It's got advertising demand to thank for all that upside.
But the role that its Nest smart home device maker has played into its gains is still a little tricky to tell.
Starting today, moved Nest's sales to Google and out of the category called "Other Bets," which includes projects like self-driving cars and smart contact lenses.
Without Nest, "Other Bets" revenue rose 14 percent, while the loss in that group narrowed year over year to $571 million from $703 million.
With Nest, Google's "Other Revenue," which includes its cloud division, rose 36 percent to $4.35 billion from $3.21 billion a year ago.
The research firm doesn't break down the estimate by quarters, but says it's heavily weighted to the holiday sales quarter.