Alphabet Inc (google) Class C · NASDAQ:GOOG
Alphabet Inc (google) Class C — Alphabet — Goldman Sachs Communacopia + Technology Conference 2025
27 slides from Alphabet Inc (google) Class C's conference presentation, Sep 9, 2025
Slide 1: Forward-looking statements disclaimer
The following presentation includes statements that could be considered forward-looking. These statements involve a number of risks and uncertainties that could cause actual results to differ materially. Any forward-looking statements in the presentation are based on assumptions as of September 9, 2
Slide 2: Thomas Kurian, CEO, Google Cloud
Thomas Kurian CEO, Google Cloud
Slide 3: Why Google Cloud is winning
Proprietary + Confidential Why Google Cloud is winning 1 Best Performance and Cost for AI Infrastructure 2 Best Platform for AI Models & Agents 3 Best Data & Security Platforms for AI 4 Powerful Domain-Specific Enterprise Agents
Slide 4: Best Performance and Cost for AI Infrastructure
Proprietary + Confidential Best Performance and Cost for AI Infrastructure 7th Generation AI Chips and Systems More FP8 ExaFLOPS from Ironwood PODs vs next competitor Fastest and Most Cost Efficient Storage Growth in Hyperdisk ML data since GA Highest Bandwidth Optical Network Growth in AI accelerat
Slide 5: AI Infrastructure Customers
Proprietary + Confidential AI Infrastructure Customers
Slide 6: Safe Superintelligence chose Google Cloud AI Hypercomputer
Proprietary + Confidential Safe Superintelligence chose Google Cloud AI Hypercomputer to help build safe superintelligence
Slide 7: LG AI Research reduced inference time and operating costs
Proprietary + Confidential LG AI Research reduced inference time by 56% and decreased operating costs by 72% for their new EXAONE 3.5 model with world-class performance in Korean
Slide 8: Best Platform for AI Models & Agents
Proprietary + Confidential Best Platform for AI Models & Agents Best Performance, Cost, Quality LLM Unique developers have built with the Gemini API Best Quality Media Diffusion Models Faster time to reach 1 trillion tokens for Flash 2.5 vs 1.5 Broadest Suite of Scientific Models Tokens processed fr
Slide 9: AI Model Customers
Proprietary + Confidential AI Model Customers
Slide 10: Canva uses Veo to create videos
Proprietary + Confidential Canva , the design platform with 240+ million monthly users, uses Veo to make it easy for users to create videos for marketing, social media, and more
Slide 11: ServiceNow will use Gemini on Google Distributed Cloud
Proprietary + Confidential ServiceNow will use Gemini on Google Distributed Cloud to augment agentic AI through secure APIs — driving innovation while upholding customer trust and data protection
Slide 12: Best Data & Security Platforms for AI
Proprietary + Confidential Best Data & Security Platforms for AI Migrate and Prepare Data with AI YoY growth in BigQuery data processed by Gemini1 Feed Data Efficiently to AI Models YoY growth in use of Gemini in BQ for multimodal analysis1 Use AI Agents for Data Science & Analysis BQ customers than
Slide 13: Data & Security Customers
Proprietary + Confidential Data & Security Customers
Slide 14: Radisson Hotel Group used BigQuery and Vertex AI
Proprietary + Confidential Radisson Hotel Group used BigQuery and Vertex AI to unite vast amounts of customer and hotel data, to create a custom agent that personalizes and translates ad copy to many languages in hours instead of weeks
Slide 15: Virgin Media O2 uses BigQuery and Gemini
Proprietary + Confidential Virgin Media O2 (VMO2) uses BigQuery and Gemini to enhance data-driven decision-making, projecting an 80-85% reduction in manual data tasks and 30-35% in data engineering workload
Slide 16: Powerful Domain-Specific Enterprise Agents
Proprietary + Confidential Powerful Domain-Specific Enterprise Agents Agents for Code, Data, Security AI-powered cybersecurity Agents for Creativity & Collaboration detections processed1 YoY growth in AI-powered Agents for Specific Application Domains chat and voice enabled customer interactions2 Ag
Slide 17: AI Agent Customers
Proprietary + Confidential AI Agent Customers
Slide 18: Mercado Libre used Vertex AI for semantic search
Proprietary + Confidential Mercado Libre used Vertex AI to incorporate semantic search into its digital shopping platforms, greatly improving product recommendations and discoverability for more than 110 million consumers across Latin America
Slide 19: Wells Fargo uses Google Agentspace
Proprietary + Confidential Wells Fargo uses Google Agentspace to build and deploy agents that enable employees to unlock new levels of efficiency and innovation everywhere from complex trade inquiries to contract management
Slide 20: Where Google Cloud is winning
Proprietary + Confidential Where Google Cloud is winning 1 Multiple ways of monetization 2 Winning new customers faster 3 Deepening relationships with existing customers 4 Growing and diversifying revenue 5 Growing revenue, RPO, and efficiency
Slide 21: Multiple ways of Monetization
Proprietary + Confidential Multiple ways of Monetization 1 Consumption TPU, GPU, Gemini 2 Subscription Agentspace, Workspace 3 Increased Usage SecOps, BigQuery, Databases 4 Value-Based Pricing Customer Engagement Suite 5 Premium Upsell Workspace
Slide 22: Google Cloud Momentum
Proprietary + Confidential Google Cloud Momentum Capturing new AI unicorns of the top 10 AI Labs increase in new GCP customers faster use Google Cloud use Google Cloud customers QoQ1 Deepening relationships with Cloud products used by Over-attainment of of our customers are AI customers vs non-AI ex
Slide 23: Growing Revenue with increased Operating Efficiency
Proprietary + Confidential Growing Revenue with increased Operating Efficiency Record backlog outpacing Continued Operating Margin current revenue velocity Improvement Growing customer base expanding Backlog as of EOQ2 product use drives improved profitability Global scale and efficiency improves ma
Slide 24: Product Leadership & Execution Drives Revenue Acceleration
Proprietary + Confidential Product Leadership & Execution Drives Revenue Acceleration Driven by our Infrastructure, AI, Data, Security Solutions Google Cloud Quarterly Revenue $13.6B >6X $2.1B 2Q19 2Q20 2Q21 2Q22 2Q23 2Q24 2Q25
Slide 25: Scale and Discipline Drives Operating Income Growth
Proprietary + Confidential Scale and Discipline Drives Operating Income Growth Driven by Growing Revenue, Scalable Business Model and Operational Excellence Google Cloud Quarterly Operating Income $2,826M ($590M) 2Q22 2Q25
Slide 26: Summary
Proprietary + Confidential Summary Why We’re Winning: Differentiated AI Products from Chips to Agents How We’re Winning: Capturing New Customers, Deepening Relationships with Existing Customers, Growing Addressable Market Leading To: Growing Revenue, RPO, and Operating Profits
Slide 27: Thank you
& Thank you
Alphabet — Goldman Sachs Communacopia + Technology Conference 2025 on 6ix