Google expanded ads in AI-powered Search to international markets. It announced the move during Alphabet’s Q3 earnings call. Search ad growth slowed to 12% year over year. AI Mode queries are three times longer on average. One in five AI Mode searches uses voice, images, or documents. Google has surpassed 50 billion visual searches per month. Early results show ad click-through rates match organic listings. The formats include conversational discovery ads and sponsored recommendations. Google Cloud revenue surged 103% to $30.7 billion.
What changed
Ads in AI Search were limited to the U.S.
What it unlocks
Running ads in AI-powered Search results in international markets.
- $127.6B Alphabet Q3 revenue, +25% YoY
- 12% YoY Google Search revenue growth
- 50B monthly visual searches
- 1 in 5 AI Mode searches use voice, images, or documents
Sources