Alphabet
GOOGLQ3 2024(GOOGL Q2 FY2024)Stated1.3% AI
AI Revenue %
1.3%
AI Fair Value
$49.2B
AI Revenue (Q)
$1.9B
Total Revenue (Q)
$144.4B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q 2024-06-30. Google Cloud $10,347M (+29% YoY). Sundar Pichai stated on Q2 2024 call that Cloud AI business has generated 'billions in revenue' (cumulative). Ring 1: Cloud AI ~$1,000M (est. ~9.5-10% of Cloud) + Gemini subscription ~$100M. Total ~$1,100M.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls