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Google gains 25M subscriptions in Q1, driven by YouTube and Google One

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Google has added another 25 million paid subscriptions to its services over the past quarter, parent company Alphabet announced during its first-quarter earnings on Wednesday. The company said it now has 350 million paid subscriptions across its services, up from 325 million in Q4 2025, with YouTube and Google One — its cloud storage and subscription service — plans driving the recent growth.

The press release tied to its earnings report didn’t highlight the number of Gemini subscribers or its monthly active users. But access to advanced Gemini features is now bundled in with those Google One plans, which are growing.

The lack of solid numbers may suggest that the Gemini chatbot still has more than 750 million users, the same benchmark reported in the prior quarter. With a new, larger figure to tout, Google appears to be holding steady at that threshold. Google pointed to the growth of Gemini in the key enterprise market, noting a 40% quarter-over-quarter increase in paid monthly active users. It did not offer a solid number here, either.

YouTube ad revenue missed Wall Street expectations, even as it continued to grow year over year.

As Google pushes ad-free viewing as part of its YouTube Premium subscription plan, the video service has seen a decline in ad revenue that has worried investors. Per CNBC, Wall Street expected Alphabet to bring in $9.99 billion in YouTube ad revenue this quarter, but it pulled in $9.88 billion. Alphabet CEO Sundar Pichai had warned analysts last quarter that investors should evaluate YouTube’s business going forward based on a combination of ads and subscriptions: when users switch to a YouTube subscription plan, it would have a negative impact on ad revenue.

Last year, YouTube’s annual revenue topped $60 billion across both ads and subscriptions, with Q4 2025 bringing in $11.4 billion in YouTube ads alone. This quarter, the YouTube ads figure was $9.9 billion. That’s up 11% year-over-year, the company pointed out, but a shortfall on analyst expectations suggests that consumers are continuing to move from ad-supported YouTube viewing to ad-free subscriptions through YouTube Premium. We expect to hear more about this on the company’s earnings call.

Still, Alphabet’s stock is up after surpassing Wall Street’s expectations, with revenue of $109.9 billion, which included healthy cloud growth. Cloud revenue alone topped $20 billion.

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Planned Amazon data center could become the biggest climate polluter in the U.S.

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As part of a planned data center in Pecos County, Texas, Amazon is investing in an on-site power plant that could become the largest source of climate pollution in the United States, according to The New York Times.

The NYT says the plant would burn natural gas and is permitted to release 33 million tons of carbon dioxide per year — more than any other power plant in the U.S.

In a statement, an Amazon spokesperson confirmed that the data center will “be powered by new on-site generation that won’t raise electricity costs for Texas families.” (Data centers face growing political opposition for a number of reasons, including their effect on electricity costs.)

AI has already had a significant impact on Amazon’s carbon emissions, which it reported were up 16% last year — the wrong direction for a company that pledged to eliminate its carbon emissions by 2040. And that could get worse as Amazon and tech companies back the development of huge natural gas plants to support their power-hungry data centers.

The Amazon spokesperson said, “The world looks different now than when we co-founded the climate pledge,” while also claiming, “Our commitment hasn’t changed.”

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OpenAI acquires presentation startup NextSlide

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NextSlide recently announced that it’s joining OpenAI, with the presentation startup’s team members now working on ChatGPT.

The NextSlide website currently displays a note from founder Ahmed Beshry describing the startup’s product as one “that could turn prompts, notes, documents, or research into a polished, editable presentation.”

The ultimate goal, Beshry said, was “to make visual communication more accessible and help more people express their ideas clearly.” So by joining OpenAI, the team will “continue pursuing that same mission: building AI products that help people create, communicate, and turn their ideas into meaningful work.”

The financial terms of the deal were not disclosed. In a note on LinkedIn, Beshry said the announcement is coming “a few months late,” as the acquisition took place “earlier this year.”

Beshry was previously a co-founder at Caper AI, a smart cart/cashier-less checkout startup acquired by Instacart in 2021.

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X replaces ‘misaligned’ revenue sharing program with Original Content Rewards

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X, the social media platform now owned by Elon Musk’s SpaceX, is shaking up how it pays influencers and creators.

In announcing the change, the company said it will be winding down its existing Revenue Sharing program and replacing it with something called Original Content Rewards. X will stop accepting new Revenue Sharing participants, while existing participants will continue earning money through September 7.

Then, starting on September 8, they’ll be able to apply for the new program. Participants will still need to subscribe to one of X’s Premium tiers, and there will be qualifying thresholds for follower count (500 verified followers) and impressions (500,000 Home Timeline impressions from verified users in 90 days), but it sounds like the big change is the emphasis on originality. 

What counts as original content? X said it can include original reporting and analysis, photos and videos created by the poster, or memes and graphics they’ve designed themselves. Commentary also counts, but “if your content regularly incorporates material created by others, you’ll need to contribute meaningful original value for it to qualify under our original content guidelines.”

The company also included examples of posts that won’t count as original, such as those just copied over from another account, downloaded from one account and re-uploaded to your own, or reposting content “without meaningful transformation.”

This announcement follows repeated attempts by X to reform the Revenue Sharing program, for example reducing payments to aggregators and “clickbait” accounts in April. But these efforts have also prompted complaints from popular accounts profiting from the current system; Musk even reversed some of those changes (giving a creator’s local audience more weight when calculating payouts) after a backlash.

In a post about the new changes, X’s Allegra Jacchia wrote that the existing program “had reached a point where its incentives were misaligned.”

“Creators should be focused on bringing net new content to the platform instead of maximizing payouts,” she said. “We could have kept adding more rules and exceptions, but ultimately the better decision was to start fresh and build a program designed from day one to reward originality.”

Jacchia added that X be “continue refining the program, improving our models, and raising the bar over time.”

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