“`html
Key Points
- Alphabet reported Q2 2025 revenues of $96.4 billion, up 14% year-over-year.
- Microsoft’s fiscal 2025 revenue rose 15% to $281.7 billion, with Azure revenue surging 34% to over $75 billion.
- ServiceNow’s subscription revenue grew 21.5% to $3.1 billion in Q2 2025.
Alphabet has established itself as a leader in AI, achieving over 450 million monthly active users for its Gemini chatbot and processing nearly double the amount of tokens in June 2025 compared to the previous month. Microsoft solidified its enterprise AI leadership with 100 million monthly active users across its Copilot apps and 800 million across its product offerings, with a significant increase in GitHub Copilot usage. ServiceNow has reported a remarkable 98% renewal rate and closed 89 deals exceeding $1 million in the second quarter, underlining strong enterprise demand for its AI solutions.
“`
