Closing arguments in the government’s case alleging Google is a monopoly that abuses its power over the internet were delivered Friday, ending the formal part of one of the most important antitrust cases of the decade.
In the quarter century since Google was founded, the company has grown mind-bogglingly big. Every day, billions of people around the world ask questions on Google Search, send an email with Gmail or navigate their commute using Google Maps. The tech giant dominates the internet economy, consistently spends more than almost any other group or company on lobbying and over the years has rapidly expanded its business by buying hundreds of other firms. In 2023, it generated $307 billion in revenue, the equivalent of the gross domestic product of Finland.
The judge’s ruling, which is expected in the coming months, could put new limits on Google’s ability to run its search empire. The company may be barred from paying billions to secure prime placement for its search bar on Apple’s iPhones or other web browsers. It could even be forced to sell off part of its business, like the Chrome browser, and open up competition to other search engines. The judge could also rule that Google isn’t a monopoly after all, which would be a major setback for the government and antitrust advocates who say the power of Big Tech has grown too large.
Either way, the case will be influential on a series of other major lawsuits against other Big Tech companies, including Amazon and Apple.
Google alone has nine billion-user products. Here’s what they are.
Google search - 4.9 billion users
This is the business at the center of the government’s allegations. Google is the world’s most important search engine, and it truly dominates the space, controlling 92% of the market, which equates to 4.9 billion people, according to StatCounter and the International Telecommunications Union. Microsoft’s Bing comes in second with a paltry 3%, while a handful of country-specific players like Yandex in Russia or Baidu in China round out the final few percentage points. Google is far and away the world’s most-visited website, with over 86 billion visits a month, according to internet data provider Similarweb. The company’s control of search has allowed it to rake in cash year after year and use that money to expand into other businesses through acquisitions.
Now, the company is beginning to upend search even more. CEO Sundar Pichai said in April the company will begin putting AI-generated answers, which are trained on content scraped from the web, at the top of search results for more of its users. That could upend the web, hurting publishers who rely on traffic from Google for their survival. The AI answers have been in a public test for 11 months, but it still makes up facts and misinterprets questions.
Chrome - 3.4 billion users
Google owns the world’s most popular web browser. The vast majority of desktop computers and a huge portion of mobile phones have Chrome set as the default way for users to interact with the internet. Around 3.4 billion people used Chrome as their web browser as of 2023, according to StatCounter and the International Telecommunications Union. Owning Chrome gives Google the ability to keep its search engine front and center, but also allows it to track people all over the internet, gaining incredible amounts of granular data on online behavior, especially when it comes to advertising and e-commerce. As Chrome took over the internet, web developers began building websites so they would run optimally on the Google-owned browser, and caring less about making them work smoothly on rivals like Microsoft Explorer or Mozilla’s Firefox. Eventually, even Microsoft threw in the towel. It’s new browser, Edge, is built off a version of Chrome. Analysts have said if the judge rules Google is an illegal monopoly, there’s a chance the company could be forced to split up its business, such as turning Chrome into a separate entity.
Android - 3 billion users
More than 3 billion people use smartphones running Google’s Android operating system, the company said in 2021. That’s around 70% of all the smartphones in the world. Apple’s iOS is a distant second at 28.5%. Like Apple, Google uses its operating system for its own smartphones. But it also makes the software available to other phone and tablet companies, and that’s where Android’s true power comes in. Because Android has become the default operating system for most of the world’s phones, Google can put its other services, like Search, Maps, YouTube and its app store, in front of billions of people.
Google Play Store - 2.5 billion
Around 2.5 billion people use Google’s version of the app store every month, the company says, making it much bigger than Apple’s app store. The Play Store lets Google charge a commission on every app sold, as well as get a cut of transactions made through those apps. The power Google has over the mobile app ecosystem is so great the company has been the target of major lawsuits, alleging it’s using that power to squeeze app developers and take more money from them than they would if the market was more competitive. Android phones are different than iPhones - they don’t require apps to be downloaded by the official app store, and in China, numerous other app stores exist. But in most of the rest of the world, using an Android phone means going through Google to get your apps.
