Alphabet 2026 Q2 Earnings Call
With us today are Sundar Pichai, Philipp Schindler and Anat Ashkenazi. Now I'll quickly cover the Safe Harbor. Some of the ...
Senior Vice President & Chief Business Officer of Google, Alphabet
Search every verified Philipp Schindler interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. During Alphabet's second quarter 2026 earnings call on June 23, 2026, Philipp Schindler, Senior Vice President and Chief Business Officer, stated that the company's 17% year-over-year growth in search and other revenues was driven by "many parts of our business working well together and very, very deep Gemini integration." He described the period as "very, very exciting times" and noted that the strong performance in Search and YouTube "underscores how our investments in AI translate into measurable value for our users and advertisers." Schindler also mentioned the announcement of new formats at Brand Cast, including "Buy with Google Pay," which he said enables CTV viewers to complete purchases directly on their TV with two clicks, as well as the launch of an affiliate partnership boost and creator earnings from YouTube shopping affiliate commissions.
“STRONG PERFORMANCE IN SEARCH AND YOUTUBE UNDERSCORES HOW OUR INVESTMENTS IN AI TRANSLATE INTO MEASURABLE VALUE FOR OUR USERS AND ADVERTISERS.”
“LOOK, OUR 17% YEAR-OVER-YEAR GROWTH RATE IN THE Q2 SEARCH AND OTHER REVENUES WAS REALLY DRIVEN BY MANY PARTS OF OUR BUSINESS WORKING WELL TOGETHER AND VERY, VERY DEEP GEMINI INTEGRATION.”
“Microsoft, Meta, Amazon, Google are pouring about 700 billion into AI spending. I mean, it feels like we're in the space race era.”
“We're taking this full stack approach. And that is really pretty unique in the industry. You look at everything from the models to the chips to the safety and security layers to so many others. We really operate full stack, and that's a very, very good position to be in, because all those elements are intertwined in a...”
“I actually think it really helps to aggressively apply it in your personal life. This is an area I don't know. For some reason, I felt. I feel when you push the boundaries in your personal life, it's sometimes a safer space than to do it in the business world, but it really helps you in the transfer learning later.”
“The real question is, how big is x and how big is actually y. And if y is too big, then we have a challenge. This goes back to what we discussed before about what's the net effect. And then we need to have, let's be Frank, a societal discussion about what to do with this and how to help those folks, because there will...”
“What we really don't want to see is a race to the bottom lowest common denominator price sniping type solution. That's it probably sounds horrible in English, but I just love it. So we really do not want to see this. There's always a small percentage of customers, by the way, who like this, but even from a customer exp...”
“On average, at scale for every $1 you spend on Google Search globally, you get an incremental $6 back.”
“In 2022, we were investing $31 billion in CapEx. This year, we're on track to approximately 6x that investment to a stunning 180 to 190 billion US.”
“Our latest study with TransUnion shows it has gone up by 40%. This is the Gemini advantage and it is your business advantage.”
“We have made a decade's worth of innovation in the last year alone. Remember how a year ago generating images of a video was hit or miss? And today, our generative media models like Veo, Nano Banana and Genie are able to create incredibly realistic images, videos and interactive simulations, while maintaining state con...”
“AI is the best thing that has ever happened to Search. It gives Search superpowers. We have been on a journey to bring together the best of a Search engine with the best of AI. It now has more than 2.5 billion monthly active users.”
“In 2022, we were investing $31 billion in CapEx. This year, we are on track to approximately 6X that investment to a stunning $180-190 billion. This level of investment is how we stay at the frontier. It's also a big reason why we are the best partner for you in this new world. We're quite literally investing in your s...”
“When technology makes a resource more efficient, we don't do less. We do vastly, exponentially more. And we're seeing this at play everywhere. As AI makes it more efficient to find what you want in Google Search, you search more. When it becomes easier to build high-performing creative, you create more. When you can ga...”
“We are able to move faster than anyone else because we own the full AI stack. We don't rent our intelligence. We build the entire engine from the chips to the research to the models to the app platform all built on a secure foundation. And this is what gives us a direct pipeline from our labs to your business results.”
With us today are Sundar Pichai, Philipp Schindler and Anat Ashkenazi. Now I'll quickly cover the Safe Harbor. Some of the ...
Jon Kelly, co-founder and editor-in-chief at Puck, sits down with Google’s Philipp Schindler to discuss leading in the AI era. At Think with Google, our mission is to educate and inspire the next generation of marketers, advertisers, and creatives. Here, you can find the latest consumer data and insights, marketing tutorials, and perspectives from leaders across the ad industry. Subscribe to our channel and follow along. Looking for even more marketing insights, inspiration, and strategies? Subscribe to get Think with Google straight in your inbox. https://thinkwithgoogle.com/signup
Google Chief Business Officer Philipp Schindler kicks off Google Marketing Live with a look at Google’s latest AI innovations. Discover how the Gemini advantage is your business advantage. Watch the full keynote here: https://www.youtube.com/live/T9585JkT...
At Google Marketing Live, we unveiled the latest advertising product announcements across Google and YouTube. In an era where consumers are super-empowered by AI, we showed you how to stay ahead with AI-powered campaigns, agentic commerce, a new era of performance on YouTube and more. We showed you why the biggest opportunity for your business is the AI transformation of Search and unpacked how to turn the Gemini advantage into your business advantage. Want an insider view? Read the full review of announcements on Accelerate with Google: https://goo.gle/4dWsLK0 #GoogleMarketingLive #GML #Go…
With us today are Sundar Pichai, Philipp Schindler and Anat Ashkenazi. Now I'll quickly cover the Safe Harbor. Some of the ...
FLIN >> Philipp Schindler: THANKS, SUNDAR, AND HELLO, EVERYONE. I'LL COVER PERFORMANCE FOR GOOGLE ...
The future of advertising isn't coming, it's here! ✨At Google Marketing Live, we unveiled the newest ads innovations across Google and YouTube, designed to help you be where discovery starts and decisions are made. We dove deep into the future of Search, next-generation AI-powered campaigns and cutting-edge tools for your creative, measurement, and data. #GoogleMarketingLive #GML #GoogleAds #YouTubeAds #DigitalMarketing #GoogleAI #AdsInnovation 00:34 Opening Film 01:02 Searching, streaming, scrolling, shopping (Philipp Schindler) 17:00 The future of AI and ads (Vidhya Srinivasan) 29:26 Ne…
With us today are Sundar Pichai, Philipp Schindler and Anat Ashkenazi. Now I'll quickly cover the Safe Harbor. Some of the ...
Tune in to the 10th annual Google Marketing Live (GML), our global flagship innovation moment for Ads and Commerce to show customers how our newest product innovations, powered by AI, can help their business succeed. To watch this keynote without American Sign Language (ASL) interpretation, please click here: • Google Marketing Live 2023 Global Keynote 00:00 - Welcome (Philipp Schindler) 15:00 - Global Vision (Jerry Dischler) 21:40 - Conversational Ad Assistant (Sylvanus Bent) 28:26 - Product Studio (Brandye Sweetnam) 37:48 - Global Product - AI Essentials (Vidhya Srinivasan) 50:21 - Gl…
Learn how new AI-Powered Ads will drive performance and growth for your business. To watch this keynote with American Sign ...
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