GOOGL · 10-Q · 2026Q1 · Full report
Revenue Performance and Mix
Alphabet Inc. · 2026-04-30 · Importance 59 · Surprise 48 · No source text
Consolidated revenues were $109.9 billion for the three months ended March 31, 2026, an increase of 22% year over year driven by Google Services and Google Cloud. Google Services revenues increased $12.4 billion, or 16%, to $89.6 billion, with Google Search & other at $60.4 billion, YouTube ads at $9.9 billion, Google Network at $7.0 billion, and Google subscriptions, platforms, and devices at $12.4 billion. Google Cloud revenues increased $7.8 billion, or 63%, to $20.0 billion, primarily driven by growth in Google Cloud Platform infrastructure and platform services. Revenue mix shifted toward Google Search & other and Cloud, with an overall advertising mix shift away from Google Network properties that affected TAC dynamics.
Key facts
- Revenues were $109.9 billion for the three months ended March 31, 2026, an increase of 22% year over year. source
- Google Services revenues increased $12.4 billion, or 16%, year over year for the three months ended March 31, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +18.0% | Revenues were $109.9 billion for the three months ended March 31, 2026, an increase of 22% year over year. |
| revenue | positive | realized | +11.3% | Google Services revenues increased $12.4 billion, or 16%, year over year for the three months ended March 31, 2026. |