A US judge bars Google from paying to be the exclusive search engine on devices and browsers, but allows payments for product distribution, including to Apple
which hurts consumers and entrepreneurs, and stifles innovation. @signulll : jesus christ cupertino is probably celebrating harder than mountain view right now. if you're tim cook, you have to buy champagne right now because steve jobs in heaven likely saved apple a ton of short term pain. if the search deal had been killed, apple would've been Walter Piecyk / @waltlightshed : $AAPL generates over $100 billion of free cash flow a year but Judge Mehta believes losing out on the $20b+ payments from $GOOGL would be “crippling” 🤣🤣🤣 “Cutting off payments from Google almost certainly will impose substantial—in some cases, crippling—downstream harms to distribution partners, related markets, and consumers, which counsels against a broad payment ban,” - Mehta Krista Brown / @kristakbrown : This is crazy. The judge ruled that Google used its monopoly power to maintain dominance. But in the remedies, says that Google can keep paying Apple $20B+ to be the default search because otherwise Apple will be harmed... [image] Susan Li / @susanlitv : #Google rallies 5% #Apple rallies 2.5% Google will likely keep paying Apple $15B to $20B a year to be the iPhone's default search engine [image] Alex Heath / @alexeheath : slam dunk result for Google with US ruling that it doesn't have to sell Chrome / stop paying for search placement https://www.courtlistener.com/ ... Brad Sams / @bdsams : The biggest fallout here is likely Apple, who just lost a $20b stream of cash for setting a default. Bluesky: Carl Quintanilla / @carlquintanilla : The outcome is “a home run for the status quo,” MoffettNathanson analysts said, adding that “being found guilty of monopolistic behavior yet facing such a benign remedy is particularly favorable” .. — @reuters.com $GOOGL — www.reuters.com/sustainabili... Ernie Smith / @ernie.tedium.co : Initial take here: This feels to me like the best solution to the mess with Google—make the search a bit more like a standard, but leave Chrome alone, because there was a real risk selling Chrome would have caused bigger problems than it resolved — www.nytimes.com/2025/09/02/t... Steve Kovach / @stevekovach : And Apple stock's up 4% after hours because it can keep collecting free money from Google in the search deal. [embedded post] Forums: r/apple : Apple stock surges on U.S. ruling that spares default search deal with Google ("Apple stock surged in after-hours trading, up $7.48 (+3.26%) to $237.20.") MacRumors Forums : Court Allows Google-Apple Search Deal to Continue With Conditions See also Mediagazer
Best, simple summary yet on $GOOG, Chrome and $AAPL. This is better for Apple than it is for Google, for sure. Apple could drive a fun, “highest bidder” game from month to month. Like Google Ads. 😀
The court-ordered fix for Google's search monopoly is a big disappointment. No structural changes to Google. No ban on Google paying billions to Apple, others for default placement. Users' sensitive search queries for sale to competitors with uncertain privacy protections.
This ruling is a reminder of Google's sweeping power and why we need additional rules of the road for Big Tech. We must pass my bipartisan bill to stop platforms from unfairly preferencing their own products—which hurts consumers and entrepreneurs, and stifles innovation.
jesus christ cupertino is probably celebrating harder than mountain view right now. if you're tim cook, you have to buy champagne right now because steve jobs in heaven likely saved apple a ton of short term pain. if the search deal had been killed, apple would've been
$AAPL generates over $100 billion of free cash flow a year but Judge Mehta believes losing out on the $20b+ payments from $GOOGL would be “crippling” 🤣🤣🤣 “Cutting off payments from Google almost certainly will impose substantial—in some cases, crippling—downstream harms to distri…
This is crazy. The judge ruled that Google used its monopoly power to maintain dominance. But in the remedies, says that Google can keep paying Apple $20B+ to be the default search because otherwise Apple will be harmed... [image]
The outcome is “a home run for the status quo,” MoffettNathanson analysts said, adding that “being found guilty of monopolistic behavior yet facing such a benign remedy is particularly favorable” .. — @reuters.com $GOOGL — www.reuters.com/sustainabili...
Initial take here: This feels to me like the best solution to the mess with Google—make the search a bit more like a standard, but leave Chrome alone, because there was a real risk selling Chrome would have caused bigger problems than it resolved — www.nytimes.com/2025/09/02/t.…
Apple stock surges on U.S. ruling that spares default search deal with Google ("Apple stock surged in after-hours trading, up $7.48 (+3.26%) to $237.20.")