Alphabet’s first-quarter earnings report, released on Wednesday, revealed that Google added 25 million new paid subscriptions to its services over the past three months. The company now counts 350 million paid subscriptions across its offerings, up from 325 million in Q4 2025, with YouTube and Google One plans fueling much of that growth.

The earnings release did not break out the number of Gemini subscribers as a standalone metric, nor did it disclose the chatbot’s monthly active users. However, advanced Gemini features are now bundled into Google One plans, which are expanding. The absence of concrete figures may indicate that Gemini still has over 750 million users—similar to the previous quarter. Instead, Google highlighted growth in the enterprise market, reporting a 40% quarter-over-quarter increase in paid monthly active users for Gemini, though it again did not provide a specific number.

YouTube’s ad revenue fell short of Wall Street expectations, even as it continued to grow year over year. As Google promotes ad-free viewing through its YouTube Premium plan, the video platform has seen a dip in ad dollars, which has concerned investors. According to CNBC, analysts had forecast $9.99 billion in YouTube ad revenue for the quarter, but the actual figure came in at $9.88 billion.

Alphabet CEO Sundar Pichai had cautioned analysts last quarter that evaluating YouTube’s performance should increasingly consider both ads and subscriptions, since moving users to subscription plans negatively impacts ad revenue. Last year, YouTube’s total annual revenue exceeded $60 billion from ads and subscriptions combined, with Q4 2025 alone generating $11.4 billion in ad revenue. This quarter, YouTube ads brought in $9.9 billion—an 11% increase year-over-year—but the miss on expectations could signal that more consumers are shifting from ad-supported viewing to ad-free YouTube Premium subscriptions. More details are expected on the company’s earnings call.

Despite this, Alphabet’s stock rose on an overall earnings beat, with total revenue of $109.9 billion, bolstered by strong cloud growth, which alone topped $20 billion.