12 months ago everyone agreed that Search was doomed, ChatGPT would kill Google, and Bard/Gemini were a joke.
Alphabet Announces First Quarter 2026 Results
11–20 of 136 posts
Re: Alphabet Announces First Quarter 2026 Results
#12Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Re: Alphabet Announces First Quarter 2026 Results
#13crazy work from whoever at Alphabet is in charge of selecting domain names for their sites.
That's been Alphabet's site since the restructuring happened back in 2015. The site has barely changed in a decade.
Re: Alphabet Announces First Quarter 2026 Results
#14Now that data is a commodity directly tied into the AI arms race, they killed https://developers.google.com/custom-search/v1/overview which is really sad
Re: Alphabet Announces First Quarter 2026 Results
#15Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Ad targeting llms continue to improve
Re: Alphabet Announces First Quarter 2026 Results
#16Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Gemini in search (AI Overview) is likely the most used LLM in the world, and ads can still surface around it.
(googler, opinions are my own. I know nothing about this outside of external info)
Re: Alphabet Announces First Quarter 2026 Results
#17Everyone thought Google Search would die from AI, but people are searching more than ever.
There's a part of the tech industry that uses what I would call dark influencer techniques. Search is dead. Lidar is too expensive for AVs. LLMs are as scary as thermonuclear bombs. China China China. Without ALPRs you'll get carjacked picking up Tommy from soccer.
Some of it is for stock pumping, some for regulatory capture, some is flooding the zone with shit.
This kind of "marketing" is part of the reason why tech is held in low esteem now. It destroys the sense of optimism and replaces it with fake tech bro worship.
Re: Alphabet Announces First Quarter 2026 Results
#18Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Do chatbots click ads?
Re: Alphabet Announces First Quarter 2026 Results
#19Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Same way all big companies do, start changing what "search" means and including things under "search" that you might not think belongs there.
Re: Alphabet Announces First Quarter 2026 Results
#20Google grew revenue 22% YoY and operating income 30%, with growing margins. Search revenue still growing 19%, an acceleration vs YoY growth this time last year. Cloud grew revenue 63%. Cloud income up from $2.2b Q1’25 to $6.6b Q1’26. https://www.reddit.com/r/stocks/comments/1sza7xi/alphabet_be...
Can anyone explain how search revenue is still _growing_ in the age of LLMs?
Not everyone is using LLMs and people who do are probably using Google for higher value and targeted search.