Alphabet's Revenue Soars Past $400 Billion as Gemini Gains Traction, But AI Partnership Details Remain Shrouded
Alphabet, Google's parent company, announced its annual revenue topped $400 billion for the first time, a milestone revealed in its Q4 2025 earnings report on Wednesday. The report highlighted a 15 percent year-over-year increase, fueled by growth in its cloud business and YouTube, which saw its annual revenue balloon past $60 billion in ads and subscriptions, according to The Verge. Meanwhile, Google's AI chatbot, Gemini, has rapidly gained popularity, surpassing 750 million monthly active users (MAUs), according to the company's fourth-quarter earnings.
The surge in Gemini users illustrates the swift adoption of AI by consumers. Last quarter, Google reported 650 million monthly active users for Gemini, indicating substantial growth in a short period. While Gemini is gaining traction, it still trails behind its biggest rival, ChatGPT, which is estimated to have around 810 million MAUs in late 2025, according to TechCrunch. The recently revealed number comes on the heels of the launch of Gemini 3, which showcases the company's most advanced model yet, providing responses that the company claims exhibit an unprecedented level of understanding.
However, Alphabet remained tight-lipped about its AI partnerships, specifically its deal with Apple to power AI for Siri. During Wednesday's earnings call, Alphabet declined to answer an analyst's question about how the tech giant is thinking about AI partnerships, according to TechCrunch. The decision to ignore the question suggests Alphabet isn't ready to discuss how this partnership will impact its core business, which is increasingly focused on AI. Over the years, the Google-Apple relationship has been mutually beneficial. Filings from the Department of Justice's lawsuit against the search giant revealed the two companies' search partnership saw Google paying Apple $20 billion to be the default search engine on Apple devices.
In other news, Valve announced a delay in the shipping schedule and pricing plans for the Steam Machine, Steam Frame, and Steam Controller, citing a RAM crisis as a factor impacting pricing, according to The Verge.
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