Alphabet宣布首次将其人工智能搜索体验中的广告货币化足迹扩展至国际市场。 1 这一决定是在公司第三季度财报电话会议上公布的，由首席商务官Philipp Schindler宣布。 1 Schindler指出，早期数据显示，AI模式下的赞助产品列表点击率已与有机结果持平，且用户认为这些广告具有相关性。 1
此次扩张的背景是传统搜索广告增速放缓。 1 Alphabet第三季度营收为1276亿美元，同比增长25%；其中搜索结果页广告收入同比增长12%，较第二季度的17%和第一季度的19%有所下滑。 1 尽管整体营收增长强劲，但受核心广告业务增速下降影响，Alphabet股价在财报发布后下跌8%。 1
CEO Sundar Pichai表示，查询量的年增长率达到五年来最快水平，但未披露具体数值。 1 AI模式的使用呈现出新特征：平均查询长度是传统搜索的三倍，全球每五次AI模式搜索中有一次涉及语音、图像或文档。 1 此外，谷歌每月视觉搜索次数超过500亿次。 1
在部门业绩方面，Google Services部门营收为963亿美元，同比增长11%；Google Cloud营收为307亿美元，同比增长103%。 1
Alphabet Chief Business Officer Philipp Schindler announced the first-ever global expansion of advertising monetization within Google’s AI Mode during the company’s third-quarter earnings call 1. This move addresses a slowdown in core search ad growth, despite Alphabet’s total revenue reaching $127.6 billion, a 25% increase year-over-year 1. Following the earnings release, Alphabet’s stock price fell by 8% due to decelerating momentum in search advertising revenues 1. Specifically, ad revenue on search result pages grew by 12% year-over-year, down from 17% in the second quarter and 19% in the first quarter 1.
Schindler stated that early data shows click-through rates for sponsored product listings in AI Mode have reached parity with organic results 1. He added that users perceive these advertisements as relevant to their queries 1. CEO Sundar Pichai noted that query volume in AI Mode is growing at its fastest annual rate in five years, though he did not disclose specific numerical figures 1. Average query lengths in AI Mode are three times longer than those in traditional searches, and one out of every five global AI Mode searches involves voice, image, or document inputs 1.
In segment performance, Google Services generated $96.3 billion in revenue, an 11% increase, while Google Cloud reported $30.7 billion in quarterly revenue, representing a 103% rise 1. Visual search remains a high-volume feature, processing over 50 billion queries monthly globally 1.
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