By: Nana Appiah Acquaye
Google
has reported a strong fourth quarter and full-year performance for FY2025,
surpassing $400 billion in annual revenue for the first time, driven by
accelerating growth across artificial intelligence, search, cloud computing,
and digital media.
Announcing
the results, Google Chief Executive Officer Sundar Pichai said the company
delivered a “tremendous quarter,” supported by strong execution across its full
AI technology stack. He noted that adoption of Gemini 3 has been faster than
any previous model launched by the company, while the Gemini App has grown to
750 million monthly active users, with engagement increasing significantly
following the release of Gemini 3 in December.
Search
revenues grew 17 percent year-on-year, supported by higher usage levels in the
fourth quarter than at any point in the company’s history. Google attributed
the growth to AI-driven enhancements, including the integration of Gemini 3
into AI Mode in Search and AI Overviews, enabling more seamless conversational
search experiences.
YouTube
recorded annual revenues exceeding $60 billion from advertising and
subscriptions, maintaining its position as the leading streaming platform in
the United States, according to Nielsen. Growth was supported by increased
adoption of YouTube Premium and Google One, contributing to more than 325
million paid subscriptions across Google’s consumer services.
Google
Cloud continued its strong momentum, with revenues growing 48 percent in the
fourth quarter and reaching an annual run rate exceeding $70 billion. The cloud
backlog expanded by 55 percent quarter-on-quarter to $240 billion, reflecting
broad-based demand for AI-driven cloud products, including Gemini Enterprise,
which has surpassed eight million paid seats since its launch in October.
In
autonomous mobility, Waymo secured its largest investment round to date and
surpassed 20 million fully autonomous trips in December. The service is now
providing more than 400,000 rides per week and recently launched operations in
Miami, its sixth market, with further city expansions planned.
