Alphabet and Google CEO Sundar Pichai revealed significant growth in Google’s consumer-facing AI applications and features during the company’s Q2 earnings call on July 23, 2025.
Google Search’s AI Overviews, which provides AI-generated summaries of search results, has reached 2 billion monthly users across 200 countries and territories. This represents a substantial increase from the 1.5 billion users reported in May 2025. The feature is designed to enhance the search experience by offering concise and relevant information.
The Google Gemini app has also seen robust growth, with 450 million monthly active users. According to Pichai, “We continue to see strong growth and engagement with daily requests growing over 50% from Q1,” highlighting the app’s increasing popularity.
AI Mode, an AI chat experience for more in-depth search answers, has surpassed 100 million monthly active users. Available in the U.S. and recently launched in India, this service is expected to roll out more broadly in the future. Google plans to enhance AI Mode by integrating the advanced research tool Deep Search and providing more personalized responses.
On the developer front, Google reported that over 9 million developers have built applications using Gemini. The Veo 3 AI model has been used to produce more than 70 million videos since May. Additionally, Google Vids, a Veo-powered feature within Google Workspace for text-to-video AI generation, has accumulated nearly 1 million monthly active users.
In Google Meet, over 50 million people have used its AI-powered meeting notes feature, demonstrating strong adoption of AI functionalities within Google’s productivity suite.
Google emphasized that these statistics reflect significant consumer demand for AI features. AI Overviews are driving over 10% more Google Search queries for the types of searches where they are displayed. However, the company acknowledged the difficulty in precisely determining the extent to which users have willingly opted into these AI features.
The company reported a doubling in monthly tokens processed, from 480 trillion to 980 trillion, highlighting the overall growth of its AI capabilities. Pichai stated, “We are seeing significant demand for our comprehensive AI product portfolio. Of course, this is all possible because of the long-term investments we have made in our differentiated, full-stack approach to AI.”
Despite the positive adoption metrics, investors reacted negatively to Google’s announcement of increased capital expenditure spending aimed at staying competitive in the AI race, causing a slip in the company’s stock price shortly after the earnings were released.
