Google Q2 Earnings: AI Overviews Boost Queries by 10%
▼ Summary
– Google’s Q2 2025 earnings reveal AI features in Search, like AI Overviews, drive higher engagement, contributing to over 10% additional queries where they appear.
– AI Overviews now reach 2 billion monthly users, countering early speculation that AI would reduce search activity.
– Google’s Search revenue grew 12% year-over-year to $54.2 billion, with CEO Sundar Pichai noting increased query volumes, especially among younger users.
– Google processes over 980 trillion tokens monthly, doubling since May, reflecting rapid AI adoption across products like Search, Workspace, and Cloud.
– Google Cloud revenue rose 32% to $13.6 billion, driven by enterprise AI adoption, with Gemini usage growing 35 times year-over-year.
Google’s latest earnings report makes one thing clear: AI isn’t killing search, it’s transforming it. The tech giant’s Q2 2025 results reveal a sharp 10% increase in searches featuring AI Overviews, countering early fears that AI would cannibalize traditional query volumes.
AI Overviews now reach a staggering 2 billion users monthly, a milestone that highlights just how quickly users are embracing AI-powered results. Search revenue hit $54.2 billion, up 12% year-over-year, with CEO Sundar Pichai noting a key trend: users, especially Gen Z, are engaging with search more frequently and more creatively thanks to AI.
“AI is expanding what people ask—and how they ask it,” Pichai said. “We’re seeing entirely new types of queries emerge.”
This marks a turning point for Google: it’s the first time the company has quantified how AI is reshaping user behavior, not just usage numbers.
Visual & Conversational Search Are Booming
The rise of visual and multimodal search is another major trend. Tools like Lens and Circle to Search are driving user engagement, while AI Mode, Google’s conversational interface, has topped 100 million monthly active users in the U.S. and India. New features like Deep Search and personalized results are in the pipeline to further enrich these experiences.
Behind it all, Google’s language models are now processing over 980 trillion tokens per month, double what was reported just two months ago. That scale underscores how deeply AI is embedded across Google’s ecosystem, from Search to Workspace to Cloud.
AI Is Also Powering Enterprise Growth
It’s not just consumers. AI adoption is accelerating in the enterprise space as well. Google Cloud revenue hit $13.6 billion, up 32% year-over-year. Over 85,000 companies are now building with Gemini, Google’s flagship AI model.
To support the AI surge, Alphabet has raised its 2025 capital expenditure forecast to $85 billion, investing heavily in infrastructure and model training.
What It Means for Search Marketers
For marketers and SEOs, the message is clear: AI is redefining visibility. Instead of killing off traditional search, AI is making it more complex, multimodal, and conversation-driven.
Key takeaways:
- Visibility in AI Overviews is critical, and different from classic blue-link rankings
- Mobile-first, visual search strategies (think Lens and Circle to Search) are now must-haves
- Keyword-only SEO is no longer enough, adapt to natural language queries and conversational formats
As AI continues to reshape how users search, staying ahead means rethinking old playbooks and embracing a more dynamic, interactive, and visual search experience.
Featured Image: bluestork / Shutterstock
(Source: Search Engine Journal)
