As Microsoft and Amazon confront their own AI bills, the latest earnings season raises an uncomfortable question: can yesterday's business models afford tomorrow's ambitions?

Shantanu David 3 hours ago

Google Search contributes less than half of Alphabet's quarterly revenue. As AI changes how consumers discover, is Google fighting to preserve the habit that built its advertising empire?

Shantanu David Oct 30, 2026 8:42 AM

Alphabet's latest results reveal the growing cost of the AI revolution. Search is expanding, but monetisation is lagging, spending is accelerating & the web that made Google indispensable is changing

Shantanu David Oct 29, 2026 9:26 AM

Search advertising grew 12% to $63.35 billion and YouTube ads rose 9% to $11.21 billion, even as both fell short of expectations amid growing scrutiny of AI’s impact on Google’s core ad engine

e4m Staff Oct 29, 2026 7:45 AM

As Alphabet heads into earnings week, Google’s Personal Intelligence is using connected Gmail and Photos signals to shape AI Mode ads, while keeping underlying personal data hidden from advertisers

Shantanu David Oct 26, 2026 9:02 AM

Ormes, a veteran of three brand-building stints, joins as the drone delivery firm looks to make deliveries by air an everyday consumer habit

e4m Staff Sep 30, 2026 9:43 AM

Google has spent nearly three decades shaping the internet and its advertising economy. Now, as AI transforms discovery, the company must navigate an ecosystem it helped create

Shantanu David Sep 28, 2026 10:22 AM

Guest Column: Ganapathy Viswanathan explains why India’s demanding business environment is shaping global leaders and inspiring a new generation

Ganapathy Viswanathan Aug 26, 2026 2:17 PM

The Indian-American engineer behind Google's core infrastructure exits to launch Discovery Loop, as Pichai and Hassabis confirm changes atop Google DeepMind

e4m Staff Aug 7, 2026 12:23 PM

Alphabet, Meta, Amazon and Microsoft collectively reported another quarter of robust growth, driven by digital advertising, cloud computing and enterprise software

Shantanu David Jul 31, 2026 8:59 AM

While Revenue from Search and Other rose 17% year over year, YouTube Ads recorded 13% growth; Google Cloud’s revenue surged 82%

e4m Desk Jul 23, 2026 9:03 AM

Google Services revenue grew 16% to USD 89.6 billion, led by a 19% jump in Search and subscriptions, while YouTube advertising rose 11%

e4m Staff Apr 30, 2026 9:16 AM

Across the four companies, the narrative is clear. AI infrastructure is scaling. Cloud businesses are expanding, capex is ballooning, and demand for AI workloads is finally translating into revenue

Shantanu David Apr 30, 2026 8:16 AM

While on air, Pichai shared his lifelong connection and love for cricket

Vaishnavi Deshpande Feb 23, 2026 5:13 PM

If advertising is funding the present, artificial intelligence is shaping the future. The defining metric of this earnings season is not revenue or profit, but capital expenditure

Anuja Jain Feb 9, 2026 9:02 AM

Alphabet has disclosed for the first time the video platform’s standalone annual figure, surpassing Netflix’s $45.18 billion

e4m Staff Feb 7, 2026 8:49 AM

Alphabets's Q4 performance underlines strength of Google Services while Cloud and subscriptions reshape the tech giant's revenue mix

e4m Staff Feb 5, 2026 1:33 PM

Tech major warns that complying with the order before an appeal is heard could expose sensitive commercial information irreversibly

e4m Staff Jan 19, 2026 11:40 AM

Apple’s decision to deploy Google’s Gemini for Siri powers a sharp re-rating of Alphabet shares

e4m Staff Jan 13, 2026 1:18 PM

This was not the year Big Tech escaped scrutiny. It was the year scrutiny finally began to harden institutionally, even as the businesses themselves continued to compound

Shantanu David Dec 23, 2025 9:14 AM

Earnings of big tech companies signal that the global ad market is consolidating around three overlapping forces: Search, short-form video and retail media

Shantanu David Nov 5, 2025 8:38 AM