I couldn't resist the speculation temptation :)
Correct me if I'm wrong; When I'm searching for (unquoted) "Canadian equivalent to SOPA Bill". I'm getting results about Soap, Telenovela, Spas, Dishwasher Soap, TV shows (and 1 related hit). The result, as you mentioned, could be ranked independent of Ads, but the Ad spectrum is wider (Soaps, Spas, Soap operas, TV shows, etc...) [I'm not getting any in this particular case].
If it's restrictive search (quoting each word - sigh!), the search result quality is slightly better (first 3 hits), but the potential of Ads is also low.
I know you put the user first - but wouldn't you speculate in my case?