"Google and Meta Lead Q4 with \$82B and \$58B in Ad Revenue." The Keyword.

Google and Meta lead Q4 with $82B and $58B in ad revenue 

 

 

 

 

 x We will make you a smarter marketer, for free
 Read what matters in the world of performance marketing with our weekly, bite-sized newsletter.

 
 

 💌 Trusted by 217,000+ Marketers Thank you! Your submission has been received! Oops! Something went wrong while submitting the form. 
 
 Where Marketers get their news Join 200,000 marketers

 Get the weekly round-up straight to your inbox and more news. 

 Thank you for subscribing! Oops! Something went wrong while submitting the form. No clickbait 100% free Unsubscribe anytime Google and Meta lead Q4 with $82B and $58B in ad revenue 

 Ads remain the growth engine across Big Tech, driven by AI and new formats

 official Source: other Feb 6, 2026 5 Mins by Nelson Oboh Google generated $82 billion in ad revenue in Q4 as Search and YouTube drove Alphabet past $400 billion in annual revenue. 

 1 Meta said ads accounted for nearly 97% of Q4 revenue, with impressions and pricing both rising year-over-year.

 2 Microsoft reported a 7% increase in Search and news advertising revenue, supported by higher query volume and partnerships. 

 3 Amazon posted $21.32 billion in Q4 ad revenue, up 22%, as Prime Video ads and sponsored listings scaled.

 4 Reddit’s Q4 ad revenue grew 75% year over year to $690 million, led by performance-oriented formats across multiple verticals.

 5 Advertising remains the main engine behind Big Tech’s earnings. In the fourth quarter and full-year results, Google, Meta, Microsoft, Amazon, and Reddit all show a familiar trend: ad revenue accounts for the largest portion of income, even as these companies invest heavily in AI infrastructure and new product development.

 Here is how each company described what is driving its ad business and where inventory and demand are taking shape.

 Google leans into AI-powered search while ads remain dominant

 Google’s Alphabet said annual revenue surpassed $400 billion for the first time, with fourth-quarter revenue of $113.8 billion , up 18% year-over-year. Google Services generated $96 billion of that total, and advertising contributed $82 billion in the quarter, up 13% from a year earlier. Alphabet CEO Sundar Pichai said that AI investments and infrastructure are driving revenue across the business. 

 Search advertising was the fastest-growing ad product, with revenue rising 17% year-over-year. The company said growth reflected broad strength across major verticals, with retail especially strong. It also noted that Search saw more usage in Q4 than ever before.

 That usage growth is happening alongside visible changes to the search experience. Google said Gemini 3 is now integrated into AI Mode in Search, and AI Overviews at the top of results pages have also been upgraded to Gemini 3. These AI-generated summaries appear before traditional blue links, changing how users encounter information and eventually ads.

 Google said it is in the early stages of monetizing 

... (truncated, 13 KB total)