It's time to start lobbying hard for an antitrust breakup of Google. This DRM plan, as abuse of a monopoly position, provides more political coverage for a forced breakup. It's pretty clear how to break up Alphabet, because it grew mostly by acquisition. - Google - search, ads on search pages and nothing more. - DoubleClick - third party ads on other sites. - Analytics - services to web sites. - Cloud - the money-los…
It is highly unlikely that Android, Chrome, and Analytics can be viable businesses on their own. I can perhaps see a viable path for analytics if a lot of things go their way but those three are almost entirely successful because they are subsidized by the other businesses. Youtube, and the other ads business can probably survive okay on their own but Chrome and Android I suspect can't.
Android Based on information obtained by Oracle in a lawsuit, Android had, as of 2010-ish, generated $31bn for google
https://www.androidauthority.com/android-generated-google-31...
Chrome: Browsers make money by
- sharing revenue from ( product and service ) ad searches
- prioritization in search engine results in the browser ( eg being set up as the default search engine)
https://www.investopedia.com/articles/investing/041315/how-m...
It is estimated, for instance, that as of 2021, Google was paying Apple $15bn for default browser placement
https://www.theregister.com/2023/02/17/google_apple_chrome_i...
Google Analytics:
This is much harder to research - since looking for 'revenue' with 'Google Analytics' simply shows how to use the tool to track revenue for 'your' site if you are a Google Analytics user and my Google-fu fails at a quick remedy for that.
Best quick result would be a proxy i.e. competitor revenue. MixPanel is a standalone Google Analytics competitor and it makes $96MM from that business