内容来源：https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/

内容总结：

Alphabet 2026年第二季度财报：AI驱动全线业务强劲增长，搜索、云计算与Gemini生态全面提速

Alphabet近日发布2026年第二季度财报，公司整体营收同比增长24%，CEO在业绩电话会上强调，人工智能投资正在重新定义公司各项业务的增长边界。财报显示，核心搜索业务增长稳健，云计算业务表现尤为突出，AI产品生态持续扩展。

搜索与YouTube：AI重塑用户体验

搜索业务收入同比增长17%，AI概览与AI模式深度融合，为用户提供无缝搜索体验。2026年世界杯期间，搜索使用量创下历史新高。自去年10月AI模式全球上线以来，月活跃用户已突破10亿。AI模式每季度回复成本已降至推出以来最低水平，同时持续集成更先进的AI能力。

YouTube广告收入增长13%，世界杯相关视频吸引全球超过17亿独立观众。AI对话功能“Ask YouTube”上线后反响积极，仅6月份就有超过1.4亿用户在观看页面使用该功能。

云计算：82%高速增长，Fortune 100企业近九成采用Gemini Enterprise

云业务收入猛增82%，AI基础设施和AI解决方案需求强劲推动。云业务积压订单达到5140亿美元。Gemini Enterprise平台被广泛应用，近90%的Fortune 100企业已在使用，客户包括百事可乐、英特尔、汇丰银行、梅西百货等各行业巨头。

云业务增长体现在三个方面：新客户获取速度同比翻倍以上；现有客户使用量超出承诺额度超过50%；Google Cloud Marketplace交易量同比增长超过7倍。Agent开发套件总下载量已接近7000万次。

模型生态：Gemini 4预训练启动，开发者与Token使用量激增

公司发布新一代模型Gemini 3.6 Flash和Gemini 3.5 Flash-Lite，主打高性价比和高效率。Gemini 3.5 Pro正在测试中，团队已启动迄今规模最大的Gemini 4预训练项目。目前，超过900万开发者每月通过API和开发者产品使用公司模型，模型API每分钟处理约220亿个Token，较上季度160亿大幅增长。Gemma系列开源模型累计下载超过9亿次。

在视频生成领域，Omni产品自5月发布以来，Gemini应用中每日活跃视频创作者增长40%。

安全业务：覆盖90%Fortune 100企业

Google Cloud安全平台覆盖90%的Fortune 100企业，近90%的Wiz客户使用AI安全功能。AI工作负载安全扫描量环比增长超45%，服务于摩根士丹利、德州儿童医院、Atlassian等关键基础设施机构。新推出的Google AI Threat Defense将Cyber模型与CodeMender结合，帮助客户防御AI威胁。

AI基础设施：TPU、网络与CPU全线升级

公司提供业界最广泛的加速器产品线，包括与NVIDIA合作的全新Vera Rubin平台及TPU 8t/8i。Virgo网络可连接百万AI加速器组成统一超级计算机，Axion CPU性能价格比优于同类产品30%。AI基础设施需求来自Ineffable Intelligence、Kakao、德意志交易所、辉瑞、罗氏、World Labs等领先机构。

其他业务：Waymo、Wing与Isomorphic Labs取得突破

Waymo推出Ojai新车，搭载第六代Waymo Driver系统；Wing完成超100万次家庭配送，与沃尔玛、DoorDash、必胜客合作持续扩展；Isomorphic Labs融资超20亿美元，加速AI药物设计引擎研发与全球布局。

CEO表示，2026年上半年表现非凡，公司将继续推动AI前沿创新与全球产品布局。

中文翻译：

2026年第二季度财报电话会议：首席执行官致辞
我们势头强劲。Alphabet营收同比增长24%。我们在人工智能领域的投资正在重新定义业务各环节的可能性。

增长始于搜索业务——用户正通过AI概览与AI模式，全面拥抱无缝衔接的搜索体验。搜索及其他业务收入增长17%，YouTube广告收入增长13%。

云业务收入增长82%，得益于AI基础设施与AI解决方案的强劲需求。云业务积压订单增至5140亿美元。令人振奋的是，Gemini Enterprise得到广泛采用，近90%的《财富》100强企业正在使用该产品。

