Alphabet Q2 2025 Earnings Highlights AI Growth Across Google Cloud and Search
Google and Alphabet CEO Sundar Pichai discusses Q2 2025 earnings, highlighting AI-driven growth in Search, YouTube, Cloud, and Waymo.
Google and Alphabet CEO Sundar Pichai highlighted robust performance across the company's core businesses during the Q2 2025 earnings call, with artificial intelligence (AI) serving as a key growth driver.
Key Financial and Product Highlights
- Search revenue grew double-digits, fueled by AI features like AI Overviews (now with 2B+ monthly users) and AI Mode (100M+ active users in U.S./India).
- YouTube Shorts monetization reached parity with traditional instream ads in the U.S., with some markets exceeding it.
- Google Cloud hit $50B annual run-rate, signing twice as many $250M+ deals YoY and matching 2024's $1B+ deals in just H1 2025.
- Waymo expanded operations in 4 cities and surpassed 100M autonomous miles driven.
AI Infrastructure and Innovation
Pichai emphasized Alphabet's "full-stack" AI advantage:
- TPU/GPU infrastructure powers nearly all generative AI unicorns and research labs like Safe Super Intelligence.
- Gemini 2.5 models now serve 9M developers, while Veo 3 video generation created 70M+ clips since May.
- AI token processing doubled from 480T to 980T monthly since I/O 2025.
Product-Specific Developments
Search
- AI Overviews drive 10%+ additional queries globally
- Multimodal search (Lens + AI) growing fastest among young users
Cloud
- 85K+ enterprises use Gemini (35x YoY growth)
- New storage innovations reduce inference latency by 70%
YouTube
- 200B+ daily Shorts views
- NFL Friday game to stream live from Brazil in September
Waymo
- Expanded service areas in Austin, LA, and Bay Area by 50%
- Launched teen rider accounts (14-17) in Phoenix
Pichai concluded by thanking employees for delivering "a standout quarter" across all business units.
Related News
AWS extends Bedrock AgentCore Gateway to unify MCP servers for AI agents
AWS announces expanded Amazon Bedrock AgentCore Gateway support for MCP servers, enabling centralized management of AI agent tools across organizations.
CEOs Must Prioritize AI Investment Amid Rapid Change
Forward-thinking CEOs are focusing on AI investment, agile operations, and strategic growth to navigate disruption and lead competitively.
About the Author
Michael Rodriguez
AI Technology Journalist
Veteran technology journalist with 12 years of focus on AI industry reporting. Former AI section editor at TechCrunch, now freelance writer contributing in-depth AI industry analysis to renowned media outlets like Wired and The Verge. Has keen insights into AI startups and emerging technology trends.