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United States v. Google

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UNITED STATES DISTRICT COURT
FOR THE DISTRICT OF COLUMBIA
UNITED STATES OF AMERICA et al.,

UNITPlaintiffs,

UNITPlaintiv.

GOOGLE LLC,

GOOGDefendant.
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Case No. 20-cv-3010 (APM)
STATE OF COLORADO et al.,

UNITPlaintiffs,

UNITPlaintiv.

GOOGLE LLC,

GOOGDefendant.
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Case No. 20-cv-3715 (APM) (APM)

MEMORANDUM OPINION

TABLE OF CONTENTS

FINDINGS OF FACT
7
I.IIVPARTIES AND RELEVANT NONPARTIES
7
II.IVGENERAL SEARCH ENGINES
13
1.Default Distribution
24
2.Other Search Access Points
31
III.VGOOGLE SEARCH
46
IV.IIOTHER PLATFORMS
50
1.Search Ads on GSEs
59
2.SVP Search Ads
67
1.Pricing Knobs
83
2.Increasing Text Ads Prices
85
3.Limiting Advertiser Control
93
1.The Google-Apple Internet Services Agreement
101
2.Mozilla-Google RSA
115
3.Other Browser Agreements
118
1.Mobile Application Distribution Agreements
118
2.Revenue Share Agreements
123
3.Mobile Services Information Agreements
133
CONCLUSIONS OF LAW
134
1.Peculiar Characteristics and Uses
140
2.Industry or Public Recognition
144
3.Unique Production Facilities
146
4.Google’s Proposed Query Product Market
147
1.Direct Evidence
154
2.Indirect Evidence—Market Share
156
3.Indirect Evidence—Barriers to Entry
157
4.Google’s Counterarguments
161
1.Search Advertising Is a Relevant Product Market
166
2.Google Does Not Have Monopoly Power in the Search Ads Market
180
1.General Search Text Ads Is a Relevant Product Market
185
2.Google Has Monopoly Power in the General Search Text Ads Market
189
1.Browser Agreements
204
2.Android Agreements
210
V.IIIEFFECTS IN THE MARKET FOR GENERAL SEARCH SERVICES
214
1.The Exclusive Agreements Foreclose a Substantial Share of the Market
216
2.The Exclusive Agreements Have Deprived Rivals of Scale
226
3.The Exclusive Agreements Have Reduced Incentives to Invest and Innovate
236
1.Benefits in the Market for General Search Services
248
2.Benefits in Other Markets that Redound to the Benefit of the Search Market
252
3.Cross-Market Benefits
255
APPENDIX (not in original TOC)
A-1

This work is in the public domain in the United States because it is a work of the United States federal government (see 17 U.S.C. 105).

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