1. Chrome's true worth is underestimated, affecting Google's valuation. 2. 3.5 billion users rely on Chrome, central to Google's ecosystem. 3. Regulatory pressures pose existential threats to Google’s advertising revenue. 4. Losing Chrome jeopardizes Google's data collection and user engagement. 5. Chrome's divestiture could fragment Google's productivity suite.
The potential divestiture of Chrome would severely weaken Google's core revenue streams, similar to past antitrust impacts on other tech giants, which resulted in stock price declines.
The article highlights critical risks and valuation misestimations that could significantly impact GOOG’s future market position and valuation.
The regulatory environment may lead to long-lasting changes in Google's operations, akin to Microsoft's challenges in the late 90s.