Alphabet is set to release its second-quarter 2025 results on July 23. In the first quarter, Google advertising revenues increased by 8.5% year over year to $66.885 billion, making up 74.1% of total revenues. The Zacks Consensus Estimate for advertising revenues in the upcoming quarter stands at $69.023 billion, indicating 6.8% growth from the previous year.
Alphabet’s integration of Generative AI into Google Search has contributed to an increase in search usage, particularly in major markets like the U.S. and India. The Zacks Consensus Estimate for Search revenues is $52.4 billion, reflecting 8% growth year over year. Additionally, Google Cloud revenues are estimated to reach $13.04 billion, marking a 26% year-over-year increase.
As of June 2025, Google maintained a market share of 89.54% in search, significantly ahead of competitors like Microsoft Bing at 3.95%. Alphabet’s ongoing efforts in the cloud-computing market have positioned it as the third-largest provider, aided by partnerships with NVIDIA and innovative AI tools.
