Introduction
In a recent earnings report for the third quarter of 2025, Alphabet Inc. announced significant growth for its Gemini app, which has now surpassed 650 million active users. This marks a substantial increase from the 350 million users reported earlier in the year, as well as a dramatic rise from just 90 million in October 2024. The report highlights not only the rapid expansion of the Gemini app but also the overall financial success of Alphabet, which achieved a historic revenue milestone of over $100 billion in this quarter.
Gemini App Growth
Alphabet's CEO, Sundar Pichai, revealed during the earnings call that the Gemini app's user base has expanded significantly, exceeding the company's previous goal of reaching 500 million users by the end of 2025. The figures reported today pertain exclusively to the standalone Gemini app, which is accessible on various platforms including Android, iOS, and the web. Notably, the app's growth has been bolstered by innovative features such as the Nano Banana image generation and editing model, which alone contributed to an increase of 23 million new users in September.
Upcoming Developments
Pichai also announced that an upgraded version, Gemini 3, is expected to launch later this year. This development indicates that Alphabet is committed to continuous improvement and innovation within the app, likely aiming to maintain its momentum and user engagement. The introduction of new features and enhancements is crucial in the competitive landscape of mobile applications and artificial intelligence.
AI Mode Adoption
In addition to the Gemini app, Google reported impressive statistics regarding its AI Mode, which had over 100 million users by July 2025 prior to its global rollout. Currently, AI Mode is engaging 75 million daily users, reflecting a growing interest in AI-driven functionalities across Google's platforms. This trend highlights a broader shift towards integrating artificial intelligence into everyday applications, enhancing user experience and engagement.
Subscription Services Performance
Alphabet's earnings call also revealed that the company has surpassed 300 million paid subscriptions, driven primarily by services like Google One and YouTube Premium. The growth in these subscription services is noteworthy, with Google One reporting 150 million subscribers in May and YouTube Premium reaching 100 million subscribers as of February 2024. This surge in subscriptions contributes significantly to the company's revenue, showcasing the success of its monetization strategies.
Financial Highlights
The third quarter of 2025 marked a historic achievement for Alphabet, as it recorded its first-ever quarter with revenues exceeding $100 billion, totaling $102.3 billion. This represents a 16% increase compared to the previous year, driven by double-digit growth across various sectors including Google Search, YouTube ads, Google subscriptions, platforms, devices, and Google Cloud services. Such robust financial performance underscores Alphabet's strong market position and the effectiveness of its diversified business model.
Conclusion
The impressive growth of the Gemini app, alongside Alphabet's record financial performance, signifies a pivotal moment for the tech giant. As the company continues to innovate and expand its offerings, it is well-positioned to capitalize on the increasing demand for AI-driven applications and subscription services. The developments within Gemini and the broader context of Alphabet's growth reflect significant trends in the technology sector, indicating a shift towards more integrated and user-centric digital experiences.