Alphabet公司发布2026年第三季度财报，尽管总营收接近1280亿美元并实现同比增长25%，但其净利润表现不及预期 1。财报数据显示，该季度每股收益为2.12美元，低于市场预期的3.02美元；净利润虽超过260亿美元，但较去年同期下降近90亿美元 1。受此影响，Alphabet股价在财报公布后出现历史性下跌，跌幅接近12% 1。
公司在业绩说明中承认，目前人工智能搜索的变现能力尚不如传统有机搜索，并计划明年进一步增加在AI领域的支出 1。尽管整体盈利能力面临挑战，Alphabet的云业务板块仍表现强劲，其Google Cloud营收突破300亿美元，超出分析师预期约10亿美元 1。
Alphabet reported third-quarter 2026 revenue of nearly $128 billion, marking a 25% year-over-year increase, yet its financial results fell short of investor expectations due to lower profitability driven by the monetization challenges of artificial intelligence search 1. The company acknowledged that AI-powered search generates less revenue than traditional organic search and outlined plans to further increase spending on AI next year 1. This admission, combined with earnings figures below consensus estimates, triggered a historic stock decline of approximately 12% following the release 1.
While the top-line growth was strong, Alphabet’s net income exceeded $26 billion but represented a decrease of nearly $9 billion compared to the same period in the previous year 1. Earnings per share (EPS) came in at $2.12, significantly lower than the market forecast of $3.02 1. In contrast to the pressure on overall profits, Google Cloud demonstrated robust performance, with revenue surpassing $30 billion, which was about $1 billion higher than analyst projections 1.
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