Q3 2026 earnings call: Remarks from our CEO

Starting with AI, highlighted by our Gemini 4 series of frontier models.

We're seeing strong demand and usage for Argon, which we launched two weeks ago. In fact, on our developer platforms, usage in the first week ramped up three-and-a-half times faster than Gemini 3, even with capacity constraints.

Argon is proving to do really well in areas like finance, legal, cybersecurity, and science. Developers and Cloud customers are already using it for things like untangling legacy codebases, accelerating scientific research, robotics, discovering product improvements, and domain-specific tasks requiring in-depth reasoning. And at Google, just in the last few weeks, teams across Chrome, Ads, and Search have used Argon to write and optimize code much faster, shipping 35% more code with 30% fewer errors.

Argon is just the start of the Gemini 4 series. Today, we announced Carbon. It's our strongest frontier model, with state-of-the-art cybersecurity and long horizon capabilities. It ranks #1 on the recently updated Artificial Analysis Intelligence Index at 59.

Carbon outperforms Argon across almost every domain, like full-stack web development, multimodal understanding, complex knowledge work, and scientific reasoning.

We're rolling Carbon out first to a subset of trusted cyber defenders before we expand access, and it's being tested by the U.S. government.

Beyond our Gemini 4 series, yesterday we announced Genie 4, our most advanced world model yet that simulates safe, realistic, interactive worlds with native audio in real time. This is an important building block for training robots and agents.

This rapid progress underscores our incredible model momentum. We're at the point where AI is helping us increase our training and launch velocity. I would expect the next 12 months to see continued acceleration because of RSI. We have more models coming soon, including more efficient versions to help developers optimize for speed and cost and to deploy across our billions of users.