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Alphabet: Google Search falls below half of revenue for the first time

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AT A GLANCE
  • According to GIGAZINE, Google Search has fallen below half of Alphabet’s revenue for the first time.
  • Search revenue did not fall; other businesses such as cloud grew.
  • The original source could not be verified, and the share calculated from the amounts differs slightly.
Archive photo of Google’s headquarters area in Mountain View, California. Unrelated to the earnings release.
Austin McKinley · CC BY 3.0Archive photo of Google’s headquarters area in Mountain View, California. Unrelated to the earnings release.
In this article

The reported figures

According to GIGAZINE, Google Search revenue in the third quarter of 2026 reached 63.4 billion dollars, a record level. Alphabet’s total revenue is 128.0 billion, and search accounts for 49.7% of it, the first time below the 50% mark. In the previous quarter, the share was 52.8%.

The rise of the cloud

Google Cloud generated 30.7 billion dollars, a record, or 24.1% of the total against 5.0% in the first quarter of 2019. GIGAZINE compares this with the first quarter of 2019, when search made up 62% of revenue.

A note on the figures

Simply dividing the amounts in the article gives about 49.5%, slightly below the 49.7% announced. Rounding or a different definition is possible, but the cause could not be verified. A falling share does not mean that search is in difficulty.

What does “share of revenue” mean?

It is the percentage of total revenue that comes from one business. If other businesses grow, one business’s share can fall even if its sales rise. It is not a measure of profitability or advertising effectiveness.

LANGUAGE NOTES

Learn the grammar

Explained in English

French grammar

Learn sentence patterns and usage from the article’s own sentences.

01The present indicative
Structure

est / sont + attribute (noun, adjective, prepositional phrase)

In the article
Le chiffre d’affaires total d’Alphabet est de 128,0 milliards, et la recherche en représente 49,7 %, une première sous la barre des 50 %.
Key points

Être in the present is est for a singular subject and sont for a plural one. It describes nature, state or place (“is”, “is located”). If what follows (the attribute) is a noun, adjective or prepositional phrase, it is not a passive. If a past participle follows, it is a passive (est annoncé). Headlines and summaries often use the present to describe the current situation.

02The passé composé
Structure

present of avoir + past participle

In the article
Ce n’est pas la recherche qui recule : d’autres activités, comme le cloud, ont progressé.
Key points

The passé composé is the most common past tense, used for “did” and “has done” — actions completed in the past. It is formed with the auxiliary avoir (a / ont…) in the present + a past participle. Past participles of -er verbs end in -é (annoncer → annoncé); learn the irregular ones (faire → fait, prendre → pris, voir → vu). In the negative, ne … pas wraps the auxiliary (n’a pas annoncé). In the news it reports facts that have already happened, such as “announced” or “voted”.

03The imparfait
Structure

stem (nous form of the present) + -ais / -ait / -ions / -iez / -aient

In the article
Au trimestre précédent, la part était de 52,8 %.
Key points

The imparfait describes states, background, habits and actions in progress in the past (il était, elle avait, ils pensaient). Take the nous form of the present, drop -ons, and add -ais / -ais / -ait / -ions / -iez / -aient. If the passé composé gives “the event itself”, the imparfait paints “the situation at the time”.

04The passive voice in the present
Structure

être (est / sont) + past participle (+ par / de)

In the article
Les dates des faits et des annonces sont précisées dans le texte.
Key points

The passive means “is done” or “is being done”. It is formed with être + past participle, which agrees with the subject in gender and number (la mesure est adoptée / les mesures sont adoptées). The agent is introduced by par (or de). In the news it is common when the event, rather than the actor, is the focus (est prévu / est annoncé / est connu).

05The gerund
Structure

en + present participle (-ant)

In the article
En divisant simplement les montants de l’article, on obtient environ 49,5 %, un peu moins que les 49,7 % annoncés.
Key points

The gerund means “while doing”, “by doing” or “when doing”. Its form is en + present participle (-ant). Take the nous form of the present, drop -ons and add -ant (faire → faisant). The subject is normally that of the main clause. It shows things happening at the same time, or the means.

