GOOG · 10-Q · 2026Q1 · Full report
Revenue Performance and Mix
Alphabet Inc. · 2026-04-30 · Importance 69 · Surprise 64 · No source text
Consolidated revenues were $109.9 billion for the three months ended March 31, 2026, an increase of 22% year over year. Google Services revenues increased by $12.4 billion (16% YoY) driven by Google Search & other and subscriptions, platforms, and devices growth. Google Cloud revenues increased by $7.8 billion (63% YoY), primarily from Google Cloud Platform infrastructure and platform services. Revenue mix shifted toward Google Search & other and Google Cloud, with Google Network revenues declining modestly, contributing to a lower TAC rate overall.
Key facts
- Google Cloud revenues increased $7.8 billion, or 63%, year over year for the three months ended March 31, 2026. source
- 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
- Google Search & other revenues were $60,399 million for the three months ended March 31, 2026. source
- Google Services total revenues were $89,637 million for the three months ended March 31, 2026. source
- Google Cloud revenues were $20,028 million for the three months ended March 31, 2026. source
- Net income was $62,578 million for the three months ended March 31, 2026 and diluted net income per share was $5.11. source
- YouTube ads revenues were $9,883 million 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. |
| revenue | positive | realized | +7.1% | Google Cloud revenues increased $7.8 billion, or 63%, year over year for the three months ended March 31, 2026. |
| revenue | positive | realized | — | Google Search & other revenues were $60,399 million for the three months ended March 31, 2026. |
| revenue | positive | realized | — | Google Services total revenues were $89,637 million for the three months ended March 31, 2026. |
| revenue | positive | realized | — | Google Cloud revenues were $20,028 million for the three months ended March 31, 2026. |
| net_income | positive | realized | — | Net income was $62,578 million for the three months ended March 31, 2026 and diluted net income per share was $5.11. |
| revenue | positive | realized | — | YouTube ads revenues were $9,883 million for the three months ended March 31, 2026. |
| revenue | positive | realized | — | Google Network revenues were $6,971 million for the three months ended March 31, 2026. |