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Judge Rules Meta Is Not a Monopoly, Rejects FTC Bid to Break Up Instagram and WhatsApp

The decision rests on a finding that TikTok now rivals Meta in a transformed market.

Overview

  • U.S. District Judge James Boasberg ruled the FTC failed to show Meta currently holds monopoly power, ending the bid to unwind the Instagram and WhatsApp deals.
  • The court defined the market to include TikTok and, in parts of the opinion, YouTube, finding that their competition defeats the FTC’s monopoly theory.
  • Trial evidence showed users now spend about 17% of Facebook time and 7% of Instagram time on friends’ posts, with AI-recommended short videos making the platforms substitutes for TikTok and YouTube.
  • The ruling follows a spring bench trial that featured testimony from Mark Zuckerberg and scrutiny of internal emails, but the judge focused on present market power rather than past conduct.
  • The FTC can still appeal, a prospect viewed as significant for the agency’s broader antitrust push that has recently produced wins against Google.