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Google owner Alphabet suffers worst-ever day as value plunges $500bn (news.sky.com)
submitted 1 week ago by to c/world
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[–] 24 points 1 week ago (6 children)

Advertising spending is down this year, Google is first and foremost an ad company.

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  • [–] 11 points 1 week ago

    I saw something that said “SEO is now AEO” which I assumed meant “AI (something that starts with E) Optimization”

    If people are going to ChatGPT or Claude for what they used to go to Google for it makes sense to reduce ads there.

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  • [–] 2 points 1 week ago* (last edited 1 week ago) (4 children)

    They actually aren’t. It’s like less than 10% of their revenue each year.

    I’m wrong. User below is correct or close to it.

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  • [–] 18 points 1 week ago* (last edited 1 week ago) (3 children)

    Sorry, boss, but that's just incorrect.

    (Edit: infographic is referencing the10%, not that ad rev is down, but that's part is also not true).

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  • [–] 2 points 1 week ago (2 children)

    You can't tell me thatsearch advertising makes 5x more than Android.

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  • [–] 6 points 1 week ago* (last edited 1 week ago)

    Well I don't think I have to since their Quarterly numbers can? 63.5B out of 127.5B is search advertisement revenue. Pixel falls under platforms, subscriptions, services and devices and made up a PORTION of $14B of revenue. The difference to get to 127.5 is Google Cloud which doubled from 15B to 30B quarterly revenue between 2025 and 2026.

    Let's be exceedingly generous and say Pixel devices accounts for 50% of that $14B in revenue, so $7B to Search Advertisement's $62.5B. That's that's nearly 10X. Android OS proper (not the device hardware) is rightly considered part of ad revenue as the OS is "free"

    Edit: mixed up and didn't reference "Search" ads. Fixed. They don't really break out "Android" Ads. But the "Other" in the "Google Search & Other" statement may be carrying a lot of weight. https://lemmy.world/u/MonkderVierte@lemmy.zip I may have overly focused on Android "devices" in my response - if you meant Android ad revenu vs. search revenue, that's tougher to pull out for sure. Smugness has been rescinded! Have a lovely day.

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