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Rankings/GOOGL/Q2 2022 Analysis

Alphabet

GOOGL
Q2 2022(GOOGL Q1 FY2022)Estimated0.5% AI
AI Revenue %
0.5%
AI Fair Value
$7.3B
AI Revenue (Q)
$340.1M
Total Revenue (Q)
$68.0B
Source: SEC EDGAR SEC Filing Filing
Browse SEC Filing filings on SEC.gov

Analysis

10-Q 2022-06-30 (comparative). Google Cloud $5,821M. Pre-generative-AI era. Ring 1 = legacy ML/AI services on Cloud (AutoML, Vision AI, Vertex AI early). Estimated ~6% of Cloud = ~$349M. No consumer AI subscription product yet. Conservative at $340M.
Analyzed by claude-opus-4-6

Confidence Tier

EstimatedNo direct AI revenue disclosure — estimated from product mix