Key Takeaways
- Alphabet achieves historic $102.3 billion revenue in Q3 2025
- All major business units show double-digit growth
- Google Cloud surges 34% to $15.2 billion
- Gemini App reaches 650 million monthly active users
Alphabet Inc., Google’s parent company, has shattered records by posting its first-ever $100 billion quarter, with revenue reaching $102.3 billion in Q3 2025. The tech giant reported robust 16% year-over-year growth, driven by accelerating AI adoption across all business segments.
Record-Breaking Financial Performance
For the quarter ending September 30, 2025, Alphabet’s total revenue climbed 16% (15% in constant currency) to $102.3 billion. This marks a significant milestone as the company crosses the $100 billion quarterly revenue threshold for the first time in its history.
Every core business area demonstrated strong double-digit growth, including Google Search, YouTube advertising, Google subscriptions, platforms and devices, and Google Cloud.
Business Segment Breakdown
Google Services generated $87.1 billion in revenue, representing a 14% increase from the previous year. Meanwhile, Google Cloud emerged as the standout performer with revenues soaring 34% to $15.2 billion.
The cloud division’s growth was fueled by expansion across Google Cloud Platform core products, AI infrastructure, and generative AI solutions. The company ended the quarter with an impressive $155 billion in Cloud backlog, indicating strong future demand.
Profitability and Financial Management
Alphabet’s total operating income increased by 9%, with operating margin standing at 30.5%. Excluding a $3.5 billion fine from the European Commission, operating income would have risen 22%, with margins improving to 33.9%.
This enhanced profitability reflects both strong revenue growth and improved cost management strategies. The company has projected capital expenditures between $91 billion and $93 billion for full-year 2025.
AI Driving Momentum
CEO Sundar Pichai highlighted the company’s AI-driven success, stating: “Alphabet had a terrific quarter, with double-digit growth across every major part of our business. We delivered our first-ever $100 billion quarter.”
He emphasized that “our full stack approach to AI is delivering strong momentum and we’re shipping at speed, including the global rollout of AI Overviews and AI Mode in Search in record time.” Pichai also revealed that the Gemini App now boasts over 650 million monthly active users, underscoring the widespread adoption of Alphabet’s AI offerings.
