Apple Google Search Deal Risk: What Investors Must Know
Apple warns investors the Google search deal is at risk—what it means for Apple’s services revenue and future strategy.
Matilda
Apple Google Search Deal Risk: What Investors Must Know
The Apple Google search deal risk has become a top concern for investors after Apple, for the first time, openly highlighted this massive agreement during its August 2025 earnings call. If Google ends its default‑search engine revenue‑share deal in Safari, Apple could face billions in lost services revenue. This article explains why the deal matters, what’s at stake, and how it could impact Apple’s financial future—answering common questions like “Why is Apple warning investors?” and “How much does Google pay Apple?” right from the start. Image : Google 1. Why the Apple Google search deal risk matters
Apple CFO Kevan Parekh explicitly tied the company’s quarterly revenue outlook to the continuation of its revenue‑sharing agreement with Google. This is a rare acknowledgment that a single partnership significantly impacts Apple’s services segment. Google reportedly pays Apple around $20 billion per year to remain the default search engine on Safari across iPhone, iPad, and Mac. Court docum…
