Google added another 25 million paid subscriptions to its services last quarter, parent company Alphabet announced during its first quarter. profits Wednesday’s report. The company said it now has 350 million paid subscriptions across its services, from 325 million in the fourth quarter of 2025with YouTube and Google One — its cloud storage and subscription service — plans to drive recent growth.
THE earnings report it did not disclose the number of Gemini subscribers or its monthly active users. But access to advanced Gemini features is now bundled with them Google One planswhich are increasing.
The lack of firm numbers may indicate that the Gemini chatbot still has more than 750 million users, the same benchmark reported last quarter. Google pointed to Gemini’s growth in the core business market, posting a 40% quarter-over-quarter increase in paid active users. He didn’t offer a fixed number here either.
YouTube ad revenue missed Wall Street’s expectations, even as it continued to grow year over year.
As Google pushes ad-free viewing as part of its YouTube Premium subscription program, the video service has seen a decline in ad revenue that has investors worried. Per CNBCWall Street expected Alphabet to bring in $9.99 billion in YouTube ad revenue this quarter, but it brought in $9.88 billion. Alphabet CEO Sundar Pichai warned analysts last quarter that investors should evaluate YouTube’s future business based on a combination of advertising and subscriptions: When users switch to a YouTube subscription plan, it has a negative impact on ad revenue.
Last year, YouTube’s annual revenue exceeded $60 billion in both advertising and subscriptions, with the fourth quarter of 2025 bringing in $11.4 billion in YouTube ads alone. This quarter, the number of ads on YouTube was $9.9 billion. That’s up 11 percent year-over-year, the company noted, but missing analyst expectations suggests consumers continue to shift from ad-supported YouTube viewing to ad-free subscriptions through YouTube Premium. We expect to hear more about this in the company’s earnings call.
Either way, Alphabet stock is up after beating Wall Street expectations on revenue of $109.9 billion, which included healthy cloud growth. Cloud revenue alone topped $20 billion.
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