The new Waymo for business allows enterprises to offer Waymo as a work travel option. And we launched Waymo teens accounts in Phoenix this summer. We are pleased to see usage steadily increase with positive feedback from teens and their parents alike.

Oct 29, 2025 / receipt, needs a key / Sundar Pichai, CEO | earnings call 2025-10-29 | transcript ccfb1793-01c5-491b-93c5-bba473abb0d2 | chars 10612-10863 | segment 11

In Google advertising, search, and other, revenues grew 2% year-over-year, reflecting an increase in the travel and retail verticals, offset partially by a decline in finance as well as in media and entertainment.

Apr 26, 2023 / receipt, needs a key / Philip Schindler, other | earnings call 2023-04-26 | transcript bead76ce-5841-4852-9c60-3aa0bbeaba5a | chars 12026-12239 | segment 12

I mentioned earlier that travel was a contributor to growth. In March, we launched PMAX for travel goals. Now, even the smallest hoteliers can benefit from the expanded reach of hotel ads in PMAX. Like family-run Corissia Hotels Group, who drove a 32% increase in revenue and a 26% increase in total direct bookings within just one month of using PMAX for travel goals.

Apr 26, 2023 / receipt, needs a key / Philip Schindler, other | earnings call 2023-04-26 | transcript bead76ce-5841-4852-9c60-3aa0bbeaba5a | chars 14262-14631 | segment 14

We noted that we want to be focused and that we are focused on durable improvements to our expense base. And that's because if you go through the items, the work streams that we have in flight, they take longer to implement, execute. They're in process now, and they continue to build on themselves and continue to provide added upside as we go through time, which is why I indicated you would see more of an impact on 2024 than in 2023. but we're continuing to work through them.

Feb 2, 2023 / receipt, needs a key / Ruth Porat, CFO | earnings call 2023-02-02 | transcript 54390444-63ea-4c1d-adf1-285fd8953470 | chars 29845-30325 | segment 31

Take AssistCard, a leading LATAM travel assistance company who first tested PMAX to accelerate its recovery in Argentina.

Apr 26, 2022 / receipt, needs a key / Philip, other | earnings call 2022-04-26 | transcript fc2b22d9-a310-44d6-ad02-3f5ce0c0ac83 | chars 14495-14616 | segment 14

Travel was always a big category. Do you feel like travel has come back full or is travel still sort of underperforming for macro reasons versus where it was pre-COVID?

Feb 1, 2022 / receipt, needs a key / Philip Schindler, other | earnings call 2022-02-01 | transcript 6a7b3db5-edab-4dfb-b083-c7abfe5c424e | chars 39189-39357 | segment 40

Look, I said earlier that travel was a contributor to our year-on-year ads growth in Q4. And we were encouraged by the performance we saw throughout much of the quarter.

Feb 1, 2022 / receipt, needs a key / Philip Schindler, other | earnings call 2022-02-01 | transcript 6a7b3db5-edab-4dfb-b083-c7abfe5c424e | chars 39718-39887 | segment 41

To close, the world is slowly starting to travel and meet up in person. And this quarter, I joined events virtually to celebrate some big milestones in regions around the world.

Oct 26, 2021 / receipt, needs a key / Philip Schindler, CEO | earnings call 2021-10-26 | transcript bded976d-8efe-4b85-8324-8a8493a4bf3d | chars 9139-9316 | segment 9

Like in travel, where hotel-free booking links are increasing traffic for many partners, from OTAs to boutique hotels. Consumers like more choice. Travel partners like free exposure. And advertisers like to augment paid campaigns with free listings. So last month, we launched free booking links for Things to Do in a new ad format that makes it easier to promote local experiences. Now, when you search ziplining, aquariums, or the Tokyo Tower, you can buy tickets directly on Google.

Oct 26, 2021 / receipt, needs a key / Philip Schindler, CEO | earnings call 2021-10-26 | transcript bded976d-8efe-4b85-8324-8a8493a4bf3d | chars 11189-11674 | segment 11

New tools like Travel Insights, which launched in the US this month after rolling out to select countries in APEC and EMEA in December, are helping our partners get a clearer picture of where demand is coming from. Wyndham Hotels and Resorts, for example, is leaning into insights and automation across Search, Display, and YouTube to meet travelers wherever and whenever they need a hotel. They drove nearly two times more direct bookings from media deployed on Google in the first half of 2021 versus the year prior.

