Google reports record Search queries and 19% revenue growth
Google said query volume in Search reached an all-time high in the first quarter of 2026. Revenue in the Search & other segment rose 19% to $60.4 billion. Alphabet also reported 350 million paid subscriptions, 63% growth in Cloud and strong demand for Gemini Enterprise. The signal: AI is working not just as a showcase but as a business model.
AI-processed from The Verge; edited by Hamidun News
Google said query volume in Search reached an all-time high in the first quarter of 2026. The company ties this directly to AI features inside search, and argues that the new use cases are already supporting growth in its core advertising business.
What the report showed
Alphabet published results for the quarter ended March 31, 2026, on April 29. Total revenue rose 22% year over year to $109.9 billion. Google Services revenue gained 16%, to $89.6 billion, while Google Search & other grew 19%, to $60.4 billion.
This matters. Amid talk that chatbots may eat into search traffic, Google is showing the opposite picture: search did not decline, it set a new record for query volume.
Alphabet's net income jumped 81% to $62.6 billion, and earnings per share rose to $5.11. There is a caveat, though: the report separately states that other income contributed $37.7 billion, mainly due to unrealized gains on investments. The operating business also grew strongly, but the profit headline should be read with care, without attributing it solely to Search and Gemini.
How AI is changing search
The key message in the release is that the AI experience inside Search no longer looks like an experiment. According to Sundar Pichai, AI features are what is pushing usage up. For Google this is a crucial signal: the company is trying to convince the market that generative AI does not destroy its main product but expands the number of situations in which users turn to search at all.
"Search had a strong quarter: AI features boosted usage, and query
volume reached an all-time high."
In effect, Google is not building a separate AI service next to search but a new layer on top of its existing distribution. Users get classic Search, AI answers and more complex queries, and can then move on to other products in the ecosystem. For the business this beats handing traffic to outside chatbots: the longer users stay inside Google, the more monetization points the company keeps.
Where else growth is coming from
The results show Google's bet is not only on Search. The AI wave is pulling several segments along at once. In the previous quarter the company cited 325 million paid subscriptions, so the new figure is a notable step up in just three months.
- Paid subscriptions grew to 350 million, with YouTube and Google One named as the main drivers.
- Google Cloud revenue jumped 63% to $20.0 billion.
- The cloud backlog nearly doubled quarter over quarter and exceeded $460 billion.
- Paid monthly active users of Gemini Enterprise grew 40% quarter over quarter.
- Gemini models now process more than 16 billion tokens per minute via customers' direct API use.
Against this backdrop, Google is clearly trying to monetize AI on three levels at once: through Search advertising, consumer subscriptions and the enterprise cloud. Even Waymo features in the release as part of the broader story of technological momentum: the company separately highlighted that the service exceeded 500,000 fully autonomous rides per week.
What it means
The main takeaway for the market is simple: for now, generative AI is not breaking Google's search model and, it seems, is expanding it. The company did not disclose the absolute number of queries, so the scale of the record cannot be verified, but 19% growth in Search revenue lends weight to Pichai's claim. If Google keeps this balance between AI answers, advertising and subscriptions, Search will remain not a victim of the AI era but its main distribution hub.
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Key Questions Answered
What the report showed?
Alphabet published results for the quarter ended March 31, 2026, on April 29. Total revenue rose 22% year over year to $109.9 billion. Google Services revenue gained 16%, to $89.6 billion, while Google Search & other grew 19%, to $60.4 billion. This matters. Amid talk that chatbots may eat into search traffic, Google is showing the opposite picture: search did not decline, it set a new record for query volume. Alphabet's net income jumped 81% to $62.6 billion, and earnings per share rose to $5.11. There is a caveat, though: the report separately states that other income con
How AI is changing search?
The key message in the release is that the AI experience inside Search no longer looks like an experiment. According to Sundar Pichai, AI features are what is pushing usage up. For Google this is a crucial signal: the company is trying to convince the market that generative AI does not destroy its main product but expands the number of situations in which users turn to search at all. "Search had a strong quarter: AI features boosted usage, and query volume reached an all-time high." In effect, Google is not building a separate AI service next to search but a new layer on to
Where else growth is coming from?
The results show Google's bet is not only on Search. The AI wave is pulling several segments along at once. In the previous quarter the company cited 325 million paid subscriptions, so the new figure is a notable step up in just three months. Paid subscriptions grew to 350 million, with YouTube and Google One named as the main drivers. Google Cloud revenue jumped 63% to $20.0 billion. The cloud backlog nearly doubled quarter over quarter and exceeded $460 billion. Paid monthly active users of Gemini Enterprise grew 40% quarter over quarter. Gemini models now process more th
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