Alphabet (GOOGL) Expands AI Market Share to 18.2% with 650M Active Users
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 29 2025
0mins
Should l Buy GOOGL?
Source: Fool
- Market Share Growth: Alphabet's AI assistant Gemini reached 650 million monthly active users in Q3 2025, up from 450 million in July, indicating a significant increase in the company's appeal in the AI market and reinforcing its leadership position in the tech industry.
- Processing Power Enhancement: Alphabet's first-party models process 7 billion tokens per minute, surpassing OpenAI's 6 billion tokens, showcasing its competitive edge in AI processing capabilities, which may attract more enterprise customers to its services.
- User Base Expansion: Gemini's market share has tripled from 5.4% to 18.2% over the past year, reflecting not only user recognition of its products but also providing Alphabet with greater revenue potential, especially in the rapidly growing AI sector.
- Strong Profitability: Alphabet reported a net income of $35 billion in Q3 2025, demonstrating its profitability in integrating AI across its business segments, which further enhances investor confidence in its future growth prospects.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise
33 Analyst Rating
26 Buy
7 Hold
0 Sell
Strong Buy
Current: 297.390
Low
305.00
Averages
374.25
High
400.00
Current: 297.390
Low
305.00
Averages
374.25
High
400.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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