Apple talks a big game on privacy. But takes money from Google and sends iPhone users search query to Google.
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It’s so funny how companies suddenly get mad with the deal they made when they don’t want to do it anymore.
Why does anybody care about this?
If you’re a Google competitor, you now know what number you need to offer Apple in order to start the conversation about switching safari’s default browser.
If you’re a consumer… I have no idea why you’d care. Especially when you can freely choose another search engine if you feel so inclined.
This deal will likely be the end of Google. Apple gets the rev share, then takes that money and reinvests that money back into its product which in turn causes more people to leave Android for Apple which in turn means Google has to pay more money in total to Apple and the process repeats. This is bad for Google for two reasons. 1/ Rev share to preinstall Google search is much lower on Android devices than Apple. So their cost goes up. 2/ Google loses more power to have Google preinstaled. (It’s easier to have Android OEMs preinstall Google search).
Ultimately I feel as if this RSA deal will be the end of Google because as Apple is taking more share, I think Apple will have a lot of negotiating room to get a higher rate in the future. If for example, in the US 87% of the population uses an iPhone, Apple threatening its own search engines will cause Google to raise rates. (Note in the US, 87% of teenagers have an iPhone so if that trend hold constant, I could for sure Apple having 87% market share). Literally Apple is becoming the gate keeper to HVUs.
Yeah you can say Android has 1B users etc but those users hardly monetize for Google search. IMO it’s better to have the HVUs and Apple is increasingly having those users on lock.
This deal isn’t new. Google has been paying apple this for a while and has been doing very well. Big G ain’t worried about
lol the headline is misleading, they pay 36% of the revenue from data gathered from safari. not all of alphabet/googles revenue not even all of their ad revenue.
Similar but slower trend for macs too. The turnover of new Laptops is much slower, so the revenue is not as huge as iPhone revenue, but the amount of people with Currently using MacBooks is gigantic and growing.
I’m sure Google cares far more about search than they do about Android. Search is their bread and butter and where they’ve made the bulk of their fortune.
All these pay offs are reducing the incentive from companies like apple to compete with google in any meaningful way. It's not a win-win situation people, it's supporting to keep the oligopoly from Google where it is.
"We are Apple, we are here to protect your privacy, also, ENJOY THESE GOOGLE ADS and My Money Hat!"
It probably won't take much to Apple to create their own search engine and send everybody there instead. They need a big incentive for not doing that.
I wonder if this deal ended, what percentage of people would just automatically choose Google as a search engine anyway?
People talk about an Apple search engine, that’s probably more likely if this deal ends but I still feel the vast majority of normal like using google and want to continue to use it no matter what.
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