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Google has introduced a new feature in Gemini called immersive explorations, offering 20 preset topics spanning categories like Civilizations, Energy, Engineering, Medicine, Geology, Oceans, and Spaceflight. The feature sits within Gemini's student hub alongside existing tools like flashcards and quizzes, and is available on mobile and web for all users.
Google is rolling out sponsored listings in AI Mode search results to India, Australia, Canada, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, with Brazil, Mexico and the UK slated to follow later in Q4 2026. The company says ads will carry a 'Sponsored' label to separate them from AI-generated answers, and in the US it is also testing ads that appear during follow-up questions within the same AI Mode conversation.
Alphabet's shares dropped more than 10% in after-hours trading after earnings of $2.12 per share missed estimates of $3.01, even as quarterly revenue rose 25% to $127.6 billion. Executives said Google's AI Search mode generates less ad revenue per query than classic search, and capital expenditure more than doubled year over year to $51.4 billion, pushing free cash flow negative.
OpenAI has enabled its ChatGPT 'Dot' AI agents to communicate directly through Google Messages (RCS) on Android and iMessage on iPhone. Dots can proactively text updates, photos, or voice notes about ongoing tasks and retain context from prior conversations across ChatGPT, Slack, or Teams. The feature is currently a preview limited to ChatGPT Pro subscribers in the US.
Google introduced Multi-Party Compute, a custody system that splits crypto private keys across multiple parties, at its first digital assets symposium in New York on October 28, 2026. Banks could hold one key share, with others distributed across Google Cloud and rival providers, requiring a threshold of shares to sign any transaction. Google says a commercial launch is planned for early 2027, though pricing and partners have not been disclosed.
Alphabet's third-quarter revenue rose nearly 25% year-over-year to $127.6 billion but fell short of the $128.2 billion analysts expected, while adjusted earnings per share dropped 7% to $2.67 versus the $3.02 consensus. Google Cloud was a bright spot, with revenue doubling to $30.71 billion and operating income more than tripling to $11.12 billion, and the Gemini app surpassed 1 billion monthly active users. Shares fell nearly 10% in after-hours trading following the report.
Google, Meta and other major tech companies are resisting sweeping requests from Immigration and Customs Enforcement for user data, as the agency seeks information tied to immigration-related speech on their platforms. The companies are reportedly contesting the scope of these demands rather than complying automatically.
In its Q3 2026 earnings report, Alphabet CEO Sundar Pichai said combined YouTube Music and YouTube Premium subscribers have surpassed 150 million worldwide, up from 125 million reported earlier this year. The figure includes users on free trials, consistent with how the prior count was calculated.
In its latest quarterly earnings, Microsoft broke with longstanding practice and disclosed Azure's actual dollar revenue for the July-September quarter: $33.2 billion, up 48% year-over-year. That figure beat analyst expectations of $32.3 billion and exceeded CFO Amy Hood's earlier guidance of 44-45% growth, edging out Google Cloud's reported $30.7 billion for the same period.
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.
Google has launched Gemini 4 Carbon, its second new frontier AI model in a month following Gemini 4 Argon. The model improves on coding, agentic tasks, scientific reasoning and multimodal understanding, with Google saying its biggest gains are in cybersecurity, including more than doubling secure-code generation rates versus Argon. Carbon will first go to select cyber defenders before wider release, priced at $2 per million input tokens and $10 per million output tokens.
Google announced Gemini 4 Carbon, a new large language model aimed at cybersecurity professionals for detecting and patching software vulnerabilities, which it says outperforms its own Gemini 4 Argon and OpenAI's GPT-6 Astra on benchmarks. The company also released Genie 4, a world model that simulates physical environments and now supports audio like background noise and dialogue. Both models remain restricted: Gemini 4 Carbon is limited to select cybersecurity experts while Genie 4 has a waitlist, with no public release date confirmed.