Overview

• The regulator found Google holds substantial and entrenched power in general search and search advertising, with over 90% of UK searches on its platform.
• AI Overviews and AI Mode fall within the designation’s scope, while the Gemini assistant is excluded for now and remains under review as the market evolves.
• The designation is not a finding of wrongdoing and imposes no immediate requirements, with consultations on possible interventions expected later this year.
• Scope clarifications include Google Discover, Top Stories, and the news tab being in scope, while the separate Google News app and site, and single‑site search syndication, are out of scope.
• Google welcomed pro‑competition goals but warned that some proposed rules could slow product launches, raise business costs, and overlook its reported £118 billion UK economic contribution in 2023.