Google search revenue up 11% to $63.4B as AI Overviews drive query growth to 5-year high
YvesMulkers · x · 2026-10-30
Alphabet's latest results show "Google Search & other" revenue rose 11% year-over-year to $63.4B, with total revenue at $127.6B. AI Overviews pushed query growth to a five-year high.
Analyst Thomas Monteiro remains skeptical: Google hasn't yet shown it can charge for AI the way it once charged for search ads, fueling the "Search Is Dead" debate. Author Yves Mulkers argues the query number matters more than revenue — AI summaries appear to be expanding search usage rather than killing it.
Related event: Alphabet Misses on Revenue and EPS, Wiping Out ~$500B in a Day(43 posts)→
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