Alphabet
GOOGLQ4 2024(GOOGL Q3 FY2024)Stated1.4% AI
AI Revenue %
1.4%
AI Fair Value
$53.8B
AI Revenue (Q)
$3.1B
Total Revenue (Q)
$221.1B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q 2024-09-30. Google Cloud $11,353M (+35% YoY). Ruth Porat stated AI Cloud revenue growing faster than Cloud overall. Ring 1: Cloud AI ~$1,150M (est. ~10% of Cloud, accelerating) + Gemini subscription ~$150M. Total ~$1,300M.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls