Google’s AI Overviews in Search have hit a major milestone, now reaching 1.5 billion monthly users—a key highlight from Alphabet’s impressive Q1 2025 earnings report.
With 10% year-over-year growth in Google Search revenue, the data confirms that AI is fueling—not cannibalizing—Google’s core business.
AI Overviews See Massive Adoption
Unveiled during Alphabet’s Q1 earnings call, AI Overviews have become a central part of Google Search, delivering AI-generated summaries directly in search results.
CEO Sundar Pichai shared:
“Search saw continued strong growth, boosted by the engagement we’re seeing with features like AI Overviews, which now has 1.5 billion users per month.”
Alphabet’s Q1 2025: Key Financial Highlights
Alphabet’s earnings showcase healthy momentum across its product ecosystem, supported by aggressive AI investment.
| Metric | Q1 2025 Results | YoY Growth |
| Total Revenue | $90.2 billion | +12% |
| Operating Income | $30.6 billion | +20% |
| Operating Margin | 34% | +2 pts |
| Google Search Revenue | $50.7 billion | +10% |
| YouTube Ad Revenue | $8.9 billion | +10% |
| Google Cloud Revenue | $12.3 billion | +28% |
| Google Cloud Operating Margin | 17.8% (up from 9.4%) | Nearly doubled |
| Capital Expenditures | $17.2 billion | +43% |
| Google Network Revenue | $7.3 billion | -2% |
Cloud and AI Drive Profitability
Google Cloud continues to be a standout, posting a 28% revenue increase and dramatically improved margins.
Cloud operating income surged to $2.2 billion (from $900M a year ago), underscoring strong enterprise demand for:
- Generative AI solutions
- AI infrastructure
- Core Google Cloud Platform (GCP) services
Pichai noted:
“Cloud grew rapidly with significant demand for our solutions.”
AI Overviews: A Strategic Bet Paying Off
Despite speculation that AI could erode Google’s ad-driven Search model, Q1 data tells a different story.
What it means for search professionals:
- AI Overviews are here to stay: 1.5 billion monthly users suggest this isn’t a test—it’s the new normal.
- Search revenue is still growing: Google’s AI integration isn’t undermining revenue—it’s boosting engagement.
- Expect further AI rollouts: With capex up 43%, Google is all-in on expanding AI capabilities.
These developments indicate that Google’s search experience is rapidly evolving—and SEO strategies must adapt accordingly.
Final Thoughts
Alphabet’s Q1 results affirm that Google is successfully scaling AI across its ecosystem while sustaining revenue growth in its legacy businesses.
For marketers and SEO professionals, the rise of AI Overviews represents both a transformational shift in search behavior and a strategic imperative to evolve content formats, optimization techniques, and SERP visibility strategies.
With AI Overviews already reaching 1.5 billion users monthly and Google ramping up investment in AI infrastructure, the future of search is already here.
