
近期,美國聯邦法院在一起反壟斷訴訟中判處谷歌敗訴,理由是谷歌的安卓應用商店和支付系統存在反競爭壁壘,因而損害了智能手機用戶和軟件開發者的利益。
安卓系統是谷歌科技帝國的一個主要支柱,因而此次敗訴顯然對谷歌是一次沉重的打擊。不過這對Epic游戲商城卻是一次重大勝利——Epic是熱門網游《堡壘之夜》的開發者,也是這次訴訟的原告。有分析人士表示,這起訴訟對于整個游戲開發界來說也是一場勝利。
以下問題能有助于你更好地了解這場官司的來龍去脈及其意義。
Epic為何狀告谷歌?
Epic公司的總部位于美國北卡羅來納州的卡里市。它早在三年前就對谷歌提起了訴訟,稱這家搜索巨頭濫用其壟斷地位,對它的Play Store應用商店施加壟斷性保護,從而每年都可以坐收幾十億美元的壟斷性收入。谷歌應用商店會向所有應用內數字交易收取15%至30%不等的傭金,其收費機制和蘋果公司大同小異。
谷歌何以敗訴?
此案的陪審團在聽取雙方律師兩個多小時的結案陳詞后,僅用三個小時就做出了裁決。
他們最終選擇站在了Epic一邊。Epic公司的律師加里·伯恩斯坦因將谷歌描述成了一個無情的霸凌者,稱谷歌使用了“賄賂和封鎖”的策略,以防止Play Store受到外部競爭威脅,并且設置了重重阻礙,使用戶難以或不敢從Play Store以外的渠道下載安卓應用。
“谷歌讓安卓賽道上的所有競爭對手都難以對其形成挑戰。如果我們把競爭比成一場競賽,那么谷歌就像在一條平坦的好路上奔跑,而其他人就像是在流沙上奔跑。”
Epic在初始訴訟中表示,谷歌“想方設法阻止應用發行商向安卓手機用戶提供訪問其他競爭性應用商店的渠道。”
Epic公司的起訴書稱,若不是由于谷歌的這些“反競爭”行為,安卓用戶就“可以像在普通電腦上一樣,從開發者的網站上免費下載應用,而不是必須通過它的應用商店。”
從技術上講,不經過谷歌Play Store,其實也是能下載安卓應用的。不過Epic公司認為,這對大多數人來說太麻煩了,比如如果不經過谷歌應用商店下載《堡壘之夜》,則需要多達16個步驟。而且如果你試圖繞過谷歌應用商店,谷歌還會對你“發出可怕的警告恐嚇消費者,好讓大多數人放棄這個繁瑣的過程。”
谷歌的律師則抨擊Epic是一家自私自利的游戲開發商,此次訴訟純粹是為了利用法院來給自己省錢,同時也給安卓這個覆蓋幾十億部手機且唯一能與蘋果iPhone系統正面競爭的生態系統造成了破壞。
Epic這種敢于雞蛋碰石頭的態度顯然贏得了陪審團的好感。兩方的CEO也都作為關鍵證人出庭了。谷歌CEO桑達爾·皮查伊解釋起這些復雜問題時頗似一位大學教授。而Epic的首席執行官蒂莫西·斯威尼則把自己放在了一個普通的網絡游戲愛好者的地位上,仿佛他的使命就是像《頭號玩家》一樣,打敗這個貪婪的科技巨頭。
接下來會發生什么?
