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Technology Stocks : Qualcomm Moderated Thread - please read rules before posting
QCOM 178.38+0.1%11:35 AM EST
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From: Bill Wolf9/3/2025 7:26:26 AM
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Q: Will the Google antitrust ruling affect the search giant’s agreement with Apple?


Google and Apple are breathing easier after a federal judge essentially turned down the U.S. government’s request to break up the search giant or force the company to end the payments it makes to the iPhone maker. That means Apple gets to keep a profitable revenue stream at a vulnerable time, write Dan Gallagher and Asa Fitch.


A: U.S. District Judge Amit P. Mehta’s ruling says Google can no longer pay to be the exclusive search engine on Apple’s devices. But it can, like the rest of the search market, make payments for the distribution of its products. For Apple, Google’s payments have provided a valuable revenue stream that now reportedly reaches more than $20 billion a year.

Losing such a profitable revenue stream would have come at a difficult time for Apple. Its iPhone sales have been sluggish, and expectations for the new crop of phones are rather low thanks to Apple’s slow start in generative artificial intelligence. The company is also now firmly in the crosshairs of the US.-China trade war.

The case had threatened to force Google to sell its Chrome web browser—an outcome AI startup Perplexity encouraged by making an unsolicited $34.5 billion offer for it. Ironically, the existence of Perplexity and other purveyors of AI-forward browsers as upstart competitors to Google helped stave off punishment on the payment-ban question. In declining to institute such a ban, the judge reasoned that the competitive landscape was already threatening Google’s dominant position—meaning the court didn’t need to intervene.



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