Google spared from ad-business breakup, but judge orders changes to how it operates
Yahoo Finance ·
Courts have largely sided with the government in both cases. In 2024, a court determined that Google's search business, including its exceedingly lucrative search-ad operation, was an illegal monopoly, claiming that the tech giant had "exercised its monopoly power" to dominate the search industry and search ads. Last April, a second court case — this one focused specifically on Google's ad-tech business — also came to the same conclusion. Following the 2024 ruling, Justice Department officials suggested a variety of ways Google's search business could be broken up, including divesting its Chrome browser and Android operating system. But in September 2025, the judge overseeing that case, Amit Mehta, rejected those divestiture requests, ruling that Google could keep both Chrome and Android. He did order the company to end exclusive default-placement deals and share certain search data with competitors (remedies that Google is currently appealing). Brinkema's full written ruling will remain under seal for 14 days to allow those involved to issue necessary redactions. Her finding that Google had acted illegally in maintaining its ad-tech business dates back to April of last year; this week's decision addressed only the remedy. Unsurprisingly, Google framed the outcome as a win. Lee-Anne Mulholland, Google's vice president for regulatory affairs, told TechCrunch: "We're very pleased the Court rejected the DOJ's proposal to break apart tools that help small businesses reach new customers and grow." To do this, Google used exclusive agreements with device manufacturers, which made it the default search engine across huge swaths of the mobile phone market, the government has argued. Google also entered into revenue sharing agreements with mobile carriers — deals where carriers earned a cut of ad revenue in exchange for keeping Google as the default — that further cemented its position as the de facto search engine across phone markets.
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