AI Matters
Why it matters
Google says AI search earns less than regular search; stock falls
The Decoder Google's AI search problem finally shows up in the earnings report, some investors believe
Google shares fell as much as 10% after earnings showed search revenue up 12%, slower than expected, and the company acknowledged its AI Mode earns less than traditional search.
Why it matters
The way Google pays for search is shifting, which could mean more ads in the AI answers you see.
Latest brief · Oct 30, 2026