Google Search 收入占比首次降至 Alphabet 总营收的一半以下
Google Search is now less than half of Alphabet’s revenue
在截至 2026 年 9 月的季度中，Google Search 营收为 634 亿美元，占 Alphabet 总营收 1280 亿美元的 49.7%，为其独立报告 Search 营收以来首次低于一半。同期 Google Cloud 营收增至 307 亿美元，占总营收的 24.1%。
29 Oct 2026
In the quarter to Sep 2026, Google Search made $63.4B of Alphabet's $128B in revenue, or 49.7%. It is the first quarter below half since Alphabet began reporting Search revenue separately. In the 31 quarters before, Search was between 52.8% and 62.0%. Over the same years, Google Cloud grew from 4.4% of revenue to 24.1%.
The quarter to Sep 2026
- Search share
- 49.7%
- Down 5.6 pts year over year
- Search revenue
- $63.4B
- Up 12% year over year
- Everything else
- $64.2B
- Up 40% year over year
- Google Cloud
- $30.7B
- Up 103% year over year
Each quarter's revenue from Google Search & other and from Google Cloud, as a share of Alphabet's total revenue. Everything else is YouTube ads, subscriptions and devices, Google Network and Other Bets.
Dec 2018 to Sep 2026
About the data
- Search is the line Alphabet reports as "Google Search & other": ads on Google Search and on other Google properties such as Gmail, Maps and Google Play. YouTube ads, the ad network, subscriptions, devices, Google Cloud and Other Bets are counted in everything else.
- Search revenue still grew: the share fell because the rest of Alphabet grew faster.
来源：Hacker News-首页 · kadoa.com