AI REVENUE WARS ● 2026-10-30

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Segments and product lines: Google CloudGoogle Search & otherYouTube ads

Filed revenue and year-over-year growth

Grey bars: fourth quarters derived as fiscal-year revenue minus the first nine months (Q4 is rarely filed as a three-month figure). Growth is the company's own comparison inside each filing; gaps mean the filing did not print a comparable prior-year figure.

Disclosed ARR / run-rate / reported revenue (point-in-time)

Each series is one metric basis exactly as disclosed. Points are not connected across bases and are not comparable with recognized revenue.

All observations (51)

PeriodMetricValueYoYQualityHowSource
Q3 FY2026 · 2026-07-01→2026-09-30filed revenue$127.58B+24.6%verifiedreported · us-gaap:Revenues10-Q
Q3 FY2026 · 2026-07-01→2026-09-30capex$51.35B+114.4%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2026-10-29) minus 6-month year-to-date (10-Q filed 2026-07-23).
10-Q
Q2 FY2026 · 2026-04-01→2026-06-30filed revenue$119.80B+24.2%verifiedreported · us-gaap:Revenues10-Q
Q2 FY2026 · 2026-04-01→2026-06-30capex$44.92B+100.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2026-07-23) minus 3-month year-to-date (10-Q filed 2026-04-30).
10-Q
Q1 FY2026 · 2026-01-01→2026-03-31filed revenue$109.90B+21.8%verifiedreported · us-gaap:Revenues10-Q
Q1 FY2026 · 2026-01-01→2026-03-31capex$35.67B+107.4%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2025 · 2025-01-01→2025-12-31filed revenue$402.84B+15.1%verifiedreported · us-gaap:Revenues10-K
Q4 FY2025 · 2025-10-01→2025-12-31filed revenue$113.83B+18.0%verifiedderived · us-gaap:Revenues
Derived: fiscal-year revenue (10-K filed 2026-02-05) minus nine-month year-to-date revenue (10-Q filed 2025-10-30). Q4 is not filed as a three-month figure.
10-K
Q4 FY2025 · 2025-10-01→2025-12-31capex$27.85B+95.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2026-02-05) minus 9-month year-to-date (10-Q filed 2025-10-30).
10-K
Q3 FY2025 · 2025-07-01→2025-09-30filed revenue$102.35B+15.9%verifiedreported · us-gaap:Revenues10-Q
Q3 FY2025 · 2025-07-01→2025-09-30capex$23.95B+83.4%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2025-10-30) minus 6-month year-to-date (10-Q filed 2025-07-24).
10-Q
Q2 FY2025 · 2025-04-01→2025-06-30filed revenue$96.43B+13.8%verifiedreported · us-gaap:Revenues10-Q
Q2 FY2025 · 2025-04-01→2025-06-30capex$22.45B+70.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2025-07-24) minus 3-month year-to-date (10-Q filed 2025-04-25).
10-Q
Q1 FY2025 · 2025-01-01→2025-03-31filed revenue$90.23B+12.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2025 · 2025-01-01→2025-03-31capex$17.20B+43.2%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2024 · 2024-01-01→2024-12-31filed revenue$350.02B+13.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2024 · 2024-10-01→2024-12-31filed revenue$96.47B+11.8%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2025-02-05) minus nine-month year-to-date revenue (10-Q filed 2024-10-30). Q4 is not filed as a three-month figure.
10-K
Q4 FY2024 · 2024-10-01→2024-12-31capex$14.28B+29.6%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2025-02-05) minus 9-month year-to-date (10-Q filed 2024-10-30).
10-K
Q3 FY2024 · 2024-07-01→2024-09-30filed revenue$88.27B+15.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2024 · 2024-07-01→2024-09-30capex$13.06B+62.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2024-10-30) minus 6-month year-to-date (10-Q filed 2024-07-24).
10-Q
Q2 FY2024 · 2024-04-01→2024-06-30filed revenue$84.74B+13.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2024 · 2024-04-01→2024-06-30capex$13.19B+91.4%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2024-07-24) minus 3-month year-to-date (10-Q filed 2024-04-26).
10-Q
