Alphabet rolled back automated Gemini-first search output defaults across mobile platforms today, shifting standard mobile Google searches back to traditional web and sponsored link results. The product shift follows Alphabet’s Q3 earnings release on October 28, where financial reports revealed that while overall search revenue grew 12% to $63.35 billion, rapid AI query growth compressed monetizable ad impressions compared to standard search pages. The decision underscores tension between expensive generative infrastructure and legacy ad click margins after Alphabet reported $30.7 billion in Cloud revenue driven by enterprise AI operations.
https://www.sec.gov/Archives/edgar/data/1652044/000165204426000080/googexhibit991q32026.htm
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