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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 remarks highlighted rising Search and Gemini use, new Gemini models and plans to expand AI agent features, but the supplied transcript excerpt does not include full financial results or guidance.
Alphabet CEO Sundar Pichai said revenue grew 25% year over year in the third quarter of 2026, with Google Cloud revenue up 103%, as he credited the company’s AI products and infrastructure with supporting growth. In remarks published by Google on October 28, he also reported rising Search queries, one billion Gemini app users and the announcement of a new model, Gemini 4 Carbon.
Pichai described the quarter as strong and said Alphabet had reached a half-trillion-dollar annual revenue run rate. He said Search’s year-over-year query growth rate was its highest in five years, attributing increased usage and growth in commercial queries in part to Google’s AI investments. The remarks do not provide the underlying revenue figures or a breakdown of growth by business line.
Google Cloud revenue grew 103%, according to Pichai, who said AI infrastructure and solutions were major drivers. He said demand for Cloud capacity and Google’s tensor processing units, or TPUs, was high and that the company was working to bring more capacity online. Pichai also reported that Google’s first-party model application programming interfaces were processing nearly 32 billion tokens per minute, 40% more than in the previous quarter and more than four times the level a year earlier.
Pichai said the Gemini app had reached one billion users and that the company had surpassed 150 million YouTube Music and Premium subscribers globally, including trials. He described Gemini 4 Carbon, announced on the day of the call, as Google’s strongest frontier model and said it would initially be made available to a subset of trusted cyber defenders. He also said the model was being tested by the U.S. government. These are company statements; the posted remarks do not provide independent verification or detailed methodology for the product comparisons and usage figures.
AI Growth Meets Capacity Limits
The figures Pichai highlighted connect Alphabet’s AI strategy to both consumer product use and business demand. Search and Gemini reach large audiences, while Cloud infrastructure and model APIs serve developers and enterprise customers. If demand continues, the company’s ability to add computing capacity could affect how quickly it can deliver services and convert interest into revenue.
The remarks also indicate that Google plans to bring more action-taking AI features into widely used products. Pichai said agentic experiences—systems that can carry out tasks such as booking or scheduling—would extend from enterprise products into Search and Gemini, and later into Chrome, Android and Workspace. That expansion could broaden how users interact with Google services, while raising questions about security, reliability and oversight. Pichai acknowledged trust and security concerns but did not give a launch schedule or specific safeguards in the excerpt.
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Google’s AI Product Push
The remarks span multiple parts of Google’s business rather than presenting a standalone product announcement. Pichai framed the quarter around a full-stack AI strategy: models, computing infrastructure and consumer products such as Search and Gemini. He said Gemini 4 Argon had launched two weeks before the call and that its first-week usage on developer platforms ramped up three-and-a-half times faster than Gemini 3, despite capacity constraints.
Google also announced Gemini 4 Carbon on October 28 and Genie 4, a world model, the day before, according to Pichai’s remarks. He said Carbon would first go to trusted cyber defenders and characterized it as ranking first on a recently updated Artificial Analysis Intelligence Index, with a score of 59. The company’s own descriptions and benchmark reference are not a substitute for full independent testing details. Pichai said Google’s AI features were being integrated into a more unified Search experience alongside traditional results.
On Search usage, he said queries in AI Mode were, on average, three times longer than traditional searches, that one in five AI Mode searches globally used voice, images or documents, and that visual searches exceeded 50 billion a month. The posted text is an edited transcript of CEO remarks, not a complete earnings-call transcript or a full set of financial statements.
“Alphabet revenues grew 25% year-over-year. We’re now at a half-trillion-dollar annual run rate.”
— Sundar Pichai, Alphabet and Google CEO
Details Missing From the Transcript
The source is an edited selection of CEO remarks, and the supplied material ends partway through Pichai’s discussion of YouTube. It does not contain the full earnings call, complete financial statements, analyst questions, operating costs, profit figures or forward guidance. The revenue growth rates and product usage figures are attributed to Pichai and cannot be independently assessed from this excerpt alone.
It is also unclear when Carbon will become broadly available, how many users will be included in its initial cyber-defender rollout, and what the U.S. government testing entails. Pichai gave no timetable for bringing agentic features to Search, Gemini, Chrome, Android or Workspace. The source does not detail the safeguards, performance measures or capacity needed for those rollouts.
Earnings Details and Product Rollouts
Readers seeking a fuller financial picture will need Alphabet’s complete quarterly results and the full earnings-call record, including any reported profit measures, segment details, outlook and responses to analyst questions. The supplied remarks do not set out when those details will be published or summarize them.
For products, the next visible milestones will be Carbon’s limited rollout and any subsequent expansion, alongside Google’s stated plans to add agentic capabilities to Search and Gemini and later to other products. Pichai also said more Gemini models were coming, including more efficient versions aimed at speed and cost. No release dates, capacity targets or broad-access schedule were included in the remarks.
Key Questions
What did Alphabet report for Q3 2026?
In his remarks, CEO Sundar Pichai said Alphabet revenue grew 25% year over year and Google Cloud revenue grew 103%. The excerpt does not provide total revenue, profit or a complete financial breakdown.
What did Pichai say about Gemini usage?
Pichai said the Gemini app had reached one billion users. He also said Google’s first-party model APIs processed nearly 32 billion tokens per minute, 40% above the prior quarter and more than four times the level a year earlier.
What is Gemini 4 Carbon?
Carbon is a model Google announced on October 28, according to Pichai. He described it as the company’s strongest frontier model and said it would first be made available to a subset of trusted cyber defenders; he also said it was being tested by the U.S. government.
When will Google’s AI agent features reach users?
Pichai said Google planned to bring agentic features to Search and the Gemini app, with expansion to Chrome, Android and Workspace also planned. The remarks provide no launch dates or detailed rollout schedule.
Source: blog.google