Jul 27, 2021 / receipt, needs a key / Philip Schindler, other | earnings call 2021-07-27 | transcript e2f17d75-8237-4c37-bcec-c522b0964c62 | chars 10973-11491 | segment 11

Or take Amtrak. COVID hit, ridership plummeted, budgets were cut. Uncertainty ensued on how to efficiently reach essential travelers. So we stepped in with insights and automation. Bookings for the last quarter, which was Q2, increased three times year over year with cost per acquisition down 52%.

Jul 27, 2021 / receipt, needs a key / Philip Schindler, other | earnings call 2021-07-27 | transcript e2f17d75-8237-4c37-bcec-c522b0964c62 | chars 11492-11790 | segment 11

Second, sales and marketing expenses were essentially flat reflecting headcount growth, which was offset by lower spend on ads and promo, as well as on travel and entertainment.

Apr 27, 2021 / receipt, needs a key / Ruth Porat, CFO | earnings call 2021-04-27 | transcript 27caf8b8-2e4b-4a69-be28-87a98ca11bfd | chars 17844-18021 | segment 18

Office space 48,348 50,635 Corporate and other assets 14,463 6,498 Property and equipment, in service 266,490 304,310 Less: accumulated depreciation ( 98,485 ) ( 105,912 ) Add: assets not yet in service 78,592 122,814 Property and equipment, net $ 246,597 $ 321,212 (1) As of December 31, 2025 and June 30, 2026, approximately 60 % of technical infrastructure assets were comprised of servers and network equ

filing / Jul 23, 2026 / receipt

Charges associated with employee severance and office space reductions are also not allocated to our segments. Additionally, hedging gains (losses) related to revenue are not allocated to our segments.

filing / Jul 23, 2026 / receipt

Sales and marketing expenses increased $1.4 billion from the three months ended March 31, 2025 to the three months ended March 31, 2026, primarily driven by increases in advertising and promotional activities of $600 million, employee compensation expenses of $404 million, and office space impairment charges of $300 million.

filing / Apr 30, 2026 / receipt

Office space 48,348 48,772 Corporate and other assets 14,463 5,945 Property and equipment, in service 266,490 272,603 Less: accumulated depreciation ( 98,485 ) ( 100,180 ) Add: assets not yet in service 78,592 108,597 Property and equipment, net $ 246,597 $ 281,020 (1) As of December 31, 2025 and March 31, 2026, approximately 60 % of technical infrastructure assets were comprised of servers and network eq

filing / Apr 30, 2026 / receipt

Sales and Marketing

ir_statement / Sep 15, 2026 / receipt

*Includes the EC fine of $3.5 billion for the three months ended September 30, 2025

ir_statement / Sep 15, 2026 / receipt

Cloud's backlog nearly doubled sequentially reaching $462 billion at the end of the first quarter driven by strong demand for enterprise AI offerings. | The backlog indicates massive committed demand;

company_statement / Sep 15, 2026 / receipt

For the full year 2026, we expect our CapEx to be in the range of $180 billion to $190 billion. And looking further ahead to 2027, we expect a significant increase in our CapEx compared to 2026. | Tar

company_statement / Sep 15, 2026 / receipt

In search, we're seeing an expansionary moment powered by AI overviews and AI mode as well as our AI tools for advertisers. In particular, Gemini's understanding of intent has significantly expanded o

company_statement / Sep 15, 2026 / receipt

For our enterprise customers, we launched Google AI Threat Defense. This is a new security platform that combines the strengths of Gemini and other frontier models, along with Wes, Cordmender and Mand

company_statement / Sep 15, 2026 / receipt

In 2022, we spent approximately $31 billion in CapEx. This year, we expect that number to be six times larger than 2022 and double last year's at 180 to $190 billion. And next year, we expect it to si

company_statement / Sep 15, 2026 / receipt

Sales and Marketing

ir_statement / Sep 15, 2026 / receipt