今天，我将重点阐述我们的AI进展、以搜索和YouTube为核心的全球产品布局、Google Cloud的领先地位，以及长期押注的业务方向。

AI进展
昨日我们发布了新模型——Gemini 3.6 Flash与Gemini 3.5 Flash-Lite——兼具成本效益与高效能。主力机型Gemini Flash系列需求旺盛，因其完美平衡了性能与成本。

我们同步推出了Gemini 3.5 Flash Cyber，这是我极为期待的产品。结合CodeMender代理，它能发现并修复漏洞，提供媲美更大规模网络模型的前沿性能。

Gemini 3.5 Pro正在测试中。我们的团队已着手构建下一代模型。Gemini 4的预训练已启动——这是迄今最雄心勃勃的尝试——我们对其前沿进展充满期待。

模型需求正转化为开发者和企业客户强劲的令牌使用量。我们目前仍受供应限制——这恰恰展现了快速发展与广泛应用的趋势：

• 每月超900万开发者通过我们的API及核心开发者产品构建应用。
• 模型API每分钟处理约220亿个令牌，而上一季度为160亿。

本季度我们还推出了Omni，支持用户通过任何输入（从视频开始）创建内容。自五月I/O大会发布以来，Gemini应用中每日活跃的视频创作用户数增长40%。

Gemma开源模型系列体积小巧，可在本地设备运行，大受欢迎——总下载量已超9亿次。最新Gemma 4模型自四月发布以来下载量突破3亿次。

代理开发平台Antigravity让任何人均可构建代理优先时代的应用，拥有超240万周活跃用户。该平台对个人与企业而言都是强大工具，完全加速了我们的内部开发流程。例如，Chrome团队通过模型驱动重构，将两年工期压缩至三个月，交付效率提升八倍。

搜索
在全球产品布局层面，我们将AI带给更多人，覆盖范围超越任何其他公司。

从搜索说起。AI持续驱动增长，新体验深得用户青睐并推动查询量提升。作为资深足球迷，我尤其欣喜地看到今年世界杯期间搜索使用量创下历史新高。这充分证明，用户在关键时刻首选Google。

我们持续提升搜索的实用性与直观性。近期将AI概览与AI模式整合为统一搜索体验，融合前沿能力与网络精华。同时继续将更多前沿能力融入搜索，如代理、个性化智能与笔记本功能。

AI驱动功能显著提升搜索使用量。自去年十月AI模式全球上线以来，月活跃用户已突破10亿。与AI概览类似，AI模式持续推动整体搜索查询量增长。目前，通过搜索中的AI功能，我们每周向网站输送数十亿次点击。

在服务更多查询的同时，我们持续优化效率。得益于工程与硬件优化，本季度AI模式响应成本降至发布以来最低水平，即便我们引入了更先进的AI能力。

Gemini应用
接下来是Gemini应用，月活跃用户已达9.5亿，日活跃用户过去一年增长两倍。用户喜爱Daily Brief等新代理功能及个性化代理Gemini Spark（现已在美及全球上线）。我们正以惊人速度推出此类实用功能。

YouTube
转向YouTube。每当世界发生重大事件，全球用户便涌向YouTube。2026年FIFA世界杯期间，全球超17亿独立用户在YouTube观看相关视频，这一数据令人惊叹。

我们还将对话式AI直接融入YouTube体验。Ask YouTube借助Gemini模型，让用户针对单个视频提出复杂问题、快速获取要点并直接跳转至相关片段。早期参与度令人鼓舞：2026年6月，超1.4亿用户在观看页面使用Ask YouTube。我们正将该体验扩展至YouTube整体搜索功能。

云业务
关于云业务。持续增长得益于整合型AI产品组合（芯片、模型、数据、安全、代理平台），所有组件协同运作。Gemini作为关键增长引擎，深度集成至所有云产品中，包括Gemini Enterprise、数据分析、网络安全及Google Workspace。

