Alphabet’s Q2 2026 materials say Google Cloud revenue rose 82% and that Gemini Enterprise is used by nearly 90% of Fortune 100 companies, with the company also citing broad adoption of Google Cloud Security.
Alphabet reported sharply higher Google Cloud revenue in its second-quarter 2026 results and said its Gemini Enterprise product is now used by nearly 90% of Fortune 100 companies, according to the company’s earnings release and CEO remarks.
Alphabet’s Q2 2026 earnings release, published by Alphabet Investor Relations, said Google Cloud revenue grew 82% in the quarter. In separate prepared remarks posted on the Google Blog, Alphabet CEO Sundar Pichai said the business was seeing demand across AI infrastructure, enterprise AI products, and security offerings.
Pichai said in the Google Blog remarks that “nearly 90% of the Fortune 100” use Gemini Enterprise. He also said 90% of the Fortune 100 are Google Cloud Security users, describing security as another area of strong demand.
Alphabet’s investor relations release similarly stated that Gemini Enterprise is used by nearly 90% of Fortune 100 companies and highlighted demand for Google security products, including Gemini 3.5 Flash Cyber. The release did not provide a breakdown of Gemini Enterprise usage by seat count, revenue contribution, or deployment size.
In the CEO remarks posted by Google, Pichai said Google Cloud’s backlog reached $514 billion. The company presented that figure alongside its comments on AI infrastructure and enterprise AI adoption, suggesting that cloud commitments remain a central part of Alphabet’s growth narrative.
MarketBeat, summarizing Alphabet’s Q2 earnings call, reported that Alphabet posted $119.8 billion in quarterly revenue and noted Pichai’s comments that nearly 90% of Fortune 100 companies use Gemini Enterprise. MarketBeat also reported that Pichai cited 90% Fortune 100 usage of Google Cloud Security.
9to5Google also reported Alphabet’s Q2 2026 revenue figure of $119.8 billion and highlighted Pichai’s statement that Google Cloud growth was driven by AI infrastructure and AI solutions. The outlet also cited the company’s claim that nearly 90% of Fortune 100 companies use Gemini Enterprise.
Alphabet’s disclosures point to broad enterprise adoption of Gemini Enterprise among large companies, especially within the Fortune 100. However, the company’s public materials do not specify how many employees at those companies are using the product, whether adoption is company-wide, or how Gemini Enterprise revenue compares with other Google Cloud services.
The same limitation applies to the security figures. Alphabet and Google said 90% of Fortune 100 companies use Google Cloud Security, but the materials reviewed do not define the minimum usage threshold for being counted as a customer or user.
Still, the company’s Q2 2026 statements show that Alphabet is positioning Gemini Enterprise, Google Cloud Security, and AI infrastructure as linked drivers of Google Cloud’s performance. The reported 82% Google Cloud revenue growth and $514 billion backlog, both cited in Google’s own materials, provide the broader financial context for Alphabet’s enterprise AI claims.
For customers and competitors, the key takeaway is that Alphabet is now using Fortune 100 adoption as a proof point for Gemini Enterprise. The next question is whether the company will offer more detailed metrics on usage depth, revenue mix, and retention as enterprise AI deployments mature.
Google Cloud growth and AI adoption Alphabet’s Q2 2026 earnings release, published by Alphabet Investor Relations, said Google Cloud revenue grew 82% in the quarter.
In separate prepared remarks posted on the Google Blog, Alphabet CEO Sundar Pichai said the business was seeing demand across AI infrastructure, enterprise AI products, and security offerings.
Pichai said in the Google Blog remarks that “nearly 90% of the Fortune 100” use Gemini Enterprise.
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