# Google’s search revenue Ferrari hits an AI-powered speed bump

- URL: https://talkfuse.com/story/googles-search-revenue-ferrari-hits-an-ai-powered-speed-bump/
- Published: 2026-10-30T07:33:00+00:00
- Updated: 2026-10-30T10:39:07+00:00
- Original publisher: The Register
- Original article: https://www.theregister.com/ai-and-ml/2026/10/30/googles-search-revenue-ferrari-hits-an-ai-powered-speed-bump/5306520
- Topics: AI, Technology

## Key points

- Search revenue growth slowed to 12 per cent in Q3.
- Google plans to expand ads in its AI search features.
- Search use is growing, but AI monetisation remains uncertain.

## Summary

Alphabet’s third-quarter results showed Google Search advertising revenue growth slowing to 12 per cent year on year, down from 17 per cent in the previous quarter. The article says lower advertising returns from AI Overviews and AI Mode are among the factors, raising questions about whether Google can earn as much from AI-assisted searches as from traditional results.

Google said it would expand ads in AI Overviews and introduce multi-turn ads for AI Mode queries in the US. Search query growth was reportedly the strongest in five years, suggesting people are still using Google, while one advertiser complained of higher costs for lower-quality clicks. Analysts say AI could bring more people to information search, but Google has not disclosed enough detail to show how well it can monetise the shift.

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Summarised by TalkFuse (https://talkfuse.com/). Quote the original publisher for the reporting and link this page for the summary and discussion.