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Apple Should Acquire DuckDuckGo To Put Pressure On Google Search, Analyst Argues (9to5mac.com) 94

According to Bernstein analyst Toni Sacconaghi, Apple should acquire privacy-focused search engine DuckDuckGo to put pressure on Google Search and tap into lucrative advertising revenue. 9to5Mac reports: According to Sacconaghi, Apple should acquire DuckDuckGo for around $1 billion as a way to put more pressure on Google and capture the advertising revenue that comes from the search industry. As reported by Street Insider, acquiring DuckDuckGo could serve as a 'stalking horse' to pressure Google: "Google is clearly the dominant force in search today. However, we suspect the company's fear of 'rocking the boat' -- which could compromise $15B in profits it captures today from iOS -- may ultimately limit its freedom of action with Apple. Conversely, Apple may be in a stronger position than at first glance, given it controls the keys to the kingdom on who can monetize iOS search. However, it remains uncomfortably dependent on Bing to act as a counter weight to Google -- hence our suggestion that Apple acquire its own search engine. Finally, Microsoft Bing may (counterintuitively) have the most 'option value' vis-a-vis the status quo -- although it remains to be seen how aggressively it will pursue this opportunity." What do you think of Sacconaghi's suggestion? Do you think Apple should cut ties with Google and acquire DuckDuckGo?
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Apple Should Acquire DuckDuckGo To Put Pressure On Google Search, Analyst Argues

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  • Leave It Alone (Score:5, Insightful)

    by Cmdln Daco ( 1183119 ) on Monday June 08, 2020 @08:47PM (#60162070)

    Apple should leave DDG alone. It doesn't need to be eaten and digested by a tech giant. We like DDG the way it is, independent and non aligned.

    • Re: (Score:2, Flamebait)

      by mikeebbbd ( 3690969 )

      Agree!!! Apple acquiring DDG would eliminate it as a trustworthy search tool (despite the fact that it appears to be front-ending Bing; they can obscure the identity of the searcher when doing that). Apple and Google are birds of a feather when it comes to mining user data.

      • Re: (Score:2, Interesting)

        by Rewind ( 138843 )
        While I don't want to see Apple acquire DDG, if someone had to, I would prefer it be Apple exactly because they are not like Google.

        I know very well that Apple isn't different from Google because they are altruistic or anything, but that just isn't their bread and butter. They want to sell you expensive hardware. They are good at and make margins other companies can only dream of selling people expensive hardware.

        What they don't do is make their money on user data like Google. You need to brush up
        • Re:Leave It Alone (Score:5, Insightful)

          by sound+vision ( 884283 ) on Tuesday June 09, 2020 @12:24AM (#60162512) Journal

          And how long will that last now that iPhone growth has stalled, they're sitting on top of a mountain of unmonetized data? They've got hungry investors to feed. Treading water won't do for the most hyped computer manufacturer... or well, brander... in the world.

          Leave my ducks alone. Quack!

          • by Rewind ( 138843 )
            How long will that last / iPhone growth has stalled?

            I don't know, as I said I would prefer no one own them. However, the point is Apple isn't currently doing so, Google is, and the 'Apple's growth has stalled!' boy has called wolf many times, been eaten, and had his next few replacements repeat that same cycle. Apple is still at or near the top and their investors are still sated (as much as an investor can be anyway).
            • Google and Apple are practically one company. They were caught working together [theguardian.com] to avoid poaching each other's employees and to keep down wages. If Apple were to buy up DuckDuckGo, that would be a really bad sign in my opinion. You can bet there would be some secret agreements being put together between Apple and Google regarding search for sure.

          • Even if they're still very wealthy from hardware sales, there's still a pile of money for advertising purposes just lying there. Not even a lot of money. But if there's a $20 lying on the ground and Bill Gates walks by, chances are he's going to want to pick it up. Similarly, investors in Apple are going to start wondering why they're ignoring the unexploited revenue source.

        • Re:Leave It Alone (Score:5, Interesting)

          by Solandri ( 704621 ) on Tuesday June 09, 2020 @08:42AM (#60163324)

          What they don't do is make their money on user data like Google. You need to brush up on who makes what from where before throwing out nonsense.

