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Sources: FTC looking into claims Apple treats rival music streaming services in its app store illegally under antitrust law

FTC exploring Apple rules for streaming music rivals in App Store  —  U.S. government antitrust regulators are looking into claims about whether Apple's treatment …

Reuters

Context & Ripple Effects

This Reuters report is the opening move in what becomes a six-year, two-continent case: U.S. antitrust regulators are examining whether Apple's App Store rules for competing music streaming services cross the legal line, just as Apple's own streaming ambitions loom over rivals' distribution.

The claim doesn't stay in Washington. Spotify takes the same grievance to Brussels, where the EU opens its own probe after reviewing Spotify's complaint about App Store fees, eventually charging Apple with squeezing rivals through its mandatory in-app payments system (EU charges) — making the FTC's early look the template for the global fight over gatekeeper fees.

First-order effects

  • Rival music streaming services gain a regulatory lever: an FTC inquiry into Apple's App Store treatment gives them official standing to contest distribution terms they previously had to accept unilaterally.
  • Apple now faces parallel exposure on both sides of the Atlantic — the FTC's review at home and, downstream, the EU's formal charge sheet built from Spotify's fee complaint.

Second-order effects

  • The complaint-driven model spreads: once one regulator engages with App Store fee grievances, rivals learn that antitrust authorities are receptive channels, multiplying pressure on Apple's 30% in-app payments rule across jurisdictions.
  • Apple's pricing power inside the App Store comes under direct challenge — any forced change to how streaming rivals can sign up subscribers erodes the store's role as a paid gateway to Apple's user base.

Third-order effects

  • If the pattern holds, app-store gatekeeping itself — not just music streaming — becomes the antitrust target, with regulators converging on in-app payment requirements as the structural choke point for platform competition.

The trend: Platform gatekeepers are moving from self-set marketplace rules to contested, regulator-audited ones, as app store fees shift from private contract to antitrust battleground.