Alphabet's financial report shows Google AI search revenue is lower than traditional search
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After Alphabet announced its third-quarter financial results, its stock price fell nearly 10%. The company disclosed that revenue generated by AI search is lower than that of traditional search, even though overall search business revenue grew 12% year-over-year to $63.25 billion. Chief Business Officer Philipp Schindler said the slowdown in search business growth stems from the lower monetization capability of AI Mode. Company spending for the quarter reached $51.4 billion, about two-thirds of which went to servers and networking equipment, while net profit was $26.17 billion, down from $35 billion in the same period last year.
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The financial report discloses that AI search's monetization capability is lower than traditional search, offering a window into the revenue structure and investment pressure of the search giant amid its AI transformation.
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Google/Alphabet 在公布第三季度财报之后股价下跌了近 10%，原因是搜索巨人披露 AI 搜索产生的收入低于传统搜索，尽管其整体搜索业务收入同比增长 12% 达到 632.5 亿美元。搜索业务增速略低于去年第三季度的 14.5% ，Alphabet 首席商务官 Philipp Schindler 称，搜索业务增长放缓的原因在于“我们观察到 AI Mode 变现能力较低”。为推动 AI 业务 Google 同时在基础设施上投入巨额资金。第三季度公司支出达 514 亿美元，其中约三分之二用于服务器和网络设备，其余部分则用于数据中心建设。巨额支出影响了盈利能力：Alphabet 本季度净利润为 261.7 亿美元；去年第三季度在 Google 营收为 1023.5 亿美元的情况下净利润达到 350 亿美元。Schindler 认为，AI 搜索终将带来回报。