Considering how big Apple is already ($80 billion per QUARTER!) the idea that they could at some point still decide to add a search engine and the associated revenues is amazing to me. It obviously wouldn't be a 1-to-1 switch with Google traffic coming from Apple devices but if they seriously attempted it I don't see how it wouldn't be a very substantial business very quickly.
Presumably this payment is based on Google's evaluation of the search ad value attributed to Apple devices but only $3.75 billion per quarter still seems low for how much iPhone search traffic there must be? Especially considering the relatively lower level of iPhone ad blocking vs. desktop I see anecdotally in my non-tech friends. I imagine though that both companies send in fairly deadly teams of apex negotiators for a deal like this so it must be close to representing the true economic value of the tie-up...
Presumably this payment is based on Google's evaluation of the search ad value attributed to Apple devices but only $3.75 billion per quarter still seems low for how much iPhone search traffic there must be? Especially considering the relatively lower level of iPhone ad blocking vs. desktop I see anecdotally in my non-tech friends. I imagine though that both companies send in fairly deadly teams of apex negotiators for a deal like this so it must be close to representing the true economic value of the tie-up...