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Apple Execution Eddy Repu crushing alphabet shares At the beginning of this week, when he testifies in antitrust position against the US alphabet, he said Google The search for Apple’s Safari Web browser decreased for the first time in more than two decades. Cue refers to the information that uses new AI-based means to find information.
Bombohell’s comments reduced the price of the Alphabet Fund 9% in intraday trade, although later, it is more than 6% lower than Cue’s statement.
Investors concerned that the AI Chatbots would eventually change the location of Google search, including 55% of the total alphabet, and at the same time. (The alphabet is how much the alphabet revolves income by the same segments that their income income.
More than Apple has more than Safari’s traffic than Google’s traffic
In response to Cue’s statement Google released a comment He confirmed what he says about Safari without saying it directly, but also misunderstood the information, taking into account investors. “We continue to see general survey growth. This includes an increase in general surveys from Apple’s devices and platforms,” he said.
In other words, people are not more, but not less, but use Apple’s Safari browser to do so. Google said, at the same time, searching for image searches with Google Lens or voice-based searches, said that the searches for new modes of searches were used as growing. These features are not supported in Safari, which can apply to Google’s Chrome browser or Google app.
The alphabet has made a number of comments on the growing use of a generative AI to ensure “AI views” – Search for search requests only links and search effects. For example, for more than a year, the alphabet has insisted that the search use of the AI views. Independent data It seems approved by Web Analytics firms and sparts and datos, more than 20% of the total number of Google search in 2024, increased by more than 20% over the first full year.
The alphabet in March, the general information of the EU said that there is internal company information from January 2025, resulted in “commercial searches” people want to buy a certain product or service.
However, Google Executive Sissie Hsiao, who brags the spread of the Gemini Chatbot product stated In April in April, Google, Google, Google, “Mathematics and homework” had seen a decline in certain searches. These searches usually do not convey many advertising revenue, HSIAO, but he believes that the executive President, headed by Google’s advertising work, EU will eventually revive search revenue.
The total search volume is above, insists in the alphabet. But still Google’s market share can shrink.
Although the total search volume is growing, Google can hold a little more of the larger Pasta. Information From the StatCounter from the StatCounter from the StatCounter from the Web Analytics, Openai Chatgpt’s debut in Openai Chatgpt’s debut, but registered in the global market share of Google. Google, which is below 90% of the last quarter of 2024, has first lowered this limit since 2015.
StatCounter figures do not directly evaluate the volumes of traditional search engines against the use of AI tools such as CHATGEPT. He said that in the same period, Microsoft connects Bing Chatbox and is equipped with GPT models of Openai and is of about 3% of about 3.9% to 3.9% per statcounter.
Information Earlier this week, another website watching company also shows a 2% decrease in market share for Google year. And similarweb data indicate traditional search engines that lost the loss of traffic in the last 12 months, shows that people have become more converted to AI tools for answers. (Still, the figures of the sparter and datolar show that Chatgptin saw only 1% of the total transportation of transport in 2024.
The latest information of Batigiev, this new AI tools has the largest market share of Chatgpt, has the largest market share of about 80% of the use of general AI chatbot X.comGroc 2.6% and confusion about 1.5%.
Young people are looking for more and more searches on social media for product, travel and restaurant recommendations rather than using Google. Since September 2024, the Bernstein research statement asked two separate surveys Instagram As a means of initial search instead of Google.
Revenues are up, but the growth rates slow
It is unknown how quickly these trends can eat to Google income. In the first quarter, Google search revenues increased by 7% – these revenues were half of the ratio expanded in 2024. But it is still growing.
Philippics Schindler, the head of the alphabet, the head of the head of the official, the first quarter of the society, said that the first quarter of the Society has called “about the same proportions” since the EU meeting. However, he also met with answers to the answers to the AI capsule and answered questions about the rates. And the next morning, the 10g Sec Slock of the alphabet slowed up to 2% from the growth of 5% in the growth of “Google” search and other Paid clicks in 2024.
JPMorgan analyst Doug Anmuth, in another way, taking a statement of Cue, “We believe that the AI review is a factor that paid more slowly to have a lower announcement and more natural search results.” The latest research from marketing firms that help the company’s search engine results helped in the traditional search to 35% higher rustics.
According to the HSIAO’s antitrust test testimony, Google Ads Srinivasan, Gemini AI Chatbot’s generative AI searches “Google” search for the company’s vital profit engine to compensate the results of the company’s vital profit engine to enter the advertisements as soon as possible. Srinavasan said, “Writing is on the wall, as in October 2024, as he said, the meeting was reported to meet in court.
The alphabet is not in danger immediately. The Dominant player in the search remains away and away and has a diversified income database YouTube And his cloud work, too to bend. There is time to understand how the search giant will still escape the dilemm of innovative-Amm Cue’s statement is a reminder that the clock is.
This story was first displayed Fortune.com
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