          You're aware that the reason our phones track our location and send the data home is because of Apple?

          When Google wanted to put together a global SSID map, they could've just pulled it off of the phones of Android users - cross-reference GPS location with which SSIDs were in range of the phone, and sent the data back to Google. But they realized that would be Wrong. So instead they mounted WiFi adapters to the Street View cars they were sending around the world to take photos of every road. Their cars would detect SSIDs and correlate them to GPS locations, record the data, and the data would be shipped back to Google. But they configured something wrong, and their cars ended up capturing traffic data packets, not just SSID. When they realized this, they self-reported themselves to the EU, who promptly fined them.

          Meanwhile, Apple did what Google didn't. They pulled the SSID and GPS data off of their users' iPhones to build up their own SSID map. When they were caught, they just said "that's ok, we're allowed to do it." And pointed to a clause they'd slipped into their EULA without anyone noticing, saying they were allowed to do it. The EU never batted an eye.

          So the lesson here was simple. If you try to do the right thing, but screw up, you will be punished. If you do the wrong thing but cover your butt with an EULA, you will not be punished. So Google dropped their SSID collection via Street View cars program, and now just like Apple they simply lift the SSID data off of users' phones. And you have Apple (and the EU) to thank for it.

          • Comment removed based on user account deletion
            • by tlhIngan ( 30335 )

              Yeah...remember Apple being all righteous about not tracking people...then looters and warnings of "looters you're being tracked!" Just the looters though...only bad people tracked.

              Nothing incompatible there.

              Apple doesn't track users because they don't need to.

              Looters and rioters aren't users, and they stole a tracking device. Apple is well within their right to track those devices because those phones were stolen and still belong to Apple.

              Apple doesn't track even though they can. They don't need to if you

    • Re: Leave It Alone (Score:5, Insightful)

      by The_Revelation ( 688580 ) on Monday June 08, 2020 @10:01PM (#60162270) Homepage
      In many ways, the value of DDG is the fact it isn't owned by any specific tech giant which keeps the platform neutral. This Analyst clearly doesn't understand what he's talking about because existing users would likely abandon the platform if Apple took ownership of it. Another way of saying this is it would be a bad investment for Apple because the moment the product changed hands, it would lose all the value Apple just purchased it for
      • Re: Leave It Alone (Score:5, Insightful)

        by bloodhawk ( 813939 ) on Monday June 08, 2020 @10:53PM (#60162364)
        exactly, I would drop DDG like a steaming hot turd if apple bought it. The demographic that uses DDG is unlikely to be particularly favorable to apple ownership. And it isn't like DDG relies on some awesome engine that Apple can't replicate, most of the results are just pulled from other engines anyway (just with the crap filtered out).
      • by thomst ( 1640045 )

        The_Revelation snorted:

        This Analyst clearly doesn't understand what SHE's talking about because existing users would likely abandon the platform if Apple took ownership of it.

        FTFY ...

      • by Rob Y. ( 110975 )

        Does Duck Duck Go even have a search engine? I thought they just re-packaged either Bing or Google searches without tracking you.

    • Re:Leave It Alone (Score:4, Insightful)

      by cyberpunkrocker ( 1649121 ) on Tuesday June 09, 2020 @12:39AM (#60162538)

      If Apple acquires DDG, I'll stop using it. Period.

    • by Kisai ( 213879 )

      Here here.

      I don't use DDG, but what with the degradation of Google's search quality (lots of searches now return garbage SEO sites/hijacked domains if there's not a perfect match) DDG needs to stay independant.

      Hell the best thing for DDG would be for them to figure out how to de-centralize itself so that it can operate even in countries that block it.

    • Agree, It should be left alone.
    • by Arkham ( 10779 )

      It makes no sense for apple to buy it just to pressure Google. Why does Apple care about search? They don't. Apple shouldn't buy Audi to pressure Tesla either.

    • by memnock ( 466995 )

      This a million times over.

