Earnings
On-the-record statements about answer engine optimisation from public companies' earnings calls and filings.
- TripadvisorMonday, November 9, 2026
Tripadvisor Says SEO Will Still Weigh On Growth In 2027
Tripadvisor tied a writedown largely to search changes and said SEO will keep weighing on its growth in 2027. Marketing now takes a larger share of the company's revenue.
- AnthropicSunday, November 8, 2026
Anthropic could lower its valuation for its stock market listing
Volatility in technology markets and investor caution are putting Anthropic's valuation and the timing of its listing in doubt.
- GoogleFriday, November 6, 2026
Google Search Queries Hit A 5-Year High, And Search Revenue Didn’t Follow
Google's search queries reached a five-year high while search revenue grew 12%, according to Duane Forrester's analysis of the company's results. He attributes the gap to AI Mode and says Google's remedy is more ads inside the AI answer.
- HubSpotFriday, November 6, 2026
HubSpot Q4 2026: CEO Yamini Rangan says inbound demand stays under pressure as HubSpot diversifies into AEO and LLM connectors
CEO Yamini Rangan said AI is changing how customers discover HubSpot and how they make purchasing decisions, and that inbound demand remains under pressure. Rangan said HubSpot is diversifying the top of funnel with intent-based marketing, LLM connectors used as a source of sign-ups and leads, and AEO, but she called these new channels nascent and said they do not offset the decline in inbound demand. No revenue or traffic figures were attributed specifically to AEO, so the AEO and agent-traffic story remains an early-stage demand diversification effort rather than a measured contributor.
- GoogleSunday, November 1, 2026
Google’s Q3 2026 Earnings Call: Search & AI are merging into one unified product.
Marie Haynes reads Google's third-quarter earnings call as a sign that Search and AI are merging into a single product. She says executives described early days for agents in Search and gave no indication of slowing AI investment despite the market reaction.
- GoogleFriday, October 30, 2026
Google: Ads In AI Mode Earning Less Than Traditional Search Ads
Philipp Schindler, Google's senior vice president and chief business officer, said on the company's earnings call that ads in AI Mode have lower monetization than ads in traditional search.
- GoogleFriday, October 30, 2026
Google Search Revenue Growth Slowed To 12% – AI Mode Ads Are A Reporting Blind Spot
Google's Search revenue growth slowed to 12% in the third quarter and the shares fell sharply after the results, putting AI spending and Search ad revenue under scrutiny. AI Mode ads are a reporting blind spot.
- HubSpotSunday, September 20, 2026
HubSpot Q2 2026: AEO launches with 32% of Marketing Hub Pro+ customers activating
HubSpot launched AEO in April, both inside Marketing Hub and as a stand-alone product. CEO Yamini Rangan said, "We launched HubSpot AEO in April, both within Marketing Hub and as a stand-alone product. And since then, 32% of Marketing Hub Pro+ customers have activated AEO and nearly 16,000 customers have activated a stand-alone AEO trial in Q2." Rangan also said the agents now in market include "AEO agents to show up in LLMs," putting AI-search visibility among HubSpot's agent products and trials.
Adobe (ADBE) Q3 2026: brand visibility paid customers doubled quarter over quarter as its solution taps nearly 300 million real-world AI search prompts
Adobe launched its first unified brand visibility solution, combining Adobe LLM Optimizer with Semrush's AI visibility intelligence for generative engine optimization, and management said paid customers for brand visibility solutions doubled quarter over quarter. President of Digital Experience Anil S. Chakravarthy said, "We are seeing tremendous customer interest in tapping our database of nearly 300 million real world AI search prompts to understand how their brands are showing up across leading platforms such as ChatGPT, Google AI Mode, Microsoft Copilot, and Perplexity AI." Adobe is selling visibility across generative search engines on top of its existing web content management, with the offering already released and drawing customer interest.
Yext Q2 fiscal 2027: acquires GoShine, a brand visibility platform for the AI search era
CEO Michael Walrath said, "In June, we acquired GoShine, a brand visibility platform built for the AI search era." Walrath also said, "The engines now compose a single answer in place of that list, and they build it from whatever data and content they trust, which is why a brand's pages can rank well while the answer recommends a competitor." For Yext, the call ties its AI-search and agent-traffic efforts to GoShine/Brand Scout and the Corvo AI prototype, with GoShine piloted with a small number of enterprise customers before broad availability later this year and acquired revenue not expected to be material this fiscal year.