The landmark antitrust ruling against Google on Monday is shaking up one of the longest-standing partnerships in tech.
At the heart of the case are billions of dollars’ worth of exclusive agreements Google has inked over the years to become the default search engine on browsers and devices across the world. No company benefited more than fellow Big Tech giant Apple—which US District Judge Amit Mehta called a “crucial partner” to Google.
During a weekslong trial, Apple executives showed up to explain and defend the partnership. Under a deal that first took shape in 2002, Google paid a cut of search advertising revenue to Apple to direct its users to Google Search as default, with payments reaching $20 billion for 2022, according to the court’s findings. In exchange, Google got access to Apple’s valuable user base—more than half of all search queries in the US currently flow through Apple devices.
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A reliable source of billions of dollars in income is at risk for the iPhone maker.