TL;DR
Get smart everyday buys delivered free with Prime
- Fast, free delivery on millions of items
- Prime Video, Amazon Music and more included
- Member-only deals all year
Google Search and other reported $63.4 billion in revenue for the quarter ended September 2026, equal to 49.7% of Alphabet’s $128 billion total. It was the first quarter below half since Alphabet began reporting the Search line separately; Search revenue still increased year over year, while the rest of the company grew faster.
Google Search and other generated $63.4 billion of Alphabet’s $128 billion in revenue for the quarter ended September 2026, representing 49.7% of the total, according to data published by Company Atlas on October 29. It marks the first quarter below half since Alphabet began reporting the line separately, as revenue from the rest of the company grew more quickly.
The Search and other line rose 12% year over year, but its share of Alphabet revenue was down 5.6 percentage points from a year earlier. The figures do not show a decline in Search revenue: its dollar total increased, while the company’s other businesses collectively expanded faster.
Company Atlas puts revenue from everything outside Search and other at $64.2 billion, up 40% year over year. That category includes YouTube advertising, subscriptions and devices, Google Network, Google Cloud and Other Bets. Google Cloud contributed $30.7 billion, with revenue up 103% year over year.
The Search and other figure is broader than advertising on the Google Search results page alone. Alphabet’s reported line also includes ads on other Google properties, such as Gmail, Maps and Google Play. The reported figures therefore describe a segment, not Search-page advertising in isolation.
Cloud Growth Changes Alphabet’s Revenue Mix
The figures show a change in where Alphabet’s revenue is coming from, rather than a fall in Search sales. Search remains a business generating tens of billions of dollars per quarter, but faster growth elsewhere means it now accounts for a smaller proportion of the parent company’s revenue. That distinction matters when interpreting the below-half threshold: it is a shift in the mix, not evidence by itself that Search is shrinking.
Google Cloud’s growth is a major part of that change. At $30.7 billion for the quarter, Cloud represented a substantial share of the company’s total, while the broader non-Search category grew three times as quickly as the Search line on a year-over-year basis. The figures make Alphabet’s growing reliance on businesses beyond Search more visible, although Search remains a large source of revenue.
For readers and investors following Alphabet’s business, the revenue mix provides a useful measure of how its growth is distributed. But revenue shares alone do not show profitability, cash generation or the long-term durability of any business. The figures also do not establish why Cloud or other categories grew at those rates.
Products Worth Considering
LG UltraGear 27-Inch QHD OLED Gaming Monitor, 240Hz, 0.03ms, G-SYNC Compatible, FreeSync Premium Pro, HDMI 2.1
Samsung 27 Odyssey OLED G5 (G50SF) QHD QD-OLED Gaming Monitor
Dell UltraSharp U2725QE 27-Inch 4K UHD IPS Black Monitor
As an affiliate, we earn on qualifying purchases.
Company Atlas says Search and other accounted for between 52.8% and 62.0% of Alphabet revenue in each of the 31 quarters before September 2026 in its comparison. The latest quarter’s 49.7% is the first point below half in that period. The milestone is tied to the history of Alphabet’s separately reported Search revenue; it does not mean Search itself is a new or recently created business.
Over the years covered by the data, Google Cloud’s share rose from 4.4% to 24.1%, according to Company Atlas. The company’s business now includes a larger contribution from Cloud as well as YouTube, subscriptions and devices, its ad network and Other Bets. Those categories are grouped together as everything else in the report’s comparison, even though they are distinct businesses.
The source describes the figures as quarterly revenue shares and compares year-over-year growth. Its reported Search measure includes ads on Google Search and other Google properties. That scope is necessary when comparing the segment with Alphabet’s total and should not be mistaken for a measure of Search alone.
““Search revenue still grew: the share fell because the rest of Alphabet grew faster.””
— Company Atlas
The supplied report does not provide operating income, margins or cash flow for these figures, so it cannot show how much profit each business generated or whether the faster-growing categories were more profitable. It also does not break the $64.2 billion non-Search total into each component apart from the stated Cloud figure.
The report identifies the first below-half quarter in its 31-quarter comparison, but does not provide a full explanation for the different growth rates. The figures alone do not establish what drove Cloud’s 103% year-over-year increase or whether that pace will continue. Alphabet’s own commentary and any later filings may add detail; those explanations are not included in the source material here.
Watch Alphabet’s Next Earnings Report
The next useful comparison will be Alphabet’s subsequent quarterly results, which can show whether Search revenue continues to grow and whether Cloud and other businesses maintain their recent pace. Readers should track both dollar revenue and each business’s share of the total: either measure on its own gives an incomplete picture of the shift.
Alphabet’s future reporting may also provide more detail on the performance and profitability of its segments. Until then, the confirmed figures support a narrower conclusion: Search and other remained a growing business in the September quarter, but its share fell below half because Alphabet’s revenue outside that line grew more quickly.
Key Questions
Did Google Search revenue fall in the September 2026 quarter?
No. The reported Search and other line reached $63.4 billion, up 12% year over year. Its share fell because Alphabet’s other revenue grew faster.
What does “Google Search and other” include?
According to Company Atlas, it includes advertising on Google Search and ads on other Google properties, including Gmail, Maps and Google Play.
How much did Google Cloud make in the quarter?
Company Atlas reports $30.7 billion in Google Cloud revenue for the quarter ended September 2026, up 103% year over year.
Is this the first time Search was below half of Alphabet’s revenue?
It is the first below-half quarter in Company Atlas’s 31-quarter comparison of Alphabet’s separately reported Search revenue, according to the source.
Does the report show that Search is becoming less profitable?
No. It reports revenue and revenue shares, not segment profit or margins. Those figures do not establish whether Search profitability rose or fell.
Source: kadoa.com
