Overview

• U.S. District Judge Amit Mehta barred long-term exclusive search contracts and required annual renewal of default placements across devices and browsers.
• The decision permits Google to keep paying for default status and preserves its revenue-sharing arrangement with Apple on non‑exclusive terms.
• Google must provide rivals a marginal‑cost snapshot of search data to foster competition, with advertising data excluded from disclosure.
• Alphabet shares climbed roughly 9–10% over two sessions after the ruling, putting its market value within about 7% of $3 trillion.
• Alphabet intends to appeal the remedies even as analysts point to Gemini, AI Search features, and Google Cloud as the next drivers of performance.