Google's AI-powered search is seeing faster query growth but generates less revenue per query compared to traditional search, causing a slowdown in overall Search revenue growth. Executives acknowledged that while AI Mode queries are longer and more frequent, they currently monetize less due to fewer ads fitting in the AI response format and many queries being early-stage research. Alphabet's total revenue rose 25%, but Search revenue was nearly flat quarter-to-quarter, missing analyst expectations. The company's fourth-quarter performance will be critical to prove if AI Mode can boost ad revenue enough to sustain growth amid currency headwinds and high capital spending.
Alphabet's Class A shares (GOOGL) dropped 10.29% to USD 291.46 as of Oct 29, 2026 17:53 WIB on Pluang, reflecting investor reaction to the company's slower Search revenue growth despite a 25% rise in total revenue. The stock trades near its 52-week low of USD 273.49, with a market cap of $3.96 trillion and a typical hold time of 88 days. This price movement highlights market concerns about the monetization challenges of Google's AI-powered search queries.
Alphabet reported third-quarter revenue of $127.6 billion, slightly below analyst expectations of $128 billion, and earnings per share of $2.12, well under the $3.02 expected. The company’s heavy investment in AI, costing $51.4 billion and resulting ...
Alphabet Inc. reported a rare double miss in its Q3 earnings, mainly due to non-operational investment losses rather than core business weakness. Despite this, the company’s underlying operations remain strong, with revenue up nearly 25% year-over-ye...
OpenAI, a major buyer of Nvidia AI chips, reportedly plans to purchase Google's custom AI chips (TPUs), signaling a shift in the AI hardware market. This move could reduce Nvidia's pricing power by introducing a credible alternative supplier, while b...
Anthropic's IPO reveals a rare ownership structure where major venture capital firms hold less than 5% stakes due to the company's massive $965 billion valuation. Instead, tech giants Amazon and Google stand to gain the most, with Amazon holding $6.2...
Alphabet Inc. holds nearly $1 trillion in off-balance sheet commitments and guarantees, with $514 billion in remaining performance obligations likely linked to AI-focused partners like Anthropic. The company's return on AI capital expenditure is unce...
