Google-parent Alphabet Q3 results: 7 key numbers CEO Sundar Pichai shared across Search, YouTube and AI services

Google-parent Alphabet has reported its first-ever $100 billion quarterly revenue. CEO Sundar Pichai announced the third-quarter results with a congratulatory message to employees, and shared several key performance metrics across the company’s core businesses and emerging AI ventures.

Pichai emphasised that AI is fundamentally reshaping how users interact with Google's services, driving higher usage and commercial activity.

7 key numbers from Alphabet's Q3 results

Search and AI TransformationAI Overviews Reach: AI Overviews, which recently rolled out to over a hundred new countries and territories, are now set to reach more than 1 billion users on a monthly basis. Pichai noted that these AI advancements are leading users to come to Search more often.Circle to Search Devices: The "Circle to Search" feature is now available on over 150 million Android devices.Circle to Search Weekly Usage: One-third of the people who have tried Circle to Search now use it weekly, a testament to its effectiveness.Lens Visual Search: Google Lens is currently used for over 20 billion visual searches per month, making it one of the fastest-growing query types due to its ability to handle complex, multimodal questions.YouTube and Cloud GrowthYouTube Revenue Milestone: For the first time ever, YouTube's combined ad and subscription revenue over the past four quarters has surpassed $50 billion.

Google Cloud Revenue: Google Cloud generated Q3 revenues of $11.4 billion, reflecting a 35% increase over the previous year. The division posted strong operating margins of 17%.Autonomous VehiclesWaymo Autonomous Miles: Waymo, the company's autonomous vehicle unit, is now driving more than 1 million fully autonomous miles each week and serves over 150,000 paid rides weekly—a mainstream use milestone for the AV industry.Pichai also noted strong demand for the newly unveiled Pixel 9 series of devices, which feature advanced AI models including Gemini Nano. The CEO credited the company's technology leadership and AI portfolio for helping Cloud attract new customers and drive deeper product adoption with existing clients.