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The European Court of Justice's advocate-general says the EU fining Google €4.12B for using Android to squash rivals should be upheld, a major blow to Google

ECJ adviser supports Brussels regulators' findings over dominance of tech giant's Android mobile operating system

Financial Times Barbara Moens

Context & Ripple Effects

This recommendation sits late in a long Android antitrust case: the EU court had already upheld the Commission’s Android decision while reducing the original penalty in 2022, and Google had challenged the investigation at its 2025 appeal hearing. It matters because the case tests whether Android’s distribution arrangements can be treated as a vehicle for protecting Google’s search position.

The recommendation also foreshadowed the later ECJ ruling that left the €4.1B penalty standing, reinforcing the durability of the Commission’s underlying Android case.

First-order effects

  • The advocate-general’s position materially strengthens the Commission’s defense of the €4.12B penalty and weakens Google’s appeal posture.
  • Google faces a clearer legal warning that the Android conduct at issue can sustain an EU competition finding, rather than merely an administrative accusation.

Second-order effects

  • Android partners and rival search providers gain a stronger basis to scrutinize whether distribution and default arrangements preserve Google’s advantage.
  • The case raises the compliance stakes for platform-controlled distribution, especially where an operating system can influence access to adjacent services such as search.

Third-order effects

  • If courts continue to uphold this reasoning, EU antitrust enforcement can more credibly constrain firms from using control of a foundational platform to favor their own services.
  • The broader shift is toward treating software distribution layers—not only consumer-facing products—as durable sources of market power subject to competition oversight.

The trend: The ruling is one data point in a broader push to police how dominant platforms use operating-system and distribution control to protect adjacent businesses.

Discussion

  • @wavesblog Simonetta Vezzoso on bluesky
    “Separately, the EU is wrapping up its investigation into Google's online advertising technology, which it launched in 2023” ⏰ [embedded post]