    • Emphatically agree. Stay the fuck away from DuckDuckGo, Apple.
    • Comment removed based on user account deletion
    • the guy who wrote this probably would benefit financially from such an action from Apple.
    • hmmmm, the privacy-focused engine will serve apple as a stalking horse (towards google) and certainly not be used to track your preferences
      did anyone check that guys payroll ?
  • by Anonymous Coward on Monday June 08, 2020 @08:47PM (#60162072)
    I would not trust Apple to follow DDG's playbook of no tracking.
  • by aaarrrgggh ( 9205 ) on Monday June 08, 2020 @08:52PM (#60162096)

    It would only make sense for Apple to buy DDG if somehow they could make it better. Since it essentially just uses Google’s results in the background, not quite sure how they would make that work.

    It seems almost as futile as Apple’s Ad program, trying to take on DoubleClick/Google.

    From where I sit, a whole new paradigm is needed if you want to dethrone Google in the search world. There is an opportunity, but no clue how you would do it. (I find my search results getting progressively worse over the years due to SEO and trying to monetize every pixel of the screen— results don’t come close to addressing my question/need/verbatim clues/etc. Nothing is more annoying than searching for something and one of the terms out of three simply is not in the results.)

    • Since it essentially just uses Google’s results in the background

      DDG specifically does *not* use Google's results in the background. Some of the results come from Bing, but they also have their own web crawler and database.

    • by antdude ( 79039 )

      It uses Google's results? Why am I not seeing them? DDG's search results are crap. :(

  • search index? So how does that pressure Google by Apple buying it? Just askin...
  • Hmmm (Score:1, Insightful)

    by paul_engr ( 6280294 )
    Fuuuuck no they shouldn't. Apple sucks and everything they acquire turns to shit
  • Oh no duckduckgo (Score:5, Informative)

    by AndyKron ( 937105 ) on Monday June 08, 2020 @09:01PM (#60162118)
    Don't fuck with duckduckgo
  • by slazzy ( 864185 )
    DDG just uses the API of real search engines, only a few lines of source code, no value.
  • by jfdavis668 ( 1414919 ) on Monday June 08, 2020 @09:37PM (#60162200)
    It will match up nicely with Apple Maps.
  • Apple will Embrace & Extend it
  • by Kohath ( 38547 ) on Monday June 08, 2020 @09:47PM (#60162230)

    Why wouldn't Apple just build their own?

    But also, why would Apple want to? Search is a business for Google because Google sells ads. Google pays Apple billions to be the iPhone default search because Google sells ads. If Apple had their own search, they would use it for ... what? It would be good for Apple ... how? Are they going to sell ads?

    If someone else was going to make a credible search alternative, it would be Amazon. Amazon already makes a lot on ads and runs a lot of searches. Amazon needs to work to make sure AWS stays ahead of Azure.

    • by rho ( 6063 )

      It's long past time for a rethink of how searching should work. Google is only Google because their search was so much better than the alternatives, but that hasn't been true for years. It's gotten harder and harder to get actually relevant results out of Google. PageRank is largely dead. And Google seems far more interested in advertising and the invasive tracking involved to squeeze every bit of data out of their users than improving their core product, unless "improving" means "manipulating results so th

      • It's gotten harder and harder to get actually relevant results out of Google.

        Indeed it has.

        Google seems far more interested in advertising and the invasive tracking involved to squeeze every bit of data out of their users than improving their core product.

        Google's core product is not search. It is "eyes" for looking at advertisements. Google is not a search company, it is an advertising company. People searching are not the users. They are the product that Google supplies to their actual users, the people/companies paying Google to advertise to the searchers.

  • Everything any of these tech giants touches goes to shit. You can bet that the minute Apple would acquire it there would be a ninety page terms of service and legalese and they will be selling access to data like Facebook does, or worse. I do wish it would search multiple search engines and aggregate the results, removing the duplicates, to try and stop search companies like Microsoft or Google from suppressing speech they don't like.
    • by 93 Escort Wagon ( 326346 ) on Monday June 08, 2020 @09:59PM (#60162264)

      Everything any of these tech giants touches goes to shit.

