Alphabet
GOOGLQ1 2025(GOOGL Q4 FY2024)Stated1.6% AI
AI Revenue %
1.6%
AI Fair Value
$62.2B
AI Revenue (Q)
$1.5B
Total Revenue (Q)
$96.5B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-K 2024-12-31. Google Cloud $11,955M (derived: $43,229M FY - $31,274M 9-mo). Sundar Pichai disclosed on Q4 2024 earnings call (Feb 2025) that Cloud generative AI had an annualized run rate 'over $4 billion' = ~$1,000M+/quarter gen-AI alone. Ring 1: Cloud gen-AI ~$1,050M + Cloud legacy AI/ML ~$200M + Gemini subscription ~$200M = ~$1,450-1,500M. Conservative at $1,500M.
Analyzed by claude-opus-4-6
Confidence Tier
StatedAI figures cited by management on earnings calls