Google is being forced to cap all default search and AI app deals at one year. This will end the long-term agreements (think: Apple, Samsung) that helped secure its default status on billions of devices. Just don’t expect this to end Google’s search dynasty anytime soon.
Driving the news. Judge Amit Mehta on Friday called the one-year cap a “hard-and-fast termination requirement” needed to enforce antitrust remedies after his 2024 ruling that Google illegally monopolized search and search ads, Business Insider reported. In September, Mehta ruled on Google search deals:
- “Google will be barred from entering or maintaining any exclusive contract relating to the distribution of Google Search, Chrome, Google Assistant, and the Gemini app. Google shall not enter or maintain any agreement that
- (1) conditions the licensing of the Play Store or any other Google application on the distribution, preloading, or placement of Google Search, Chrome, Google Assistant, or the Gemini app anywhere on a device;
- (2) conditions the receipt of revenue share payments for the placement of one Google application (e.g., Search, Chrome, Google Assistant, or the Gemini app) on the placement of another such application;
- (3) conditions the receipt of revenue share payments on maintaining Google Search, Chrome, Google Assistant, or the Gemini app on any device, browser, or search access point for more than one year; or
- (4) prohibits any partner from simultaneously distributing any other GSE, browser, or GenAI product search access point for more than one year; or (4) prohibits any partner from simultaneously distributing any other GSE, browser, or GenAI product.”
Why we care. A more fragmented search landscape means user queries could start anywhere. If AI-powered rivals like OpenAI, Perplexity, or Microsoft make even small gains in search, you’ll face a broader and more complicated world to compete in.
Reality check. This is a speed bump, not a shake-up. Google’s cash, brand power, and user habits still give it a big edge in yearly talks.
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