This week’s Pulse covers how AI Overviews affect click behavior, what independent research shows, and what earnings reports from Google and Microsoft reveal about search revenue. For more on this, see our the agentic web is splitting into two bets: identity and guide. Here’s what matters for you and your work. Reid Repeats “Bounce Clicks” […]
Microsoft Says Bing Reached 1B Monthly Active Users
Microsoft announced that Bing has reached 1 billion monthly active users for the first time. CEO Satya Nadella revealed this figure during the Q3 FY2026 earnings call. Revenue from search ads, excluding traffic acquisition costs, increased by 12% year over year. Additionally, Edge has maintained its browser market share for 20 consecutive quarters. Overall, Microsoft […]