Advertising RevenueYouTube ad revenue is showing positive trends, with continued growth in connected TV and Shorts, as well as strength in direct response and brand advertising.
AI EngagementGoogle's Gen AI efforts, including the recent AI Mode rollout, are expected to drive higher engagement as search users remain on Google for longer interactions.
Cloud GrowthGoogle Cloud revenue grew by 28% year over year, driven by growth in core products, AI infrastructure, and Gen AI solutions.