Breaking up is hard to do

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The Biden administration has four active cases targeting big tech, all in the theme of antitrust. Does CX matter in the effort of shrink Google, Apple, Amazon and Meta?

Google was ordered to sell off its Chrome browser by the U.S. Justice Department in November. The move seeks to dismantle the firm’s online search monopoly after its successful antitrust case against Google. What does this mean for apartment leasing?

Market Cap Googl $2.13T

Billions of smartphones come with Google as the default search on Google Chrome and Apple’s Safari

Google apps are included on the company’s Android and Pixel devices, and others like Samsung

$739B Google’s est. contribution in economic activity for millions of American businesses

The fight for browser dominance Global market share of the most popular internet browsers

Competition may be restored if Google separates its search engine from its other products built to access the internet including Chrome and its Android mobile OS said government lawyers.

Browser market share

Google Chrome 68.4%

Apple Safari 17.1%

Microsoft Edge 4.91%

Mozilla Firefox 2.47%

Opera 2.01%

Others

Microsoft IE (replaced by Edge)

The value of Google to apartment owners January 2015 to January 2024, worldwide

84% prospects who begin their apartment hunt with online search, likely Google

58% prospects who begin their apartment search 6+ months before their lease ends

78% prospects who visit 3+ online sites before deciding which communities to visit

82% Google search engine market share

90% Global penetration of Google ads

52% Google PPC clicks from mobile

63% people who have clicked on a Google ad at least once

$6.56 Avg. CPC in U.S. per Google stats

250% Avg. ROI for Google’s search engine marketing

7X Small to medium-sized companies spend return on PPC on SEO

$2 Google’s estimate of revenue gen per $1 spent on Google ads

Decades ago Clinton sought to break up Microsoft. Once Bush took office, antitrust authorities withdrew the order and proposed conduct restrictions instead. Will the same happen with Biden’s case against Google?

Market share of search engines January 2015 to January 2024, worldwide

Google’s role in the nascent AI market, which has begun to displace traditional search, is also in question. The Justice Department wants to compel Google to allow website publishers to opt out of having their data used to train its AI models. Alternatively, the search giant could pay publishers to use their data.

Google 81.95%

Microsoft Bing 10.51%

Yahoo! Powered by Microsoft 2.67%

Yandex Russia 2.42%

DuckDuckGo 0.69%

Baidu China 0.53%

Source: The fight for browser dominance, Starcounter Global Statistics, Data does not include gaming console platforms, December 2024; Statista; Google should be forced to sell Chrome browser, Justice Department says, Dave Michaels, Miles Kruppa, wsj.com; Localiq; Semrush; Google; Hubspot; Forbes; Alphabet quarterly reports

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