YouTube - 2 billion users
Google’s online video service is a juggernaut in its own right, with 2 billion users, according to the company. YouTube says 500 hours of video is uploaded to YouTube every minute. Much of it isn’t very high quality, but it shows just how massive a role YouTube plays as an entertainment site, social media platform and video archive. If you added together the run-time of all 454 feature films released in the United States in 2022, at an average of two hours per film, you’d get around 900 hours of content. Less than everything uploaded to YouTube in 2 minutes.
Google Workspace - 3 billion users
Google’s archenemy is Microsoft, and the company has for years worked to compete with Microsoft’s core products - its productivity suite including Word, Excel and PowerPoint. Though Google still hasn’t dethroned those products, its own tools have grown rapidly over the years, benefiting from being bundled into other Google services like Gmail. At the end of 2022, Google said its “Workspace” apps, which include Docs, Sheets and Google Drive, had more than 3 billion users.
Gmail - 1.8 billion
Email was the original reason for many people to go online in the first place. Companies like Microsoft and Yahoo fought vicious battles in the early years of the commercial internet to build huge email businesses. Google was late to the game, but when it began offering much larger amounts of free storage than its competitors, it quickly began winning over customers. Now, Gmail is the undisputed king of the email world, with 1.8 billion users according to marketing research firm DemandSage. In the past several years Google has gotten people to begin paying for all that storage they got used to, opening up a huge source of revenue for the company. But Google also makes money from Gmail by placing ads in it. More recently, customer emails have helped train the company’s artificial intelligence auto-complete email feature. And the company wields huge power over the internet simply by being in control of the rules that dictate which emails end up in users’ primary inboxes and which are sent to the spam folder.
Google Photos - 1 billion users
Google’s photo-storage app grew to a billion users just four years after launching in 2015, a company executive told Fast Company in 2019. It benefited from being wrapped into Google Drive, and as a default photo-storage tool on Android phones. But the app is hugely popular with iPhone users too, thanks to Google’s offer of large amounts of free storage. Now, millions of people pay Google monthly just to preserve the photos they’ve stored in the tool, providing a major extra boost to revenue. Google Photos is also a major proving ground for the company’s AI tools. The company is using the app to test out new features like making it easier to edit out certain people from photos, and even making it look like people are smiling when in reality they were frowning when the photo was taken.
Google Maps - 1 billion users
Google was also late to the map game, with rivals like MapQuest already running major businesses when it first came on the scene. But the company gradually took over the space, and now it’s the dominate tool people use to navigate the real world. Google crossed the billion monthly users mark in 2012, and the company’s user base in the space has only grown since then. Even on iPhones, where Apple has tried for years to get people to use its own default maps app, many people still download Google Maps and use it exclusively. Maps soon turned into a huge reviews site, shaking the businesses of companies like Yelp and TripAdvisor, and putting Google into competition with a whole different set of companies. Like most of Google’s businesses, Maps is also an advertising platform.
What’s next
The Justice Department’s trial, which focused on Google Search, isn’t the only legal challenge the company is facing. In September, it went on trial for allegedly using its control over the internet advertising system to benefit its own products and squeeze out competitors. The case is being compared to Microsoft’s fight with the government 20 years ago.
Google argues that the internet is a lot bigger than it is, and that companies like Amazon, Netflix, TikTok and new upstarts like ChatGPT-maker OpenAI are all competing with it for people’s time, attention and money. Still, Google’s empire extends far and wide. It has a self-driving car company, one that does medical research and its own venture capital firm. It buys and rents fleets of ships to lay undersea cables across oceans to ensure its data travels as fast as possible.
A spokesperson for Google declined to provide updated numbers on user numbers for its products and didn’t provide further comment on the trial.