Some comments from Google CEO Sundar Pichai about Google’s first $100 billion quarter

Alphabet, Google’s parent company, recently held its Q3 2025 earnings call, and CEO Sundar Pichai’s remarks were packed with some pretty jaw-dropping numbers. While earnings calls can often be dry, this one painted a crystal-clear picture of Google’s present and future: the company is all-in on AI, and it is already driving massive, real-world business results.

The single biggest headline from the call? Alphabet delivered its first-ever $100 billion quarter. Pichai put this in perspective by noting that just five years ago, their quarterly revenue was half that, at $50 billion. This explosive growth, he explained, is now being firmly driven by the generative AI era. Here are the biggest takeaways from the call.

AI is the Engine Behind Everything

Pichai’s message was pretty clear: AI is no longer a future bet; it’s the core engine driving growth today. He shared some staggering statistics to back this up:

• The Gemini app now has over 650 million monthly active users, with the number of queries tripling just since Q2.
• Across all of Google’s services, the company is now processing over 1.3 quadrillion tokens (pieces of information) per month—a more than 20x growth in a single year.
• Internally, nearly half of all new code at Google is now generated by AI and approved by engineers.
• Google’s subscription businesses, led by Google One and YouTube Premium, have now crossed 300 million paid subscribers.

Search: AI Overviews and AI Mode are Driving More Growth

For those of us who have worried that AI summaries might hurt web traffic, Pichai argued the exact opposite is happening. He called this an “expansionary moment for Search,” stating that as people learn what AI can do, they are “increasingly coming back to Search more”.

• AI Overviews (the summary boxes at the top of results) are driving “meaningful query growth,” and he noted this effect was “more pronounced with younger people”.
• AI Mode (the deep, conversational search) is also a massive hit. It’s now rolled out globally in 40 languages and has over 75 million daily active users. Most importantly, Pichai confirmed that AI Mode is “already driving incremental total query growth for Search”.

Google Cloud: AI Adoption is Accelerating

Google Cloud continues to be a monster, with its backlog of future contracts growing to $155 billion. This growth is being supercharged by AI.

• Over 70% of existing Google Cloud customers are already using Google’s AI products.
• Revenue from products built on Google’s generative AI models (like Gemini, Veo, etc.) grew more than 200% year-over-year.
• The new Gemini Enterprise platform, launched just this month, has already crossed 2 million subscribers across 700 companies.

YouTube, Hardware, and What’s Next

Pichai also shared some big wins from other parts of the company:

• YouTube: Remains the #1 streaming service in the U.S. for over two years. The biggest news, however, is that in the U.S., Shorts now earn more revenue per watch hour than traditional in-stream video ads.
• Hardware: The Pixel 10 series was called Google’s “best-reviewed devices ever” , and the new Android XR operating system has officially launched with Samsung’s Galaxy XR device.
• Future Tech: Pichai highlighted the recent quantum computing breakthrough, where the Willow chip ran an algorithm 13,000 times faster than a supercomputer. He also noted Waymo’s continued growth, with plans to open service in London and Tokyo next year.

Overall, the message from Google is one of overwhelming strength and momentum. The company’s massive, full-stack bet on AI—from its own chips to its own models and products—is clearly paying off, and AI is now the fundamental driver of growth across every single part of the business.