GOOG · News · 20261101N

Revenue Performance and Mix

Alphabet Inc. · 2026-11-01 · Importance 15 · Surprise 6

A results recap reported revenue of $56.9 billion and EPS of $16.40, versus estimates of $54 billion and $15.82, respectively.

Key facts

• Alphabet's Q3 revenue was $56.9 billion, compared with an estimate of $54 billion. source
• Google Search's contribution to Alphabet's total revenue fell below 50% for the first time. source
• Alphabet missed revenue estimates. source
• Alphabet management reported slower-than-expected trends in core search and advertising activity. source
• Google Search's absolute revenue still grew, while its share of Alphabet's revenue declined largely because other Alphabet businesses, particularly Google Cloud, grew much faster. source
• Alphabet's Other Bets was up 1.35% year over year in the reported quarter. source
• Alphabet's Q3 EPS was $16.40, compared with an estimate of $15.82. source