GOOGL · 10-Q · 2026Q2 · Full report

Cloud Services Growth

Alphabet Inc. · 2026-07-23 · Importance 67 · Surprise 56

Google Cloud revenue increased $11.1 billion year over year in the second quarter and $18.9 billion in the first six months of 2026, primarily from Google Cloud Platform infrastructure and platform services. Google Cloud offerings include enterprise AI infrastructure, Vertex AI, Gemini Enterprise, cybersecurity, data and analytics, and Google Workspace with Gemini for Google Workspace. Cloud operating income also increased substantially, although usage costs for technical infrastructure and employee compensation partially offset revenue-driven gains.