<p id="speakable-summary" class="wp-block-paragraph">Google has added another 25 million paid subscriptions to its services over the past quarter, parent company Alphabet announced during its first-quarter <a href="https://s206.q4cdn.com/479360582/files/doc_financials/2026/q1/2026q1-alphabet-earnings-release.pdf" target="_blank" rel="noreferrer noopener nofollow">earnings</a> report on Wednesday. The company said it now has 350 million paid subscriptions across its services, <a href="https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q4-2025/" target="_blank" rel="noreferrer noopener nofollow">up from 325 million in Q4 2025</a>, with YouTube and Google One — its cloud storage and subscription service — plans driving the recent growth.</p>
<p class="wp-block-paragraph">The <a href="https://s206.q4cdn.com/479360582/files/doc_financials/2026/q1/2026q1-alphabet-earnings-release.pdf" target="_blank" rel="noreferrer noopener nofollow">earnings report</a> didn’t highlight the number of Gemini subscribers or its monthly active users. But access to advanced <a href="https://techcrunch.com/2025/02/26/what-is-google-gemini-ai/">Gemini features</a> is now bundled in with those <a href="https://one.google.com/about/" target="_blank" rel="noreferrer noopener nofollow">Google One plans</a>, which are growing.</p>
<p class="wp-block-paragraph">The lack of solid numbers may suggest that the Gemini chatbot still has more than 750 million users, the same benchmark reported <a href="https://techcrunch.com/2026/02/04/googles-gemini-app-has-surpassed-750m-monthly-active-users/">in the prior quarter</a>. Google pointed to the growth of Gemini in the key enterprise market, noting a 40% quarter-over-quarter increase in paid monthly active users. It did not offer a solid number here, either.</p>
<p class="wp-block-paragraph">YouTube ad revenue missed Wall Street expectations, even as it continued to grow year over year.</p>
<p class="wp-block-paragraph">As Google pushes ad-free viewing as part of its YouTube Premium subscription plan, the video service has seen a decline in ad revenue that has worried investors. Per <a href="https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html" target="_blank" rel="noreferrer noopener nofollow">CNBC</a>, Wall Street expected Alphabet to bring in $9.99 billion in YouTube ad revenue this quarter, but it pulled in $9.88 billion. Alphabet CEO Sundar Pichai had warned analysts last quarter that investors should evaluate YouTube’s business going forward based on a combination of ads and subscriptions: When users switch to a YouTube subscription plan, it has a negative impact on ad revenue.</p>
<p class="wp-block-paragraph">Last year, YouTube’s annual revenue topped $60 billion across both ads and subscriptions, with Q4 2025 bringing in $11.4 billion in YouTube ads alone. This quarter, the YouTube ads figure was $9.9 billion. That’s up 11% year-over-year, the company pointed out, but a shortfall on analyst expectations suggests that consumers are continuing to move from ad-supported YouTube viewing to ad-free subscriptions through YouTube Premium. We expect to hear more about this on the company’s earnings call.</p>
<p class="wp-block-paragraph">Either way, Alphabet’s stock is up after surpassing Wall Street’s expectations, with revenue of $109.9 billion, which included healthy cloud growth. Cloud revenue alone topped $20 billion.</p>
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