Alphabetreason 01 of 4it gets paid again without selling againderived 2026-09-11accession 0001652044-26-000071
Google Cloud revenue backlog was $513.9 billion as of June 30, 2026, out of a total $519.5 billion company-wide backlog
The company expects to recognize just over 50% of the revenue backlog as revenues over the next 24 months with the remainder thereafter
Google Cloud revenues increased $11.1 billion from Q2 2025 to Q2 2026, primarily driven by Google Cloud Platform infrastructure and platform services
In Q2 2026, the company began recognizing revenue from the sale of TPU systems to customers who require on-premises infrastructure for specialized, high-scale workloads
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It held on this filing. No finding was written because nothing in it bore on the reason — the sentences it was read against are below.
the evidence · every sentence checkedseven sentences · whole, uncut
the claims it rests on
“Google Cloud revenue backlog was $513.9 billion as of June 30, 2026, out of a total $519.5 billion company-wide backlog”
“The company expects to recognize just over 50% of the revenue backlog as revenues over the next 24 months with the remainder thereafter”
“Google Cloud revenues increased $11.1 billion from Q2 2025 to Q2 2026, primarily driven by Google Cloud Platform infrastructure and platform services”
“In Q2 2026, the company began recognizing revenue from the sale of TPU systems to customers who require on-premises infrastructure for specialized, high-scale workloads”
what it was checked against
TPU systems as revenue source
“We generate revenues by delivering relevant, cost-effective online advertising; cloud-based solutions that provide enterprise customers of all sizes with infrastructure, platform services, and applications; and sales of products and services, such as fees received for subscription-based products, apps and in-app purchases, devices, and Tensor Processing Unit (TPU) systems.”
TPU systems product composition
“Our Google Cloud product sales generally consist of the sale of TPU systems comprising hardware, software, installation, support, and extended warranty services.”
Google Cloud Platform revenue model
“Google Cloud Platform primarily generates consumption-based fees and subscriptions for infrastructure, platform, and other services.”