1.5 Billion Now Use Google’s AI Overviews Monthly

Google has announced that its AI Overviews feature in Search now reaches an impressive 1.5 billion users each month. This milestone highlights the growing influence of AI within the company’s core services.

In its Q1 earnings report, Alphabet revealed that Google Search revenue rose by 10% year-on-year, reaching a total of $50.7 billion. This growth reflects strong continued demand for its search advertising products.

Alongside this, Google is significantly increasing its investments in artificial intelligence. Capital expenditure has risen by 43%, indicating a major push towards developing more advanced AI tools and infrastructure.

Google’s AI-powered search tools are now being used on a massive scale. The company has revealed that its AI Overviews feature in Search is currently reaching 1.5 billion users each month.

This update was shared during Alphabet’s Q1 earnings call, highlighting just how quickly these AI features are gaining traction across the platform.

Alphabet Earnings Show Growth Across Core Products

Alphabet has shared positive financial results for the first quarter, underscoring the growing adoption of AI throughout its product range. The company posted total revenue of $90.2 billion, marking a 12% increase compared to the same period last year.

Despite ongoing concerns within the industry about AI disrupting traditional search models, Google’s Search revenue still saw a 10% year-on-year rise, reaching $50.7 billion.

Alphabet CEO Sundar Pichai commented on the results, noting that the strong performance across the business was largely driven by their comprehensive approach to AI. He highlighted the rollout of Gemini 2.5, their most advanced AI model to date, as a major step forward in innovation.

Pichai also pointed to the continued growth in Google Search, supported by increased engagement with features such as AI Overviews, now reaching 1.5 billion monthly users. He added that services like YouTube and Google One helped them surpass 270 million paid subscriptions, while their Cloud segment experienced rapid expansion due to rising demand for its solutions.

Earnings Highlights

Alphabet’s Q1 earnings report showed healthy performance across most business segments:

Total revenue: $90.2 billion, up 12% year-over-year
Operating income: $30.6 billion, up 20% year-over-year
Operating margin: Expanded by two percentage points to 34%
Google Search revenue: $50.7 billion, up 10% year-over-year
YouTube ad revenue: $8.9 billion, up 10% year-over-year
Google Cloud revenue: $12.3 billion, up 28% year-over-year
Cloud operating margin: Improved to 17.8% from 9.4% last year
Capital expenditures: $17.2 billion, up 43% year-over-year

One notable underperformer was Google Network revenue, which declined 2% year-over-year to $7.3 billion, suggesting potential challenges in display advertising.

Google Cloud: A Standout

Google Cloud proved to be one of the strongest performers in Alphabet’s latest financial report, with revenue increasing by 28% to reach $12.3 billion.

What stood out even more was the sharp rise in profitability. Operating income climbed to $2.2 billion, representing a 17.8% margin—up significantly from $900 million and a 9.4% margin in the same quarter last year.

CEO Sundar Pichai remarked that Google Cloud experienced rapid growth, driven by robust demand for its services. The earnings report also highlighted strong momentum across core Google Cloud Platform (GCP) offerings, AI infrastructure, and generative AI solutions.

Implications for Search Marketers

For SEO professionals, Google’s latest earnings results raise some important points to consider.

Firstly, the company has managed to integrate AI into its search services without harming revenue. In fact, Search income has continued to grow, suggesting that features like AI Overviews are likely to become a permanent fixture.

The figure of 1.5 billion monthly impressions for AI Overviews, alongside Google’s ongoing investment in artificial intelligence, reinforces this likelihood. It’s clear the way search results are presented is evolving.

Additionally, even with major spending on AI, Google has still managed to improve its operating margin. This gives the business even more incentive to press ahead with its AI-driven strategy.

Looking Forward

Alphabet’s Q1 earnings clearly show the company is managing the shift to AI-driven products while still delivering solid revenue growth.

For those in search marketing, this financial backing signals that Google’s AI developments are set to move faster, not slow down.

With AI Overviews now reaching 1.5 billion users each month and the company continuing to invest heavily in its AI infrastructure, it’s evident that the search environment is undergoing major changes—something now mirrored in Alphabet’s financial results.