Google blames slower search ad growth on weak AI Mode monetization
10/29/2026 — 10/29, 14:19·2 sources (all)·2 reports (all)
Key takeaways
- Google's search ad revenue grew 12% year over year to $63.25 billion in Q3 2026, slower than the 14.5% pace a year earlier, which the compan…
Background & analysis
On October 29, 2026, Google announced during Alphabet's third-quarter earnings call that it is extending ads in AI Mode and AI Overviews to international markets, bringing monetization to its AI-powered Search experiences globally for the first time, and launching multi-turn conversational ads in the US. The announcement coincided with Alphabet's third-quarter results: revenue reached $127.6 billion, up 25% year over year, while growth in Search advertising continued to slow, decelerating from 19% in the first quarter to 12%. Following the results, Alphabet shares fell 8%. As of the announcement, no further rollout timeline or campaign details were disclosed.
AI-generated from 1 reports · updated 9 hours ago
Latest turnGoogle's search revenue rose 12% year over year to $63.25B in Q3 2026, down from 14.5% growth a year earlier, and the company attributed the slowdown to "lower monetization" in AI Mode, The Register reported. Alphabet shares fell almost 10% the same day.
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Google's search revenue rose 12% year over year to $63.25B in Q3 2026, down from 14.5% growth a year earlier, and the company attributed the slowdown to "lower monetization" in AI Mode, The Register reported. Alphabet shares fell almost 10% the same day.
TechmemeAI score 73Google is taking ads in its AI Mode and AI Overviews to international markets for the first time and adding multi-turn ads in the U.S., announced on its third-quarter earnings call. Alphabet reported $127.6 billion in revenue, up 25% year over year, while Search ad growth slowed to 12% from 19% in the first quarter.
TechCrunch · AIAI score 67
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