# Google's earnings miss resembles Facebook's, Stratechery says

> Original title: Google Earnings, Facebook Déjà Vu, The Agent Play

- Source: Stratechery
- Published: 2026-11-02T11:00:00.000Z
- Bad Influence: https://badinfluence.news/items/cx9zbkjya5whxw80fh0899qro
- Original: https://stratechery.com/2026/google-earnings-facebook-deja-vu-the-agent-play/

## Summary

Stratechery says Google's earnings miss looks similar to Facebook's, and argues Google is being more aggressive than it gets credit for. The excerpt provides no figures, dates, or details on Google's agent plans, so the summary does not expand on them.