The court rejected all three structural remedies the Justice Department asked for and accepted most of the behavioral ones. The opinion saying which ones is sealed, so nobody yet knows what Google must actually do.
Perspective Coverage
3 publishers
- Builder
- Builder 18%
- Operator
- Operator 45%
- Investor
- Investor 37%
Reality
- Evidence70
- Adoption
- Not scored
- Hype gap+25
- Incentives65
- Confidence60
The unsealed 106-page opinion keeps Google's exchange intact but ends the rule that DFP publishers route through it, and it sets six years of outside oversight whose scope the reporting still disagrees on.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+14
- Incentives62
- Confidence58
Google must integrate AdX and DFP with Prebid under a six-year global order
A federal judge's unsealed remedies ruling lets Google keep its ad server, its exchange and its buying tools, while barring the auction mechanics that put its own exchange ahead of rivals for six years.
Reality
- Evidence58
- Adoption
- Not scored
- Hype gap−5
- Incentives70
- Confidence62
Google keeps AdX under a six-year interoperability order
Judge Leonie Brinkema refused to order a sale of AdX and instead bound Google to six years of interoperability terms and an internal compliance monitor, over a unit the New York Times puts at about $30 billion a year.
Reality
- Evidence55
- Adoption
- Not scored
- Hype gap+25
- Incentives60
- Confidence45
Merger review in a bolt-on deal reaches every fund the sponsor controls
A lawyer who advises on merger filings writes that overlap from repeated bolt-ons builds faster than deal teams price it, and that a remedy can force the sale of an asset sitting in another of the sponsor's funds.
Reality
- Evidence34
- Adoption
- Not scored
- Hype gap+15
- Incentives62
- Confidence44
Brinkema outlaws three Google auction mechanics without touching its 91% ad server share
The court ended first look, last look and mandatory uniform floors, but Google still owns both the ad server publishers depend on and the exchange it feeds, which makes AdX's decade-old 20% take rate the test.
Reality
- Evidence45
- Adoption20
- Hype gap+10
- Incentives60
- Confidence50
Judge rejects AdX breakup for Google, orders behavioral remedies instead
Judge Brinkema found Google's display ad business an illegal monopoly in April, then declined to order the AdX sale the Justice Department asked for, so the people who run ad stacks get amended rules on a product Google already folded away.
Reality
- Evidence45
- Adoption
- Not scored
- Hype gap+25
- Incentives60
- Confidence50
The AdX remedy shrinks to a set of conduct rules on Google Ad Manager
Having found an illegal monopoly last April, Judge Brinkema has accepted modified behavioral remedies rather than the AdX sale the Justice Department asked for, so publishers keep planning around one integrated Google Ad Manager.
Reality
- Evidence48
- Adoption
- Not scored
- Hype gap+24
- Incentives52
- Confidence56