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GOOGLEarnings2026-04-29

Alphabet's CEO gives growth figures for generative AI product revenue, customer acquisition and large deal counts in Cloud.

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Sundar Pichai · Alphabet Investor Relations · Alphabet 2026 Q1 Earnings Call

In Q1, revenue from products built on our gen AI models grew nearly 800% year over year. We are winning new customers faster, with new customer acquisition doubling compared to the same period last year. We are seeing strong deal momentum, doubling the number of $100 million to $1 billion deals year on year, and signing multiple billion dollar plus deals.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

gen AI models
Generative AI systems that produce text, images, audio or code in response to prompts.

Educational summary of a public statement. Not investment advice.