The antitrust trial targeting Google’s search business is heading into the home stretch, and the outcome could forever alter Google—and the web itself. The company is scrambling to protect its search empire, but perhaps market forces could pull the rug out from under Google before the government can. Apple SVP of Services Eddie Cue suggested in his testimony on Wednesday that Google’s search traffic might be falling. Not so fast, says Google.
In an unusual move, Google issued a statement late in the day after Cue’s testimony to dispute the implication that it may already be losing its monopoly. During questioning by DOJ attorney Adam Severt, Cue expressed concern about losing the Google search deal, which is a major source of revenue for Apple. This contract, along with a similar one for Firefox, gives Google default search placement in exchange for a boatload of cash. The DOJ contends that is anticompetitive, and its proposed remedies call for banning Google from such deals.
Surprisingly, Cue noted in his testimony that search volume in Safari fell for the first time ever in April. Since Google is the default search provider, that implies fewer Google searches. Apple devices are popular, and a drop in Google searches there could be a bad sign for the company’s future competitiveness. Google’s statement on this comes off as a bit defensive.