Google had a very good, very bad Q3

9to5google.com Oct 29, 2026

Google had a very good, very bad Q3

Curated by Shubham · TechCapsules · Oct 29, 2026

AI-summarised brief · reviewed before publication

Alphabet reported a 25 % revenue increase to $X billion and a net income of $26 billion for Q3, yet the results fell short of analyst expectations, prompting an after‑hours sell‑off of up to 11 %. The company’s cloud segment surged, doubling year‑over‑year to $30 billion as AI‑focused labs flock to its data centers. By contrast, advertising revenue lagged, raising concerns that search‑based ad sales are eroding as users shift to AI‑driven experiences. In response, Google expanded AI‑Mode ads to ten new markets, aiming to capture longer user sessions. The earnings release also highlighted mounting investor anxiety over capital‑intensive data‑center expansion amid a tightening AI‑compute market.

💡 Why It Matters

· Google’s push to monetize AI‑enhanced search directly tests whether its core ad engine can survive a user base that increasingly stays inside AI‑generated results.

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Google adding more Connected Apps to Gemini & Search with new dev…

Google unveiled its Connected Apps Platform, enabling developers to integrate their services directly into Gemini and, soon, Search. The platform expands the existing library of over 50 third‑party apps—including Adobe, Dropbox, Instacart, OpenTable, and Ticketmaster—to a unified developer experience. New Calm integration will launch in weeks, joining first‑party offerings like Workspace, Photos, and YouTube. Developers must host an MCP server, register via the Connected Console, and can choose to appear in Gemini, Search, or both. The rollout will occur in phased releases over the coming months.

💡 By centralizing app integration, Google streamlines access for high‑intent users, potentially reshaping how third‑party services are discovered and used within its ecosystem.

techcrunch.com · Oct 29

Google expands AI Search ads globally as core ad growth slows

Google announced the global rollout of AI-powered Search ads during its third‑quarter earnings call, aiming to offset slowing growth in its core search advertising business. The company reported $127.6 billion in revenue, up 25% year‑over‑year, while Search ad growth decelerated to 12% from 17% and 19% in earlier quarters. Chief business officer Philipp Schindler said the expansion will bring high‑quality ads into AI overviews worldwide, including multi‑turn ads and AI mode in the U.S. CEO Sundar Pichai highlighted that AI features are driving longer, multimodal queries, with one‑in‑five AI searches involving voice, images, or documents, and that Search queries grew at the fastest five‑year rate.

💡 By monetizing its AI‑enhanced search experience, Google seeks to convert rising user engagement into new revenue streams, potentially reshaping the digital advertising landscape.

9to5google.com · Oct 29

Alphabet reports Q3 2026 revenue of $127.6 billion

Alphabet reported Q3 2026 revenue of $127.6 billion, up 25% from $102.3 billion in Q3 2025. Operating income rose to $40.58 billion, while net income fell to $26.17 billion from $34.9 billion a year earlier. Google Cloud revenue doubled to $30.71 billion, driven by AI infrastructure demand. The Gemini app reached one billion users, and YouTube ad revenue climbed to $11.2 billion. Alphabet’s half‑trillion‑dollar revenue run rate underscores its expanding AI and cloud footprint.

💡 Alphabet’s AI‑driven growth fuels a new era of high‑margin cloud services, reshaping enterprise computing and setting a benchmark for tech giants.

thehackernews.com · Oct 29

Google to Allow One-Tap Android App Installs From Approved Third-Party Stores Outside…

Google announced that third‑party Android app stores can apply to join its Registered App Stores program and, if approved, will be allowed to install apps with a single tap and push background updates without the usual user confirmations. To qualify, stores must undergo identity verification, submit their entire catalog and every new app or update for continuous malware scanning, and adhere to strict notification and consent rules. Approved stores will receive these capabilities on December 1 for devices running Android 17 QPR2 or later, but only in supported countries, which exclude the United States. Stores remain liable for their content, must pay extra fees if harmful apps exceed set thresholds, and can be removed for non‑compliance. Non‑participating stores continue operating under the current manual install process.

💡 It gives approved stores a frictionless user experience comparable to Google Play, potentially reshaping app distribution outside the U.S. while shifting security responsibility onto the stores themselves.

9to5google.com · Oct 28

Google Nest Wifi router and point get October 2026 update

Google rolled out the second Nest Wifi firmware update of 2026, advancing the router to version 14150.883.1264 and the point to 1.56.539812. The October 20 changelog cites two changes: improved mesh network resilience with DNS fallback enhancements, and assorted stability and security vulnerability fixes. The update follows an April patch and arrives while the Nest Wifi Pro has not received a significant update since March. Google’s devices apply patches automatically overnight, though users can verify versions in the Google Home app under the router’s settings. The rollout underscores Google’s ongoing maintenance of its consumer mesh Wi‑Fi line amid broader smart‑home product announcements, including deals on Nest thermostats and new Matter support for Philips Hue lights for the connected home ecosystem.

💡 Strengthening mesh resilience and DNS fallback directly cuts home Wi‑Fi interruptions, a critical upgrade for the growing number of remote‑work and streaming households.

9to5google.com · Oct 28

Gemini Notebook for Android, iOS adds built-in audio recorder

Google has added a audio recorder to Gemini Notebook on Android and iOS, expanding the app’s note‑taking toolkit after last week’s Connected App integration. A microphone icon appears between the camera button and the “Create New” floating action button, allowing users to capture lectures or spontaneous thoughts. Launching the recorder from the home screen creates a new notebook; tapping it from the Sources tab saves the file to an existing notebook. The simple interface includes pause, stop and a themed waveform with a live timer, and recordings continue in the background for up to one hour. The feature, first announced in September, is now rolling out widely, alongside a tweak that makes the “Create New” button open a notebook instantly.

💡 Embedding audio capture directly into Gemini Notebook lets users merge spoken and written content in a single workspace, streamlining research and study processes.