For the first time ever, Google Search is less than 50% of Alpha

In the quarter to Sep 2026, Google Search made $63.4B of Alphabet's $128B in revenue, or 49.7%. It is the first quarter below half since Alphabet began reporting Search revenue separately. Search revenue still grew 12% year over year; Google Cloud's grew 103%. 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 share
49.7%
↓
Down5.6 pts year over year
Search revenue
$63.4B
↑
Up12% year over year
Everything else
$64.2B
↑
Up40% year over year
Google Cloud
$30.7B
↑
Up103% year over year
Search and Google Cloud, share of Alphabet's revenue
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

Share
Tabular data
2019
2020
2021
2022
2023
2024
2025
2026
Share of revenue
0%
10%
20%
30%
40%
50%
60%
70%
Search 49.7%
Google Cloud 24.1%
Everything else 26.2%
Alphabet's revenue by segment, each quarter
In billions of dollars. Search's share fell while its revenue kept growing.

Dec 2018 to Sep 2026

2020
2022
2024
2026
Revenue
$0B
$20B
$40B
$60B
$80B
Search $63.4B
Google Cloud $30.7B
YouTube ads $11.2B
Subscriptions, platforms and devices $14.3B
Google Network $7.5B
Other Bets $0.4B
Explore the data
Alphabet: financials, board, owners, hiring and layoffs
Alphabet's quarterly results
All S&P 500 companies
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.
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