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Moment

Meta Ad Growth Doubles Google Search

2026年11月9日 1 分钟阅读

The two giants converged on near-identical revenue while diverging sharply on pace.

Meta reported third-quarter 2026 advertising revenue of $63.1 billion, up 26% year on year, with the average price per advertisement rising 14%. Google Search revenue reached $63.4 billion over the same period but grew only 12%, the widest growth gap between the two since 2021. Meta’s total quarterly revenue was $64.6 billion, up 26%, with net income of $9.86 billion up 264%, even as operating income fell 37% and capital expenditure of $34.9 billion exceeded operating cash flow. On its earnings call, Meta said advertisers using its AI creative and targeting tools saw roughly 5% higher conversion rates and spent about 9% more.

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