YouTube ads generated more than $11 billion in revenue for Google from April to June 2026 — up 13 percent from the same period last year — and that wasn’t even Alphabet’s biggest accomplishment in the second quarter.
Alphabet’s total revenues rose 24% year over year to $120 billion. Overall, Google Ads revenue (Google Search, YouTube, Google Network) rose to $81.6 billion. The lion’s share of that is good old-fashioned Google search, which alone accounts for $63.3 billion. Another $12.9 billion from subscriptions and nearly $25 billion from the cloud helped push Alphabet’s second-quarter earnings above $112 billion, which falls to $9.11 per share. That completely crushed Wall Street’s expectations.
Since we’re in 2026, Google/Alphabet CEO Sundar Pichai mostly only wants to talk about Google AI.
“Our investments in AI are redefining what is possible in every part of our business,” he said in a statement accompanying the financial statements. “The second quarter was outstanding, with Alphabet’s revenue growing 24% year-over-year and Google Cloud’s revenue accelerating to 82%, driven by demand for AI infrastructure and AI solutions.” “It’s great to see widespread adoption of Gemini Enterprise, with nearly 90% of Fortune 100 companies using it.”
He continued: “We have exciting momentum in all areas.” “Our popular AI features drive search query growth. Gemini models now process 22 billion API codes per minute, and the Gemini app has 950 million monthly active users. We’re seeing strong demand for our security solutions, and our new Gemini 3.5 Flash Cyber software delivers extremely cost-effective performance on the frontier.”
Finally, Pichai spoke about the impact of the World Cup on YouTube views.
“Month to month, people turn to YouTube to watch major global events, with more than 1.7 billion viewers watching World Cup-related videos during the 2026 World Cup,” his prepared written remarks concluded. “These outstanding results demonstrate that our differentiated, holistic approach to AI delivers real, measurable value to consumers, customers and partners globally.”
