On April 29 (local time), Google Senior Vice President and Chief Business Officer Philipp Schindler said in a post-earnings Q&A that the company is currently focused on the Gemini app’s free tier and subscriptions.
“Advertising can be a way to expand a product to a broader user base, and if designed appropriately it can be useful commercial information,” Schindler said. He added that Google is “not rushing,” and said the company would share plans “at the right time” if it has them.
Business Insider reported that Google is already running advertising and commerce experiments centered on AI Mode and AI Overviews, the AI-generated summaries shown at the top of search results, and said Gemini could also become part of longer-term monetization discussions.
Alphabet, Google’s parent company, reported first-quarter revenue of $109.9 billion, up 22% from a year earlier. CEO Sundar Pichai said the Gemini app delivered “the biggest quarter ever” for a consumer AI product. Alphabet’s total paid subscribers reached 350 million, including YouTube and Google One.
AI spending is also rising quickly. Alphabet’s first-quarter capital expenditures topped $35 billion, and its full-year capital spending outlook is as high as $190 billion. As AI infrastructure investment grows, market pressure may increase for clearer monetization plans for services such as Gemini.
* This article has been translated by AI.
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