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UK Regulator Grants Google Search ‘Strategic Market Status,’ Setting Stage for Targeted Rules

The CMA can now consult on proportionate measures to open general search to more competition without a finding of wrongdoing.

Overview

  • Designation covers Google Search and related features such as AI Overviews, AI Mode, Discover, Top Stories and the News tab, with Gemini excluded for now and kept under review.
  • The CMA found Google holds substantial and entrenched power with over 90% of UK searches, and says more than 200,000 UK businesses rely on its search advertising.
  • Proposed remedies to be consulted on later this year include choice screens for alternative search engines, fair ranking principles, publisher controls over content use and data portability.
  • Google warns that potential interventions could slow product launches, hinder innovation in the UK and may lead some businesses to raise prices.
  • This is the first use of powers under the Digital Markets, Competition and Consumers Act, with parallel inquiries continuing, including a separate review of mobile ecosystems.