Thursday, October 30, 2025

Google Cloud and Gemini Propel Alphabet’s Earnings as AI Transforms Business Landscape

Alphabet Inc. exceeded Wall Street’s quarterly sales estimates, driven by heightened demand for its cloud and AI services. In after-hours trading, shares surged by 7.5%. The company reported third-quarter sales of $87.5 billion, surpassing the $85.1 billion forecast. Google Search ads generated $56.6 billion, with signs that market share losses to ChatGPT have stabilized. CEO Sundar Pichai highlighted that Alphabet’s substantial investments in AI are yielding significant business results, with AI-driven product revenue skyrocketing over 200% year-on-year. The cloud segment also thrived, with a 33.5% revenue increase to $15.2 billion. Notably, Google’s cloud unit achieved a profit of $3.59 billion and boasts a backlog of $155 billion in contracts. Meanwhile, YouTube generated $10.3 billion, exceeding expectations. While Alphabet’s innovative ventures, including Waymo, continue to expand, ongoing competition from AI players like OpenAI poses challenges for Google’s ad revenue.

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