All news

Sundar Pichai Reported Alphabet's Cloud Revenue Grew 103% Last Quarter While the Gemini App Reached 1 Billion Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?

In the last 12 months, the cloud segment added significantly more incremental revenue than the search platform. Throughout Alphabet's entire history, no product has grown faster than the Gemini App.

TC Trade Conquest Newsroom November 14, 2026 ·1 min read

Sundar Pichai Reported Alphabet's Cloud Revenue Grew 103% Last Quarter While the Gemini App Reached 1 Billion Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?

Key takeaways

Google Cloud posted a jaw-dropping year-over-year revenue gain of 103% to $30.7 billion during the third quarter.
The market was likely concerned with slowing Google Search growth, with revenue up just 12% in the quarter.
Google Search added an incremental $6.8 billion in ad revenue over the last 12 months.

In the last 12 months, the cloud segment added significantly more incremental revenue than the search platform. Throughout Alphabet's entire history, no product has grown faster than the Gemini App.

See the latest quote, chart and news for GOOG.

Read the full story at fool.com ↗

Want trade ideas like this in real time? Subscribe to Trade Conquest.