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The Decoder

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Google's AI search problem finally shows up in the earnings report, some investors believe

Google's stock dropped as much as ten percent after its quarterly earnings. Cloud revenue more than doubled to $30.7 billion, but search revenue grew just 12 percent, slower than expected. Google acknowledged that its fast-growing AI mode brings in less revenue than traditional…

The DecoderBy: Matthias BastianOctober 29, 2026 (1 hour ago)
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AI Summary & Key Takeaways

  • Google's stock dropped as much as ten percent after its quarterly earnings
  • Cloud revenue more than doubled to $30.7 billion, but search revenue grew just 12 percent, slower than expected
  • Google acknowledged that its fast-growing AI mode brings in less revenue than traditional…
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Google's AI search problem finally shows up in the earnings report, some investors believe

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