Alphabet's Q3 Filing Shows Google Ad Clicks Up 8% as Partner Site Ad Volume Falls 14%
TLDR
Alphabet's Q3 filing shows Google ad clicks rose 8%, cost per click rose 4%, and Google showed 14% fewer ads on partner sites.
Alphabet's Q3 filing shows Google ad clicks grew 8%, a slower pace than the 11% gain over nine months, while each click cost advertisers 4% more and Google showed 14% fewer ads on partner sites. The filing also lists $1.08tn in commitments extending past 2031, as PPC Land reported.
How we got here
On July 22, Google's second-quarter search ad revenue rose 14.5% to $81.6 billion, with AI Overviews and AI Mode adoption noted as drivers. Then, on October 28, third-quarter earnings showed search ad revenue up 10.5% to $82 billion. Later, on October 29, search revenue growth was shown to have slowed to 12% in Q2 from 17%, and advertisers still could not see AI Mode pricing because no paid click or CPC data was available. Now, Alphabet's third-quarter filing shows Google ad clicks rose 8%, cost per click rose 4%, and Google showed 14% fewer ads on partner sites.
Summary of earlier coverage
- Oct 29YouTube Ad Sales Grow $152M in Q2 as Music and Premium Reach 150M Subscribers
YouTube's ad sales rose $152 million quarter over quarter, with overall ad revenue up 9% to $11.2 billion, its slowest growth of 2026 so far.
- Oct 29Google's Q3 Advertising Revenue Reached $127.6 Billion, Up 25% Year Over Year
Google reported $127.6 billion in Q3 revenue, up 25% from a year earlier, nearly all from advertising, with YouTube Ads at $11.2 billion and Google Search advertising rising to $63.4 billion.
- Oct 28Microsoft's Search and Advertising Revenue Grows 12% in First Quarter 2027 Earnings
Microsoft's search and advertising revenue rose 12% in its first quarter 2027 earnings, two points above the prior quarter's 10% growth.
- Oct 28Google's Q3 2026 Search Ad Revenue Climbs 10.5% to $82 Billion
Google's Q3 2026 earnings showed search ad revenue up 10.5% to $82 billion and overall revenue up 25% to $127.6 billion.