{"id":208252,"date":"2025-04-27T06:43:00","date_gmt":"2025-04-27T06:43:00","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/internet-business\/even-if-google-search-will-die-alphabet-will-thrive-week-17-2025\/"},"modified":"2025-04-27T06:43:00","modified_gmt":"2025-04-27T06:43:00","slug":"even-if-google-search-will-die-alphabet-will-thrive-week-17-2025","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=208252","title":{"rendered":"Even if Google Search will Die, Alphabet will Thrive [Week #17-2025]"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div dir=\"auto\">\n<p>Google search remains, at the same time, one of the most interesting businesses ever created, and yet also one of the most challenged ones at the moment. <\/p>\n<p>This, indeed, is the most paradoxical moment for Alphabet, with its core business, advertising, which continues to grow, creating further incentives for its management to maintain a focus on that for the next few years.<\/p>\n<p>And yet, I argue that outside quarter-by-quarter decision-making, the classic blue links search interface won\u2019t survive another decade. <\/p>\n<p>Google, therefore, finds itself in the middle of the Innovator\u2019s Dilemma. <\/p>\n<p>In this position, to survive as the dominant player in the search industry, Google must kill its golden goose, the most valuable asset that continues to generate record-breaking revenue for the company, albeit, I argue, temporarily. <\/p>\n<div class=\"captioned-image-container\">\n<figure><a target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png\" data-component-name=\"Image2ToDOM\" rel=\"\" class=\"image-link image2 is-viewable-img\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png\" width=\"1456\" height=\"1267\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/fdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:1267,&quot;width&quot;:1456,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:null,&quot;href&quot;:null,&quot;belowTheFold&quot;:false,&quot;topImage&quot;:true,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null}\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ffdc67456-e0ff-4797-b8ae-bf8cdc010bd7_1666x1450.png 1456w\" sizes=\"100vw\" fetchpriority=\"high\" class=\"sizing-normal\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p>If you look at the data above from a quarter perspective, things look amazing, and they are:<\/p>\n<ul>\n<li>\n<p><strong>Overall Revenue<\/strong><span>: Grew 12.0% year-over-year to $90.2B, maintaining the same growth rate as Q4 2024.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Google Search<\/strong><span>: Revenue increased 9.8% to $50.7B, showing slower growth compared to 12.5% in Q4. Despite this, Search remains the dominant revenue source, accounting for 56.2% of total revenue.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Google Cloud<\/strong><span>: The fastest-growing segment with 28.1% YoY growth to $12.3B. Cloud operating income grew over 140%, indicating improved profitability.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Subscriptions<\/strong><span>: Strong 18.8% growth to $10.4B, supported by YouTube Music &amp; Premium reaching 125M+ subscribers.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Network Advertising<\/strong><span>: The only declining segment, dropping 2.1% to $7.3B.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>Capital Expenditures<\/strong><span>: Increased 43% to $17B in Q1, with plans to spend $75B in 2025, primarily on AI infrastructure.<\/span><\/p>\n<\/li>\n<li>\n<p><strong>AI Investments<\/strong><span>: Gemini 2.5 Pro release and significant AI integration across Google&#8217;s product suite, including AI Overviews, now reaching 1.5B monthly users.<\/span><\/p>\n<\/li>\n<\/ul>\n<p>So, how do you make sense of this moment?<\/p>\n<p>Let\u2019s see. <\/p>\n<div class=\"captioned-image-container\">\n<figure><a target=\"_blank\" href=\"https:\/\/substackcdn.com\/image\/fetch\/f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png\" data-component-name=\"Image2ToDOM\" rel=\"\" class=\"image-link image2 is-viewable-img\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png\" width=\"1354\" height=\"805\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/f70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:805,&quot;width&quot;:1354,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:209018,&quot;alt&quot;:null,&quot;title&quot;:null,&quot;type&quot;:&quot;image\/png&quot;,&quot;href&quot;:null,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:&quot;https:\/\/businessengineer.ai\/i\/162178096?img=https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2F45cb1c40-a138-4dd1-b524-c24439ac75f1_1354x840.png&quot;,&quot;isProcessing&quot;:false,&quot;align&quot;:null}\" alt=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Ff70f6070-b43a-4e18-be43-f263084abbcd_1354x805.png 