Alphabet Hits $400B Revenue, Gemini AI App Surpasses 750M Users

Alphabet and Google CEO Sundar Pichai announced the company's annual revenue has surpassed $400 billion for the first time. The Gemini AI application has achieved over 750 million monthly active users, with strong engagement following the December launch of Gemini 3. The company's cloud business accelerated significantly, now on an annual run rate exceeding $70 billion. Pichai also highlighted a major partnership with Reliance Jio to provide Gemini services to over 500 million consumers.

Key Points: Alphabet Revenue Tops $400B, Gemini AI Hits 750M Users

  • Annual revenue exceeds $400B
  • Gemini AI app hits 750M+ monthly users
  • 8M+ paid Gemini Enterprise seats sold
  • Cloud revenue on $70B+ annual run rate
  • 2026 CapEx projected at $175-185B
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Alphabet's revenues exceed $400 billion, Gemini AI app hits over 750 million users: Pichai

Alphabet's annual revenue exceeds $400 billion as its Gemini AI app reaches over 750 million monthly users, CEO Sundar Pichai announces.

"We are seeing our AI investments and infrastructure drive revenue and growth across the board. - Sundar Pichai"

New Delhi, Feb 5

Alphabet and Google CEO Sundar Pichai has said that the company's annual revenues exceeded $400 billion for the first time, with Gemini AI app reaching over 750 million monthly active users.

In the company's quarterly earnings call, Pichai said they have sold more than 8 million paid seats of Gemini Enterprise launched just four months ago.

In addition, "We are also seeing significantly higher engagement per user especially since the launch of Gemini 3 in December. Overall, we are seeing our AI investments and infrastructure drive revenue and growth across the board to meet customer demand and cap on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion," he explained.

"We partnered with Reliance Jio to provide over 500 million consumers with an eighteen-month free trial of our Gemini suite of products and two terabyte of cloud storage. Reliance Enterprise customers will also get access to Google Cloud Gemini Enterprise and TPUs, bringing the best of Google AI to every employee and workflow," he added.

In the December quarter, Search continued to accelerate with revenues growing 17 per cent, YouTube's annual revenues surpassed $60 billion across ads and subscriptions.

"Cloud significantly accelerated with revenues growing 48 per cent now on an annual run rate of over $70 billion. Backlog grew by 55 pr cent quarter over quarter to $240 billion representing a wide breadth of customers driven by demand for AI products. We have over 325 million paid subscriptions across consumer services, strong adoption for Google One and YouTube Premium," Pichai informed.

Pichai further said that since launch, Gemini 3 Pro has consistently processed three times as many daily tokens on average as 2.5 Pro.

"Our latest model powers Google Anti Gravity, our new development platform where agents can autonomously plan and execute complex software tasks. It already has more than 1.5 million weekly users after launching just over two months ago," he noted.

- IANS

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Reader Comments

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Priya S
These numbers are mind-boggling. $400 billion revenue! But I hope this success translates into more investment in India's tech ecosystem beyond just user acquisition. We need R&D centers and skill development programs here too.
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Rohit P
The Jio partnership is the real news for India. Free Gemini for 18 months? That's going to change how small businesses and students work. Hopefully the data stays secure and isn't just used for training models abroad.
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Sarah B
As a developer, the Anti Gravity platform with 1.5M weekly users in two months is what caught my eye. The autonomous agent space is exploding. Hope Indian developers get early access and good documentation.
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Vikram M
Respectfully, while the growth is impressive, I'm concerned about the market dominance. When one company controls search, video, cloud, and now AI assistants... where does that leave competition? Even in India, this partnership feels like creating a walled garden.
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Kavya N
YouTube crossing $60 billion is crazy! So much of that content comes from Indian creators now. I wonder what percentage of that revenue flows back to creators here. The AI tools should help them even more 🤞

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