Microsoft is shifting Copilot from per-seat subscriptions toward usage-based billing, with the number of customers consuming credits up over 75% in the quarter, while Google plans to bring agents to consumers and sees an advertising opportunity. Microsoft said over 50 million agents are now in the Agent 365 registry, up more than 30% from the prior quarter, and reported first-quarter revenue of $92.28 billion, up 19% and above the $90.66 billion estimate. Alphabet reported third-quarter revenue of about $127.58 billion, missing the $128.20 billion estimate, and its shares fell about 9.75% to $290.52 after hours. Gemini models now process nearly 32 billion API tokens per minute, and the Gemini app has over one billion users.
Summary written by Upside AI from the original article. Read the source for full details.
Original headline: Microsoft Wants to Charge More as AI Agents Do More Work, While Google Sees a New Advertising Gold Mine — Here’s How Satya Nadella and Sundar Pichai Plan to Make Money From AI Boom
Read the original on Yahoo Finance ↗
Keywords
GOOGLMSFTartificial intelligenceadvertisingearnings
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Related tickers and likely impact
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $4.0T |
| Close on 10/29/2026 | 283.75 |
| Change that session | -12.66% |
MSFT
▲ Likely positiveMicrosoft
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Systems Software |
| Market cap | $3.9T |
| Close on 10/29/2026 | 530.43 |
| Change that session | -0.11% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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