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by nl 66 days ago
They can't break it out because it is embedded in other services.

But to quote:

> Overall, we’re seeing our AI investments and infrastructure drive revenue and growth across the board.

and

> Revenue from AI solutions built by our partners increased nearly 300% year-over-year, and commitments from our top 15 software partners grew more than 16X year-over-year.

https://blog.google/company-news/inside-google/message-ceo/a...
2 comments
dangus 65 days ago
Revenue != Profit

Operating margin has been declining since approximately 3/2025 at Alphabet.

You think Google has no ability to tell us whether a traditional search makes more revenue than an AI Summary search? I think we would be naive to assume they don't know that.

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grtteee 66 days ago
No they choose not to break it out because under accounting principles you can get away with it.

Lmao don’t talk about subjects you clearly are not an expert in.

The only real metric one can use to gauge new investment is the marginal ROIC. Which is very noisy to say the least.

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nl 66 days ago
Ok..

So as I said: Google made around $20B in profit on 2025 Q4 which includes AI search.

Both revenue and profit grew with the introduction of AI search.

So where exactly is this big loss you speak so confidently of?

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grtteee 66 days ago
I did not comment on whether it was a loss or profit position.

“Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.”

Until one of the private firms goes public nobody has a clean view of what the financials of a model business look like.

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