Google earnings show AI driving growth across Search, Cloud and Gemini
Emma Thompson
AI usage, enterprise demand, and paid subscriptions shaped Alphabet’s first quarter, with Google pointing to Search, Cloud, and Gemini as core drivers of its 2026 performance. Google’s Q1 earnings highlights show revenue growth across Search and Google Cloud, alongside higher Gemini usage, paid subscriptions, and Waymo rides Google and Alphabet CEO Sundar Pichai has used the company’s Q1 2026 earnings update to position AI as a growth engine across Search, Google Cloud, Gemini, subscriptions, an