Q2 2026 earnings call: Remarks from our CEO

Source: Google Date: 2026-07-22 URL: https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/

Summary

Sundar Pichai’s Q2 2026 remarks lead with AI-driven growth across Alphabet: 24% overall revenue growth, Google Cloud up 82% on a $514B backlog, the Gemini app at 950M monthly actives, model APIs now processing ~22B tokens/minute (up from 16B the prior quarter), and nearly 500 Cloud customers each processing over a trillion tokens annually. He announced Gemini 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber as efficiency-focused releases, and disclosed that Google has begun its “most ambitious pre-training run yet, for Gemini 4.”

Implications

Capability clocks thread: the Gemini 4 pretraining-run disclosure is the headline — it puts a concrete next-frontier-model marker on the board without a date, which is the same “announce the run, not the release” pattern increasingly used to manage expectations ahead of a multi-month training cycle. The token-throughput doubling (16B → 22B/minute) and the trillion-token-customer count are the clearest quantified evidence yet of enterprise inference volume actually scaling, not just headline user counts — useful ballast against skepticism that AI usage growth is mostly free-tier noise.