2026 年 10 月 29 日
Alphabet 最新披露的财务数据显示，在截至 2026 年 9 月的季度中，Google 搜索业务贡献了 634 亿美元收入，占该季度总营收 128 亿美元的 49.7%。这是自 Alphabet 开始单独报告搜索收入以来，该业务板块在公司总收入中的占比首次跌破 50%。
回顾过去 31 个季度，Google 搜索的收入占比一直维持在 52.8% 至 62.0% 之间。与此同时，Google 云业务的收入占比在同一时期内从 4.4% 显著增长至 24.1%，成为推动公司收入结构变化的主要因素之一。
截至 2026 年 9 月的季度关键数据
Search share：49.7%（同比下降 5.6 个百分点）
Search revenue：$63.4B（同比增长 12%）
Everything else：$64.2B（同比增长 40%）
Google Cloud：$30.7B（同比增长 103%）
注：“其他”部分包含 YouTube 广告、订阅及设备收入、Google 网络及其他项目。以下表格展示了 2018 年 12 月至 2026 年 9 月期间各季度的收入构成及份额变化。
| Quarter | Search | Google Cloud | YouTube Ads | Subscriptions, Platforms & Devices | Google Network | Other Bets | Total Revenue | Search Share | Cloud Share |
|---|---|---|---|---|---|---|---|---|---|
| 2026 Q3 | $63.4B | $30.7B | $11.2B | $14.3B | $7.5B | $372M | $128B | 49.7% | 24.1% |
| 2026 Q2 | $63.3B | $24.8B | $11.1B | $12.9B | $7.3B | $382M | $120B | 52.8% | 20.7% |
| 2026 Q1 | $60.4B | $20.0B | $9.9B | $12.4B | $7.0B | $411M | $110B | 55.0% | 18.2% |
| 2025 Q4 | $63.1B | $17.7B | $11.4B | $13.6B | $7.8B | $370M | $114B | 55.4% | 15.5% |
| 2025 Q3 | $56.6B | $15.2B | $10.3B | $12.9B | $7.4B | $344M | $102B | 55.3% | 14.8% |
| 2025 Q2 | $54.2B | $13.6B | $9.8B | $11.2B | $7.4B | $373M | $96.4B | 56.2% | 14.1% |
| 2025 Q1 | $50.7B | $12.3B | $8.9B | $10.4B | $7.3B | $450M | $90.2B | 56.2% | 13.6% |
| 2024 Q4 | $54.0B | $12.0B | $10.5B | $11.6B | $8.0B | $400M | $96.5B | 56.0% | 12.4% |
| 2024 Q3 | $49.4B | $11.4B | $8.9B | $10.7B | $7.5B | $388M | $88.3B | 55.9% | 12.9% |
| 2024 Q2 | $48.5B | $10.3B | $8.7B | $9.3B | $7.4B | $365M | $84.7B | 57.2% | 12.2% |
| 2024 Q1 | $46.2B | $9.6B | $8.1B | $8.7B | $7.4B | $495M | $80.5B | 57.3% | 11.9% |
| 2023 Q4 | $48.0B | $9.2B | $9.2B | $10.8B | $8.3B | $657M | $86.3B | 55.6% | 10.6% |
| 2023 Q3 | $44.0B | $8.4B | $8.0B | $8.3B | $7.7B | $297M | $76.7B | 57.4% | 11.0% |
| 2023 Q2 | $42.6B | $8.0B | $7.7B | $8.1B | $7.8B | $285M | $74.6B | 57.1% | 10.8% |
| 2023 Q1 | $40.4B | $7.5B | $6.7B | $7.4B | $7.5B | $288M | $69.8B | 57.8% | 10.7% |
| 2022 Q4 | $42.6B | $7.3B | $8.0B | $8.8B | $8.5B | $226M | $76.0B | 56.0% | 9.6% |
| 2022 Q3 | $39.5B | $6.9B | $7.1B | $6.9B | $7.9B | $209M | $69.1B | 57.2% | 9.9% |
| 2022 Q2 | $40.7B | $6.3B | $7.3B | $6.6B | $8.3B | $193M | $69.7B | 58.4% | 9.0% |
| 2022 Q1 | $39.6B | $5.8B | $6.9B | $6.8B | $8.2B | $440M | $68.0B | 58.3% | 8.6% |
| 2021 Q4 | $43.3B | $5.5B | $8.6B | $8.2B | $9.3B | $181M | $75.3B | 57.5% | 7.4% |
| 2021 Q3 | $37.9B | $5.0B | $7.2B | $6.8B | $8.0B | $182M | $65.1B | 58.2% | 7.7% |
| 2021 Q2 | $35.8B | $4.6B | $7.0B | $6.6B | $7.6B | $192M | $61.9B | 57.9% | 7.5% |
| 2021 Q1 | $31.9B | $4.0B | $6.0B | $6.5B | $6.8B | $198M | $55.3B | 57.6% | 7.3% |
| 2020 Q4 | $31.9B | $3.8B | $6.9B | $6.7B | $7.4B | $196M | $56.9B | 56.1% | 6.7% |
| 2020 Q3 | $26.3B | $3.4B | $5.0B | $5.5B | $5.7B | $178M | $46.2B | 57.0% | 7.5% |
| 2020 Q2 | $21.3B | $3.0B | $3.8B | $5.1B | $4.7B | $148M | $38.3B | 55.7% | 7.9% |
| 2020 Q1 | $24.5B | $2.8B | $4.0B | $4.4B | $5.2B | $135M | $41.2B | 59.5% | 6.7% |
| 2019 Q4 | $27.2B | $2.6B | $4.7B | $5.3B | $6.0B | $172M | $46.1B | 59.0% | 5.7% |
| 2019 Q3 | $24.7B | $2.4B | $3.8B | $4.0B | $5.3B | $155M | $40.5B | 61.1% | 5.9% |
| 2019 Q2 | $23.6B | $2.1B | $3.6B | $4.1B | $5.2B | $162M | $38.9B | 60.7% | 5.4% |
| 2019 Q1 | $22.5B | $1.8B | $3.0B | $3.6B | $5.0B | $170M | $36.3B | 62.0% | 5.0% |
| 2018 Q4 | $23.3B | $1.7B | $3.6B | $4.8B | $5.6B | $154M | $39.3B | 59.4% | 4.4% |
数据说明
- “搜索”指 Alphabet 报告中列示的“Google 搜索和其他”，涵盖 Google 搜索以及 Gmail、地图和 Google Play 等其他 Google 属性上的广告收入。
- YouTube 广告、广告网络、订阅、设备、Google 云及其他投注均计入非搜索收入范畴。
- 值得注意的是，尽管搜索收入的绝对值仍在增长（本季度同比增长 12%），但其占总收入的份额下降，主要是因为 Alphabet 旗下其他业务板块的增长速度更快。
