{
  "id": 16487948,
  "title": "Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% Last Quarter While the Gemini App Reached 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?",
  "url": "https://urgent.news/2026/10/25/sundar-pichai-reported-alphabets-cloud-revenue-grew-82-last-quarter",
  "topic": "ai",
  "section": "AI",
  "published": "2026-10-25T15:09:00.000Z",
  "source": {
    "name": "Motley Fool",
    "slug": "motley-fool",
    "url": "https://www.fool.com/investing/2026/10/25/sundar-pichai-alphabets-cloud-revenue-grew-82/?source=iedfolrf0000001"
  },
  "original_language": "en",
  "account": "Alphabet's AI endeavors, particularly its cloud division, are propelling the company's growth at an unprecedented rate, outpacing even its dominant search engine. In the latest quarter, Google Cloud's revenue soared by an astonishing 82%, reaching $24.8 billion, compared to $13.6 billion in the same period last year. This marks a substantial increase of $11.2 billion in cloud revenue year over year. In contrast, Google Search's revenue growth lagged behind at 17%, generating $63.3 billion in revenue for the period, up from $54.2 billion a year earlier. Despite this, Google Cloud has emerged as a more significant driver of Alphabet's revenue growth than Google Search, accounting for $9.1 billion more in revenue growth than its predecessor quarter. The emergence of Google's AI chatbot, Gemini, which has amassed 950 million monthly active users, poses a threat to Google Search's market dominance, potentially leading to a decline in advertising revenue. However, Google Cloud's growth potential could mitigate any adverse effects on Google Search. While the AI boom may pose a risk to Google Search revenue, the overall revenue for Alphabet grew by 23% year over year, indicating that the business continues to benefit from the growth of Google Cloud alongside Google Search.",
  "summary": "The numbers paint a clear picture for shareholders.",
  "key_points": [
    "Alphabet's cloud revenue grew 82% to $24.8 billion in the latest quarter.",
    "Google Search's revenue grew 17% to $63.3 billion in the same period.",
    "Google Cloud surpassed Google Search as a bigger growth driver for Alphabet."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 2,
    "also_reported_by": [
      {
        "outlet": "Nasdaq Markets",
        "title": "Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% Last Quarter While the Gemini App Reached 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?",
        "url": "https://urgent.news/2026/10/25/sundar-pichai-reported-alphabets-cloud-revenue-grew-82-last-quarter-16495782",
        "published": "2026-10-25T15:29:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}