Microsoft reported $76.4 billion in Q2 revenue, up 18% YoY, as cloud infrastructure, productivity software, and embedded AI drove strong performance. Microsoft Cloud grew 27% to $46.7 billion, and Azure's annual run rate surpassed $75 billion, overtaking Google Cloud. Enterprise adoption of tools like Dynamics 365 continues to rise, reinforcing Microsoft’s role in AI-powered operations. Following the report, Microsoft’s market cap crossed $4 trillion. The company plans to spend $80 billion in fiscal 2025 to expand its AI infrastructure, while showing capital discipline. Microsoft is positioning itself as the foundational enterprise platform for the AI era.

GenAI search is gaining traction, but not all consumers are seeking out the conversational experiences that will eventually disrupt the search ad market.

Chrome is the hottest browser no one can buy—yet: OpenAI, Yahoo, and Perplexity are lining up to bid if the DOJ forces a Google sell-off, eyeing a shortcut to AI search dominance.

DuckDuckGo keeps AI search optional, giving privacy-conscious consumers rare control over how, when, or if they see AI-generated answers.

Satya Nadella admits Microsoft underestimated Google’s dominance in search, a mistake that could prove costly as AI-driven search products gain market share.

A series of major milestones are on tap for total media and digital media ad spending around the world in 2025, although growth will be uneven across countries and regions.

GenAI is taking the search market by storm, but market dynamics will stay largely the same this year.

While Google faces mounting pressure from Bing’s ChatGPT integration and other generative AI (genAI) search platforms, degradation of its own search results, including those shown in its AI Overviews, could be exacerbating migration away from Google.

Banning Google’s search payments will threaten browser stability, push Apple to adapt, and create openings for competitors like Bing and DuckDuckGo.

The experiment gauges users’ interest in seeing news content in search results and could push publishers to evaluate their reliance on traffic and ad revenue from Google Search

From the rise of sophisticated AI-driven tools to new policies reshaping data privacy and competition, 2025 promises to be a year of relentless change. Companies that adapt will thrive, while others risk being left behind in a swiftly moving market.

AI and ad revenues lift Microsoft’s fiscal Q1: Company’s AI-powered ad platforms draw advertisers amid enterprise cloud gains.

“The promise of a way better consumer experience is here. The promise of real personalization is here,” said Kya Sainsbury-Carter, corporate vice president of Microsoft Advertising.

If the DOJ breaks up Google, who would be king of search? A filing hinted at a potential breakup, but political uncertainties could slow plans.

Microsoft reports strong Q4 FY24 results with 19% surge in search and ads: The company’s next challenge will be to prove its AI investments can fuel continued growth.

Search is undergoing a seismic shift. Google is still the go-to for most inquiries, but generative AI is changing how people search, and leading people to explore alternative search engines. Meanwhile, paid search dollars are moving to retail media networks as shoppers begin their searches on Amazon and other retailer sites. And Gen Z’s search habits look different from older generations, with the cohort flocking to social media sites like TikTok and using visual search and chatbots.

The introduction of Google’s AI Overviews has thrust generative search into the mainstream. But Google’s not the only player incorporating generative AI into search functions.

AI is revolutionizing B2B SEO, but the fundamentals still apply. By strategically using AI and focusing on SEO content, B2B marketers can leverage AI tools to stay ahead of algorithm changes and AI-powered models.

A Google versus OpenAI search engine showdown is taking shape: A race to develop AI search engines raises questions about whether the tech can shake up the market.

Until Google rolls out generative search to all users, most consumers won’t adopt the technology. That means AI isn’t driving search ad spending—yet.