Welcome everyone. Thank you for standing by for the alphabet. First quarter, twenty twenty six, running conference call. After the conference call, just for just for normal only mode. After the speaker presentation, there will be a question and answer session. After the question and answer session, we will need to call one more telephone. I will now turn the conference to the speaker today. Jim Friedland, head of the relation. Please go ahead. Thank you. Good afternoon, everyone. Welcome to Alphabet for the quarter twenty twenty six, conference call. With the presentation, gentlemen, and now I can see now. We will say for the state between eight major business operations and performance metrics for working such the base on expectations and since there’s a number of risks and uncertainties, we will give you materially. We will perform ten a and ten u in respect. We take no obligation of any forward looking. During our presentation and our key performance measures, our key performance measures is equal to the running place which is related and will be the relationship between ABCD forward investor. Our comments will be on your comparison and last stage of the one. Now, after the call, over the thunder. Thank you. Hi everyone, and thanks for joining today. The third quarter for Alphabet, our momentum for display cloud last week and the month of May brings even more with AI brand advancements. I hope you tune into our progress. It’s clear that our investments and full stack approach are driving performance across business. In certain other revenue grew nineteen percent. People were AI experiences like AI models and AI reviews and coming back to search more. Cloud accelerated again this quarter, strong demand for AI products and structure. Revenue grew sixty percent, exceeding twenty billion dollars for the first time, and backlog nearly double quarter quarter to four hundred and sixty billion dollars. General enterprises see tremendous momentum with forty percent growth quarter over quarter in paid monthly views. In subscriptions, this was strong this quarter ever for cumulative plans. Primarily driven by operational demand, overall the number of paid subscriptions has now reached three hundred and fifteen million. With YouTube Google one being the key drivers, our AI models have created momentum. A first party models now processed more than sixteen billion tokens per month via daily views by customers, up from ten billion last quarter. Today, our share progress across AI full stack, then search and cloud for both YouTube and other bets. Starting with AI infrastructure, it’s the foundation for full stack approach to AI driving customer growth and product adoption. Our customer views, actions, views, and the latest video TPU continue to form the industry’s widest variety of computing. NVTPUs are core part of AI infrastructure and will be among the first offer NVL and NVL seventy two in addition to black and hardware business, all available. At cloud next, we introduce our agent rich TPU individually specialized for training serving and able to take on the most demanding agent workloads. TPU eight provides high performance model training with three times the processing power of I and two times the performance. TPU eight delivers cost effective, low latency inference with eighty percent better performance per dollar than the prior generation. This exceptional infrastructure powers world class AI search that includes models and tooling which continue to progress really well. Gemini three point one pro continues to push the frontier in reasoning, multimodal understanding, and cost. We’ve quickly expanded the Gemini three point one series of models to offer more choices for developers, including our cost efficient flash models. Three point one flash life are latest model has improved precision and reasoning, making voice interaction more natural and cute. It’s now powering conversational features in search and the Gemini speech to text now available in several languages. And the three point one pro are deep featured and capable grade in blue MTP support and native utilization. Our generative models are incredibly popular, with three years generated over one hundred fifty million songs since launching on the Gemini. Now, Gemini two reached one billion images nearly half the time of now one and now three point one light is the most cost efficient video model today. On top of this, we launched Gemini four, our most intelligent open model. It’s been downloaded over fifty million times in just a few weeks. In fact, our open models have now been downloaded over five hundred million times. Looking ahead, we focus on pushing next frontier of foundation models, including intelligence agents and agent coding, and using the latest technologies to transform how we work as company. For example, with antigravity, we shift into truly agent workloads. Our engineers are now orchestrating fully autonomous digital tasks and building faster velocity, much more to come. Next, we bring helpful AI into the hands of billions of people every day through our product platform. All this year, we introduce personal intelligence, which helps people get more personalized and helpful responses. It’s now the Gemini app, AI mode, and Gemini Chrome. All interaction has been good, and this month we integrated now one two to make personalized image creation possible in the Gemini. Maps recently got more significant upgrade in all decades with Gemini. Users can now have conversation with maps and get more personalized actions and interactions. And the Excel ten launch to pass the reviews, providing the best of Google’s features like Gemini Live and AI powered camera features. Turning to search, AI continues to drive search and query search results not only high, but continuing investment improvements to AI reviews, which are driving overall search growth. We’re also seeing strong growth in both users and usage of AI mode globally. Personal intelligence expanded broadly the users, and we’re seeing people ask more personal questions and getting responses that are uniquely relevant. We also shift agent experiences like restaurant booking to new countries and new multimodal capabilities like search globally. We’re also continuing to improve efficiency and speed. Even as we brought new AI features into our search, we’ve reduced search latency by more than thirty five percent over the past five years. And since upgrading AI reviews and AI mode to Gemini three, we reduced the cost of AI responses by more than thirty percent thanks to continued hardware and engineering breakthroughs. We are excited to share more about search life now. Google Cloud. Google Cloud’s differentiator because we are the only provider of full stack solutions across entire enterprise AI stack. Our growth in revenue, operating margin, and backlog highlight the differentiation. Our enterprise AI solutions have become our primary driver for cloud for the first time. In Q one, revenue from products and general Gemini models grew nearly eighteen percent year over year. We are winning new customers faster with new customer acquisition doubling compared to the same period last year. We’re seeing strong demand, doubling the number of one hundred million to one billion dollar deals year over year, and signing multiple billion dollar plus deals. And we’re deepening relationships with existing customers. Customers outpaced initial commitments by forty five percent, accelerating our backlog. At cloud next, we we introduced hundreds of new capabilities across virtually all AI stack that are designed to work together for
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