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Why Tim Cook Should Be Worried About Google's Recent Antitrust Case Loss

Why Tim Cook Should Be Worried About Google's Recent Antitrust Case Loss

爲什麼tim cook應該擔心谷歌最近的反壟斷案敗訴
Benzinga ·  08/06 09:02

Apple Inc. (NASDAQ:AAPL) may be facing potential fallout from Google's recent antitrust defeat in court.

蘋果公司(納斯達克股票代碼:AAPL)可能面臨谷歌最近在法庭上反壟斷失敗的潛在影響。

What Happened: A federal judge ruled against Google's parent Alphabet Inc. (NASDAQ:GOOGL) (NASDAQ:GOOG) in a significant antitrust case. The case revolved around Google's alleged illegal monopoly in search, with a focus on exclusive deals with platforms and device-makers for default search engine status.

發生了什麼:一位聯邦法官在一起重大反壟斷案件中對谷歌的母公司Alphabet Inc.(納斯達克股票代碼:GOOG)(納斯達克股票代碼:GOOG)作出不利裁決。該案圍繞谷歌涉嫌在搜索領域的非法壟斷展開,重點是與平台和設備製造商就默認搜索引擎地位達成的獨家協議。

The most notable of these deals is with Apple, where Google pays Apple billions of dollars annually for prime placement on the iPhone. In 2022 alone, this deal was worth $20 billion, Business Insider reported on Monday.

其中最引人注目的是與蘋果的協議,谷歌每年向蘋果支付數十億美元用於iPhone的優先配售。據《商業內幕》週一報道,僅在2022年,這筆交易就價值200億美元。

Judge Amit P. Mehta's ruling, which suggests these deals hinder competition, could jeopardize this lucrative revenue stream for Apple if upheld and Google is required to cease exclusive search deals.

阿米特·梅塔法官的裁決表明這些交易阻礙了競爭,如果維持並要求谷歌停止獨家搜索協議,則可能會危及蘋果這一豐厚的收入來源。

Despite Tim Cook-led Apple's massive size, with nearly $400 billion in revenue last year, the Google deal is a vital part of Apple's "services" business. As iPhone sales slow, the growth of high-margin services revenue has become increasingly important for Apple.

儘管蒂姆·庫克領導的蘋果規模龐大,去年收入接近4000億美元,但谷歌的交易是蘋果 “服務” 業務的重要組成部分。隨着iPhone銷售放緩,高利潤服務收入的增長對蘋果來說變得越來越重要。

Why It Matters: The antitrust crusade against Google was led by Jonathan Kanter, Assistant Attorney General for the Antitrust Division of the DOJ, who has been a pivotal figure in recent antitrust enforcement actions against major tech firms, including Google and Apple.

爲何重要:針對谷歌的反壟斷運動由司法部反壟斷司助理司法部長喬納森·坎特領導,他是最近針對包括谷歌和蘋果在內的主要科技公司的反壟斷執法行動的關鍵人物。

Earlier in 2024, Apple had challenged the DOJ's antitrust case, stating that the government's complaint does not allege anticompetitive conduct, substantial anticompetitive effects, or monopoly power in a relevant market. However, the recent ruling against Google indicates a shift in the legal landscape that could potentially impact Apple's future dealings.

2024年早些時候,蘋果曾對司法部的反壟斷案提出質疑,稱政府的投訴並未指控相關市場存在反競爭行爲、嚴重的反競爭影響或壟斷力量。但是,最近對谷歌的裁決表明法律格局發生了轉變,這可能會影響蘋果未來的交易。

Price Action: Apple was trading 1.40% lower than its previous day's close in the pre-market on Tuesday, according to Benzinga Pro.

價格走勢:根據Benzinga Pro的數據,蘋果週二盤前交易價格比前一天的收盤價下跌了1.40%。

  • Bernie Sanders Says Google May Be Worth $2 Trillion And Its Founders Worth $292B But It's Not Above Law: 'Break It Up'
  • 伯尼·桑德斯說,谷歌的市值可能爲2萬億美元,其創始人的身價爲292億美元,但它不能凌駕於法律之上:“分手吧”

Image via Shutterstock

圖片來自 Shutterstock

This story was generated using Benzinga Neuro and edited by Pooja Rajkumari

這個故事是使用 Benzinga Neuro 創作的,由 Pooja Rajkumari

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