"That's the big question ahead of the tech giant's earnings report this afternoon. BI's Hugh Langley, our resident Google expert, breaks down what you need to look out for in the numbers and on the call. Google has been on a three-month tear since its last check-in, launching Gemini 3 to much fanfare and joining the $4 trillion market-cap club. The string of successes put it at the front of the highly competitive AI race."
"You don't have to search too far to find the key to Google's earnings. Google Search (get it) and the ad business built around it are still the company's crown jewel. It's also an area many have speculated AI would upend. (Why "Google it" if you can "ChatGPT it"?) Google has managed to incorporate AI features without cannibalizing its cash cow. But it's a tricky balancing act, and Google is already blurring the line between Search and Gemini."
Google recently launched Gemini 3 and reached a $4 trillion market cap, reinforcing its lead among competing chatbots. Market sentiment is volatile, with investors anticipating a large share movement around the earnings release. Google Search and its advertising ecosystem remain the primary revenue drivers, and AI features have so far been integrated without directly cannibalizing ad sales. The company is increasingly blending Search and Gemini functionality, creating the possibility that Search traffic could shift to chatbots and thereby trigger eventual ad migration into conversational interfaces.
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