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Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year.
by mgh2 6mo ago
Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year.
Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26.
https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_beats_on_revenue_with_cloud_booming_63/ https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
- next_xibalba 6mo agoI don't follow this stuff too closely, but Cloud growing by 63% seems astounding. It'd be interesting to know how much of that is converting AWS and Azure workloads to GCP.
- mattmaroon 6mo agoOr deals with their own/third party LLMs?
- shimon 6mo agoLLM/AI growth is the major driver of usage growth on all the clouds.
- mattmaroon 5mo agoOh sure but I meant in their case they might be their own biggest customer. Companies shuffle money from one pocket to another often for tax/financial reasons.
- dyauspitr 6mo agoI use Cloud Run a lot. It’s free up to 2M requests per month. It’s also very clean, scalable and very easy to set up.
- throwaway_20357 6mo agoCan anyone explain how search revenue is still _growing_ in the age of LLMs?
- cm2012 6mo agoAd targeting llms continue to improve
- kyrra 6mo agoGemini in search (AI Overview) is likely the most used LLM in the world, and ads can still surface around it. (googler, opinions are my own. I know nothing about this outside of external info)
- mghackerlady 6mo agoIs it the most used LLM because people want to use it, or because it literally can't be turned off aside from an obscure search parameter or using a slur in your search
- arealaccount 6mo agoDo chatbots click ads?
- bitpush 6mo agoAds dont need click to be effective.
- highway900 6mo agoWho is the competition or why is there no competition? Surely disrupting this industry is possible?
- jmalicki 6mo agoMeta is a huge competitor. The have less fewer ads for directed searches of course, but know you were browsing products on the web so can spam you all over for the types of things you were shopping for.
- dyauspitr 6mo agoThat’s… insane. How is there this much upside left on a behemoth like Google.