GOOGL · 10-Q · 2026Q2 · Full report

Segment Profitability

Alphabet Inc. · 2026-07-23 · Importance 54 · Surprise 40 · In source text

Google Services operating income increased $6.5 billion year over year to $39.5 billion in the second quarter and increased $14.4 billion to $80.1 billion for the six-month period. Google Cloud operating income increased $6.0 billion to $8.8 billion in the quarter and $10.4 billion to $15.4 billion for six months, primarily because revenue growth exceeded higher technical infrastructure usage costs and employee compensation. Other Bets operating loss increased $553 million to $1.8 billion in the quarter and $1.4 billion to $3.9 billion for six months. Alphabet-level activities, which primarily reflect shared AI research and development, produced a $5.8 billion operating loss for the quarter and an $11.2 billion loss for six months.

Key facts

• Google Services operating income was $39,544 million for the three months ended June 30, 2026. source
• Google Cloud operating income was $8,814 million for the three months ended June 30, 2026. source
• Alphabet-level activities expense was $(5,789) million for the three months ended June 30, 2026, primarily reflecting expenses related to shared AI research and development. source
• Other Bets operating loss was $(1,799) million for the three months ended June 30, 2026. source

Impact estimates