Dark | Light
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![Benzinga Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::44060322.png) Benzinga [@Benzinga](/creator/twitter/Benzinga) on x 305.7K followers
Created: 2025-06-25 14:00:00 UTC

Google’s shift toward AI-driven search could change how the company makes money and how we measure its success, according to BofA analyst Justin Post. He maintained a Buy rating on Alphabet with a $XXX price target, forecasting 2025 sales of $XXXXX billion and earnings per share of $XXXX.

Post says AI Overviews and AI Mode will reduce the number of clicks but improve query understanding, allowing for better ad targeting. As a result, traditional metrics like paid clicks may become less useful. Instead, KPIs like average revenue per user could better reflect Google’s performance.

He expects Google to increase revenue through Gemini subscriptions, Workspace pricing, and integrations across Android and ChromeOS. Gemini alone could bring in $XX billion by 2027. However, rivals like OpenAI, Amazon, Meta, and Apple are also moving fast into AI, threatening Google's dominance. 

The future of search, Post says, will be less about browsers and more about mobile OS and apps.

![](https://pbs.twimg.com/media/GuJQuB8WUAAwFLV.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1937873415597170732/c:line.svg)

**Related Topics**
[coins ai](/topic/coins-ai)
[quarterly earnings](/topic/quarterly-earnings)
[money](/topic/money)

[Post Link](https://x.com/Benzinga/status/1937873415597170732)

[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

Benzinga Avatar Benzinga @Benzinga on x 305.7K followers Created: 2025-06-25 14:00:00 UTC

Google’s shift toward AI-driven search could change how the company makes money and how we measure its success, according to BofA analyst Justin Post. He maintained a Buy rating on Alphabet with a $XXX price target, forecasting 2025 sales of $XXXXX billion and earnings per share of $XXXX.

Post says AI Overviews and AI Mode will reduce the number of clicks but improve query understanding, allowing for better ad targeting. As a result, traditional metrics like paid clicks may become less useful. Instead, KPIs like average revenue per user could better reflect Google’s performance.

He expects Google to increase revenue through Gemini subscriptions, Workspace pricing, and integrations across Android and ChromeOS. Gemini alone could bring in $XX billion by 2027. However, rivals like OpenAI, Amazon, Meta, and Apple are also moving fast into AI, threatening Google's dominance.

The future of search, Post says, will be less about browsers and more about mobile OS and apps.

XXXXX engagements

Engagements Line Chart

Related Topics coins ai quarterly earnings money

Post Link

post/tweet::1937873415597170732
/post/tweet::1937873415597170732