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Technology Stocks : Game Changers and Market Movers

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From: Paul H. Christiansen	11/25/2014 10:45:31 AM
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All Eyes on Apple as Google Search Deal Expires Next Year Mozilla’s decision last week to replace Google with Yahoo as the default search engine for the Firefox browser in the U.S. was a nice little score for Yahoo CEO Marissa Mayer. But among companies still wringing billions of dollars a year from search ads, all eyes are on the upcoming expiration of the only search distribution deal that matters anymore: Apple’s Safari Web browser. Google has always been the default search engine in Apple’s browser on the iPhone and iPad as well as on its desktops and laptops starting years earlier. But that deal is up for renewal in early 2015, sources tell The Information, and Yahoo and Microsoft have separately begun to pitch Apple executive Eddy Cue for the business, according to people at those companies who were briefed about the bake-off. His decision—likely to be based on the quality of the product as much as the potential money made from search ads—could shake up the Web search advertising business and put a final stamp on Apple’s divorce from Google. Apple has been weaning itself off Google services for years and already has lessened its dependence on Google Search by using other data sources like Microsoft’s Bing for Siri, Apple’s virtual search assistant. In some ways, it’s a funny fight to be having now. Traditional search is waning in importance on mobile as companies explore new ways of suggesting and finding apps and other answers to queries without providing a list of blue links. Display advertising, including on social networks like Facebook, has been growing faster than search. At the same time Android, which comes preloaded with Chrome, is outpacing iOS in market share. But search on the iPhone is still a lucrative and highly strategic business. Searches on Apple devices are more valuable than on Android because Apple owners are wealthier and spend more money. Some executives in the search industry estimate that Apple receives more than $1 billion annually from its undisclosed share of Google Search revenue on Safari, a sign that it is also a windfall for Google. Mozilla, which is nowhere on mobile and has been fading somewhat on desktop machines amid the rise of Chrome, said it generated nearly $300 million from Google revenue sharing last year. So the Apple revenue estimate is probably conservative. The complete The Information article is available only with subscription . . . All Eyes on Apple as Google Search Deal Expires Next Year

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