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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

为什么tim cook应该担心谷歌最近的反垄断案败诉
Benzinga ·  09:02

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

苹果公司(纳斯达克股票代码:AAPL)可能面临谷歌最近在法庭上反垄断失败的潜在影响。

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.

发生了什么:一位联邦法官在一起重大反垄断案件中对谷歌的母公司Alphabet Inc.(纳斯达克股票代码:GOOG)(纳斯达克股票代码:GOOG)作出不利裁决。该案围绕谷歌涉嫌在搜索领域的非法垄断展开,重点是与平台和设备制造商就默认搜索引擎地位达成的独家协议。

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与苹果的协议,谷歌每年向苹果支付数十亿美元用于iPhone的优先配售。据《商业内幕》周一报道,仅在2022年,这笔交易就价值200亿美元。

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·梅塔法官的裁决表明这些交易阻碍了竞争,如果维持并要求谷歌停止独家搜索协议,则可能会危及苹果这一丰厚的收入来源。

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.

尽管蒂姆·库克领导的苹果规模庞大,去年收入接近4000亿美元,但谷歌的交易是苹果 “服务” 业务的重要组成部分。随着iPhone销售放缓,高利润服务收入的增长对苹果来说变得越来越重要。

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.

为何重要:针对谷歌的反垄断运动由司法部反垄断司助理司法部长乔纳森·坎特领导,他是最近针对包括谷歌和苹果在内的主要科技公司的反垄断执法行动的关键人物。

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年早些时候,苹果曾对司法部的反垄断案提出质疑,称政府的投诉并未指控相关市场存在反竞争行为、严重的反竞争影响或垄断力量。但是,最近对谷歌的裁决表明法律格局发生了转变,这可能会影响苹果未来的交易。

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

价格走势:根据Benzinga Pro的数据,苹果周二盘前交易价格比前一天的收盘价下跌了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·桑德斯说,谷歌的市值可能为2万亿美元,其创始人的身价为292亿美元,但它不能凌驾于法律之上:“分手吧”

Image via Shutterstock

图片来自 Shutterstock

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

这个故事是使用 Benzinga Neuro 创作的,由 Pooja Rajkumari

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