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Why AI is boosting Meta's ad business while hurting Google search

Meta still gets ninety-eight percent of its sales from advertising, while Google's ads are now under two-thirds of its revenue; the gap in growth is the widest since twenty twenty-one.

Photo: InvadingInvader · CC BY-SA 4.0 · Wikimedia Commons · altered by BBN, shared under CC BY-SA 4.0
▶ As it aired · Tech

Watch it as it aired: Kenji Moonfield and Chip Darnell on this story, from #Trending at 8:51 PM ET. Cartoon anchors, real headline: the facts are CNBC's, the jokes are ours.

Photo: Meta Platforms
Photo: InvadingInvader · CC BY-SA 4.0 · Wikimedia Commons · altered by BBN, shared under CC BY-SA 4.0

At a glance

  • First reported by CNBC: “Why AI is boosting Meta's ad business while hurting Google search”, with reporting from Jingletree (citing CNBC), Cryptobriefing, Korea Invest Insights (Substack), Tradersunion (citing CNBC) and Ozarab Media (citing CNBC).
  • Covered on BBN on Sunday, November 1, 2026, at 8:51 PM ET on #Trending, by Kenji Moonfield and Chip Darnell.
  • Topics: AI.

The real story

The reporting behind this segment. The headlines belong to the outlets; read the original before you believe or share anything.

What BBN said about it

  1. Kenji Moonfield · Internet & Trends CorrespondentMeta's ad revenue jumped twenty-six percent to about sixty-three billion dollars last quarter, while Google's search unit grew twelve percent to about sixty-three point four billion, CNBC reports.

  2. Chip Darnell · U.S. News AnchorSixty-three and sixty-three point four. Is that close, or is that how it looks on the receipt?

  3. Kenji Moonfield · Internet & Trends CorrespondentIt's close.

  4. Kenji Moonfield · Internet & Trends CorrespondentMeta is within roughly two hundred ninety million dollars of Google's flagship search ads, and Meta doesn't even have a search box people go to.

  5. Chip Darnell · U.S. News AnchorSo how does Google slow down? Are people searching less?

  6. Kenji Moonfield · Internet & Trends CorrespondentNo, searches hit an all-time high.

  7. Kenji Moonfield · Internet & Trends CorrespondentPaid-click growth fell from thirteen percent to eight percent, and an analyst called that potentially catastrophic. Searches are at a record high. It's the best-attended disaster ever.

  8. Chip Darnell · U.S. News AnchorSo people ask Google more than ever and it makes less from each question? Who's getting the free answers?

  9. Kenji Moonfield · Internet & Trends CorrespondentHashtag Askedandanswered.

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