GoKawiilGoogle expands AI Search ads to international markets as Search growth cools
Google announced during Alphabet's Q3 earnings call that it is rolling out ads within AI Overviews and AI Mode to international markets, alongside new multi-turn ad formats in the U.S. Alphabet reported $127.6 billion in revenue, up 25% year over year, but Search ad growth slowed to 12% from 17% in Q2 and 19% in Q1, and Alphabet shares fell 8% after the results. Chief business officer Philipp Schindler said click-through rates on sponsored listings in AI Mode now match those of organic listings.
GoKawiil's interpretation of the reporting above, not reported fact.
The global rollout suggests Google is moving quickly to monetize AI search features to offset decelerating growth in its traditional ad business, a shift that could reshape how search advertising revenue is generated going forward. The market reaction—an 8% share drop—indicates investors remain uncertain whether AI-driven ads can fully replace lost momentum in core search. CEO Sundar Pichai's comments about longer, more complex AI Mode queries hint that user behavior itself is changing, which could further pressure traditional ad formats over time.
- Google is expanding AI Search ads, including AI Overviews and AI Mode, into international markets for the first time.
- Alphabet's Q3 revenue rose 25% to $127.6 billion, but Search ad growth slowed to 12%, down from 19% in Q1.
- Google says click-through rates for AI Mode sponsored listings already rival organic listings, as queries grow longer and more complex.
Source: techcrunch.com — Lauren Forristal, 2026-10-28
Published there as: “Google expands AI Search ads globally as core ad growth slows”
Read the original report → The summary and analysis above are GoKawiil's own, written from reporting by the source above. Facts and quotes belong to the original publisher.