In this episode of Know What You Are Investing, we break down Google’s Q2 2025 earnings — a quarter marked by bold AI investments, strong cloud growth, and evolving monetization strategies.
🎯 Key Highlights:
💰 Revenue surged to $96.4B, with Net Income up 19% to $28.2B
🔍 Google Search continues to dominate, boosted by AI Overviews and multimodal search
📺 YouTube Shorts now match in-stream ad revenue per watch hour in the U.S.
☁️ Google Cloud hits a $50B run-rate, with 32% YoY growth and expanded margins
🤖 Gemini AI now powers Search, Assistant, Workspace tools, and creator workflows
📈 CapEx outlook raised to $85B for 2025, signaling heavy investment in AI infrastructure
⚠️ Analysts ask: Will ROI match the scale of investment? How will depreciation impact margins?
We also cover management insights, analyst Q&A, future risks, and Google’s strategic position against OpenAI and the agentic AI future.
🔍 What they do
🚀 How they grow
📊 Why it matters
🎧 Available on Spotify, Apple Podcasts, and YouTube.