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Google has added another 25 million paid subscriptions to its services over the past quarter, parent company Alphabet announced during its first-quarter earnings<\/a> on Wednesday. The company said it now has 350 million paid subscriptions across its services, up from 325 million in Q4 2025<\/a>, with YouTube and Google One \u2014 its cloud storage and subscription service \u2014 plans driving the recent growth.<\/p>\n The earnings report<\/a> didn\u2019t highlight the number of Gemini subscribers or its monthly active users. But access to advanced Gemini features<\/a> is now bundled in with those Google One plans<\/a>, which are growing.<\/p>\n The lack of solid numbers may suggest that the Gemini chatbot still has more than 750 million users, the same benchmark reported in the prior quarter<\/a>. Google pointed to the growth of Gemini in the key enterprise market, noting a 40% quarter-over-quarter increase in paid monthly active users. It did not offer a solid number here, either.<\/p>\n YouTube ad revenue missed Wall Street expectations, even as it continued to grow year over year.<\/p>\n As Google pushes ad-free viewing as part of its YouTube Premium subscription plan, the video service has seen a decline in ad revenue that has worried investors. Per CNBC<\/a>, Wall Street expected Alphabet to bring in $9.99 billion in YouTube ad revenue this quarter, but it pulled in $9.88 billion. Alphabet CEO Sundar Pichai had warned analysts last quarter that investors should evaluate YouTube\u2019s business going forward based on a combination of ads and subscriptions: When users switch to a YouTube subscription plan, it has a negative impact on ad revenue.<\/p>\n Last year, YouTube\u2019s annual revenue topped $60 billion across both ads and subscriptions, with Q4 2025 bringing in $11.4 billion in YouTube ads alone. This quarter, the YouTube ads figure was $9.9 billion. That\u2019s up 11% year-over-year, the company pointed out, but a shortfall on analyst expectations suggests that consumers are continuing to move from ad-supported YouTube viewing to ad-free subscriptions through YouTube Premium. We expect to hear more about this on the company\u2019s earnings call.<\/p>\n Either way, Alphabet\u2019s stock is up after surpassing Wall Street\u2019s expectations, with revenue of $109.9 billion, which included healthy cloud growth. Cloud revenue alone topped $20 billion.<\/p>\n Techcrunch event<\/p>\n \n\t\t\t\t\t\t\t\t\tSan Francisco, CA<\/span> When you purchase through links in our articles, we may earn a small commission<\/a>. This doesn\u2019t affect our editorial independence.<\/em><\/p>\n
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