Google pod udarom: Sodišče je prvič prekinilo njegov iskalni monopol

S sodbo ameriškega zveznega sodišča z dne 2. septembra 2025 se je končalo obdobje popolne prevlade podjetja $GOOGna področju iskanja. Podjetje mora prenehati sklepati ekskluzivne pogodbe in deliti nekatere svoje podatke s konkurenti, s čimer se temeljito spremenijo pravila igre za celoten spletni ekosistem. Čeprav se je trg do zdaj odzval pozitivno - delnice družbe Alphabet so poskočile za 8 % - se tako vlagatelji kot analitiki soočajo z vprašanjem, ali gre le za kozmetično prilagoditev ali za začetek globlje erozije Googlove najbolj dobičkonosne dejavnosti.

Glavne točke analize

  • Prepoved sporazumov o ekskluzivnostiA: Google ne more več plačevati proizvajalcem naprav in brskalnikov, da njegov iskalnik nastavijo kot privzetega. To odpira prostor za konkurente, zlasti Microsoft in manjše akterje.
  • Obveznosti souporabe podatkov: Podjetje mora dati del svojega iskalnega indeksa in podatkov o uporabnikih na voljo tekmecem. To je prvič v zgodovini, da bodo imeli tekmeci dostop do infrastrukture,…

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