they have: DeepMind [video]
@jeffmcleod Jeff McLeod on x
Big quarter for Google. Gemini now has 650M+ monthly active users. The AI race isn't slowing down.
@buccocapital @buccocapital on x
GOOGL: +64% META: -6% Thanks for playing [image]
@rseroter Richard Seroter on x
“Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100 billion quarter,” said Sundar Pichai, CEO of Alphabet and Google. https://s206.q4cdn.com/...
@rihardjarc Rihard Jarc on x
$GOOGL earnings are out: - Revenue $102.35B up 16% YoY (estimates $99.89B) - Net income up 33%, EPS increased 35% YoY to $2.87 - $GOOGL Cloud $15.2B up 34% YoY - 2025 CapEx guide to $91-$93B - Gemini processing 7B tokens per minute, Gemini App with over 650M users WOW!
@shanecultra Domain Shane on x
Google is literally dominating the entire Internet. Their earnings report was as good as any company in history. Growth rates look like a startup and huge amount of cash invested to keep it that way. $goog I am evidence of a guy who doesn't have the engineering skills to
@cl207 @cl207 on x
gmeow another GOOG ath 10 magnitude outlier beat on earnings and teleport to 420$ immediately thanks
@joecarlsonshow Joseph Carlson on x
I don't know if people realize how insane it is to have a stock run-up into earnings as much as Google did, even trading up almost 3% on the day, only to be up 4% after it posts earnings. This only happens when a stock drops a monstrous report, which they just did. Incredible.
@spencerhakimian Spencer Hakimian on x
*ALPHABET SEES FY CAPEX $91B TO $93B, SAW ABOUT $85B Oh boy.
@noegrs_research Noé on x
$GOOGL CapEx increased 83% YoY during Q3 2025, currently sitting at $23 billion. This is crazy. [image]
@hunterwalk.com @hunterwalk.com on bluesky
14 years ago i decided it was irresponsible for my net worth to be 10% cash and 90% GOOG stock so i started selling — HUNTER YOU ARE STUUUUUUUUUPID [embedded post]
@tvgrimreaper @tvgrimreaper on x
YouTube's ad revenue alone is approximately equal to all Disney Entertainment revenue.
@tomaxwell Thomas Maxwell on x
Easy for Google to bury AI losses when its core businesses like YouTube continue to grow like monsters https://variety.com/...
@richlightshed @richlightshed on x
Yet another reminder that YouTube is becoming TV While linear TV advertising continues to collapse, @YouTube advertising accelerated to 15% growth, its fastest growth rate since Q1 '24 $GOOGL [image]
@_josenajarro Jose Najarro Stocks on x
$GOOGL THIS IS WILD for Google Cloud!! Latest Quarter Vs Sept 2023 - Revenue has less than doubled, but Operating Income grew nearly 14x Sept 2024- Revenue grew 40% but operating income grew nearly 90% Even on a Q/Q basis, the speed of Operating income growth is leaps larger [ima…
@munster_gene Gene Munster on x
$GOOG still expects tight capacity for Google Cloud in December and throughout 2026. That means whatever growth they report could have been higher if they had more capacity.
@divestech Dan Ives on x
Massive cloud numbers from the hyperscalers Microsoft and Google. This is the biggest barometer for AI demand and enterprise demand in this AI Revolution. Knee jerk reactions noise...this is validation for tech bull thesis as AI hits next stage of growth. Calls will be key 🔥🏆🐂
@joecarlsonshow Joseph Carlson on x
Google Cloud signed more $1 billion dollar deals in the first 9 months of 2025 than the past two years combined.
@edzitron.com Ed Zitron on bluesky
No it doesn't! Google doesn't break out its AI revenue and never has. Making this assumption misleads retails investors [embedded post]
r/google r on reddit
Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
r/GOOG_Stock r on reddit
Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%
r/wallstreetbets r on reddit
Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%

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