Google Search & advertising
Largest revenue line. Q2 2026 revenue rose 17% year over year to $63.3B.
The numbers
What it is
Search ads, plus ads on Maps and other Google properties. This line funds most of Alphabet's spending on AI and cloud.
Why it matters to the stock. Search is still most of Alphabet's profit. Traders watch whether AI answers in Search change query volume or ad pricing.
News
Prisjakt files SEK 21.4 billion damages claim against Google in Stockholm
Swedish price comparison site Prisjakt filed a damages claim of about SEK 21.4 billion against Google before the Patent and Market Court in Stockholm.
Poland's UOKiK says Google may have abused dominance in publisher payment talks
Poland's competition regulator UOKiK said it suspects Alphabet and three Google entities abused a dominant position in negotiating payments to Polish publishers for showing articles and snippets in Search, Google News and Discover.
EU fines Google EUR 890M under Digital Markets Act for search and Play
The European Commission fined Google 890 million euros under the Digital Markets Act: 460 million for ranking its own shopping, hotels, transport and sports results above rival services in Search, and 430 million for Play Store steering rules.
Alphabet declares $0.22 dividend and buys back no stock in Q2
In its Q2 release Alphabet declared a $0.22 quarterly dividend per common share, payable September 14, 2026 to holders of record on September 7.
Alphabet Q1 2026 revenue rises 22% to $109.9B; Google Cloud revenue up 63% to $20.0B
Alphabet's first-quarter 2026 earnings release, dated April 29, 2026, reported revenue up 22% to $109.9 billion and Google Cloud revenue up 63% to $20.0 billion.
Google launches Universal Commerce Protocol with native checkout in Gemini and Search
Pichai announced the Universal Commerce Protocol at the NRF retail conference, an open standard for agentic shopping built with Shopify, Etsy, Wayfair, Target and Walmart.