Q2 2026 earnings call: Remarks from our CEO
Google Blog 2026-07-22 20:45:00
Context: Google and Alphabet CEO Sundar Pichai recapped the company's Q2 2026 earnings call, highlighting a strong quarter with significant growth driven by AI investments. The company's revenue grew 24% year-over-year, with notable increases in Search, YouTube Ads, and Cloud revenue. Pichai emphasized the company's progress in AI, including new model releases, increased adoption of Gemini Enterprise, and expanded product footprint.
Key Facts
- Alphabet revenue grew 24% year-over-year, with Search and Other revenue growing 17%, and YouTube Ads growing 13%, while Cloud revenue surged 82% driven by strong demand for AI infrastructure and solutions.
- The company's Cloud backlog grew to $514 billion, with nearly 90% of the Fortune 100 using Gemini Enterprise, and over 2,000 enterprises consuming over 100 billion tokens in the last 12 months.
- Google launched new AI models, including Gemini 3.6 Flash and Gemini 3.5 Flash-Lite, which are cost-effective and highly efficient, and Gemini 3.5 Flash Cyber, which finds and fixes vulnerabilities with performance comparable to larger cyber models.
- The Gemini app has 950 million monthly active users, with daily active users tripling in the last year, and users engaging with new agentic features like Daily Brief and Gemini Spark, which is now available in the U.S. and internationally.
- Over 1.7 billion unique viewers globally watched World Cup-related videos on YouTube during the FIFA World Cup 2026, and more than 140 million users engaged with Ask YouTube on the watch page in June 2026.