Alphabet reported fourth quarter 2025 revenues of $113.8 billion, an 18% increase year-over-year, and diluted earnings per share of $2.82. Both metrics exceeded analyst expectations, driven by broad strength across Search and a significant acceleration in the Cloud segment.
Key Highlights
- Google Cloud revenue growth accelerated to 48%, reaching $17.7 billion for the quarter, reflecting strong customer demand for AI infrastructure and solutions.
- Operating income for Google Cloud more than doubled to $5.3 billion compared to $2.1 billion in the prior-year quarter, highlighting improved profitability in the segment.
- Google Search & other, the company's core business, maintained strong momentum with revenues growing 17% year-over-year to $63.1 billion.