我们观察到产品、客户、地域及行业的多元化强劲需求。产品差异化通过以下三方面推动扩张：

• 赢得新客户，客户获取速度同比增长超一倍。
• 深化现有客户关系，客户使用量增长且超额完成承诺超50%——较上季度亦有所加速。
• 通过合作伙伴驱动增长，Google Cloud Marketplace交易量同比增长超七倍。

增长最强劲的领域之一是Gemini Enterprise平台的快速采用。该平台凭借易用工具（构建代理、流程自动化）、企业系统连接、成本管理与治理工具实现差异化。第二季度，用于构建和部署企业AI代理的Agent Development Kit累计下载量近7000万次。

如前所述，近90%的《财富》100强企业使用Gemini Enterprise。客户包括百事可乐（AI与数据分析解决方案）、英特尔（核心流程优化）、汇丰银行（财富管理）、贝尔加拿大（客户互动）、梅西百货（商业体验）及SIGNAL IDUNA（知识管理）。

更广泛来看，Gemini正在改变数百万企业利用AI的方式：构建定制代理、自动化流程、提升网络安全、管理客户关系、简化数据分析等。

这一势头正推动付费令牌使用量增长。近500家云客户在过去一年中各自处理超1万亿个令牌，实际使用深度远超于此。过去12个月，超2000家企业消耗超1000亿个令牌。

AI安全平台同样备受关注，其差异化优势在于整合威胁情报、与Wiz合作的网络响应优先级处理、AI自动扫描、代码修复及监控。当前：

• 90%的《财富》100强企业是Google Cloud Security用户；
• 近90%的Wiz客户使用AI安全功能；
• 安全平台扫描与保护的AI工作负载数量环比增长超45%。

安全工具正用于保护关键基础设施，包括摩根士丹利等金融机构、Tell-us等电信运营商、德州儿童医院等医疗机构、Atlassian等软件公司及多家政府机构。通过全新Google AI Threat Defense，我们很高兴能借助新网络模型与CodeMender帮助客户防御AI威胁。

所有这一切均由领先的AI基础设施支撑。我们提供业内最广泛的加速器（来自Google与NVIDIA），包括全新NVIDIA Vera Rubin平台及TPU 8t与8i，兼具强劲性价比。此外，我还有三点独特优势要提及：

• Virgo网络针对现代大规模AI工作负载设计，支持客户跨多数据中心连接百万级AI加速器，构建统一超级计算机。
• 软件栈原生支持JAX、PyTorch、vLLM与SGLang，实现GPU与TPU间工作负载可移植性。
• 全新代理优化Axion CPU，每美元性能比同类产品提升30%。

领先AI实验室（如Ineffable Intelligence）、新一代AI构建者（如Kakao）、金融服务（如德意志交易所集团）、制药公司（如辉瑞与罗氏）及机器人与空间智能公司（如World Labs）对我们AI基础设施的需求持续增长。

其他押注
我们延续投资潜力公司与内部项目的战略，将前沿AI研究转化为现实。其他押注领域进展喜人：

• Waymo向公众推出最新车型Ojai，这是首款搭载第六代Waymo Driver的车辆，未来数月将服务更多乘客。
• Wing已安全完成超100万次家庭配送，并通过与沃尔玛、DoorDash及棒约翰的合作持续拓展业务。
• 在健康与药物发现领域，Isomorphic Labs融资超20亿美元，助力AI药物设计引擎、全球扩张及候选药物管线推进。

