Earnings
Home›Earnings›Guidance›Alphabet AI Mode redesign highlights continued focus o…
Alphabet AI Mode redesign highlights continued focus on search
Alphabet reported Google Search and other revenue rising 17% year over year to $63.3 billion in the second quarter, even as the growth rate slowed from the prior quarter.
Yahoo Finance highlights renewed scrutiny around whether artificial intelligence chatbots have already priced in a threat to Alphabet Inc.'s search business, even as Wall Street coverage has turned more constructive.
The piece points to Google’s effort to integrate AI into search, noting the company redesigned the search box for the first time in 25 years by placing an “AI Mode” button directly in the box.
It cites Alphabet’s second-quarter results to show Search and other revenue grew 17% year over year to $63.3 billion, after 19% growth in the prior quarter and performance that had stepped up through earlier quarters before the slowdown.
Alongside search, the article also underscores strength in other areas, including Gemini reaching more than 1 billion monthly active users by August 2026, and Cloud revenue rising 82% year over year to $24.8 billion, while segment operating income more than tripled to $8.8 billion, as it discusses how those drivers may shape Alphabet’s outlook.