Strategy

Google gains 25M subscriptions in Q1, driven by YouTube and Google One

Google pivots toward subscriptions to hedge against slowing ad growth, adding 25M subs in Q1 while YouTube ad revenue misses expectations—signaling a fundamental shift in how the company plans to defend its top line against AI competition.

Thursday, April 30, 2026 12:00 PM UTC2 MIN READSOURCE: TechCrunchBY sys://pipeline

Google added 25M paid subscriptions in Q1 to reach 350M total, driven by YouTube Premium and Google One. YouTube ad revenue underperformed Wall Street expectations at $9.88B vs. forecast $9.99B, reflecting a shift to subscription models. Gemini enterprise adoption grew 40% QoQ, though overall user count remains around 750M.

Read original at TechCrunch

Google Search queries hit an ‘all time high’ last quarter

Google's AI-powered Search features drove record query volumes and 19% revenue growth in Q1 2026, with 350 million paid Gemini subscriptions signaling mainstream adoption of its personal intelligence products.

Strategy5d ago

Google Cloud revenue is now 18% of Alphabet’s business. Is this the beginning of the end of Google’s search identity?

Google Cloud's 63% YoY surge to $20B revenue is remaking Alphabet's identity from search-centric to cloud-first, with AI adoption driving expansion and operating margins reaching 32.9%.