The flip side of this potential outcome is that it will be easier than ever to gamify search results again, at least in the short term.
If everyone knew what makes pages rank in Google, we would be back in the early days of SEO, when we could easily manipulate rank.
But if others take the search algorithm and build upon it in different ways, maybe that wouldn’t be as big of a concern in the long term.
Opting Out Of SERP Features
The DOJ filing briefly touched on one intriguing remedy for the harm Google has caused regarding the generation and display of search results.
The DOJ lawyers are proposing that website publishers receive the ability to opt out of Google features or products they wish to.
This would include Google’s AI Overviews, which they give as an example, but it could also include all other SERP features where Google relies on websites and other content created by third parties – in other words, all of them.
Because Google has held this monopoly, publishers have had virtually no bargaining power with Google in regards to being included in SERP features without risking complete exclusion from Google.
This solution would help publishers have more control over how they show up in the search results.
Implications For SEO
This could be potentially huge for SEO if the DOJ does indeed move forward with requiring Google to allow publishers to opt out of any and all features and products they wish without exclusion in Google’s results altogether.
There are plenty of website publishers who do not want Google to be able to use their content to train its AI products, and wish to opt out of AI Overviews.
When featured snippets first came about, there was a similar reaction to those.
Based on the query, featured snippets and AI Overviews have the ability to help or harm website traffic numbers, but it’s intriguing to think there could be a choice in the matter of inclusion.
Licensing Of Ad Feeds
To address advertising scale and monetization harm caused by Google, the DOJ filing provided a few half-baked solutions related to search text advertising.
Because Google holds a 91% market share of search in the U.S., other search engines have struggled to monetize through advertising.
One solution is to require Google to license or syndicate its ad feed independent of its search results. This way, other search engines could better monetize by utilizing Google’s advertising feed.
It is also looking at remedies to provide more transparent and detailed reporting to advertisers about search text ad auctions and monetization, and the ability to opt out of Google search features like keyword expansion and broad match that advertisers don’t want to partake in.
Implications For SEO
I don’t see obvious implications for SEO, but there are plenty for our friends in PPC.
While licensing the Google ad feed is intriguing in order to help other search engines monetize, it doesn’t get at the issue of Google overcharging advertisers in their auctions.
More thought and creativity might be needed here to find a solution that would make sense for both creating more competition in search and fairness for advertisers.
They are certainly on the right track with more transparency in reporting and allowing advertisers to opt out of programs they don’t want to be part of.
Breaking Up Of Google
The DOJ lawyers are also considering “structural remedies” like forcing Google to sell off parts of its business, like the Chrome browser or the Android operating system.
Divesting Android is the remedy that has been discussed the most. It would be another way to prevent Google from having a position of power over device makers and requiring them to enter into agreements for access to other Google product apps like Gmail or Google Play.
If the DOJ forced Google to sell Chrome, that would just be another way to force them to stop using the data from it to inform the search algorithm.
There are behavioral remedies already mentioned that could arguably accomplish the same thing, and without the stock market-shattering impact of a forced breakup.
That said, depending on the outcome of the U.S. election, we could see a DOJ that feels empowered to take bigger swings, so this may still be on the table.
The primary issue with this remedy is that Google’s revenue largely comes from search advertising. So, if the goal is to reduce its market share, would breaking up smaller areas of the business really accomplish that?
Implications For SEO
If Android became a stand-alone business, I don’t see implications for SEO because it isn’t directly related to search.
Also, Apple controls so much of the relevant mobile market that spinning Android off would have little to no effect in regards to addressing monopolistic practices.
If Chrome were sold, Google would lose the valuable user signals that inform Navboost in the algorithm.
That would have some larger implications for the quality of its results since we know, through trial testimony, that those Chrome user signals are heavily weighted in the algorithm.
How much of an impact that would have on the results may only be known inside Google, or maybe not even there, but it could be material.
Final Thoughts
There is so much to be decided in the year (potentially years) to come regarding Google’s fate.
While all of the recent headlines focus on the possibility of Google being broken up, I think this is a less likely outcome.
While divesting Chrome may be on the table, it seems like there are easier ways to accomplish the government’s goals.
And Android and Google Play are both free to customers and rely on open-source code, so mandating changes to them doesn’t seem the most logical way to solve monopolistic practices.
I suspect we’ll see some creative behavioral remedies instead. The banning of exclusive contracts feels like a no-brainer.
Of all the solutions out there, requiring Google to provide APIs of Google search results, ranking signals, etc. is by far the most intriguing idea.
I cannot even imagine a world where we have access to that information right now. And I can only hope that we do see the emergence of an Apple search engine. It feels long overdue for it to enter this space and start disrupting.
Even with Google appealing Mehta’s decision, the remedy proposals will continue ahead.
In November, the DOJ will file a more refined framework, and then Google will propose its own remedies in December.
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