Alphabet reported slower-than-expected revenue growth in its core search business, with search revenue up 12% but missing estimates for the second consecutive quarter. This slowdown is attributed to a shift as more users turn to AI-powered bots and agents, impacting traditional search monetization. Despite this, Alphabet's cloud division saw revenue more than double to nearly $31 billion, driven by strong demand for AI infrastructure. The company continues heavy investment in AI technology and cloud services, expecting increased spending into 2027, while facing investor concerns over the future of its search and YouTube revenue streams amid AI competition.
As of Oct 29, 2026 17:55 WIB, Alphabet's Class A shares (GOOGL) are trading at USD 291.46 on Pluang, down 10.29% for the day. Despite the company's strong cloud revenue growth, investor sentiment appears cautious, reflected in a high buy order activity of 88%. The market cap stands at $3.96 trillion, underscoring Alphabet's significant scale even amid concerns about its core search business.
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 ...
Alphabet's shares fell 10% after missing earnings expectations and signaling increased AI-related spending without a clear payoff timeline. Despite Google Cloud's 103% growth, Alphabet's heavy capital expenditure and negative free cash flow alarmed i...
The US Federal Reserve delivered a policy update aligned with market expectations, easing macroeconomic concerns and prompting a market rally. However, Alphabet's Q3 report revealed a 479% increase in long-term debt due to heavy AI investments, raisi...
Alphabet reported a much larger negative free cash flow of $9.07 billion in Q3, far below analyst expectations of $2.70 billion, causing its shares to drop about 10% in premarket trading. Microsoft, meanwhile, saw a 27% decline in free cash flow to $...
Alphabet reported weaker-than-expected results for Q3, missing both revenue and earnings per share estimates. Most business segments showed slowing growth except for the Cloud division, which grew 103% year-over-year and improved its profit margins. ...
