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The UK CMA says Apple and Google committed to making app store changes to ensure fairness to developers and consumers, and asks market players for their views

Bloomberg Upmanyu Trivedi

Context & Ripple Effects

The commitments follow years of CMA scrutiny of mobile ecosystems, from its earlier concerns about Apple and Google’s “vice-like grip” on mobile ecosystems to the 2025 investigations into their operating systems, app stores and browsers.

This consultation matters because it moves the discussion from market-power concerns toward the practical terms of app-store reform, with developers and consumers positioned as the intended beneficiaries.

First-order effects

  • Apple and Google must put proposed app-store changes before market participants, giving developers, consumer groups and other affected parties a formal channel to test whether the commitments address their concerns.
  • The CMA gains feedback that can determine whether the companies’ proposed changes are sufficient or require further refinement.

Second-order effects

  • Developers can use the consultation to press for reforms that reduce gatekeeper control over distribution and transactions, raising the stakes for Apple’s and Google’s app-store policies.
  • Other mobile-platform operators and app businesses will get a clearer signal of how UK scrutiny may translate broad ecosystem investigations into enforceable app-store expectations.

Third-order effects

  • If consultations repeatedly lead to changes in platform rules, app-store governance is likely to shift from largely company-set terms toward ongoing, regulator-supervised obligations.
  • The case is part of a broader test of whether competition oversight can curb platform gatekeeper leverage without prescribing a single operating model for digital ecosystems.

The trend: UK competition policy is moving from diagnosing mobile-platform power toward supervising the rules that govern developer access and consumer choice.

Discussion

  • @epicnewsroom @epicnewsroom on x
    The commitments Apple and Google made to the UK Competition and Markets Authority fail to open the mobile app ecosystem to real competition.  Gatekeepers continue to block competing app stores and payment systems with outright prohibitions as well as scare screens and junk fees. …
  • @appfairness @appfairness on x
    Today the @CMAgovUK announced it is seeking views on voluntary commitments from Apple and Google following their Strategic Market Status designation. CAF is concerned this relies on voluntary compliance and defers action on steering, the issue most affecting prices and choice.
  • @kayjebelli Kay Jebelli on x
    Good ex-ante news out of the UK today, with the CMA looking to accept commitments from Apple and Google under the DMCCA and their designation as SMS firms for Mobile Ecosystems. This means changes will happen sooner, and without extensive litigation. https://x.com/...
  • @cmagovuk @cmagovuk on x
    We're seeking views on a package of commitments from Apple and Google which aim to deliver certainty, transparency and fairness for thousands of businesses in the UK: https://www.gov.uk/... [image]