Companies/Alphabet/product line
scalingproduct line

Subscriptions, platforms & devices

Growing fast. FY2025 revenue rose 19%; Q2 2026 rose 15%.

GOOGL market data

The numbers

Subscriptions, platforms & devices revenue$12.9B (+15% YoY, from $11.2B)Q2 2026 · source ↗
Subscriptions, platforms & devices revenue$48.0B (+19% YoY, from $40.3B)FY2025 · source ↗

What it is

Paid subscriptions such as YouTube Premium and Google One, Google Play, and Pixel phones and watches.

Why it matters to the stock. Recurring subscription revenue is the part of consumer income that is least tied to ad cycles.

News

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