"Both Google and Microsoft reported its earnings today; Alphabet's Q3 2025 earnings and Microsoft's Q1 2026 earnings. Google reported ad revenues up by 13% with $74 billion and Microsoft reported ad revenues up by 16%. Google's overall revenue was up 16% at $102.3 billion, which is their largest revenue quarter of all time. Microsoft's overall revenue was up 18% at $77.7 billion. I like to dig in specifically on the ad revenues but both companies performed very well."
"Here is the snippet from the earnings report: Highlights from Google earnings: Revenue: $102.35 billion vs. $99.89 billion adj. estimated Earnings per share: $2.87 not immediately comparable YouTube advertising revenue: $10.26 billion vs. $10.01 billion Google Cloud revenue: $15.15 billion vs. $14.74 billion Traffic acquisition costs (TAC): $14.87 billion vs. $14.82 billion Just posted Q3 earnings. We delivered our first-ever $100B quarter driven by double-digit growth across every major part of our business."
Google reported Q3 2025 revenue of $102.35 billion, a 16% year-over-year increase and the largest quarter ever, with ad revenue up 13% to $74 billion. YouTube advertising reached $10.26 billion and Google Cloud revenue was $15.15 billion. Traffic acquisition costs were $14.87 billion. Quarter-over-quarter, Q2 to Q1 2025 ad revenue rose 4%, overall revenue rose 6.2%, and profit was flat. The company delivered its first-ever $100 billion quarter and credited a full-stack AI approach for momentum. AI Overviews and AI Mode drove meaningful query growth, with queries doubling over the quarter. Microsoft reported revenue of $77.7 billion, up 18% with ad revenues up 16%.
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