Google had 25 million subscriptions in the first quarter, driven by YouTube and Google One

Google added another 25 million paid subscriptions to its services during the past quarter, parent company Alphabet announced during its first-quarter earnings report on Wednesday. The company said it now has 350 million paid subscriptions across its services, up from 325 million in Q4 2025, with plans for YouTube and Google One — its cloud storage and subscription service — driving the recent growth.

The earnings report did not highlight the number of Gemini subscribers or monthly active users. But access to advanced Gemini features is now bundled with growing Google One plans.

The lack of solid numbers would suggest that the Gemini chatbot still has over 750 million users, the same benchmark reported in the previous quarter. Google cited Gemini’s growth in the mainstream enterprise market, where it noted a 40% QoQ increase in paid monthly active users. She didn’t provide a hard number here either.

YouTube ad revenue has exceeded Wall Street expectations, even as it continues to grow year over year.

As Google pushes ad-free viewing as part of its YouTube Premium subscription plan, the video service has seen a decline in ad revenue, worrying investors. According to CNBC, Wall Street expected Alphabet to generate $9.99 billion in YouTube ad revenue this quarter, but it only made $9.88 billion. Alphabet CEO Sundar Pichai warned analysts last quarter that investors should evaluate YouTube’s business going forward based on a combination of ads and subscriptions: When users switch to a YouTube subscription plan, it has a negative impact on ad revenue.

Last year, YouTube’s annual revenue exceeded $60 billion across both advertising and subscriptions, with Q4 2025 bringing in $11.4 billion from YouTube advertising alone. This quarter, YouTube advertising reached $9.9 billion. The company noted that this was up 11% year over year, but the shortfall in analyst expectations suggests that consumers are continuing to move from ad-supported YouTube viewing to ad-free subscriptions through YouTube Premium. We expect to hear more about this in the company’s earnings call.

Either way, Alphabet stock rose after beating Wall Street expectations, with revenue of $109.9 billion, which included healthy cloud growth. Cloud revenue alone has exceeded $20 billion.