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Related event timeline, sources and context from the news index.

EVENT TIMELINE

3

COMPANIES · 1 SOURCE · The Decoder

Google says AI mode is weighing on search monetization as Q3 revenue misses expectations

Google's stock fell as search revenue grew about 12% in the third quarter, missing ~15% analyst expectations; executives said faster-growing AI-mode queries generate less revenue than traditional search. The company also reported Google Cloud revenue up 103% to $30.7 billion, Gemini reaching one billion users, nearly 32 billion tokens per minute processed by its model APIs, and third-quarter capex of $51.4 billion with plans for significantly higher spending in 2027.

8.0

COMPANIES · 1 SOURCE · TechCrunch AI

OpenAI tells investors annualized revenue is approaching $50B, not $70B

The Financial Times reports OpenAI told investors its annualized revenue is “approaching $50 billion,” roughly $20 billion below a previously cited $70 billion figure that had been shared with some investors. The discrepancy partly reflects different revenue-counting approaches (Anthropic includes cloud partner sales while OpenAI does not); earlier leaks showed OpenAI made about $13 billion in 2025 but spent much more, and its IPO has reportedly been pushed to early 2027.

7.0

COMPANIES · 1 SOURCE · The Decoder

Anthropic says it will report a second profitable quarter as it eyes a Nasdaq listing

Anthropic has told investors it expects to report a profit for a second straight quarter, but the company’s claim uses an adjusted metric that excludes costs such as stock-based compensation. The disclosure appears aimed at bolstering investor confidence ahead of a potential Nasdaq listing or large IPO, according to The Decoder.

7.0