Alphabet
GOOGLQ1 2024(GOOGL Q4 FY2023)Estimated0.9% AI
AI Revenue %
0.9%
AI Fair Value
$16.2B
AI Revenue (Q)
$690.2M
Total Revenue (Q)
$76.7B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-K 2023-12-31. Google Cloud $9,192M (derived: $33,088M FY - $23,896M 9-mo). Gemini model launched Dec 2023. Cloud AI momentum building. Ring 1 estimated at ~9% of Cloud = ~$827M. No consumer AI sub revenue yet (Gemini Advanced launched Feb 2024).
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix