The Google blog dates the page October 28, 2026. The body calls it an edited transcript of remarks by Sundar Pichai, chief executive of Google and Alphabet, on that day's third-quarter earnings call. The page does not print a clock. Revenue, Cloud, and tokens all come from this transcript. They are the company's wording on the call, not a recalculation by another firm.
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Three opening figures sit apart from one another. Alphabet revenues grew 25 percent year over year, and the annual run rate is described as half a trillion dollars. The year-over-year growth rate in Search queries is called the highest in the last five years, commercial queries included, and the remarks attribute that growth to spending on AI. Google Cloud revenues grew 103 percent. The remarks name AI infrastructure and AI solutions as the major drivers, and they say demand for TPU systems is strong across a wide range of customers. A line that customers see the company as the leading provider is the speaker's report of that view. It is not a third-party survey.
[1]Model usage is its own paragraph. First-party model APIs are now processing nearly 32 billion tokens per minute, 40 percent more than last quarter and more than four times the volume of a year earlier. The Gemini app is put at one billion users and called the fastest-growing product in Google's history. YouTube Music and Premium have surpassed 150 million subscribers globally, and the sentence includes trials. The units differ. Tokens are a processing rate. The app figure is a user count. The subscriber figure counts trials.
[1]The Argon usage is also the company's own account. The remarks say Argon launched two weeks ago. On developer platforms, usage in the first week ramped up three and a half times faster than Gemini 3, even with capacity constraints. Teams in Chrome, Ads, and Search used it over the last few weeks to write and optimize code, shipping 35 percent more code with 30 percent fewer errors. The 35 and the 30 do not come with a sample size or a comparison window. The page does not present them as an outside evaluation.
[1]Carbon is described in the same remarks as announced that day. The speaker says it ranks first on the recently updated Artificial Analysis Intelligence Index, at 59, and that it is rolling out first to a subset of trusted cyber defenders and is being tested by the U.S. government. A date for general product access does not appear in the transcript. The index rank and the access limits were already set out on the model page that day. This column keeps the words the call used and does not retell the launch.
[1]Search and Waymo are two further sets of figures the transcript does print. Queries in AI Mode are on average three times longer than traditional searches. One in five AI Mode searches globally uses voice, images, or documents. Visual searches have crossed 50 billion a month. Waymo has driven more than 300 million fully autonomous miles and now operates in 15 major U.S. cities, with public service just opened in San Antonio, San Diego, and Tampa. Canada, Germany, Singapore, and Spain are named as planned expansions. The picture with this column is the earnings title on the blog, not a financial statement.
[1]The two multiples in the token sentence use different baselines. Forty percent more is set against the previous quarter. More than four times is set against a year earlier. The half-trillion line is a run rate. The transcript does not place a dollar revenue, an earnings-per-share figure, or an operating margin beside it. Cloud's 103 percent is likewise a growth rate, and this page does not give the dollar level.
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