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🧔♂️ A friendly human may check it before it goes live. More news here
Google appeals US ruling on search monopoly
Google’s parent company Alphabet Inc. has filed an appeal against US District Judge Amit Mehta’s ruling that found the company illegally monopolized search and search ads.
The case, initiated in 2020 and going to trial in fall 2023, resulted in an August 2024 ruling that Google maintained a monopoly through contracts with Apple and other smartphone makers requiring its search engine as the default, which blocked competitors.
The US Court of Appeals for the DC Circuit is expected to hear the case later this year, with a decision likely within a year.
🔗 Source: Bloomberg
🧠 Food for thought
Implications, context, and why it matters.
Appeal timing and mobile distribution shape the remedy’s impact
- Track whether the US Court of Appeals for the DC Circuit (DC Circuit) grants Google’s request to stay Judge Mehta’s remedy (a stay pauses enforcement), since that would push back yearly rebids while the appeal runs and the court often takes about a year to decide.
- A delay would preserve current defaults (the preselected search provider for users who do not change settings) on the biggest mobile browsers, with Chrome near 71% and Safari about 20% of global mobile browser share 1.
- Spell out how the annual rebid works. Cover bidder eligibility, slot count, plus pricing since Google can keep paying for defaults but must rerun awards each year.
- Weigh impact by device, since about 62% of global internet traffic moves through mobile browsers, which magnifies any change in default placement 2.
- Map where U.S. distribution battles matter most, with Chrome at about 59% and Safari near 25% across devices in the U.S. 3.
Market players can plan bids and budgets around mobile default slots
- Alternative search engines should prep bids for Chrome and Safari default slots, tied to expected traffic from 71% for Chrome, 20% for Safari in global mobile share 1.
- Browser vendors plus Original Equipment Manufacturers (OEMs) can bundle joint distribution offers for yearly auctions, then price traffic using U.S. share benchmarks where Chrome holds about 59% and Safari near 25% across devices 3.
- Programmatic ad platforms (software that automates digital ad trades) and analytics providers (firms that measure performance) can size demand capture by segmenting mobile-originating searches, since mobile generates about 62% of web traffic 2.
- Advertisers plus media buyers can run controlled pilots on non-Google defaults to benchmark cost per acquisition (CPA) vs return on ad spend (ROAS) ahead of any rebid, starting with Samsung Internet (Samsung’s mobile browser) then other browsers behind the mobile leaders 4.
- Data vendors can publish OEM/region-level browser share dashboards to guide outreach and bid caps; StatCounter, a web analytics firm, keeps mobile browser share datasets by region and year 5.
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