Here's how Apple could benefit from Samsung's threat to ditch Google on its phones in favor of Microsoft's Bing
to make Google the default search provider across the hundreds of millions of iPhones and iPads it sells each year. But now Apple could have more leverage with Alphabet when it comes time to renegotiate that contract.
Apple's current revenue-share agreement with Alphabet gives the iPhone maker an estimated 80% of the mobile traffic acquisition costs generated by the search queries of its massive user base, according to Mohan. The deal has long represented billions of dollars of high-margin revenue to Apple every single year.
That's because if users decided to change the default search option on their iPhone back to Google from Bing, the volume of search queries that generates the high-margin revenue for Apple would decline, according to the note.
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