Q1 FY2024 · 2024-01-01→2024-03-31filed revenue$80.54B+15.4%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2024 · 2024-01-01→2024-03-31capex$12.01B+91.0%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2023 · 2023-01-01→2023-12-31filed revenue$307.39B+8.7%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2023 · 2023-10-01→2023-12-31filed revenue$86.31B+13.5%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2024-01-31) minus nine-month year-to-date revenue (10-Q filed 2023-10-25). Q4 is not filed as a three-month figure.
10-K
Q4 FY2023 · 2023-10-01→2023-12-31capex$11.02B+45.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2024-01-31) minus 9-month year-to-date (10-Q filed 2023-10-25).
10-K
Q3 FY2023 · 2023-07-01→2023-09-30filed revenue$76.69B+11.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2023 · 2023-07-01→2023-09-30capex$8.05B+10.7%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2023-10-25) minus 6-month year-to-date (10-Q filed 2023-07-26).
10-Q
Q2 FY2023 · 2023-04-01→2023-06-30filed revenue$74.60B+7.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2023 · 2023-04-01→2023-06-30capex$6.89B+0.9%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2023-07-26) minus 3-month year-to-date (10-Q filed 2023-04-26).
10-Q
Q1 FY2023 · 2023-01-01→2023-03-31filed revenue$69.79B+2.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2023 · 2023-01-01→2023-03-31capex$6.29B-35.7%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2022 · 2022-01-01→2022-12-31filed revenue$282.84B+9.8%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2022 · 2022-10-01→2022-12-31filed revenue$76.05B+1.0%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-02-03) minus nine-month year-to-date revenue (10-Q filed 2022-10-26). Q4 is not filed as a three-month figure.
10-K
Q4 FY2022 · 2022-10-01→2022-12-31capex$7.59B+19.0%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2023-02-03) minus 9-month year-to-date (10-Q filed 2022-10-26).
10-K
Q3 FY2022 · 2022-07-01→2022-09-30filed revenue$69.09B+6.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2022 · 2022-07-01→2022-09-30capex$7.28B+6.7%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2022-10-26) minus 6-month year-to-date (10-Q filed 2022-07-27).
10-Q
Q2 FY2022 · 2022-04-01→2022-06-30filed revenue$69.69B+12.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2022 · 2022-04-01→2022-06-30capex$6.83B+24.2%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2022-07-27) minus 3-month year-to-date (10-Q filed 2022-04-27).
10-Q
Q1 FY2022 · 2022-01-01→2022-03-31filed revenue$68.01B+22.9%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2022 · 2022-01-01→2022-03-31capex$9.79B+64.7%verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q
FY2021 · 2021-01-01→2021-12-31filed revenue$257.64B+41.1%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-K
Q4 FY2021 · 2021-10-01→2021-12-31filed revenue$75.33B+32.4%verifiedderived · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax
Derived: fiscal-year revenue (10-K filed 2023-02-03) minus nine-month year-to-date revenue (10-Q filed 2021-10-27). Q4 is not filed as a three-month figure.
10-K
Q4 FY2021 · 2021-10-01→2021-12-31capex$6.38B+16.5%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 12-month year-to-date (10-K filed 2022-02-02) minus 9-month year-to-date (10-Q filed 2021-10-27).
10-K
Q3 FY2021 · 2021-07-01→2021-09-30filed revenue$65.12B+41.0%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q3 FY2021 · 2021-07-01→2021-09-30capex$6.82B+26.1%verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 9-month year-to-date (10-Q filed 2021-10-27) minus 6-month year-to-date (10-Q filed 2021-07-28).
10-Q
Q2 FY2021 · 2021-04-01→2021-06-30filed revenue$61.88B+61.6%verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q2 FY2021 · 2021-04-01→2021-06-30capex$5.50B—verifiedderived · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment
Derived: 6-month year-to-date (10-Q filed 2021-07-28) minus 3-month year-to-date (10-Q filed 2021-04-28).
10-Q
Q1 FY2021 · 2021-01-01→2021-03-31filed revenue$55.31B—verifiedreported · us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax10-Q
Q1 FY2021 · 2021-01-01→2021-03-31capex$5.94B—verifiedreported · us-gaap:PaymentsToAcquirePropertyPlantAndEquipment10-Q