欧盟反垄断判例落地 谷歌(GOOG)面临百亿级民间索赔浪潮

金吾财讯
Jul 28

金吾财讯 | Alphabet旗下谷歌在欧盟首起数字市场法相关诉讼败诉后,行业监管与民事追责进入全新阶段,多国民间竞争对手发起批量索赔,整体索赔规模最高可达100亿美元。

自2017年以来,谷歌已累计缴纳数十亿欧元欧盟行政罚款,过去十年罚款总额达104亿欧元,近期再收多笔反垄断罚单,其中安卓系统相关违规处罚金额达41亿欧元,创下历史新高。本次首笔数字市场法10亿美元罚单,源于谷歌自营业务优待、限制第三方应用商店低价渠道等违规行为,生效判例为欧洲多国企业发起民事赔偿诉讼提供明确依据。目前相关诉讼已在欧洲六个国家推进,多家比价平台、搜索服务商陆续追责。德国Idealo获赔4.65亿欧元,创下德国反垄断民事赔偿纪录;瑞典Price Runner在Klarna支持下赢得19.7亿美元赔偿判决;意大利Moltiply集团索赔29.7亿欧元,荷兰多家机构合计索赔超10亿美元,英国多家平台也在推进数十亿英镑索赔流程。相关追责可追溯至2008年谷歌比价业务流量垄断行为,且不限于数字市场法合规周期。多重压力之下,Alphabet叠加AI高额投入出现现金流承压,二季度自由现金流首度转负。谷歌否认所有诉讼指控,认为竞品索赔仅以获利为目的。依托漫长司法上诉周期,企业试图延缓赔付压力,业内透露单起案件完整流程最长可达八年。多家诉讼机构表示,长期诉讼周期让企业得以维持市场优势,罚款已被视作常态化经营成本,且目前仍有大量索赔案件处于筹备阶段。

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