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Alphabet CEO Sundar Pichai said revenue rose 25% year over year in Q3 2026, while Google Cloud revenue grew 103%. His Oct. 28 remarks also highlighted expanding AI use, new Gemini models and plans to bring agentic features into Search and other products. The remarks are a company account; the supplied material does not include the full financial results or independent verification of product and benchmark claims.
Alphabet CEO Sundar Pichai said revenue grew 25% year over year in the third quarter of 2026, with Google Cloud revenue up 103%, as the company attributed growth across its business to rising demand for AI infrastructure and products. In remarks published Oct. 28 after the earnings call, Pichai also described new Gemini models and plans to extend AI agent features into Search, the Gemini app and other Google services.
Pichai said Alphabet had reached a half-trillion-dollar annual revenue run rate, without specifying in the supplied remarks how that figure was calculated. He said Search’s year-over-year query growth rate was its highest in five years, and attributed increased usage, including commercial queries, partly to the company’s AI investments. Those characterizations and figures are the CEO’s statements; the source material here does not include the underlying financial statements or a separate breakdown of Search revenue.
On AI usage, Pichai said Google’s first-party model APIs were processing nearly 32 billion tokens per minute, 40% more than the previous quarter and more than four times the level a year earlier. He said the Gemini app had reached one billion users and that YouTube Music and Premium had passed 150 million subscribers globally, counting trials. The remarks do not define the active-user period or provide further detail on subscriber composition.
Pichai also discussed the Gemini 4 model series. He said Argon launched two weeks before the call and that developer-platform usage in its first week ramped up three-and-a-half times faster than Gemini 3, despite capacity constraints. Google announced Carbon on the day of the remarks; Pichai described it as the company’s strongest frontier model and cited a score of 59 and a No. 1 placement on the updated Artificial Analysis Intelligence Index. These are company-provided product and benchmark claims, not independently assessed findings in the supplied source.
AI Demand Is Driving Alphabet’s Growth
The results and remarks put AI at the center of Alphabet’s growth narrative, linking it to both Cloud infrastructure demand and changing use of Search and the Gemini app. Pichai said Google was working to bring more Cloud capacity online and described strong demand for its TPU systems. If demand continues, infrastructure availability and the pace at which capacity can be added may shape how much Cloud growth the company can support.
The product strategy also has implications beyond model launches. Google plans to make agentic features—tools that can take actions such as booking or scheduling—available across Search, Gemini and, over time, Chrome, Android and Workspace. That could broaden how people use its services, while placing greater weight on security, safety and user trust. The remarks describe plans and company expectations, not measured outcomes from a full rollout.
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From Model Launches to Product Rollouts
Pichai framed the quarter as part of a broader effort to combine models, computing infrastructure and consumer products. He said Google was integrating AI Overviews, AI Mode and traditional Search into a more seamless experience. According to his remarks, queries in AI Mode were on average three times longer than traditional searches, one in five AI Mode searches worldwide used voice, images or documents, and Google had passed 50 billion visual searches a month. The source gives these figures as company-reported product usage measures.
On agentic tools, Pichai said Google had first focused on enterprise use, where security and governance requirements are high, and planned to bring such capabilities to Search and the Gemini app next. He also described Genie 4, announced the day before the earnings call, as a world model intended to simulate interactive environments and potentially support training for robots and agents. The supplied excerpt ends during the remarks on YouTube, so it does not provide the complete discussion of that business or the full call.
“Alphabet revenues grew 25% year-over-year. We’re now at a half-trillion-dollar annual run rate.”
— Sundar Pichai, Alphabet and Google CEO
Capacity, Rollout and Metrics Still Open
The remarks do not specify how quickly Google can add Cloud capacity, how much of the reported demand it can serve, or how those constraints could affect future growth. They also give no financial outlook, operating margin figures or detailed segment results in the supplied excerpt. Pichai’s description of demand and product momentum is the company’s account, rather than an independent assessment.
Several product claims need additional detail to judge their reach: the source does not define the Gemini app’s one-billion-user measure, explain whether YouTube subscriptions include paid and trial accounts separately, or provide the methodology behind the cited model benchmark. The scope and timing of Carbon’s restricted testing and wider availability are also not specified. The excerpt’s truncated discussion means further announcements on YouTube and other businesses may be absent.
Google’s Next AI Capacity Milestones
Google’s stated next steps are to add Cloud capacity, continue scaling TPU systems and expand access to its Gemini 4 models. Pichai said Carbon would initially be available to a subset of trusted cyber defenders and was being tested by the U.S. government, with broader access to follow; he did not provide a schedule. He also said more efficient models were planned to help developers balance speed and cost.
For consumer products, the company says it intends to bring agentic experiences from enterprise tools into Search and the Gemini app, then extend them to Chrome, Android and Workspace. The timing, features and availability by region remain unstated in the remarks. Investors and users will be able to compare these plans with subsequent product releases and financial disclosures, while the complete earnings materials would provide more detail than the CEO excerpt alone.
Key Questions
What did Alphabet report for Q3 2026?
CEO Sundar Pichai said Alphabet revenue grew 25% year over year and Google Cloud revenue grew 103%. The supplied remarks do not include the full financial statements or detailed segment results.
What did Pichai say about Google’s AI usage?
He said first-party model APIs processed nearly 32 billion tokens per minute—40% above the previous quarter and more than four times the level a year earlier. These figures were reported by the company.
What is Gemini Carbon?
Carbon is a model in Google’s Gemini 4 series, announced on Oct. 28, 2026, according to Pichai’s remarks. He said it would first be rolled out to a subset of trusted cyber defenders and was being tested by the U.S. government.
When will Google’s AI agents reach Search and other products?
Pichai said Google planned to bring agentic features to Search and the Gemini app, and later extend them to Chrome, Android and Workspace. He did not give a rollout timetable or specify when users in particular regions would get access.
Source: blog.google
