YouTube ads earned Google more than $11 billion from April to June 2026 — up 13 percent from the same period last year — and that wasn’t even Alphabet‘s biggest second-quarter highlight.
Alphabet revenues in total grew 24 percent year-to-year to $120 billion. All told, Google’s advertising revenue (Google Search, YouTube, and Google Network) rose to $81.6 billion. The lion’s share of that is good, old-fashioned Google Search, which alone accounted for $63.3 billion. Another $12.9 billion from subscriptions and nearly $25 billion from the cloud helped push Alphabet’s Q2 profit beyond $112 billion, which dilutes down to $9.11 per share. That absolutely crushed Wall Street’s expectations.
Since it is 2026, Google/Alphabet CEO Sundar Pichai mostly just wants to talk about Google AI.
“Our AI investments are redefining what’s possible across every part of our business. Q2 was an amazing quarter, with Alphabet revenues growing 24% year-over-year and Google Cloud revenues accelerating to 82% growth, driven by demand for AI infrastructure and AI solutions,” he said in a statement accompanying the financials. “It’s great to see wide adoption of Gemini Enterprise, with nearly 90% of the Fortune 100 using it.”
“We have exciting momentum across the board,” he continued. “Our popular AI features are driving Search query growth. Gemini models now process 22 billion API tokens per minute and the Gemini App has 950 million monthly active users. We are seeing strong demand for our security solutions, and our new Gemini 3.5 Flash Cyber delivers highly cost efficient performance at the frontier.”
Finally, Pichai touted the impact of the World Cup on YouTube views.
“And month over month, people turn to YouTube for major world events, with over 1.7 billion unique viewers watching World Cup-related videos during the FIFA World Cup 2026,” his prepared written remarks concluded. “These outstanding results show that our differentiated, full stack approach to AI is delivering real, measurable value for consumers, customers, and our partners globally.”