2026年上半年确实非同凡响，更多精彩即将到来。感谢全球所有员工与合作伙伴本季度的卓越贡献。

英文来源：

Q2 2026 earnings call: Remarks from our CEO
We have exciting momentum. Alphabet revenue grew 24% year-over-year. Our AI investments are redefining what’s possible across every part of our business.
Our momentum starts with Search, where people are adopting one seamless search experience across AI Overviews and AI Mode. We saw 17% revenue growth in Search and Other. And YouTube Ads grew 13%.
Cloud revenue grew 82%, powered by strong demand for AI infrastructure and AI solutions. And Cloud backlog grew to $514 billion. It’s great to see the wide adoption of Gemini Enterprise, with nearly 90% of the Fortune 100 using it.
Today, I’ll expand on our AI progress, our global product footprint led by Search and YouTube, Google Cloud’s leadership, and our long-term Bets.
AI progress
Yesterday we announced new models — Gemini 3.6 Flash and Gemini 3.5 Flash-Lite — which are cost effective and highly efficient. We’re seeing tons of demand for our workhorse Gemini Flash series, because it hits the sweet spot of performance and cost.
We also launched Gemini 3.5 Flash Cyber, which I’m really excited about. Paired with our CodeMender agent, it finds and fixes vulnerabilities and delivers performance at the frontier, comparable to far bigger cyber models.
Gemini 3.5 Pro is currently in testing. And our team is already building the next generation of models. We have started our most ambitious pre-training run yet, for Gemini 4, and are excited by the progress we are seeing at the frontier.
Demand for our models is translating to strong token usage across developers and enterprise customers, and we continue to be supply constrained — a sign of momentum and rapid adoption.

