For the best part of a year, Google has been telling an ambitious story about enterprise AI agent adoption... now it has the receipts to back it up.
Speaking to investors during the company’s Q1 2026 earnings call, Alphabet (Google’s parent company) CEO Sundar Pichai revealed that revenue from products built on Google's GenAI models grew nearly 800% year-over-year.
Gemini Enterprise paid monthly active users also grew 40% quarter-over-quarter in the same period, with Bosch, Merck, and Mars Inc. named among the major global brands now active on the platform.
Speaking to investors during the call, Pichai said:
“We are winning new customers faster with new customer acquisition doubling compared to the same period last year.
“We are seeing strong deal momentum, doubling the number of $100 million to $1 billion deals year-on-year and signing multiple billion-dollar-plus deals.”
Until now, Google's enterprise AI build-out has largely been tracked through product launches and partnership agreements.
CX Today has followed much of that journey – from the January launch of Gemini Enterprise for Customer Experience, to the SAP marketing agents integration in April, and the expanding Salesforce partnership.
What the latest earnings call added was something more tangible: evidence that enterprise buyers are committing at scale, and that those commitments are growing in size.
The Platform Behind the Numbers
The results arrived alongside a new Gemini Enterprise Agent Platform, unveiled at Google Cloud Next.
Pichai described it as empowering users to “build, orchestrate, govern, and optimize agents with the controls that enterprise customers need.”
New capabilities added to the Gemini Enterprise app (projects, canvas, long-running agents, and skills) are designed to push agent deployment well beyond specialist IT teams.
“Every employee can build agents," Pichai said.
Alongside the platform, Google introduced what it is calling an agentic data cloud, with Pichai claiming that it gives “agents business context from enterprise data to help them reason intelligently,” drawing on Google's Cloud Lake House, knowledge catalog, and deep research agents.