By Matt G. Southern
Publication Date: 2026-02-05 02:42:00
Alphabet reported Q4 2025 revenue of $113.8 billion, beating Wall Street estimates and marking the company’s first year above $400 billion in annual revenue. Google Search grew 17% to $63.07 billion.
On the earnings call, the company revealed how it plans to monetize AI Mode and shared new data on how AI is changing search behavior.
What’s Happening
Google Search and other advertising revenue hit $63.07 billion, up 17% from $54.03 billion in Q4 2024. Search growth accelerated through 2025, rising from 10% in Q1 to 12% in Q2 to 15% in Q3 and 17% in Q4.
CEO Sundar Pichai said Search had more usage in Q4 than ever before. He attributed the growth to AI features changing how people search.
Pichai said on the call:
“Once people start using these new experiences, they use them more. In the US, we saw daily AI Mode queries per user double since launch.”
Queries in AI Mode are three times longer than traditional searches, and a “significant portion” lead to follow-up…