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\" class=\"sizing-normal\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p><em><span>The weekly newsletter is in the spirit of <\/span><strong><a href=\"https:\/\/businessengineer.ai\/p\/business-engineering-book-workshop\" rel=\"\">what it means to be a Business Engineer:<\/a><\/strong><\/em><\/p>\n<div class=\"captioned-image-container\">\n<figure><a target=\"_blank\" href=\"https:\/\/businessengineer.ai\/p\/business-engineering-book-workshop\" data-component-name=\"Image2ToDOM\" rel=\"\" class=\"image-link image2\"><\/p>\n<div class=\"image2-inset\"><picture><source type=\"image\/webp\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_webp,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 1456w\" sizes=\"100vw\"\/><img decoding=\"async\" src=\"https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg\" width=\"942\" height=\"834\" data-attrs=\"{&quot;src&quot;:&quot;https:\/\/substack-post-media.s3.amazonaws.com\/public\/images\/aaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg&quot;,&quot;srcNoWatermark&quot;:null,&quot;fullscreen&quot;:null,&quot;imageSize&quot;:null,&quot;height&quot;:834,&quot;width&quot;:942,&quot;resizeWidth&quot;:null,&quot;bytes&quot;:null,&quot;alt&quot;:&quot;&quot;,&quot;title&quot;:&quot;&quot;,&quot;type&quot;:null,&quot;href&quot;:&quot;https:\/\/businessengineer.ai\/p\/business-engineering-book-workshop&quot;,&quot;belowTheFold&quot;:true,&quot;topImage&quot;:false,&quot;internalRedirect&quot;:null,&quot;isProcessing&quot;:false,&quot;align&quot;:null}\" alt=\"\" title=\"\" srcset=\"https:\/\/substackcdn.com\/image\/fetch\/w_424,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 424w, https:\/\/substackcdn.com\/image\/fetch\/w_848,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 848w, https:\/\/substackcdn.com\/image\/fetch\/w_1272,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 1272w, https:\/\/substackcdn.com\/image\/fetch\/w_1456,c_limit,f_auto,q_auto:good,fl_progressive:steep\/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Faaa9866f-4858-45cc-8383-76b0ae5130a4_942x834.jpeg 1456w\" sizes=\"auto, 100vw\" loading=\"lazy\" class=\"sizing-normal\"\/><\/picture><\/div>\n<p><\/a><\/figure>\n<\/div>\n<p><em>We always want to ask three core questions:<\/em><\/p>\n<ol>\n<li>\n<p><em>What\u2019s the shape of the underlying technology that connects the value prop to its product?<\/em><\/p>\n<\/li>\n<li>\n<p><em>What\u2019s the shape of the underlying business that connects the value prop to its distribution?<\/em><\/p>\n<\/li>\n<li>\n<p><em>How does the business survive in the short term while adhering to its long-term vision through transitional business modeling and market dynamics?<\/em><\/p>\n<\/li>\n<\/ol>\n<p><em>These non-linear analyses aim to isolate the short-term buzz and noise, identify the signal, and ensure that you can reconcile the short-term with the long-term.<\/em><\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Google search remains, at the same time, one of the most interesting businesses ever created, and yet also one of the most challenged ones at the moment. This, indeed, is the most paradoxical moment for Alphabet, with its core business, advertising, which continues to grow, creating further incentives for its management to maintain a focus [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":208253,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[95],"tags":[1056,1194,1531,5476,11303,1619],"dealstore":[],"offerexpiration":[],"class_list":["post-208252","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-internet-business","tag-alphabet","tag-die","tag-google","tag-search","tag-thrive","tag-week"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Even if Google Search will Die, Alphabet will Thrive [Week #17-2025] - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=208252\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Even if Google Search will Die, Alphabet will Thrive [Week #17-2025] - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Google search remains, at the same time, one of the most interesting businesses ever created, and yet also one of the most challenged ones at the moment. 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