Could it have been what led to this? https://support.google.com/chrome/thread/6240767/behaviour-o...
I love this. Sales are being whiny bitches because one part of the company improved a product to make it more customer-friendly and their short-term revenue decreased. Without them even once addressing the fact that improving Chrome as a browser will ultimately increase their market share and search volume.
It's great to see how shitty decisions are made inside big corps.
Major hits to revenue/metrics for ads right now would be clearly documented and immediately material.