      Come on, that’s a pretty sweeping generalization. Why, let’s look at Siri for example. Sure it started independently, but after Apple acquired it Siri has gotten even more...

      Oh, I see what you mean.

      • "Hey Siri, why is it that you're still useless in 2020?"
        "Ok. A SWAT team is on the way and they think you have a hostage."

      • by dfghjk ( 711126 )

        iPod and multitouch were technologies Apple acquired. Siri is bad because voice assistants are a bad idea, not because Apple acquired it.

  • by aberglas ( 991072 ) on Monday June 08, 2020 @10:36PM (#60162334)

    To be the default search for Safari.

    Cold hard cash. No risk. No investment.

    So no, Apple will not trade that very safe cash cow for a risky challenge.

  • If DDG would allow that it would sign its own death sentence..

    Apple should fuckquire right off, back to before September [catb.org]!
    And so should Google.

  • I mean "Hell No." Apple is the Borg, everything must integrate and contribute to The Collective. DDG would not remain an independent company inside Apple. It would be shutdown and become Apple Search. And that would a tremendous lost to everyone.

  • I though DDG just hooked into Bings API anyway?
  • HELL they should!

    Just my 2 cents ;)
  • First off, I don't see Apple doing this. Ever.

    Why? I don't see how DDG fits into Apple's hardware strategy. Why does Apple need to enter the search market?

    Apple enters markets where they see they can offer improvements to, or out of necessity. Apple Maps was created out of necessity - Google was demanding much more personal information than Apple was willing to provide. And this is effectively a critical service for a modern smartphone.

    But why does Apple need to get into search? Google has their app, and yo

  • I will stop using it.
  • I couldn't blame the owners if they sold out for billions, but...

    "Let's buy a search engine that does no user tracking and have it do user tracking and hey why is nobody using it anymore?"

  • The moment apple buys it - then it because useless as it's just another large corp tracking everything you do,
  • How do we know that DuckDuckGo is actually maintaining searchers' privacy? Seems like the best way to harvest premium search data would be to claim to run a high-privacy system while actually collecting and correlating the data anyway.

  • Definitely. The best way to combat the monopoly power of the world's 6th biggest company is to have the world's 2nd biggest company absorb the only persistent existing competitor.

  • Just what we need: Another service swallowed up by another bigoted activist tech gigacorporation.
  • Why should Apple acquired them FOR AROUND $1 BILLION though? How does the acquisition price put pressure on Google? Could there be some other iinterest involved?

  • I like Apple, and I use DDG, but I honestly don't see the advantage to Apple here. What does OWNING DDG give them that merely partnering with them doesn't? Doesn't DDG already use Apple Maps for their location stuff now? If Apple wants to partner with them and funnel some money to them to make sure they stay afloat (which DDG doesn't seem to have any trouble with right now, in any case) they could do that.

    What's this 'pressure' that the analyst is talking about? Once Apple OWNS a search engine, there's no p

  • DuckDuckGo controlled by Apple would lose a big chunk of its attractiveness. Also, DuckDuckGo unfortunately still has a long way to go before it will be able to threaten Google in any way.
  • If Apple bought Duck Duck Go then the users that were driven to it by privacy concerns will leave in droves. It's not easy to create a search engine, but it's a mistake to assume that someone else won't make one and replace them.
  • ...in rural MD on my commute I pass three DuckDuckGo billboards. Guess they're really pushing for market share now. I've been a DDG user/anti-googleIte since they first started private search so I tend to really notice those things.

  • Apple shouldn't get involved in a business that isn't its strength.
    That would wind up ruining DuckDuckGo.

  • Apples I'm sure gets SOME user information from google. Why pay to get an engine that gives you no information.
  • Apply should skip over DDG and just buy Bing from Microsoft, and turn it into a private search for their use case (Safari on iOS, Safari on Mac). DDG offers very little value add that apple couldn't build in a month. What the heck is Microsoft going with Bing anyway? They have hardly driven value out of it or kept up with Google.

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