Entrepreneur Stories
Alphabet’s Q3 Revenue Growth Expected to Slow Amid Rising Competition in Search and YouTube Ads!
Alphabet, Google’s parent company, is projected to report its slowest revenue growth in four quarters on Tuesday, primarily due to heightened competition impacting its core Google Search business and dampening YouTube ad spending. This anticipated slowdown in these key segments is likely to overshadow growth from its cloud-computing unit, which has seen AI-driven gains this quarter. The quarter also marks the first since Anat Ashkenazi succeeded Ruth Porat as Alphabet’s Chief Financial Officer, a role she assumed amidst intensified scrutiny and competitive pressures.
Competitive Landscape
Google’s established dominance in digital advertising is facing new challenges from companies like Amazon and TikTok, which have increasingly attracted advertisers looking to engage large, ready-to-buy audiences. Analysts predict that Google Search and other related revenues will grow by 11.6% in the third quarter, a decrease from 13.8% growth in Q2, according to Visible Alpha data.
Additionally, new entrants like Perplexity AI and ChatGPT are gaining traction in search through generative AI, raising concerns that Google’s perceived slow response to these developments could further disrupt its market stronghold. Analysts at MoffettNathanson anticipate significant changes in Google’s ability to retain its exclusive search advantage on Apple and Android devices in the U.S.
Market Share Dynamics
A recent report from eMarketer indicates that Google’s share of U.S. search ad revenue could fall below 50% next year for the first time in 18 years. Amazon’s share is expected to climb to 24%, while other generative AI players continue to attract advertising dollars. In response, Google has started integrating ads into AI-generated summaries at the top of search results, a strategy analysts believe could help maintain its competitive edge.
Financial Performance
Alphabet’s stock experienced a nearly 9% drop in the three months leading to September, marking its largest quarterly decline since Q3 of 2022. However, it remains up by 17% for the year. Analysts estimate Alphabet’s overall Q3 revenue to have grown by 12.6% to $86.31 billion, slightly below the 13.6% growth seen in the prior quarter.
YouTube’s Revenue Challenges
YouTube has also felt the impact of advertisers shifting budgets toward ad-supported streaming services such as Netflix and Amazon Prime Video. YouTube’s revenue likely grew by 11.5% in Q3, down from a 13% increase in Q2. However, analysts at Truist suggest that YouTube, particularly YouTube TV, may have benefited from increased political ad spending during this quarter.
Bright Spots: Google Cloud
A bright spot for Alphabet remains Google Cloud, which is expected to achieve a 29.2% growth rate, marking the largest jump in seven quarters as companies invest more heavily in its AI offerings, including the Vertex AI platform that allows customers to leverage Google’s AI models or develop custom solutions. Alphabet has flagged higher capital expenditures this year as it expands its AI capabilities.
Cost Management Focus
With Ashkenazi now at the helm as CFO, there is an added focus on cost management amid rising competition. Analysts speculate about the possibility of further cost-cutting measures beyond Alphabet’s limited layoffs planned for 2024. The financial community will closely watch Ashkenazi’s strategies to contain rising expenses while maintaining competitive AI investments in the upcoming quarters.
Conclusion
As Alphabet prepares for its quarterly earnings report, the anticipated slowdown in revenue growth highlights the challenges it faces from increasing competition and shifting advertiser preferences. While Google Cloud shows promising growth driven by AI demand, Alphabet must navigate these pressures carefully to maintain its position as a leader in digital advertising and cloud computing.
The upcoming financial results will provide critical insights into how effectively Alphabet is adapting to these challenges and whether its strategies under new leadership can sustain long-term growth amidst a rapidly evolving tech landscape.
Delhi NCR-based gaming startup Zupee has acquired Mumbai-based microdrama platform Vertical TV in a deal valued under INR 40 Cr. This move strengthens Zupee Studio, its short-video arm launched in September 2025, by integrating Vertical TV’s expertise in bite-sized dramas like romance and thrillers.
Facing challenges from India’s 2025 real-money gaming ban, Zupee valued at $1 Bn after raising $120 Mn has pivoted to non-gaming content, including recent layoffs of 40% of its workforce. The acquisition builds on its November 2025 purchase of Australian AI firm Nucanon for interactive storytelling, targeting its 200 Mn+ users with engaging, mobile-first formats.
This deal underscores the rising microdrama trend in India, helping Zupee diversify amid regulatory pressures and compete in the short-video space dominated by quick, shareable content for on-the-go audiences.
T.N. Seshan’s name stands tall in India’s history as the man who transformed the nation’s electoral system with extraordinary courage and integrity. Born in 1932 in Kerala, Seshan grew up with values of discipline, education, and service to the nation — virtues that shaped his illustrious journey. From his early brilliance at Madras Christian College to his advanced studies in public administration at Harvard University, Seshan’s path reflected rare determination and intellect. Joining the Indian Administrative Service in 1955, he built a reputation as a no‑nonsense officer committed to efficiency and honesty, serving in key roles such as Secretary of Defense and overseeing vital national programs.
As the Chief Election Commissioner of India in 1990, T.N. Seshan sparked a new era of electoral integrity. In a system once marred by corruption, violence, and malpractice, Seshan brought order, fear, and respect through his groundbreaking reforms. He introduced voter ID cards, imposed strict spending limits on campaigns, and insisted on transparency at every level of the election process. Despite criticism from political circles that labeled him dictatorial, his relentless pursuit of fairness empowered every citizen to vote fearlessly. Under his leadership, the Election Commission became a symbol of strength and integrity in Indian democracy.
Seshan’s passing in November 2019 marked the end of an era, but his message continues to resonate across generations. Leaders from every corner of the country mourned the loss of the man who restored faith in free and fair elections. His enduring legacy reminds us that true leadership lies not in wielding power, but in serving people with honesty, courage, and conviction. T.N. Seshan’s life remains a timeless inspiration a reminder that democracy thrives only when its citizens are vigilant, responsible, and fearless.
Leaving behind a high-paying job at JPMorgan, an Indian entrepreneur embraced a 70% salary cut to pursue true purpose and passion in the startup world. Disenchanted with what he described as a “robotic” corporate routine, he sought meaningful work that made a real impact. This pivotal decision marked the beginning of his new journey, one focused on value creation rather than titles and corporate perks.
Powered by resilience and fresh perspective, the entrepreneur launched his own startup, prioritizing innovation and hands-on solutions. The road was challenging, but his vision resonated with the market: the startup quickly gained traction and raised $6 million—an impressive acknowledgement of its potential in a competitive landscape. Every hard lesson from early setbacks and bootstrapping paid off in real customer growth and investor confidence.
Today, his journey stands as an inspiring example for professionals seeking authentic success outside the corporate grind. By trading comfort for creative freedom, he grew a venture that solves important problems, generates jobs, and builds wealth beyond just salary. For ambitious founders, his story highlights the power of risk-taking, adaptability, and relentless focus on impact in India’s thriving startup ecosystem.
Peak XV New Funds: $1.3B Commitment for India Startup Surge 2026
Zupee Bolsters Short-Video Play with Vertical TV Acquisition Under INR 40 Cr
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