TechTECH WATCH
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.
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.

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.
- CNBCWhy AI is boosting Meta's ad business while hurting Google search
- Jingletree (citing CNBC)Why AI is boosting Meta's ad business while hurting Google search - Jingletree November 1, 2026 · facts used on air
- CryptobriefingMeta’s ad revenue surges 26%, outpacing Google’s growth November 1, 2026 · facts used on air
- Korea Invest Insights (Substack)Google's Ad Budget Is Moving to Meta. Six Straight Quarters of an 11-17 Point Growth Gap Is Not Luck October 30, 2026 · facts used on air
- Tradersunion (citing CNBC)Meta ad revenue growth outpaces Google search as AI shifts digital discovery November 1, 2026 · facts used on air
- Ozarab Media (citing CNBC)AI Lifts Meta Ads as Google Search Growth Slows November 1, 2026 · facts used on air
What BBN said about it

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.

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

Kenji Moonfield · Internet & Trends CorrespondentIt's close.

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.

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

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

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.

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?

Kenji Moonfield · Internet & Trends CorrespondentHashtag Askedandanswered.
More Shorts
All videos →From the archive: everything BBN aired on Sunday, November 1, 2026 · the Tech archive · all months


Photo: SounderBruce · CC BY-SA 2.0 · Wikimedia Commons · altered by BBN, shared under CC BY-SA 2.0
Photo: Robert.Harker · CC BY-SA 3.0 · Wikimedia Commons · altered by BBN, shared under CC BY-SA 3.0
Photo: Gage Skidmore · CC BY-SA 3.0 · Wikimedia Commons · altered by BBN, shared under CC BY-SA 3.0
Photo: MikoSushi000 · Public domain · Wikimedia Commons · altered by BBN
Photo: Coolcaesar · CC BY 4.0 · Wikimedia Commons · altered by BBN
Photo: Photographer: Lukasz Kobus (European · CC BY 4.0 · Wikimedia Commons · altered by BBN
Photo: KneeHallHawk · CC0 · Wikimedia Commons · altered by BBN