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Chronicles

The story behind the story

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After the EU's ruling, Spotify submits an app update to Apple to provide pricing info within its iOS app in the EU and link users to its subscription options

Emma Roth / The Verge :

The Verge Emma Roth

Context & Ripple Effects

Spotify’s submission is the next procedural step in a dispute that began with the EU’s antitrust probe prompted by Spotify’s App Store complaint. Ahead of the DMA’s application, Spotify had already outlined iOS screens with fuller subscription options, making pricing visibility and customer routing the central point of friction.

The significance is less the submitted build than whether Apple permits it to reach EU iPhone users. That question remained live when Spotify later told the Commission that Apple was holding up the update.

First-order effects

  • Spotify can seek to show EU iPhone users what its subscriptions cost and direct them toward subscription options without leaving that information obscured in the app.
  • Apple must review an update that tests how the EU ruling changes its control over subscription messaging on iOS.

Second-order effects

  • If the update is approved, other subscription apps gain a clearer precedent for presenting off-platform purchase information to EU iPhone users, increasing pressure on Apple’s existing App Store rules.
  • More visible pricing and purchase paths could shift some subscription conversion activity away from Apple’s in-app checkout, sharpening competition over the customer relationship.

Third-order effects

  • The case points toward platform regulation moving from broad decisions to app-by-app enforcement, where implementation and review practices determine the practical reach of remedies.
  • If comparable disclosures become routine, mobile ecosystems may become less able to use interface rules to separate discovery from purchasing, though the pace depends on enforcement and Apple’s compliance approach.

The trend: European platform rules are increasingly contesting how app stores govern subscription pricing, purchase links, and ownership of the customer relationship.

Discussion

  • @florian4gamers Florian Mueller on x
    They may have strategically wanted to submit it before Apple's DMA rules take effect in a matter of < 24 hours now and require an “entitlement” etc. The March 18 DMA compliance workshop is also a key date for Spotify to discuss Apple's actions with the EC. 🧵2/2
  • @sdw Sebastiaan de With on x
    Pretty telling that the pro-EU crowd argued the EU is addressing Apple's ‘monopoly position’ (holding a minority market share) with the DMA, but now applauding an EU decision that entrenches the de facto majority-market share music platform. (It just happens to be European) [imag…
  • @neilcybart Neil Cybart on x
    Daniel, in your next video, can you address the following questions: 1) You spent years telling Wall Street that Apple / iOS posed no threat to Spotify's growth prospects.  As you were saying this, Spotify met with the EU Commission dozens of times to argue that Apple posed a gri…
  • @florian4gamers Florian Mueller on x
    The fight over compliance has begun: Spotify will provoke a situation where Apple rejects. They can either submit the most aggressive version first, then modify it based on Apple's feedback until they get approval, or they start conservatively, then stretch the envelope. 🧵1/2