谷歌曾試圖避免陪審團審判,但該請求被美國地區法官詹姆斯·多納托駁回了。下一步將由多納托來決定谷歌應如何解除Play Store中的相關違法行為。多納托表示,他將于1月份的第二周就此問題舉行聽證會。
谷歌則表示將該裁決提起上訴。不過Wedbush公司分析師邁克爾·帕切特認為,上訴對于谷歌將是一場“艱苦的戰斗”。雖然現在還不清楚谷歌必須采取哪些補救措施,不過帕切特表示,谷歌的競爭對手肯定會把重點放在應用商店的收費問題上。在蘋果一案中,法官曾裁定蘋果公司不得實施“反引流條款”,也就是說,蘋果公司不得禁止開發者將用戶引流向自家應用商店以外的第三方支付商店。雖然蘋果在自家應用商店中的收費機制基本上沒有受到影響,但是“禁止‘反引流條款’也使得這些APP逐漸挖走了很多直接面向消費者的交易。”蘋果公司也正在就該裁定提出上訴。
帕切特在一篇研究文章中指出:“我們認為蘋果最終會輸掉上訴。但是谷歌的敗訴卻使得安卓平臺內各大應用商店直接競爭的局面成為可能。我們認為,這有可能會導致未來幾年平臺收費的降低。”
對谷歌意味著什么?
谷歌的Play Store有可能會損失掉每年數十億美元的傭金——這具體要取決于法官如何執行陪審團的裁決。但谷歌的主要收入來源,也就是搜索引擎數字廣告和Gmail服務,則不會受到顯著影響。
谷歌母公司Alphabet的股價本周二下略微下挫不到1%。不過這支股票今年已經上漲了50%左右。
蘋果不是贏了一場差不多的官司嗎?
的確,Epic在狀告谷歌之前,也起訴過蘋果的iPhone應用商店,而且蘋果還打贏了官司。不過這場發生在2021年的官司是由一位聯邦法官裁決的,而且該案目前正在美國最高法院上訴。
雖然谷歌在技術上并未限制用戶從其他應用商店下載應用程序(蘋果是不許iPhone用戶這樣做的),但是在Epic狀告谷歌一案中,該案的9人陪審團顯然是以不同的角度看待這個問題的。(財富中文網)
譯者:樸成奎
近期,美國聯邦法院在一起反壟斷訴訟中判處谷歌敗訴,理由是谷歌的安卓應用商店和支付系統存在反競爭壁壘,因而損害了智能手機用戶和軟件開發者的利益。
安卓系統是谷歌科技帝國的一個主要支柱,因而此次敗訴顯然對谷歌是一次沉重的打擊。不過這對Epic游戲商城卻是一次重大勝利——Epic是熱門網游《堡壘之夜》的開發者,也是這次訴訟的原告。有分析人士表示,這起訴訟對于整個游戲開發界來說也是一場勝利。
以下問題能有助于你更好地了解這場官司的來龍去脈及其意義。
Epic為何狀告谷歌?
Epic公司的總部位于美國北卡羅來納州的卡里市。它早在三年前就對谷歌提起了訴訟,稱這家搜索巨頭濫用其壟斷地位,對它的Play Store應用商店施加壟斷性保護,從而每年都可以坐收幾十億美元的壟斷性收入。谷歌應用商店會向所有應用內數字交易收取15%至30%不等的傭金,其收費機制和蘋果公司大同小異。
谷歌何以敗訴?
