Alphabet’s third quarter of 2025 marks a defining moment in its AI-driven transformation.
In this episode, we decode how the company broke past the $100 billion revenue milestone, achieved 33% profit growth, and turned its long-term AI investments into measurable business performance.
Key highlights include:
AI transforming Google Search with over 2 billion AI Overview users
Google Cloud revenue up 34%, with operating margin rising to 23.7%
YouTube’s twin-engine growth in ads and subscriptions surpassing 300 million paid users
CapEx forecast lifted to $91–93 billion to build next-generation AI infrastructure
Upcoming innovations: Gemini 3, Waymo expansion, and Willow quantum chip
🎧 Know What You Are Investing Podcast — Decode the world’s top companies.
What they do. How they grow. Why it matters.