Apple’s plans to add AI-powered search options to its Safari browser are a big blow to Google, whose lucrative advertising business relies significantly on iPhone customers using its search engine.
The news slammed shares of Google-parent Alphabet, which closed down 7.3 percent, wiping off roughly $150 billion from its market value.
The iPhone maker was “actively looking at” reshaping Safari, a source familiar with the matter told Reuters, citing Apple executive Eddy Cue who was offering testimony at an antitrust case on Wednesday over Google’s dominance in online search.
Cue said searches on Safari fell for the first time last month due to users increasingly turning to AI, according to the source. Apple stock closed down 1.1 percent.
Google said that it continued to see growth in the overall number of search queries, including “total queries coming from Apple’s devices and platforms,” according to a statement posted on the company’s blog.
“People are seeing that Google Search is more useful for more of their queries — and they’re accessing it for new things and in new ways,” the company wrote.
Google cited voice and visual search features as contributors to total search volume growth. It was unclear whether Cue was using the same basis of comparison in his testimony when analizing types of searches.
Still, the Apple executive’s comments suggests that a seismic shift in search is likely underway, threatening Google’s dominant search business — a go-to advertising destination for marketers that has now become a target for US antitrust regulators, which filed two major lawsuits against the company.
Google is the default search engine on Apple’s browser, a coveted position for which it pays the iPhone maker roughly $20 billion a year, or about 36 percent of its search advertising revenue generated through the Safari browser, analysts have estimated.
Banning Google from paying companies to be the default search engine is among the remedies that the US Justice Department has proposed to break up its dominance in online search.
“The loss of exclusivity at Apple should have very severe consequences for Google even if there are no further measures,” D.A. Davidson analyst Gil Luria said.
“Many advertisers have all of their search advertising with Google because it is practically a monopoly with almost 90 percent share. If there were other viable alternatives for search, many advertisers could move much of their ad budgets away from Google,” Luria said.
Google is not defenseless.
Written off as an also-ran in the AI race by critics after ChatGPT’s buzzy launch in late 2022, Google has reached into its deep pockets to fund its AI efforts and leverage its vast data trove.
The company introduced an “AI mode” on its search page earlier this year, looking to retain its millions of users from going away to other AI models.
It recently expanded AI Overviews — summaries that appear atop the traditional hyperlinks to relevant webpages on a search query — for users in more than 100 countries, and added advertisements to feature, boosting Search ad sales.
CEO Sundar Pichai said in a testimony at an antitrust trial last month that Google hopes to enter an agreement with Apple by the middle of this year to include its Gemini AI technology on new phones.
Apple’s Cue on Wednesday also said the company would add AI search providers, including OpenAI and Perplexity AI, as search options in the future, Bloomberg reported.
“(Apple’s plan) also shows how far generative search sites, such as ChatGPT and Perplexity have come,” said Yory Wurmser, principal analyst for advertising, media & technology at eMarketer.
That Google is willing to pay tens of billions of dollars to remain the default search engine shows how crucial the agreements are, Wurmser said.
For instance, ChatGPT in April reported seeing over 1 billion weekly web searches for its search feature. It has more than 400 million weekly active users, as of February
Apple’s plan to offer AI search options on Safari a blow to Google dominance
https://arab.news/63sx9
Apple’s plan to offer AI search options on Safari a blow to Google dominance
- Apple could add OpenAI, Perplexity as future search options
- The news slammed shares of Google-parent Alphabet, wiping off roughly $150 billion from its market value
BBC backs Israel’s participation in Eurovision Song Contest amid expanding boycott
- Ireland, Spain, the Netherlands and Slovenia withdraw, citing concerns about the war in Gaza, after organizers clear Israel to compete
- Critics accuse organizers of double standards, given that Russia was banned from Eurovision in 2022 after invasion of Ukraine
LONDON: The BBC has backed the European Broadcasting Union’s decision to allow Israel to participate in the 2026 Eurovision Song Contest, despite mounting opposition and an expanding boycott by European countries and public broadcasters.
National broadcasters in Ireland, Spain, the Netherlands and Slovenia have formally withdrawn from next year’s event, citing what they described as Israel’s violations of international law during its ongoing war on Gaza, which has killed more than 70,000 people, left much of the territory in ruins and prompted accusations of war crimes.
The BBC, however, said it backed the decision to allow Israel to take part in the contest.
“We support the collective decision made by members of the EBU,” a BBC spokesperson said. “This is about enforcing the rules of the EBU and being inclusive.”
Israel’s participation in the 2026 event, set to take place in the Austrian capital Vienna in May, was confirmed during the EBU’s general assembly in Geneva on Thursday.
However, pressure continued to build in opposition to the decision, with broadcasters from four countries pulling out and critics accusing organizers of double standards, given that Russia was banned from Eurovision in 2022 after the invasion of Ukraine.
Following the EBU decision, Irish public broadcaster RTE said it would neither participate in nor screen the contest. It said Ireland’s participation “remains unconscionable given the appalling loss of lives in Gaza and the humanitarian crisis there.” It also condemned the killing of journalists in Gaza and the denial of access to the international media. More than 200 Palestinian journalists have reportedly been killed since the start of the war.
Slovenian broadcaster RTV said it was withdrawing from the competition “on behalf of the 20,000 children who died in Gaza.” Chairperson Natalija Gorscak said the decision reflected growing public demand to uphold European values of peace and press freedoms, noting that the international media are still banned from Gaza.
She added that Israel’s 2025 Eurovision performance had been overtly political, and contrasted the decision about Israel with the ban on Russia’s participation following the invasion of Ukraine.
Dutch broadcaster AVROTROS also withdrew from the contest, describing the decision of the EBU as “incompatible with the public values that are essential to us.”
CEO Taco Zimmerman said: “Culture unites, but not at all costs. What happened last year touches our boundaries … Universal values like humanity and a free press have been seriously violated.”
The EBU did not hold a vote on Israel’s participation in the contest. Instead, member broadcasters voted in favor of new rules for contest voting to prevent governments or other groups from unfairly promoting songs to manipulate the result.
Austria, which is set to host the competition after Viennese singer JJ won this year with “Wasted Love,” supports Israel’s participation. Germany, too, was said to back Israel.
