IAC称谷歌AI概览成广告收入“杀手”，股价大跌

金十数据2025-11-04

巴里·迪勒（Barry Diller），IAC董事长。IAC Inc(IAC.O)的大部分收入来自其媒体部门People Inc.，该部门的收入同比下降了2%。媒体和互联网控股公司IAC Inc.（由数字媒体大亨巴里·迪勒领导）在周一发布了低于华尔街预期的财报，并指出同业中的一些企业也正在面临日益严重的担忧。这个问题的根源在于谷歌AI概览的日益普及，AI概览是谷歌搜索的一个新功能，出现在查询结果的...

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Inc.（由数字媒体大亨巴里·迪勒领导）在周一发布了低于华尔街预期的财报，并指出同业中的一些企业也正在面临日益严重的担忧。这个问题的根源在于谷歌AI概览的日益普及，AI概览是谷歌搜索的一个新功能，出现在查询结果的最上方。IAC的股价在周一的延长交易时段下跌了超过8%，而当天的常规交易结束时股价上涨了1.1%。AI概览利用生成式AI为用户提供主题概述，但可能会将人们通常用来获取相关信息的网站“埋在”搜索结果的下方。IAC的媒体品牌包括一些广为人知的印刷和数字媒体名称，如People、Food & Wine和Better Homes & Gardens等。公司报告称，第三季度的收入为5.9亿美元，比FactSet预期的10百万美元还低。IAC的大部分销售来自其媒体部门People Inc.，该部门的收入同比下降了2%，降至4.3亿美元。这反映了广告收入下降了3%，主要由于“谷歌AI概览在谷歌搜索中的突出影响”，IAC表示。尽管如此，较高的广告费率和更高的高级广告收入在一定程度上缓解了这一压力，公司指出。Alphabet(GOOGL.O)上周表示，其谷歌搜索业务依然强劲。在财报后的电话会议中，首席执行官桑达尔·皮查伊（Sundar Pichai）表示，得益于AI概览和谷歌的AI模式，整体查询和商业查询继续增长。谷歌搜索的收入同比增长超过14%，第三季度达到了565.7亿美元。IAC则报告了一个超出预期的季度亏损：第三季度亏损27美分/股，而FactSet调查的分析师预期亏损24美分/股。People Inc.是我们未来的“核心”，IAC首席执行官巴里·迪勒表示，同时IAC还投资了赌场运营商MGM Resorts（MGM）。迪勒似乎并不害怕AI，他还赞扬了People Inc.与微软AI的授权协议。People Inc.与微软(MSFT.O)签署了一项协议，成为微软出版商内容市场（Publisher Content 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