• More than 9 million developers are building each month with our models across our APIs and key developer products.
• Our model APIs are now processing approximately 22 billion tokens per minute. That’s up from 16 billion just a quarter ago.
  Additionally this quarter, we launched Omni. It allows users to create anything from any input, starting with video. Since launching at I/O in May, there’s been a 40% increase in daily active users creating videos on the Gemini app.
  Our Gemma family of open models small enough to run on local devices are hugely popular — these models have been downloaded over nine hundred million times. And our latest Gemma 4 models have been downloaded over 300 million times since launching in April.
  Our agentic development platform Antigravity allows anyone to build in the agent-first era. It has more than 2.4 million weekly active users. Antigravity is a powerful tool for users and enterprises, and it’s completely accelerated how we build internally. As just one example, a team in Chrome is now on track to accelerate delivery by eight times, compressing a two-year timeline into three months through model-driven refactoring.
  Search
  Moving on to our global product footprint, which brings AI to more people than any other company.
  Starting with Search. AI continues to drive an expansionary moment, with new experiences resonating with users and driving growth in queries. As a big football fan, I was particularly excited to see Search usage hit an all-time high during the World Cup this year. This really highlights how much people turn to Google in moments that matter.
  We continue to make Search more helpful and intuitive. We recently brought together AI Overviews and AI Mode into one seamless Search experience that combines our frontier capabilities with the best of the web. And we’re continuing to incorporate more frontier capabilities into Search with agents, personal intelligence, and notebooks.
  Our AI-powered features are driving increased Search usage. Since expanding AI Mode globally last October, we’ve surpassed 1 billion monthly active users. And just like AI Overviews, AI Mode is driving an incremental increase in Search queries overall, and we’re now sending billions of clicks to websites every week through AI features in Search.
  As we serve more of these queries, we’ve continued to drive efficiencies. Thanks to our engineering and hardware optimizations, this quarter we reduced the cost of AI Mode responses to its lowest level since launch, even as we’ve brought more advanced AI capabilities.
  Gemini app
  Next, the Gemini app, which now has 950 million monthly active users, with daily active users tripling in the last year. Users love new agentic features like Daily Brief and our personalized agent, Gemini Spark, which is now available in the U.S. and internationally. We’ve been shipping helpful new features like this at an incredible clip.
  YouTube
  On to YouTube. Month after month, when a big event happens in the world, the world turns to YouTube. It’s been incredible to see that over 1.7 billion unique viewers globally watched World Cup-related videos on YouTube during the FIFA World Cup 2026TM.
  We are also bringing the power of conversational AI directly into the YouTube experience. Ask YouTube uses our Gemini models to let people ask complex questions about individual videos, get quick takeaways, and jump straight to moments in those videos. The early engagement is encouraging. More than 140 million users engaged with Ask YouTube on the watch page in June 2026. And we're bringing that Ask experience to the wider search experience on YouTube.
  Cloud
  Next, Cloud. Our continued momentum is driven by our integrated AI portfolio consisting of chips, models, data, security, and agent platforms — all designed to work together. Gemini continues to be a key driver of growth, and is deeply integrated across all of our Cloud products including Gemini Enterprise, data analytics, cybersecurity, and Google Workspace.
  We are seeing strong, diversified demand across products, customers, geographies, and industries. Our product differentiation is driving expansion in three ways:
• We’re winning new customers, more than doubling our acquisition velocity year-over-year.
• We’re deepening our relationships with existing customers, who are expanding their usage and exceeding their commitments by more than 50% — also an acceleration over last quarter.
• We’re driving growth with partners, with transactions on Google Cloud Marketplace growing over seven times year-over-year.
  One of the strongest parts of our growth comes from the rapid adoption of our Gemini Enterprise platform. It is differentiated with easy-to-use tools to build agents and automate processes, connectivity to enterprise systems, cost management, and governance tools. In Q2, Agent Development Kit, our framework for building and deploying enterprise AI agents, reached nearly 70 million total downloads.
  As I said, nearly 90% of the Fortune 100 are using Gemini Enterprise. We have customers like PepsiCo for AI and analytics solutions, Intel to streamline core processes, HSBC for wealth management, Bell Canada for customer engagement, Macy’s for commerce experiences, and SIGNAL IDUNA for knowledge management.
  More broadly, Gemini is transforming how millions of businesses use AI to build custom agents, automate processes, improve cybersecurity, manage customer relationships, streamline data analytics, and more.
  All of this momentum is driving growth in our paid token usage. Nearly 500 Cloud customers have each processed more than 1 trillion tokens in the last year, and usage is so much deeper than that. Over the last 12 months, more than 2,000 enterprises consumed over 100 billion tokens.
  We are also seeing strong interest in our AI-powered security platform, which is differentiated because it integrates threat intelligence, cyber-response prioritization with Wiz, AI-automated scanning, code remediation, and monitoring. Today:
• 90% of the Fortune 100 are Google Cloud Security users;
• Nearly 90% of Wiz customers are using AI-powered security features;
• And we have seen a more than 45% quarter-over-quarter increase in the number of AI workloads scanned and protected by our security platform.
  Our security tools are being used to protect critical infrastructure, including financial services organizations such as Morgan Stanley; telecommunication providers such as Tell-us; healthcare organizations such as Texas Children's; software companies such as Atlassian; and several government agencies. And with our new Google AI Threat Defense, we’re really excited to bring our new cyber model and CodeMender to help our customers defend against AI threats.
  All of this is powered by our leading AI infrastructure. We offer the industry’s broadest range of accelerators from Google and NVIDIA, including the new NVIDIA Vera Rubin platform, and TPU 8t and 8i, which deliver strong price performance. On top of this, let me mention three unique offerings:
• Our Virgo Network, which is designed to meet the needs of modern, large scale AI workloads. It allows customers to connect a million AI accelerators across multiple data center sites into a unified supercomputer.
• Our software stack has native support for JAX, PyTorch, vLLM, and SGLang, enabling workload portability across GPUs and TPUs.
• Our new agent-optimized Axion CPU provides 30% better performance per dollar compared to peer offerings.
  We are seeing strong growth in demand for our AI infrastructure offerings from leading labs such as Ineffable Intelligence; next-generation AI builders including Kakao; financial services like Deutsche Börse Group; pharmaceutical companies such as Pfizer and Roche; and robotics and spatial intelligence companies such as World Labs.
  Other Bets
  We are continuing our strategy of investing in promising companies and internal efforts that bring pioneering AI research into the real world. We’ve seen exciting progress from our Other Bets:
• Waymo introduced its newest vehicle, Ojai, to public riders. This is the first vehicle powered by the sixth-generation Waymo Driver and will welcome more riders in the coming months.
• Wing has safely completed more than 1 million home deliveries, and we continue to grow our presence through partnerships with Walmart, DoorDash, and Papa Johns.
• In health and drug discovery, Isomorphic Labs raised over $2 billion to power its AI drug design engine, scale globally, and advance its drug candidate pipeline.
  It’s truly been an extraordinary first half of 2026, with much more to come. Thanks to all of our employees and partners worldwide for their incredible work this quarter.