Alphabet reports its first $100B quarter in Q3 2025, powered by AI, YouTube, and Cloud growth, says CEO Sundar Pichai during earnings call.

According to Sundar Pichai, CEO and Director of Alphabet, the parent company of Google, the business has achieved its first quarter of $100 billion, driven by robust double-digit growth in all of its verticals, including YouTube, cloud, and search.

During Alphabet’s Q3 2025 earnings call, Pichai revealed that the Gemini app had tripled in queries from Q2 and now has over 650 million monthly active users.

With AI revenue serving as a major driver, Cloud delivered again another fantastic quarter of rapid growth. At $155 billion, the cloud backlog increased 46% from quarter to quarter. “And we surpassed $300 million in paid subscriptions, driven by growth in YouTube Premium and Google One,” Pichai stated.

According to him, AI Mode, which was introduced in 40 languages worldwide and currently has over 75 million daily active users, shipped 100 product enhancements in Q3, and is already contributing to the company’s Search vertical’s incremental growth in total queries.

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Approximately 7 billion tokens are processed every minute by Alphabet’s first-party models via a direct API that its clients use.

“In our data centers, we are scaling the most cutting-edge chips, including our own purposeful TPUs and GPUs from our partner, NVIDIA,” the CEO continued.

During the quarterly earnings call, Philipp Schindler, Senior Vice President & Chief Business Officer of Google, stated that the company’s services revenue for the quarter was $87 billion, up 14% year over year.

A YoY drop in network revenues helped to counterbalance the spike, which was driven by faster growth in Search and YouTube.

Growth in all of the key sectors contributed most to the 15% increase in Google Search, with retail and financial services making the biggest contributions. With a 15% increase in ad income, YouTube’s performance was comparable across all verticals.

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He said that Google’s investments in novel AI experiences, such AI Overviews and AI Mode, kept driving up the number of searches overall, including business questions, opening up new revenue-generating prospects.