Kovacevich: Google's network ad revenue fell from 16% to 11%
Adam Kovacevich · Behind the Scenes of the Google Antitrust Trial | Adam Kovacevich on TBPN · Apr 28, 2025 · at 4:54
Adam Kovacevich, CEO of Chamber of Progress, notes that the open-web ad tech market targeted by antitrust regulators represents a declining share of Google's revenue.
0:00 / 0:17exact quote · 17.4s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“This is part of what's called their network business, which is basically like serving ads on other people's websites. This is the part of Google's business that's actually shrinking. So it was like, 16% of their business, like five years ago, and now it's down to like, 11%.”
quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →
More from Adam Kovacevich
Kovacevich: Federal antitrust agencies targeted Big Tech companies before finding violations
“I think what happened in those cases was like, they had the target in mind and then they worked to find a case they could bring. Right. And so I think that's why, like, you know, these cases have like varying degrees of strength to them because they started wi…”
Kovacevich: Supreme Court's Trinko precedent challenges the Google antitrust ruling
“One of the big cases, that's a challenge for the court here is this case called Trinco, which is old, old Supreme court precedent, which basically has to do with what's called the duty to deal, which basically says like you as a customer, you as a business, ev…”
Kovacevich: FTC and DOJ divided Big Tech targets rather than subject matter
“What happened was about six years ago, the FTC and the Justice Department, they share responsibility for antitrust. They got together and they said, they basically struck a deal and they said, okay, FTC, you get Meta and Amazon and DOJ, you get Google and Appl…”
Kovacevich: FTC faces an uphill battle in Meta antitrust trial
“And frankly, I think the FTC has a really tough case there.”
Kovacevich: Court found Google held ad tech monopolies and illegally tied products
“And there were some points for Google, but it was mostly a loss for them. The court found that they had improperly tied some of their ad tech products together and they have a monopoly position And what's called the ad, ad exchange, as well as the ad server, w…”