Both "search" and "everything else" are primarily advertising revenue[1], and advertising spend is always heavier in Q4 because of (Black Friday and) Christmas.
[1]: As the page says,
- "Search" means "ads on Google Search and on other Google properties such as Gmail, Maps and Google Play"
- "Everything else" means "YouTube ads, subscriptions and devices, Google Network and Other Bets".
Matches my experience in adtech, Q4 was always at least half of our yearly revenue. Q1 usually came in at less than 1/4 of Q4.
The story goes that Black Friday was named that because it was the break-over point between where most companies were in the red versus when they turned the corner and were now in the black.
At Whole Foods eStore, during the time I worked there, virtually all of their profit came from Thanksgiving. Not before, not after. Just that one week. Christmas was also something of a bump, but the rest of the year operated at a loss.
should have grown your "how do I pay these credit card bills?" vertical