Google Search Is Less Than 50% of Alphabet's Revenue for the First Time Ever | Company Atlas
Pangram verdict · v3.3
We believe that this entire text is human-written.
AI likelihood · overall
HumanArticle text · 176 words · 4 segments analyzed
29 Oct 2026Search brought in $63.4B of Alphabet's $128B revenue in the quarter to Sep 2026: 49.7%.
It is the first quarter below half since Alphabet began reporting Search revenue on its own. 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 2026Search share49.7%Down 5.6 pts year over yearSearch revenue$63.4BUp 12% year over yearEverything else$64.2BUp 40% year over yearGoogle Cloud$30.7BUp 103% year over yearEach 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 202620192020202120222023202420252026About the dataSearch 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.More insights