Google has added another 25 million paid subscriptions to its services over the past quarter, according to parent company Alphabet’s first-quarter earnings on Wednesday. The company said it now had 350 million paid subscriptions across its services, up from 325 million in Q4 2025 , with YouTube and Google One plans driving the recent growth.
Its release didn’t tout the number of Gemini subscribers as a standalone metric, nor its monthly active users. But access to advanced Gemini features is now bundled in with those Google One plans , which are growing.
The lack of solid numbers, however, may suggest that the Gemini chatbot still has somewhere north of 750 million users, as in the prior quarter . Instead, this quarter, Google pointed to the growth of Gemini in the key enterprise market, noting a 40% quarter-over-quarter increase in paid monthly active users. It did not offer a solid number here, either, though.
YouTube ad revenue missed Wall Street expectations, even as it continued to grow year over year.
As Google pushes ad-free viewing as part of its YouTube Premium plan, the video service has seen a decline in ad dollars that has worried investors. Per CNBC , Wall Street expected Alphabet to bring in $9.99 billion in YouTube ad revenue this quarter, but it pulled in $9.88 billion. Alphabet CEO Sundar Pichai had warned analysts last quarter that it would be important to evaluate YouTube’s business going forward based on a combination of ads and subscriptions, because when users switch to a YouTube subscription plan, it will have a negative impact on YouTube ads.
Last year, YouTube’s annual revenue topped $60 billion across both ads and subscriptions, with Q4 2025 bringing in $11.4 billion in YouTube ads alone. This quarter, the YouTube ads figure was $9.9 billion. That’s up 11% year-over-year, the company pointed out, but the miss on expectations could suggest consumers are continuing to move from ad-supported YouTube viewing to ad-free subscriptions through YouTube Premium. We expect to hear more about this on the company’s earnings call.
Still, Alphabet’s stock is up on its overall earnings beat with revenue of $109.9 billion, which included healthy cloud growth. On that front alone, revenue topped $20 billion.
