{"id":660013,"date":"2026-10-28T22:34:18","date_gmt":"2026-10-28T22:34:18","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/660013\/"},"modified":"2026-10-28T22:34:18","modified_gmt":"2026-10-28T22:34:18","slug":"youtube-q3-2026-ad-revenue-up-9-to-11-2b-premium-and-music-subs-top-150m","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/660013\/","title":{"rendered":"YouTube Q3 2026 Ad Revenue Up 9% to $11.2B, Premium and Music Subs Top 150M"},"content":{"rendered":"

\n\tYouTube<\/a> continued to vacuum up digital ad dollars in the third quarter of 2026, but the video platform\u2019s advertising business grew at slower pace than in recent quarters. YouTube\u2019s growth also was lower than Alphabet<\/a> overall, given a sales boom in the internet giant\u2019s Google<\/a> Cloud division, which saw revenue double. Meanwhile, Alphabet came in below Q3 analyst estimates on the top and bottom lines.<\/p>\n

\n\tFor Q3, YouTube ad revenue was $11.21 billion, an increase of 9.2% from the year prior, below analyst projections. That\u2019s compared with growth of 15% in the year-earlier period and 13% in Q2 and 11% in Q1 of this year. Total advertising revenue for Google (including from YouTube) was $80.0 billion, up 10.6%.<\/p>\n

\n\tIn addition to advertising sales, YouTube also generates a massive amount of subscription revenue, which Alphabet said topped $60 billion in 2025<\/a>. In the third quarter, YouTube surpassed 150 million YouTube Music and Premium subscribers globally (including trials), according to the company. It previously crossed the 125 million mark<\/a> in March 2025.<\/p>\n

\n\tOn the Q3 call, Philipp Schindler, Google\u2019s chief business officer, said YouTube\u2019s subscription revenue is now growing faster than the ad side of the business. He also said more than 20 million videos are now uploaded per day to YouTube.<\/p>\n

\n\tOverall, Alphabet posted revenue of $127.6 billion (up 25%) and net income of $26.17 billion (down 25%), translating to earnings per share of $2.12. That fell short of Wall Street consensus estimates of $128.2 billion in revenue and EPS of $3.02, per LSEG data. Alphabet\u2019s Q3 2026 loss included a net loss on equity securities of $8.7 billion. Google Cloud delivered record growth as revenue increased 103% to $30.7 billion.<\/p>\n

\n\t\u201cWe had a strong quarter and are now on a half-trillion dollar revenue run rate,\u201d Sundar Pichai, CEO of Google and Alphabet, said in announcing the earnings. \u201cOur deep full stack approach is driving momentum across the business, with Alphabet revenues growing 25% year-over year. Our AI investments are driving overall Search query growth, including commercial queries. In fact, our year-over-year query growth rate is the highest it\u2019s been in the last five years.\u201d<\/p>\n

\n\tIn addition, according to Pichai, the Gemini AI app has reached 1 billion users, which he said makes it the fastest-growing product in Google\u2019s history.<\/p>\n

\n\tOn the call, Pichai said that at the \u201cMade on YouTube\u201d event last month<\/a> in New York, the platform introduced more than 30 new products, including a \u201ccustom feed\u201d feature that lets users create new channels with recommended videos on topics they request to see.<\/p>\n

\n\tLike other AI \u201chyperscalers,\u201d Alphabet is spending heavily on building out capacity for artificial intelligence applications. The company\u2019s capital expenditures in Q3 totaled $51.36 billion, up 114% year over year. In July, the company raised full-year 2026 capex guidance to $195 billion-$205 billion, up from its previous projection of $180 billion-$190 billion, driven by AI data center buildouts. That capex guidance for 2026 remained unchanged while Alphabet continues to expect capital spending to \u201csignificantly\u201d increase in 2027, according to CFO Anat Ashkenazi.<\/p>\n

\n\tAmid the ramped-up spending on AI, Google reported a bigger dent in free cash flow in Q3 than analysts expected. FCF was negative $9.07 billion in the September quarter versus negative $5.86 billion in Q2. <\/p>\n","protected":false},"excerpt":{"rendered":"YouTube continued to vacuum up digital ad dollars in the third quarter of 2026, but the video platform\u2019s…\n","protected":false},"author":2,"featured_media":660014,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[5472,114,133,85,46,68696,678],"class_list":["post-660013","post","type-post","status-publish","format-standard","has-post-thumbnail","category-business","tag-alphabet","tag-business","tag-google","tag-il","tag-israel","tag-media-earnings","tag-youtube"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/660013","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=660013"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/660013\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/660014"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=660013"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=660013"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=660013"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}