Driven by the wave of artificial intelligence, Alphabet, the parent company of Google, has released impressive financial results, showcasing the strong momentum of the tech giant in the AI field. Below is a summary and analysis based on the latest information, revealing how Google achieves leapfrog growth through innovation.

 Revenue Reaches an All-Time High

Google's annual revenue broke through the $400 billion barrier for the first time, reaching $402.8 billion. This milestone achievement further solidifies the company's leading position in the global technology market. This growth not only reflects scale but also highlights efficient operational strategies and market expansion.

 Gemini App Performs Outstandingly

The Gemini App has more than 750 million monthly active users, nearly matching ChatGPT's 800 million monthly active users, showing Google's rapid catch-up in the AI chat tool field. In addition, paid subscription users have exceeded 325 million, and within four months of its launch, Gemini Enterprise has sold over 8 million paid seats. This indicates that enterprise-level AI solutions are becoming a new growth engine for Google, meeting the global demand for smart tools.

 Strong Growth in Q4 Business Lines

All business lines showed strong performance in the fourth quarter: the search business grew by 17%, YouTube revenue surpassed the $60 billion mark. Google Cloud revenue grew as much as 48%, with annualized operating income exceeding $70 billion, and cloud service backlogs increased by 55% month-over-month to $24 billion. Almost all business lines are accelerating their development, rather than slowing down, which is rare among tech giants with annual revenues of $40 billion.

 AI-Driven Incremental Growth

These figures highlight that AI is not just replacing existing businesses, but truly driving incremental value. While many tech companies face growth bottlenecks, Google's multiple business lines achieved double-digit or even near 50% growth, proving the strategic role of AI technology. This not only enhances the company's competitiveness but also provides valuable insights for the industry.

 Future Capital Expenditure Outlook

Alphabet expects capital expenditures in 2026 to range between $175 billion and $185 billion, a scale that exceeds the annual GDP of many countries, reflecting the company's significant investment in infrastructure and AI research and development. In the future, Google will continue to increase its investments in data centers, AI hardware, and other areas to support continuous innovation.

Google's financial report is not only a victory in numbers, but also a model of transformation for tech companies in the AI era. Facing a competitive market, Google has proven its deep expertise in the AI field through products like Gemini.