Rohan Paul· @rohanpaul_ai · X·· 2026-07-23AI 评分54
AI 导读
Alphabet Q2营收同比增长24%至1198亿美元，超预期。Google Cloud收入飙升82%至248亿美元，运营利润率近乎翻倍至35.6%。Gemini月活用户达9.5亿，模型API每分钟处理220亿token，较上季度的160亿+大幅增长。
正文 · 原文
Google's (Alphabet) Q2 financial report is out.
- Grew revenue 24% to $119.8B YoY, beats estimates, coming in above the roughly $116.9B analysts expected.
- Google Cloud really carried the quarter, with its revenue climbing by 82% to $24.8 B. Its operating margin nearly doubled to 35.6%, and the backlog now sits at $514 B.
- Gemini also gained ground, reaching 950M monthly users and 22B tokens per minute across the model APIs.
- Search revenue grew 17% to $63.3 billion, while YouTube advertising grew by 13%.
Q2 was an amazing quarter, with our AI investments redefining what’s possible across every part of our business. Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which reached 950M monthly active users). Our model APIs are processing 22B tokens/min (up from 16B+ last quarter) driven by our workhorse Flash models. We’re also seeing great adoption of Gemini Enterprise, used by 90% of the Fortune 100, as well as strong demand for our security solutions. Outstanding results and momentum, and such an exciting moment—thanks to all of our partners and employees around the world! 🙌 About to hop on the call!在 X 查看被引用的帖子
来源：Rohan Paul · x.com