Google Search Falls Below 50% of Alphabet Revenue for First Time as Cloud Surges

Alphabet公布截至2026年9月的季度营收为1280亿美元，其中谷歌搜索业务贡献634亿美元，占比49.7%。这是自Alphabet开始单独披露搜索业务营收以来，该占比首次跌破50%，此前31个季度的占比在52.8%至62.0%之间。搜索业务营收同比增长12%，非搜索业务营收同比增长40%，达到642亿美元。谷歌云是这一变化的主要推动力，其营收同比飙升103%至307亿美元，自2018年12月以来在总营收中的占比从4.4%升至24.1%。

Alphabet reported $128 billion in revenue for the quarter ending September 2026, with Google Search contributing $63.4 billion or 49.7%. This marks the first quarter below 50% since Alphabet began disclosing Search revenue separately, compared with 52.8% to 62.0% in the prior 31 quarters. Search revenue rose 12% year over year, while non-Search revenue rose 40% to $64.2 billion. Google Cloud drove the shift, rising 103% year over year to $30.7 billion and increasing its share from 4.4% to 24.1% since December 2018.