The rule of the threat? Apple reveals a historical decrease in Google search by Safari
The domain of Google (Googl) The global Internet search market is unprecedented.
Some have come to warn from an expected area: Eddie cueSenior Vice President of Services The woodStated The size of the searches at Safari, a company’s browser, fell first in April 2025 – A negative historical chassis for mountain view giant.
Although the queue’s speech was overthrown, the United States Securities Commission may not be recognized in the document filed by the SEC.
In his 10-Q report, Google revealed it Payment clicks – Matric representing clicks in advertising in services such as Google Search, Gmail and Google Play – increased only 2% in the first quarter of the year. It is a slow rhythm of expansion since the company started revealing data.
Low clicks, lower recipe
Payment clicks raise questions about the company’s central business model.
Although Google does not describe the fall, Bernstein Analysts Prove Business InsiderIndicate the basis of improvements in gross financial factors or responses AI OverviewsUsers can reduce the need to click on ads.
In addition, the growing popularity of platforms ChatgptAs well as OpenaAnd AI tools of Meta They are designing the “search” on the Internet.
According to Bernstein’s estimates, Consultation Chatbots Productive AI already reaches the equivalent volumes of 15% searched by traditional mechanisms.
Participation is shrinking
Although Google claims that the total number of searches is increasing, data from the analysis company Statcount Indicate a different trend.
The company’s participation in global search traffic fell from 93%in March 2023 to 89.71%in March 2025.
At the same time, about 1 billion people already use AI in target products And chatgpt is about 800 million users.
The risk of calculated
Experts are divided into a true effect of this transition.
For the Ming-Chi Kuo analyst, the lack of direct competition in digital advertising so far has saved Google. He warns that AI services can change rapidly with the capacity of scale and monetization.
Apple’s Senior Vice President, Eddie Cue The following statement, indicates that Google Search and Advertising Business is facing potential threats from productive AI (Genai):
The queue found that the searches on Safari were first dipped last month, he attributed…-Ming-chi kuo (@mingchikuo) May 7, 2025
Analysts at the Jeffiers Bank have already said that concerns about Google’s future are overestimated. According to BI.
They look at the ability to earn future money in resources such as AI -Generated creams and, although it is only significant, reminiscent of search traffic only – IOS has 18% operating systems and Apple’s browser, 17% in the market, 66% Chrome.
To break up apple, IA and quiet agreement
Since 2000, Google pays Apple as a standard search engine in Safari.
In 2022, the value was at least reached US $ 20 billion. It seemed guaranteed to return – so far. Apple is also betting on the progress of artificial intelligence as justification for the downfall of traditional searches Age days of great specific contracts may be counted.
For Google, the challenge is not just to continue. Rewreating IMA is the “search” in the world where the answers arise even before the question is completed.
