alphabet-financial-results

Google’s expensive adulthood: When Wall Street stops paying for the future

Google’s expensive adulthood: When Wall Street stops paying for the future?blur=25

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 is a verb. So why is Search now just 49.7% of Alphabet's revenue?

Why Google Search Revenue Falls Below 50% for the First Time?blur=25

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