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GOOGLEarnings2025-10-29

Google's business chief comments on how advertising revenue from AI Overviews compares with the previous search format.

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Philipp Schindler · Alphabet Investor Relations · Alphabet 2025 Q3 Earnings Call

And as I've shared before for AI Overviews, even at our current baseline of ads, below and within the AI response, overall, we see the monetization at approximately the same rate.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

AI Overviews
AI-written summaries that appear at the top of Google Search results.
monetization
How much revenue a company earns from a given piece of user activity, such as a search query.

Educational summary of a public statement. Not investment advice.