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The Hindu
Google’s Sundar Pichai hails “amazing” quarter during earnings call as investors fret about delayed Gemini 3.5 Pro
In the latest earnings call, Google CEO Sundar Pichai reported an extraordinary second quarter, showcasing a 24% year-over-year revenue increase and an impressive 82% growth in Google Cloud revenue. However, he addressed investor concerns regarding the delay of the much-anticipated Gemini 3.5 Pro AI model. Pichai reassured stakeholders by promoting Google’s ongoing AI investments and efforts to redefine the industry's potential, despite hold-ups in model releases. He remains optimistic about future AI advancements, specifically the upcoming Gemini 4 launch, suggesting it will meet user expectations.
MonitorConfidence: HighShort term horizon
Published 23 Jul 2026, 10:35 UTC1 min read
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Summary
TL;DR
- Google's revenue grew by 24% year-over-year.
- Google Cloud revenue surged by 82%.
- Pichai highlighted AI infrastructure demand's role in growth.
- Concerns rise over the delayed Gemini 3.5 Pro model.
- Future release of Gemini 4 is expected to please users.
Interesting facts
- Pichai emphasized AI's role in all business aspects.
- Investor anticipation for Gemini 3.5 Pro's release is high.
- Google's AI investments are claimed to be redefining business potential.