EU Court Backs Italian Antitrust Ruling on Google’s Android Auto Platform
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 25 2025
0mins
Should l Buy GOOG?
Source: WSJ
EU Court Ruling: Judges in the EU’s Court of Justice have indicated that Google's refusal to allow Enel's electric-vehicle charging app on its Android Auto platform may violate EU competition laws.
Background of Dispute: This ruling follows a prolonged conflict between Enel and Google regarding access management to the Android Auto platform, which enables drivers to use various smartphone applications while driving.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GOOG?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GOOG
Wall Street analysts forecast GOOG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOG is 336.08 USD with a low forecast of 255.00 USD and a high forecast of 400.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
15 Analyst Rating
14 Buy
1 Hold
0 Sell
Strong Buy
Current: 323.100
Low
255.00
Averages
336.08
High
400.00
Current: 323.100
Low
255.00
Averages
336.08
High
400.00
About GOOG
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Beat: Alphabet's Q4 2025 results exceeded Wall Street estimates with a 2.4% revenue surprise and a 6.8% earnings outperformance, reflecting strong financial performance despite a 6.5% stock drop post-report.
- Cloud Business Surge: Google Cloud's sales surged 48% year-over-year to $17.7 billion, representing 15.5% of Alphabet's total revenue, while operating income soared 154% to $5.3 billion, indicating robust growth potential in the AI sector.
- Market Reaction Analysis: Although Alphabet lost approximately $250 billion in market value over three days due to concerns over massive AI infrastructure spending, it remains the top performer among the
See More
- Sports Plan Launch: YouTube's Sports Plan starts at $54.99 per month for new subscribers in the first year, providing access to major sports networks like FS1, NBC Sports Network, and ESPN, aimed at attracting sports enthusiasts and enhancing user retention.
- Entertainment Plan Pricing: The Entertainment Plan is priced at $54.99 per month for the first three months, dropping to $44.99 afterward, offering channels like Comedy Central and HGTV, designed to cater to diverse family viewing preferences.
- Comprehensive Plan Release: The News + Entertainment + Family Plan costs $59.99 per month for new users in the first three months, increasing to $69.99, aiming to attract a broader audience by integrating various content types and enhancing market competitiveness.
- Main Plan Cost: YouTube's main TV plan is priced at $82.99 per month, including over 100 networks, providing a rich content selection that aims to enhance user experience and drive subscription growth through a diverse programming mix.
See More
- Dominant Search Position: Alphabet holds approximately 90% of the global search market share, with search revenue accounting for 55% of total revenue in 2025, and a robust 17% year-over-year growth in Q4 2022, indicating the strength of its core business.
- Competitive Moat: Alphabet's ownership of the Chrome browser and Android OS, each with about 70% market share, secures its position as the primary internet gateway globally, while a revenue-sharing deal with Apple further solidifies this advantage.
- Cloud Computing Growth Engine: While search remains the largest business, Google Cloud is the fastest-growing segment, with a 48% revenue increase to $17.7 billion last quarter and operating income doubling from $2.1 billion to $5.3 billion, showcasing significant operational leverage.
- TPU Chip Advantage: Alphabet's custom AI chips, TPUs, provide a substantial cost advantage in cloud computing, with plans to invest $175 billion to $185 billion in AI infrastructure in 2023, and a $21 billion order from Anthropic for TPUs, expanding market opportunities.
See More
- Search Business Dominance: Alphabet holds approximately 90% of the global search market share, with search revenue accounting for 55% of total revenue in 2025, and a robust 17% year-over-year growth in Q4, underscoring its critical role as the internet gateway.
- Rapid Cloud Growth: Google Cloud achieved $17.7 billion in revenue last quarter, a 48% increase year-over-year, while operating income surged from $2.1 billion to $5.3 billion, indicating strong growth driven by AI demand and significant operating leverage.
- TPU Technology Advantage: Alphabet's custom AI chips, now in their seventh generation, provide a substantial cost advantage, enabling the company to stand out in the cloud computing market, particularly against competitors like Nvidia.
- Significant Capital Expenditure Increase: Alphabet plans to increase capital expenditures to between $175 billion and $185 billion in 2026, nearly double the $91 billion spent in 2025, demonstrating a strong commitment to building its AI infrastructure.
See More
- Earnings Beat Expectations: Snap Inc. reported Q4 earnings of 3 cents per share, surpassing the anticipated 3-cent loss, with revenue rising 10.2% year-over-year to $1.72 billion, indicating improved profitability amidst competitive pressures in digital advertising, which bolstered investor confidence.
- User Engagement Fluctuations: Daily active users decreased to 474 million from 477 million in Q3; however, global monthly active users increased by 51 million year-over-year to 946 million, showcasing the company's growth potential in user base, particularly with the Spotlight feature.
- Spotlight Feature Growth: The number of U.S. Snapchatters posting to Spotlight surged by 47% year-over-year, while reposts and shares jumped 69%, reflecting user acceptance of new features and potentially providing new revenue opportunities for future advertising growth.
- Future Strategic Initiatives: Snap plans to launch Specs AI glasses in 2026 and has received authorization for a new share buyback, demonstrating the company's commitment to maintaining financial strength while enhancing market competitiveness through innovative products.
See More
- Market Status Confirmation: The U.K. Competition and Markets Authority (CMA) designated Apple and Google as having strategic market status in mobile platforms in October 2025, allowing the regulator to implement targeted measures to promote fair dealing and transparency, thereby enhancing consumer trust.
- Fair Review Commitments: Apple and Google have committed to reviewing apps in a fair and transparent manner, ensuring no discrimination against competing apps while providing developers easier access to request interoperability, which enhances their ability to innovate in the U.K. market.
- Data Protection Measures: The CMA requires Apple and Google to safeguard developer data during app reviews and not to use this data unfairly, which will help build developer trust and promote a healthier app ecosystem.
- Future Outlook: The CMA's CEO stated that these commitments are important first steps in improving Apple and Google's app store services in the U.K., with ongoing efforts to drive more choice and innovation, particularly in digital wallets and the fintech sector.
See More











