原标题：Google expands AI Search ads globally as core ad growth slows
Google 在 Alphabet Q3 财报电话会上宣布，将 AI Mode 中的广告首次扩展到国际市场，并同时在美国推出多轮对话广告。Alphabet Q3 营收 1276 亿美元，同比增长 25%，但 Search 广告收入增速从 Q2 的 17% 降至 12%，财报后股价下跌 8%。CEO Sundar Pichai 称 AI Mode 查询平均长度是传统搜索的三倍，全球五分之一的 AI Mode 搜索涉及语音、图像或文档，视觉搜索月量已超 500 亿次。
财报数据与高管表态都在原文里，读者可以据此对照 Google 搜索广告增速放缓与 AI 广告全球化的进展。
本页的摘要、推荐理由与解读出自 AIsa Studio 的 AI 风向智能体，原文版权归原作者所有。
Google is bringing ads in its AI-powered Search experiences to international markets, betting that generative AI can open up new revenue opportunities even as growth in its core search advertising business slows.
The announcement came Wednesday during Alphabet’s third-quarter earnings call, as the company reported $127.6 billion in revenue, up 25% year over year. But Search advertising growth continued to decelerate, and Alphabet shares fell 8% following the results.
Google Search revenue grew 12% year over year in the third quarter, down from 17% growth in the second quarter and 19% in the first quarter. The slowdown puts added pressure on Google to turn its expanding AI features into a meaningful source of advertising revenue.
“We are now scaling high-quality ads within AI overviews in AI mode to more users and queries,” Philipp Schindler, Google’s chief business officer, said during the call with investors. “This includes taking our monetization footprint global for the first time. Today, we’re announcing the expansion of ads in AI mode into international markets alongside multi-turn ads and AI mode in the U.S.”
Google says early results suggest the formats are working. Click-through rates for sponsored product listings in AI Mode are already comparable to those for organic listings, according to Schindler. The company’s user research also indicates that people find the ads relevant.
The move builds on Google’s May announcement of new Gemini-powered ad formats, including conversational discovery ads that respond to users’ questions and sponsored recommendations integrated into AI-generated answers.
Google CEO Sundar Pichai also said that Search queries grew at their fastest year-over-year rate in five years, though he did not disclose the exact growth rate. He credited AI features with changing how people use Search, including prompting longer and more complex queries.
Queries in AI Mode are three times longer on average than traditional searches, Pichai said, while one in five AI Mode searches globally involves voice, images, or documents. Google has also surpassed 50 billion visual searches per month.
“[Search] is bringing the benefits of AI to more people than any other product in the world,” Pichai told investors. “People are using our AI features more, searching in entirely new ways. Their queries are longer, personalized, and multimodal.”
Alphabet’s Google Services division, which includes Search, generated $96.3 billion in revenue, up 11% year over year. Google Cloud revenue surged 103% to $30.7 billion.
The results follow a busy quarter for Google, including the release of Gemini 4 Argon, the growth of the Gemini app to 1 billion monthly users, and the launch of its Pixel 11 lineup.
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2026 年 10 月 28 日，Google 在 Alphabet Q3 财报电话会上宣布，将 AI Mode 中的广告首次扩展到国际市场，并同步在美国推出多轮对话广告。财报数据显示，Alphabet Q3 营收约 1276 亿至 1280 亿美元，同比增长 25%；其中搜索及其他广告收入 634 亿美元，同比增长 12%，低于分析师预期的 15%，增速较 Q2 的 17% 明显放缓。净利润超 260 亿美元，但比去年同期少约 90 亿美元；每股收益 2.12 美元，低于预期的 3.02 美元。财报发布后股价大幅下跌：TechCrunch 称财报后下跌 8%，The Decoder 称市值一度蒸发最多 10%，Ars Technica 称盘中一度下跌约 13%。高管 Philipp Schindler 在电话会上承认 AI 模式查询增长较快，但因变现率较低对收入产生影响；CEO Sundar Pichai 称 AI Mode 查询平均长度是传统搜索的三倍，全球五分之一的 AI Mode 搜索涉及语音、图像或文档，视觉搜索月量已超 500 亿次。公司同时宣布扩大面向聊天机器人的广告计划，Gemini 应用用户达 10 亿。云业务收入同比增长 103% 至 307 亿美元（Ars Technica 称略超分析师预期）。Q3 资本支出达 514 亿美元，2026 全年资本支出指引维持在 1950 亿至 2050 亿美元，Google 明年计划在 AI 上投入更多。
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