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Google has 93.7% Share of U.S. Search Revenues & Is Rapidly Taking Share


With reports of the FTC's looming antitrust investigation of Google, it is highly-relevant that Google now has ~93.7% of U.S. revenue share of search advertising and that Google has taken ~26% of the search advertising revenue share that it did not have a year ago.

  • Google continues to relentlessly gobble up massive search advertising revenue share from its only significant competitors, Yahoo and Microsoft (which have combined forces in search in the last year), in part because:
    • Google's relevant search revenues are 24x bigger than Yahoo's and 39x bigger that Microsoft's; and
    • Google is growing its huge search revenue base so much faster -- +27% to Yahoo's -19% and Microsoft's +14%.
      • (These revenue share calculations are relatively easy to do -- they are explained in detail at the end of this post.)


Many do not realize that antitrust authorities already believe that Google is a monopoly, because the most commonly cited market share numbers in the media are from ComScore, which tracks share of searches not search advertising revenue share.

Glass House Google Throws Stones

The company that has copied all the world's information on its servers without permission and has a mission to "organize the world's information and make it universally accessible and useful," ironically has decided to be publicly indignant about the alleged copying of its public search information.


  • It is the supreme irony that "glass-house Google" has accused Microsoft of copying Google's public search results.
    • In a blog post Google shared its purpose behind its stone-throwing accusation: " those who have asked what we want out of this, the answer is simple: we'd like for this practice to stop."

It pathetically ironic that Google can comprehend that it does not like to have its own claimed private or proprietary information copied and made accessible to the world for free, but Google cannot comprehend why anyone else would not like Google to copy their private or proprietary information without permission and make it available to the world for free.

Let's review all of the other entities who like Google would "like for this practice to stop" -- by Google.

Could Google now possibly better understand why:


Why Google-ITA is like Microsoft-Intuit 1995

A helpful way to understand and put in perspective Google's proposed purchase of ITA Software, the dominant provider of flight search technology, is to identify Google-ITA's best historical and logical analog. That would be Microsoft's 1995 proposed purchase of Intuit-Quicken, the then dominant provider of financial software technology. That transaction was blocked by the DOJ as anti-competitive and was a key precursor decision to the DOJ's ultimate decision to sue Microsoft in 1998 for monopolization under the Sherman Act.

The reason so many people ask: "Is Google the next Microsoft?" is because the analogy is so apt.

First, in over thirty years, Microsoft is the only major company other than Google to establish a national monopoly via technology, generate broad serious antitrust complaints, and attract a Sherman Act anti-monopolization case from the DOJ.

Second, Google-ITA is very similar to Microsoft-Intuit as both attempted to leverage their horizontal industry dominance vertically into a non-tech market vertical of the economy, i.e. Microsoft into personal finance software and Google into travel search software.


House Net Neutrality Legislation Takeaways

House Democrats have proposed a resolution to Net Neutrality that strongly signals to the FCC majority to not pursue its considered Title II reclassification of broadband as a 1934 regulated telephone service. The House Democrats' draft is here. The implications of this House draft are broad, important and constructive.

First, this House Democrat draft signals to the FCC Democrat majority loud and clear that House Democrats do not support the radical FreePress-driven proposal to regulate broadband Internet networks as 1934 common carrier telephone networks.

Second, it proves that the FreePress-driven proposal to takeover the Internet and regulate it as a public utility is extreme, way out of the political mainstream, and a non-starter.

Third, this legislation proposes a sensible resolution and workable alternative to this destructive polarizing issue that is serving no one who seeks an open Internet that works, grows and innovates without anti-competitive concerns, but only the revolutionary interests of FreePress and its allies that claim they want net neutrality, but really seek a utopian "information commons revolution."

Japan -- Powered by Google

Japan effectively has outsourced the organization, storage and access to its nation's information, culture, history, and online commerce to one entity, Google, in consenting to a national monopoly search engine/ad platform for Japan going forward.  

  • Unlike Japan's neighbors, China, Korea, and Russia, Japan apparently has chosen to not promote an indigenous Japanese search engine/advertising platform, or to ensure search competition -- a fateful tacit decision that heralds that Japan will more likely become a de facto third world online economy long term.   

Apparently Japan's Fair Trade Commission or Government have not thought through all the huge ramifications of putting all their information eggs-in-one-basket from a competition, cultural, political, economic, privacy, or national security perspective.

Google now tying website speed to search ranking -- Why is that anti-competitive?

Google announced 4-9-10 that "we've decided to take speed into account in our search rankings" in a Google blog post by Amit Singhal and Matt Cutts entitled: "Using site speed in web search ranking." (Thanks to the Register's Cade Metz for flagging this issue.)

DOJ/EU: Microsoft-Yahoo Pro-Competitive, Google's a Monopoly

The biggest takeaway from the U.S. DOJ (and the EU) approving the Microsoft-Yahoo search partnership without any restrictions is that the Varney DOJ Antitrust Division implicitly agrees with the Barnett DOJ Antitrust Division (which blocked the Google-Yahoo Ad Agreement) --  that Google is indeed an dominant and enduring search advertising monopoly

If the DOJ did not believe Google was a monopoly, traditional antitrust analysis would have had more serious problems with the #2 and #3 competitors in a highly concentrated market combining forces.

This is a negative precursor for Google generally -- that they are indeed the next big antitrust problem of this decade.

It is also a negative precursor for the:

  • FTC's antitrust review of Google-AdMob; and
  • DOJ's review of the Google Book  Settlement.

Google, you have a problem.


Net Neutrality is a Made-Up Issue: The Smoking Gun

To see "smoking gun" proof that "net neutrality" is a made-up issue and argument, read the short but telling excerpt below from George Lakoff's Book: "Thinking Points" published October 3, 2006, when the only net neutrality incident at that time was the FCC's Consent Decree with rural telco, Madison River Communications in February 2005.  

From Thinking Points, Chapter 8, The Art of Arguments:

"Thus, the argument for Net neutrality becomes an argument for government regulation in this form by the FCC.

DOJ's Interest in Reviewing the Google-Twitter Agreement

What would be the DOJ's interest in having a formal investigation/review of the Google-Twitter agreement?

Google-Twitter search agreement delayed for DOJ antitrust review?

Microsoft publicly announced it has already launched a beta of bing Twitter that incorporates Twitter tweets into Microsoft's search results, while Google also announced an agreement with Twitter, but said in an announcement blog post that: "we look forward to having a product that showcases how tweets can make search better in the coming months."

The glaring question is why Google, which prides itself on speed and innovation, and which routinely launches new products and services in beta, will not offer a Twitter product for "months."

The most logical conclusion is what I blogged and tweeted about on October 9th: "Will Google seek DOJ approval of any Twitter agreement?"


Q&A One Pager Debunking Net Neutrality Myths