The potential legal changes could drastically affect Googleâs business, particularly if courts mandate an end to their $20 billion arrangement with Apple, leading to a potential one-third decline in revenue. Googleâs dependence on Safari for search ad revenue poses an existential threat to its viability. Conversely, Apple may also experience financial ramifications from losing this income, though it retains the option to establish its search service leveraging its extensive data collection through Applebot, allowing it to pivot away from reliance on Google.
If US courts compel Google to end its $20b deal with Apple for Safari as the default search engine, it could lose a third of its business.
While Apple may face financial challenges from losing Google revenue, it has the opportunity to leverage its own data to create a new search service.
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