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Bloomberg Intelligence
BI Weekend: Google Breakup, 10 Companies to Watch
Oct 11, 2024
Mandeep Singh, a Senior Tech Analyst, discusses the potential breakup of Google amid antitrust scrutiny, highlighting its impact on the tech landscape. Dasha Afanasieva shares insights on Perrier's contamination dilemma and its ripple effects on the bottled water market. George Ferguson addresses Boeing's labor strife and negotiations with its workers. Anna Davies covers sustainable aviation fuel's challenges and importance. Tim Craighead reveals 10 companies to watch this quarter, while Karen Ubelhart analyzes Honeywell's strategic spin-off.
38:34
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Quick takeaways
- The DOJ's lawsuit against Google highlights concerns over its monopoly in the ad tech sector, potentially requiring divestitures to increase competition.
- Boeing's stalled negotiations with striking workers underscore the delicate balance between labor relations and maintaining production amidst competitive pressures.
Deep dives
Monopoly Lawsuits Against Google
The U.S. Department of Justice (DOJ) is pursuing significant lawsuits against Google, focusing on their monopoly status, particularly in the ad tech sector. One prominent aspect of the lawsuits critiques Google’s control over various components of its ad stack, which has led to discussions about potentially requiring the company to divest parts of its business, including the Play Store or Android. Analysts suggest that a breakup may prove difficult due to the interconnected nature of Google's products and infrastructure, making it challenging to isolate specific business segments. Nonetheless, expectations lean toward potential forced changes in Google's ad tech operations, which would aim to diminish their market dominance.
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Discover
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