Google · TechCrunch AI
Google gains 25M subscriptions in Q1, driven by YouTube and Google One
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Google has added another 25 million paid subscriptions to its services over the past quarter, parent company Alphabet announced during its first-quarter earnings report on Wednesday.
Key facts
- 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
- Per CNBC, Wall Street expected Alphabet to bring in $9.99 billion in YouTube ad revenue this quarter, but it pulled in $9.88 billion
- Either way, Alphabet’s stock is up after surpassing Wall Street’s expectations, with revenue of $109.9 billion, which included healthy cloud growth
- This quarter, the YouTube ads figure was $9.9 billion
Summary
The earnings report didn’t highlight the number of Gemini subscribers or its monthly active users. The lack of solid numbers may suggest that the Gemini chatbot still has more than 750 million users, the same benchmark reported in the prior quarter. YouTube ad revenue missed Wall Street expectations, even as it continued to grow year over year. 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.