此案的陪審團在聽取雙方律師兩個多小時的結案陳詞后,僅用三個小時就做出了裁決。
他們最終選擇站在了Epic一邊。Epic公司的律師加里·伯恩斯坦因將谷歌描述成了一個無情的霸凌者,稱谷歌使用了“賄賂和封鎖”的策略,以防止Play Store受到外部競爭威脅,并且設置了重重阻礙,使用戶難以或不敢從Play Store以外的渠道下載安卓應用。
“谷歌讓安卓賽道上的所有競爭對手都難以對其形成挑戰。如果我們把競爭比成一場競賽,那么谷歌就像在一條平坦的好路上奔跑,而其他人就像是在流沙上奔跑。”
Epic在初始訴訟中表示,谷歌“想方設法阻止應用發行商向安卓手機用戶提供訪問其他競爭性應用商店的渠道。”
Epic公司的起訴書稱,若不是由于谷歌的這些“反競爭”行為,安卓用戶就“可以像在普通電腦上一樣,從開發者的網站上免費下載應用,而不是必須通過它的應用商店。”
從技術上講,不經過谷歌Play Store,其實也是能下載安卓應用的。不過Epic公司認為,這對大多數人來說太麻煩了,比如如果不經過谷歌應用商店下載《堡壘之夜》,則需要多達16個步驟。而且如果你試圖繞過谷歌應用商店,谷歌還會對你“發出可怕的警告恐嚇消費者,好讓大多數人放棄這個繁瑣的過程。”
谷歌的律師則抨擊Epic是一家自私自利的游戲開發商,此次訴訟純粹是為了利用法院來給自己省錢,同時也給安卓這個覆蓋幾十億部手機且唯一能與蘋果iPhone系統正面競爭的生態系統造成了破壞。
Epic這種敢于雞蛋碰石頭的態度顯然贏得了陪審團的好感。兩方的CEO也都作為關鍵證人出庭了。谷歌CEO桑達爾·皮查伊解釋起這些復雜問題時頗似一位大學教授。而Epic的首席執行官蒂莫西·斯威尼則把自己放在了一個普通的網絡游戲愛好者的地位上,仿佛他的使命就是像《頭號玩家》一樣,打敗這個貪婪的科技巨頭。
接下來會發生什么?
谷歌曾試圖避免陪審團審判,但該請求被美國地區法官詹姆斯·多納托駁回了。下一步將由多納托來決定谷歌應如何解除Play Store中的相關違法行為。多納托表示,他將于1月份的第二周就此問題舉行聽證會。
谷歌則表示將該裁決提起上訴。不過Wedbush公司分析師邁克爾·帕切特認為,上訴對于谷歌將是一場“艱苦的戰斗”。雖然現在還不清楚谷歌必須采取哪些補救措施,不過帕切特表示,谷歌的競爭對手肯定會把重點放在應用商店的收費問題上。在蘋果一案中,法官曾裁定蘋果公司不得實施“反引流條款”,也就是說,蘋果公司不得禁止開發者將用戶引流向自家應用商店以外的第三方支付商店。雖然蘋果在自家應用商店中的收費機制基本上沒有受到影響,但是“禁止‘反引流條款’也使得這些APP逐漸挖走了很多直接面向消費者的交易。”蘋果公司也正在就該裁定提出上訴。
帕切特在一篇研究文章中指出:“我們認為蘋果最終會輸掉上訴。但是谷歌的敗訴卻使得安卓平臺內各大應用商店直接競爭的局面成為可能。我們認為,這有可能會導致未來幾年平臺收費的降低。”
對谷歌意味著什么?
谷歌的Play Store有可能會損失掉每年數十億美元的傭金——這具體要取決于法官如何執行陪審團的裁決。但谷歌的主要收入來源,也就是搜索引擎數字廣告和Gmail服務,則不會受到顯著影響。
谷歌母公司Alphabet的股價本周二下略微下挫不到1%。不過這支股票今年已經上漲了50%左右。
蘋果不是贏了一場差不多的官司嗎?
的確,Epic在狀告谷歌之前,也起訴過蘋果的iPhone應用商店,而且蘋果還打贏了官司。不過這場發生在2021年的官司是由一位聯邦法官裁決的,而且該案目前正在美國最高法院上訴。
雖然谷歌在技術上并未限制用戶從其他應用商店下載應用程序(蘋果是不許iPhone用戶這樣做的),但是在Epic狀告谷歌一案中,該案的9人陪審團顯然是以不同的角度看待這個問題的。(財富中文網)
譯者:樸成奎
Google lost an antitrust lawsuit over barriers to its Android app store, as a federal court jury has decided that the company’s payments system was anticompetitive and damaged smartphone consumers and software developers.
It’s a blow to a major pillar of Google’s technology empire. But it’s a win for Epic Games, the maker of the popular Fortnite video game that brought the lawsuit — and, analysts say, for the broader game developer community.
Below are some questions and answers about what the verdict means.
Why did Epic sue?
