> search numbers are down
Source?
Google Search & other revenue grew 12% YoY in Q3 [1]. In that time paid clicks grew 8% and cost per click 4%.
Across the Google Network impressions fell 14%, with cost-per-impressions growing 14%. (9% of revenue.) But that’s on the web, not search.
[1] https://www.sec.gov/ix?doc=/Archives/edgar/data/1652044/0001...
Google has been trying to drop "Network" impressions (by moving them to Google owned properties) for close to two decades now.
The only revenue covered by Network is what it pays out to newspapers and other kinds of ad-supported websites.
Yes but search growth has slowed and it’s making less money thanks to AI overviews. An exec called it out in the earnings call.
https://arstechnica.com/gadgets/2026/10/google-admits-ai-sea...
I’ve been saying for a while that AI is going to be a bigger problem for Google than many realize: https://news.ycombinator.com/item?id=47957708