In an organizational move, Google announced it will transfer its Gemini consumer AI team to Google DeepMind, signaling a deeper integration of AI development across the company.
YouTube
YouTube achieved a notable milestone: its combined advertising and subscription revenues exceeded $50 billion over the past four quarters.
YouTube ads revenue grew to $8.9 billion in Q3, while the broader Google subscriptions, platforms, and devices segment reached $10.7 billion.
Financials
Net income increased 34% to $26.3 billion
Operating margin expanded to 32% from 27.8% last year
Earnings per share rose 37% to $2.12
Total Google Services revenue grew 13% to $76.5 billion
What This Means
Google’s Q3 results point to shifts in search that SEO professionals and businesses need to watch.
With AI Overviews now reaching over 1 billion monthly users, we’re seeing changes in search behavior.
According to CEO Sundar Pichai, users are submitting longer and more complex queries, exploring more websites, and increasing their search activity as they become familiar with AI features.
For publishers, the priorities are clear: create content that addresses complex queries and monitor how AI Overviews affect traffic patterns.
We can expect further advancements across services with Google’s heavy investment in AI. The key will be staying agile and continually testing new features as they roll out.
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