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Illustration: Eniola Odetunde/Axios

Facebook stands to lose the most, but Google is more likely to lose: That's the consensus of experts Axios asked to rank the threats the two tech giants face as five separate major antitrust lawsuits bear down on them.

Why it matters: A loss for Facebook or Google in any of the cases could force deep changes in how Silicon Valley does business — and even lead to a court-ordered breakup.

Here's your crib sheet for the cases.

DOJ vs. Google: The Justice Department, which went first in October, says Google sealed its dominance in online search in part using exclusive contracts to lock in its position as the default on browsers and mobile devices.

  • Outlook: The DOJ suit is the most cautious and perhaps most nailed-down of the bunch. It targets a set of behaviors comparable to those that have gotten companies in trouble in past antitrust cases — including the landmark case against Microsoft.

Texas vs. Google: A Texas-led group of state attorneys general says Google has manipulated its ad technology to disfavor competing online ad exchanges — and secretly colluded with Facebook to make that happen.

  • Outlook: This case is headline-grabbing, but big redactions hide its evidence. It's seen as a wild card —if the claims are true, the companies are in trouble.

Colorado et al. vs. Google: A Colorado- and Nebraska- led group of AGs, whose suit landed Thursday, says Google steers users to its own offerings and away from specialized search providers like Yelp and TripAdvisor — and is already porting a pattern of crushing competition into voice search and other rising tech.

  • Outlook: Plaintiffs want this case to be merged with the DOJ's, which would link their fate.

FTC vs. Facebook: In November, The Federal Trade Commission charged that Facebook acquired Instagram and WhatsApp to smother nascent competitors. FTC also charges that Facebook blocked competitors from using code that would link their services to Facebook's vast user base.

  • Outlook: Experts see Facebook as less at risk than Google of a big loss — but if it does lose, there's the possibility a court might force it to sell off two of its biggest units.

States vs. Facebook: A New York-led AG coalition targets Facebook's Instagram and WhatsApp deals as well, and says the damage Facebook has done to competition has stopped rival services from flourishing that would better protect people's privacy.

  • Outlook: This case is likely to end up consolidated with the FTC's in one big Facebook proceeding.

The big picture: These cases share a central idea: Google and Facebook have made the world worse by stifling competition, and less competition has meant less consumer choice, less privacy for Americans, less revenue for online publishers, less innovation for users.

The catch: If either company loses just one of these cases, it could face anything from a slap-on-the-wrist fine to stringent new rules of conduct to a massive "structural remedy" like a breakup. But before any of that happened after likely lengthy trials, there'd be one or more rounds of appeals. We're talking years in court before anyone has to do anything.

What they're saying about...

  • Google's antagonists: "DOJ’s approach is more cautious with an emphasis on developing a winning case," said former FTC adviser Neil Chilson, now senior research fellow at Stand Together. "The Texas case is more brazen with an emphasis on making a splash."
  • Facebook's prospects: Former FTC commissioner William Kovacic, now a professor at George Washington University, said statements by Facebook CEO Mark Zuckerberg in emails the FTC unearthed — like, "It is better to buy than compete" —might look especially bad for Facebook in court.

The bottom line: Several antitrust experts told Axios that it will be hard to prove that Facebook's years-old acquisitions should have been barred. Proving that Google is taking ongoing action that hurts competition is probably easier.

Go deeper

19 hours ago - Politics & Policy

Facebook, Instagram transfer accounts, followers to Biden administration

Screenshot of official White House Facebook account.

Facebook on Wednesday confirmed that it is transferring the millions of followers of the official Facebook and Instagram White House accounts to the Biden administration.

Details: The accounts for "@POTUS," "@VicePresident" ("@VP" on Instagram) and "@FLOTUS" are having the followers from their personal Pages and accounts be transferred over. It's unclear when that transition process will be complete.

Big Tech's post-riot reckoning

Photo illustration: Sarah Grillo/Axios. Photo: Tasos Katopodis/Getty Images

The Capitol insurrection means the anti-tech talk in Washington is more likely to lead to action, since it's ever clearer that the attack was planned, at least in part, on social media.

Why it matters: The big platforms may have hoped they'd move to D.C.'s back burner, with the Hill focused on the Biden agenda and the pandemic out of control. But now, there'll be no escaping harsh scrutiny.

Dan Primack, author of Pro Rata
Jan 20, 2021 - Economy & Business

Momentum builds for major antitrust reform

Illustration: Aïda Amer/Axios

President Trump's outgoing antitrust chief Makan Delrahim on Tuesday endorsed a proposal from House Democrats that would put new limits on acquisitions by large companies, during comments made at a Duke University event.

Why it matters: Momentum is building for major antitrust reform, updating rules that were written for railroads instead of routers.