A glimmer of hope has appeared for Google’s beleaguered search engine rivals, as the UK’s competition regulator has stepped in with a move designed to pry open the market. The Competition and Market Authority (CMA) has designated Google with “strategic market status,” a decision that could directly benefit smaller competitors and new entrants.
The core of the CMA’s plan revolves around tackling Google’s default advantage. With over 90% of the market, Google’s position is seen as a major barrier to entry. The new “strategic market status” (SMS) gives the CMA the power to dismantle some of these barriers and create opportunities for other companies to compete on a more level playing field.
The most promising proposal for rivals is the introduction of “choice screens.” This would require users to be actively presented with a list of alternative search engines, rather than simply defaulting to Google. The CMA has even suggested that innovative AI-first services like Perplexity and ChatGPT could be featured, giving them unprecedented visibility.
Additionally, the CMA’s focus on “fair ranking” could prevent Google from allegedly favoring its own services in search results, a long-standing complaint from competing services. Greater publisher control over content could also rebalance the relationship between content creators and the dominant search platform.
While Google argues these measures will harm innovation, for smaller players, this regulatory intervention is a potential lifeline. The CMA’s consultation later this year will be a critical moment for these companies to make their case and help shape a new set of rules that could finally loosen Google’s grip on the UK search market.