Bing vs Yelp

10-K Financial Filing Analysis for Bing (2026-07-29)

Die Microsoft Corporation verzeichnete für das am 30. Juni 2026 beendete Geschäftsjahr 2026 ein starkes Finanzergebnis mit einem Gesamtumsatzplus von 18 % auf 331,84 Mrd. USD (Vorjahr: 281,72 Mrd. USD). Haupttreiber war das Segment Microsoft Cloud, das um 27 % auf 214,4 Mrd. USD zulegte, maßgeblich getragen von einem 41-prozentigen Wachstum bei Azure und weiteren Cloud-Diensten. Das Betriebsergebnis stieg um 21 % auf 155,24 Mrd. USD, während der Nettogewinn 133,75 Mrd. USD erreichte. Das Ergebnis profitierte zudem von vertieften strategischen Partnerschaften mit OpenAI (im Oktober 2025 und April 2026 verlängert) sowie einem Nettogewinn von 6,5 Mrd. USD im sonstigen Ergebnis, der unter anderem auf die Rekapitalisierung von OpenAI zurückzuführen ist.

• Der Gesamtumsatz im Geschäftsjahr 2026 stieg im Jahresvergleich um 18 % auf 331,84 Mrd. USD, das operative Ergebnis um 21 % auf 155,24 Mrd. USD und der Nettogewinn auf 133,75 Mrd. USD.
• Der Umsatz der Microsoft Cloud wuchs um 27 % auf 214,4 Mrd. USD, angeführt von einem 41-prozentigen Zuwachs bei Azure und anderen Cloud-Services.
• Die strategische Partnerschaft mit OpenAI wurde im Oktober 2025 und April 2026 erweitert; sonstige Erträge umfassten 6,5 Mrd. USD Nettogewinn infolge der OpenAI-Rekapitalisierung.

Microsoft Bing Wallpaper App Displays Movie Ads on Windows Desktop

Microsoft has started displaying movie advertisements within its Bing Wallpaper app for Windows, using the desktop wallpaper as an advertising surface. The move, reported by German tech site Golem, indicates Microsoft's expansion of advertising into new areas of the Windows operating system. The Bing Wallpaper app, which automatically updates the user's desktop background with Bing's daily images, now occasionally features promotional content for films. This development highlights a growing trend of leveraging system-level applications for advertising purposes, potentially offering brands a unique, high-visibility channel to reach users on their desktops.

• Microsoft's Bing Wallpaper app for Windows now shows movie advertisements as desktop wallpapers.
• The ads are displayed within the Bing Wallpaper app, which normally provides daily Bing images.
• The report was published by German technology news site Golem.

Nextpage: Desktop App Adds Next-Page Button to AI Chat

Developer Oleg Galkin introduces Nextpage, a cross-platform Electron desktop app that integrates web search results into AI chat interfaces. The app allows users to search on Google, Bing, or Yandex, and then append selected search results as source blocks into AI chats like DeepSeek, ChatGPT, or Perplexity. This provides a surrogate 'next page' button, enabling users to control which sources the AI uses for generating answers. The app aims to address the lack of depth and perspective in AI responses by allowing users to browse multiple pages of search results and feed specific sources into the chat. Nextpage is available on GitHub.

• Nextpage is a cross-platform desktop app built with Electron.
• It supports search engines Google, Bing, and Yandex.
• It integrates with AI chats including DeepSeek, ChatGPT, and Perplexity.

Yelp and Hatch advance voice AI for restaurants and service pros with OpenAI’s GPT-Live-1

We’ve integrated OpenAI’s GPT-Live-1 into Yelp Host, our voice AI solution for restaurants and Hatch, an AI communication platform for service businesses. Yelp Host and Hatch are among the first solutions to deploy GPT-Live-1, OpenAI’s latest voice model that can listen and respond simultaneously, allowing overlapping speech for more natural conversations.

Affiliate News Roundup: YouTube Shopping, OpenAI–Yelp Deal

This August 17, 2026 roundup summarizes key affiliate and creator-economy developments: Awin published the 'Influencing Retail 2026' report highlighting trust over raw reach; YouTube launched its Shopping Affiliate program in the UK (allowing channels from 500 subscribers to tag products, partnering with Awin and retailers like Boots, M&S, Next, Etsy); OpenAI signed a licensing deal with Yelp to feed verified local reviews and business data into ChatGPT answers; and WSJ reports a rise of AI-generated product videos on TikTok Shop, prompting some brands (e.g., SharkNinja) to restrict AI content. The post also links to resources on affiliate fraud prevention, EU AI Act transparency rules, and Generative Engine Optimization (GEO).

• Awin published a trend report titled 'Influencing Retail 2026' about trust and purchase decisions.
• YouTube expanded its Shopping Affiliate program to the UK, enabling channels with 500+ subscribers to tag partner products in videos, Shorts and livestreams and integrating tracking in YouTube Studio.
• OpenAI signed a licensing agreement with Yelp to incorporate Yelp's reviews and business data into ChatGPT local answers (reported by Axios).

Yelp, OpenAI Deal Enables ChatGPT Local Discovery

Yelp confirmed in investor communications (Feb 12, 2026) that it has an agreement with OpenAI to surface Yelp business listings, reviews, ratings, photos and other local business information inside ChatGPT and other AI-driven local discovery experiences. Reporting (Axios, July 2026) indicates Yelp is licensing reviews, photos and related content for use in ChatGPT responses; the integration will display Yelp branding and links and is planned to expose Yelp's Request a Quote capability so users can contact local providers directly from ChatGPT. Yelp frames the deal as part of a broader AI distribution strategy and already offers Request a Quote flows and an AI-powered Yelp Assistant. The announcement omits consumer launch timing, geographic or category coverage, data refresh cadence, attribution, pricing and governance; financial terms were not disclosed.

• Yelp confirmed an agreement with OpenAI in investor communications dated February 12, 2026 to extend Yelp business listings and content into AI-driven local discovery.
• Axios reported in July 2026 that Yelp is licensing reviews, ratings, photos and other business content for use in ChatGPT responses.
• The integration will display Yelp branding and links and is planned to add Yelp's Request a Quote feature so users can contact local service providers from ChatGPT.