06Negation and its scope
Structure

ne / n’ … pas · ne … plus

In the article
Ce n’est pas la recherche qui recule : d’autres activités, comme le cloud, ont progressé.
Key points

Normally ne and pas wrap the verb. Before a vowel, ne becomes n’. Check which part of the sentence the negation covers. Ne … plus means “no longer”.

07Citing a source with selon
Structure

selon + noun / organisation

In the article
Selon GIGAZINE, le chiffre d’affaires de la recherche Google au troisième trimestre 2026 atteint 63,4 milliards de dollars, un niveau record.
Key points

Selon means “according to”. Put a person or organisation after it as the source. It separates facts the writer checked directly from what another body or report said. Citing a source does not turn a forecast into an accomplished fact.

08Pouvoir: ability and possibility
Structure

peut / peuvent / pourrait + infinitive

In the article
Si d’autres activités grossissent, la part d’une activité peut baisser même si ses ventes augmentent.
Key points

Put a base-form verb after pouvoir. Peut means “can” or “may”; the conditional pourrait gives a more reserved possibility, “might”. It does not necessarily mean implementation is settled.

09The subject relative pronoun qui
Structure

noun + qui + verb

In the article
Ce n’est pas la recherche qui recule : d’autres activités, comme le cloud, ont progressé.
Key points

Qui continues a description of the person or thing just mentioned (“the one that does…”). Because qui is itself the subject of the next verb, do not repeat the subject. The verb agrees with the noun qui refers to.

10Million and milliard followed by de
Structure

number + million(s) / milliard(s) + de + noun

In the article
Google Cloud réalise 30,7 milliards de dollars, un record, soit 24,1 % du total contre 5,0 % au premier trimestre 2019.
Key points

Million and milliard are nouns, so use de before what is counted. Before a vowel it becomes d’. Mille works differently: look at the quantity as a whole instead of applying the same form.

Explained in English

Japanese grammar

Understand the structure and usage from the text.

01Citing a source: によると
Structure

noun + によると

In the article
GIGAZINEによると、2026年7〜9月期のGoogle検索の売上は634億ドルで、過去最高水準です。
Key points

As in “LCPによると”, it shows where the information comes from. What that source reported follows. It is used differently from “私にとって”, which gives one’s own opinion.

02Expressing a possibility
Structure

〜可能性がある / 〜かもしれない

In the article
四捨五入や集計の定義の違いかもしれませんが、ここでは原因を確認できませんでした。
Key points

These forms say something may happen. Even when “possibility” is written, it does not mean it will certainly happen. Check whose forecast it is, plus the time and conditions.

03Polite negation and plain form
Structure

〜ではありません / 〜ではない

In the article
割合が下がった理由が「検索の不振」ではないことには、注意が必要です。
Key points

They negate a noun and similar content. “ではありません” is the polite form and “ではない” the plain form. “成立ではありません” shows that it cannot be said to have been concluded.

04Giving examples with など
Structure

noun / expression + など

In the article
検索の売上が減ったのではなく、クラウドなど他の部門が大きくなった結果です。
Key points

“暴言など” gives “abusive language” as one example. It is not necessarily a closed list of only the things named. It also helps when reading the scope of a news story.

05The polite past ました
Structure

verb stem (連用形) + ました

In the article
全体に占める割合は24.1%で、2019年1〜3月期の5.0%から上がりました。
Key points

In “発表しました”, ました makes a verb polite past. The negative is “ませんでした”. Read the actual date together with the date and time in the text.

06Quoting with と: content and report
Structure

plain-form sentence + と + verbe de parole (報じる, 説明する…)

In the article
Alphabet全体の売上は1280億ドル、検索が占める割合は49.7%で、5割を下回るのは初めてとされています。
Key points

と takes the content that is reported or explained. In “改定する方針だと報じました”, “改定する方針だ” is what the report said. Separating the content from who said it and how makes long sentences easier to read.

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