Communication Services · resolves 26.02.04 · closed

In 2025, would AI chatbots make Google Search revenue shrink?

In May 2025 Apple's Eddy Cue testified that Safari searches fell for the first time, blaming ChatGPT and Perplexity, and Alphabet stock dropped. Would Google's Search revenue fall in 2025, or keep growing?

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Outcome: Keeps growing · resolved 26.02.04 · Alphabet Q4 2025 earnings release, https://s206.q4cdn.com/479360582/files/doc_financials/2025/q4/2025q4-alphabet-earnings-release.pdf · a stance dated before that is a call, marked right or wrong below

Where the experts stand

Keeps growing

2 on record 67%

Shrinks

1 on record 33%

Where the public stands

Keeps growing

0 answers —

Shrinks

0 answers —

0 public answers · one per account Closed to new answers.

Keeps growing — 2 on record Right

Sundar PichaiExecutive · BEATS 9

AI Overviews drive meaningful query growth. ... Most importantly, AI Mode is already driving incremental total query growth for Search.

said 25.10.29 on Alphabet Q3 2025 earnings call · source

Mark MahaneyBEATS —

Google is poised to be one of the best beneficiaries, largest derivatives of the growth in Gen AI.

said 25.08.21 on CNBC Power Lunch · source

Shrinks — 1 on record Wrong

Eddy CueBEATS —

Our search volume actually went down. That has never happened in 20 years. If you ask what's happening, it's because people are using ChatGPT. They're using Perplexity.

said 25.05.07 on US v. Google trial testimony · source

How it resolves · 26.02.04 · Resolves 'Keeps growing' if Alphabet's Google Search & other revenue for full-year 2025 exceeds 2024's $198.1B. What happened: about $224.5B in 2025, up about 13%; Q4 2025 Search & other was $63.07B vs $54.03B, up about 17%. · by Alphabet Q4 and fiscal year 2025 earnings release Dispute a quote