谷歌搜索营收占比首跌破 50% AI 云业务成增长引擎
2026年第三季度，谷歌搜索在Alphabet总营收中的占比首次降至49.7%，标志着其作为单一核心收入支柱地位的结构性转变。尽管搜索绝对营收仍同比增长12%，但谷歌云业务以103%的同比增速迅速扩张，占比升至24.1%，显示AI驱动的基础设施与服务正成为新的增长极。
报道正文
本文目录2 个章节
In the quarter to Sep 2026, Google Search made 128B in revenue, or 49.7%. It is the first quarter below half since Alphabet began reporting Search revenue separately. In the 31 quarters before, Search was between 52.8% and 62.0%. Over the same years, Google Cloud grew from 4.4% of revenue to 24.1%.
The quarter to Sep 2026
Search share49.7%↓Down 5.6 pts year over yearSearch revenue$63.4B**↑Up 12%** year over yearEverything else$64.2B**↑Up 40%** year over yearGoogle Cloud$30.7B**↑Up 103%** year over year
Each quarter's revenue from Google Search & other and from Google Cloud, as a share of Alphabet's total revenue. Everything else is YouTube ads, subscriptions and devices, Google Network and Other Bets.
Dec 2018 to Sep 2026
| Quarter | Search | Google Cloud | YouTube ads | Subscriptions, platforms and devices | Google Network | Other Bets | Total revenue | Search share | Google Cloud share |
|---|---|---|---|---|---|---|---|---|---|
| Sep 2026 | $63.4B | $30.7B | $11.2B | $14.3B | $7.5B | $372M | $128B | 49.7% | 24.1% |
| Jun 2026 | $63.3B | $24.8B | $11.1B | $12.9B | $7.3B | $382M | $120B | 52.8% | 20.7% |
| Mar 2026 | $60.4B | $20.0B | $9.9B | $12.4B | $7.0B | $411M | $110B | 55.0% | 18.2% |
| Dec 2025 | $63.1B | $17.7B | $11.4B | $13.6B | $7.8B | $370M | $114B | 55.4% | 15.5% |
| Sep 2025 | $56.6B | $15.2B | $10.3B | $12.9B | $7.4B | $344M | $102B | 55.3% | 14.8% |
| Jun 2025 | $54.2B | $13.6B | $9.8B | $11.2B | $7.4B | $373M | $96.4B | 56.2% | 14.1% |
| Mar 2025 | $50.7B | $12.3B | $8.9B | $10.4B | $7.3B | $450M | $90.2B | 56.2% | 13.6% |
| Dec 2024 | $54.0B | $12.0B | $10.5B | $11.6B | $8.0B | $400M | $96.5B | 56.0% | 12.4% |
| Sep 2024 | $49.4B | $11.4B | $8.9B | $10.7B | $7.5B | $388M | $88.3B | 55.9% | 12.9% |
| Jun 2024 | $48.5B | $10.3B | $8.7B | $9.3B | $7.4B | $365M | $84.7B | 57.2% | 12.2% |
| Mar 2024 | $46.2B | $9.6B | $8.1B | $8.7B | $7.4B | $495M | $80.5B | 57.3% | 11.9% |
| Dec 2023 | $48.0B | $9.2B | $9.2B | $10.8B | $8.3B | $657M | $86.3B | 55.6% | 10.6% |
| Sep 2023 | $44.0B | $8.4B | $8.0B | $8.3B | $7.7B | $297M | $76.7B | 57.4% | 11.0% |
| Jun 2023 | $42.6B | $8.0B | $7.7B | $8.1B | $7.8B | $285M | $74.6B | 57.1% | 10.8% |
| Mar 2023 | $40.4B | $7.5B | $6.7B | $7.4B | $7.5B | $288M | $69.8B | 57.8% | 10.7% |
| Dec 2022 | $42.6B | $7.3B | $8.0B | $8.8B | $8.5B | $226M | $76.0B | 56.0% | 9.6% |
| Sep 2022 | $39.5B | $6.9B | $7.1B | $6.9B | $7.9B | $209M | $69.1B | 57.2% | 9.9% |
| Jun 2022 | $40.7B | $6.3B | $7.3B | $6.6B | $8.3B | $193M | $69.7B | 58.4% | 9.0% |
| Mar 2022 | $39.6B | $5.8B | $6.9B | $6.8B | $8.2B | $440M | $68.0B | 58.3% | 8.6% |
| Dec 2021 | $43.3B | $5.5B | $8.6B | $8.2B | $9.3B | $181M | $75.3B | 57.5% | 7.4% |
| Sep 2021 | $37.9B | $5.0B | $7.2B | $6.8B | $8.0B | $182M | $65.1B | 58.2% | 7.7% |
| Jun 2021 | $35.8B | $4.6B | $7.0B | $6.6B | $7.6B | $192M | $61.9B | 57.9% | 7.5% |
| Mar 2021 | $31.9B | $4.0B | $6.0B | $6.5B | $6.8B | $198M | $55.3B | 57.6% | 7.3% |
| Dec 2020 | $31.9B | $3.8B | $6.9B | $6.7B | $7.4B | $196M | $56.9B | 56.1% | 6.7% |
| Sep 2020 | $26.3B | $3.4B | $5.0B | $5.5B | $5.7B | $178M | $46.2B | 57.0% | 7.5% |
| Jun 2020 | $21.3B | $3.0B | $3.8B | $5.1B | $4.7B | $148M | $38.3B | 55.7% | 7.9% |
| Mar 2020 | $24.5B | $2.8B | $4.0B | $4.4B | $5.2B | $135M | $41.2B | 59.5% | 6.7% |
| Dec 2019 | $27.2B | $2.6B | $4.7B | $5.3B | $6.0B | $172M | $46.1B | 59.0% | 5.7% |
| Sep 2019 | $24.7B | $2.4B | $3.8B | $4.0B | $5.3B | $155M | $40.5B | 61.1% | 5.9% |
| Jun 2019 | $23.6B | $2.1B | $3.6B | $4.1B | $5.2B | $162M | $38.9B | 60.7% | 5.4% |
| Mar 2019 | $22.5B | $1.8B | $3.0B | $3.6B | $5.0B | $170M | $36.3B | 62.0% | 5.0% |
| Dec 2018 | $23.3B | $1.7B | $3.6B | $4.8B | $5.6B | $154M | $39.3B | 59.4% | 4.4% |
About the data
- Search is the line Alphabet reports as "Google Search & other": ads on Google Search and on other Google properties such as Gmail, Maps and Google Play. YouTube ads, the ad network, subscriptions, devices, Google Cloud and Other Bets are counted in everything else.
- Search revenue still grew: the share fell because the rest of Alphabet grew faster.