Alphabet’s GOOGL Search business is benefiting from AI infusion. The company is leading the search domain with 89.57% market share, followed by Microsoft’s MSFT Bing, with 3.88% share, Yandex’s 2.19%, Yahoo!’s 1.49%, DuckDuckGo’s 0.95% and Baidu’s BIDU 0.72%, per the latest data from StatCounter. According to Semrush data, Google handles more than 5 trillion queries annually, and there are an estimated 9.5 million Google searches per minute.
Alphabet is advancing visual and contextual search capabilities. The Circle to Search feature is now active on more than 300 million devices. The company is adding functionalities to help people explore complex topics and ask follow-up questions without switching apps. AI Overviews now reach more than 2 billion users per month and are available in over 200 countries across 40 languages. Google’s AI-powered Search features are driving deeper engagement, with AI Mode offering advanced reasoning and multimodal responses.
The launch of AI Mode in the United States and India — where GOOGL currently has more than 100 million monthly active users — is expected to drive further growth. AI Mode in Search is now expanded to more than 180 countries and territories in English. Alphabet has added new agentic and personalized capabilities, designed to help people complete tasks more efficiently and get results tailored to their interests. Alphabet plans further expansion into more languages and markets soon.
The Zacks Consensus Estimate for third-quarter 2025 Google Search and other revenues is pegged at $54.84 billion, indicating 11% growth from the figure reported in the year-ago quarter.
Microsoft is keeping no stone unturned to improve the capabilities of Bing. MSFT has been integrating AI into Bing thanks to its partnership with OpenAI. The company introduced Copilot Search in Bing in April this year and launched Bing Video Creator in June.
Meanwhile, Baidu has launched new AI-powered tools to support its search business. Baidu introduced an advanced video generation model that transforms still images into dynamic clips. BIDU’s search box now accepts up to 1,000 Chinese characters, far surpassing the previous 28-character limit. In March 2025, Baidu released ERNIE 4.5, which features multimodal capabilities and ERNIE X1, its first reasoning model. In April, Baidu launched ERNIE 4.5 Turbo and ERNIE X1 Turbo, which deliver improved performance at a much lower cost.
Alphabet shares have appreciated 9.6% year to date, underperforming the broader Zacks Computer and Technology sector’s return of 12.9%.
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