Epic, which is based in Cary, North Carolina, filed its lawsuit against Google three years ago, alleging that the internet search giant has been abusing its power to shield its Play Store from competition in order to protect a gold mine that makes billions of dollars annually. Just as Apple does for its iPhone app store, Google collects a commission ranging from 15%-30% on digital transactions completed within apps.
How did Google lose?
The jury reached its decision with just three hours of deliberation after listening to two hours of closing arguments from the lawyers on the opposing sides of the case.
They sided with Epic, whose lawyer depicted Google as a ruthless bully that deploys a “bribe and block” strategy to discourage competition against its Play Store for Android apps. Google, Epic lawyer Gary Bornstein said, makes it too cumbersome or worrisome for consumers to download Android apps from other distribution outlets than the Play Store.
“Google makes it a challenge to put a competitor on the phone (powered by Android),” Bornstein said. “If a competition were a race, it’s like Google gets to run on a nice smooth track and everyone else has to run on quicksand.”
In its original lawsuit, Epic said Google “prevents app distributors from providing Android users ready access to competing app stores.”
Were it not for Google’s “anticompetitive” behavior, Epic said in its complaint, Android users “could freely download apps from developers’ websites, rather than through an app store, just as they might do on a personal computer.”
Technically, it is possible to download apps from outside of Google’s Play Store, but Epic argued that for most people this is too cumbersome, requiring as many as 16 steps, for instance, to download Fortnite. And for those who try, Google sends “dire warnings that scare most consumers into abandoning the lengthy process.”
Google’s lawyer, meanwhile, attacked Epic as a self-interested game maker trying to use the courts to save itself money while undermining an ecosystem that has spawned billions of Android smartphones to compete against Apple and its iPhone.
Epic’s David vs. Goliath approach seems to have won over the jury. A key witness, Google CEO Sundar Pichai, sometimes seemed like a professor explaining complex topics while standing behind a lectern because of a health issue. Epic CEO Timothy Sweeney, meanwhile, painted himself as a video game lover on a mission to take down a greedy tech titan.
What happens next?
Google sought to avoid having a jury trial, only to have its request rejected by U.S. District Judge James Donato. Now, Donato will determine what steps Google will have to take to unwind its illegal behavior in the Play Store. The judge indicated he will hold hearings on the issue during the second week of January.
Google said it will appeal the decision. But Wedbush analyst Michael Pachter says the search giant faces an “uphill battle.” While remedies Google must enact haven’t yet been decided, Pachter said he believes that its rivals will focus on the fee the company charges developers in its store. In the Apple case, the judge barred the company from implementing “anti-steering provisions,” Pachter said, that is, preventing developers from steering people toward third-party payment stores outside of Apple’s own app store. While Apple’s fees within its own store remain largely unchallenged, he added, “the anti-steering prohibition has led to a slow creep of traffic toward direct-to-consumer transactions.” Apple is still appealing the decision.
“We expect Apple to ultimately lose its appeal,” Pachter said in a research note. “Google’s loss, however, allows for DIRECT store competition within its Android platform, and we believe that it is likely to result in lower platform fees over the next several years.”
What does the verdict mean for Google?
Depending on how the judge enforces the jury’s verdict, Google could lose billions of dollars in annual profit generated from its Play Store commissions. But the company’s main source of revenue — digital advertising tied mostly to its search engine, Gmail and other services — won’t be directly affected by the trial’s outcome.
Shares in Google’s parent company, Mountain View, California-based Alphabet Inc., slipped less than 1% on Tuesday. The stock is up 50% so far this year.
Didn’t Apple win a similar case?
Indeed, Apple prevailed in a similar case that Epic brought against the iPhone app store. But that 2021 trial was decided by a federal judge in a ruling that is currently under appeal at the U.S. Supreme Court.
The nine-person jury in the Play Store case apparently saw things through a different lens, even though Google technically allows Android apps to be downloaded from different stores — an option that Apple prohibits on the iPhone.