The most lucrative partnership in Silicon Valley has survived its biggest legal test yet. A federal judge has cleared the way for Google to keep paying Apple roughly $20 billion a year to remain the default search engine in Safariโa decision that underscores just how deeply entrenched Googleโs dominance in search has become.
Judge Amit Mehtaโs remedies ruling in the landmark antitrust case against Google stops well short of what the Justice Department had hoped for. Calls to break up Chrome or Android were dismissed, as were proposals to force Google to display choice screens that would prompt users to pick a rival search engine. Instead, the court preserved Googleโs ability to strike deals like the Apple arrangement, arguing that stripping those payments away would harm not only Google but also its partners.
For Apple, the decision safeguards a steady stream of revenue that rivals the profits of its hardware divisions. For Google, it cements the status of default search placements as a cornerstone of its empire.
The Google and Apple search deal ruling isnโt without caveats. Google has been ordered to share portions of its search data with competitors, a move designed to level the playing field for smaller players and AI-driven newcomers. Exclusive contracts are also off the table, meaning distribution partners could technically entertain rival bids.
But the bigger picture is clear: the court has chosen continuity over disruption. Default search deals remain intact, and Googleโs grip on distribution is largely untouched.
Judge Mehtaโs reasoning points to a reluctance to tamper with a market already in flux. The rise of generative AI search toolsโsome backed by Microsoft, others springing from independent labsโhas created new pressure on Google without court intervention. Forcing drastic changes now, he suggested, could risk damaging products like Mozillaโs Firefox, which depends heavily on Googleโs payments to stay afloat.
That perspective will not sit well with Googleโs critics. DuckDuckGo, privacy advocates, and lawmakers who had hoped for structural remedies see the decision as a missed opportunity to curtail Googleโs influence in how billions of people access information online.
Investors were quick to reward the outcome. Alphabetโs stock rose sharply after the ruling, while Apple also saw gains. Both companies avoided the kind of structural remedies that could have rattled their business models.
Consumer advocates, meanwhile, argue that the decision leaves the search market tilted in Googleโs favor. Without stronger measuresโlike divestitures or mandated choice screensโthey believe competitors will continue to face an uphill battle.
The Justice Department is expected to weigh an appeal, and Google has signaled it will push back against data-sharing requirements. Meanwhile, rivals will scrutinize whether access to Googleโs search data provides any meaningful competitive edge.
For now, though, the Google and Apple search deal ruling affirms the staying power of the default setting. The fight over the future of search is far from finished, but the balance of powerโat least for the momentโremains exactly where it was.
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