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Chronicles

The story behind the story

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The UK's CMA plans a market investigation into Apple's cloud gaming restrictions via its App Store alongside Apple and Google's market power in mobile browsers

see the ongoing wrangles with Meta over Giphy @privacymatters : 1/ The @CMAgovUK has published its final report into the ‘Mobile ecosystems market study’ https://assets.publishing.service.gov.u k/ ... The report proposes a number of interventions and a market investigation reference wrt mobile browsers and cloud gaming (see Section 9 page 339) https://twitter.com/... @cmagovuk : ...we've continued to look at where we can take immediate action in the sector while we await new #digital powers.✔️ Find out more: https://www.gov.uk/... #Apple #Google #Tech Leo Ringer / @leoringer : Big news for Google and Apple today - the UK competition regulator, the CMA, is launching a market investigation into their “duopoly” on mobile ecosystems. These investigations can lead to serious action including structural separation. https://www.gov.uk/... Iain Martin / @_iainmartin : “Apple and Google “hold all the cards” with interventions needed to give innovators and competitors a fair chance to compete in mobile ecosystems” https://www.gov.uk/... The U.K's antitrust watchdog putting down a big marker here on Big Tech Jacob Parry / @jcbcp : .@CMAgovUK will launch a market investigation into mobile browsers and cloud gaming. Apple and Google “hold all the cards” and intervention likely necessary, says agency head https://www.gov.uk/...

GOV.UK

Context & Ripple Effects

The CMA had already signaled an inquiry into Apple and Google’s mobile ecosystems in 2021. Its final market-study report now identifies browser access and cloud-gaming distribution as areas for targeted intervention rather than leaving them within a broad ecosystem review.

Related coverage shows the proposal subsequently progressed to a formal investigation into browser and cloud-gaming dominance, making this report the bridge between the CMA’s initial competition concerns and an enforceable case process.

First-order effects

  • Apple faces CMA scrutiny of the App Store rules affecting cloud-gaming services, while Apple and Google face parallel examination of their position in mobile browsers.
  • The CMA shifts from diagnosing mobile-ecosystem concerns to proposing interventions and a market-investigation reference, placing the companies’ platform policies under a more formal UK competition process.

Second-order effects

  • Cloud-gaming providers and mobile-browser competitors gain a regulatory channel to challenge the access conditions set by Apple and Google, rather than relying solely on the platforms’ existing rules.
  • Apple and Google must defend how their browser and app-distribution policies affect competition across services that depend on mobile-device access.

Third-order effects

  • If the CMA’s intervention path holds, mobile platforms will be treated less as self-governing product ecosystems and more as regulated gateways whose rules determine market access.
  • The case points toward competition oversight organized around specific platform bottlenecks—such as app distribution and browser access—rather than a single, general assessment of Big Tech scale.

The trend: UK digital competition policy is moving from broad studies of mobile ecosystems toward interventions aimed at contesting the gatekeeping rules of major platforms.

Discussion

  • @cmagovuk @cmagovuk on x
    We're consulting on launching a market investigation into #Apple and #Google's power over: 📱 mobile browsers and ☁️ cloud gaming on mobile devices We're also taking action against Google in relation to its app store payment practices 💳 #Digital #Smartphones https://twitter.com/..…
  • @ricmac Richard MacManus on x
    Final report from @CMAgovUK: https://www.gov.uk/... I'm not sure what the UK govt can actually do here (and this is relevant to me, as I live in UK now), but I was pleased to read that security *isn't* a valid excuse for Apple to refuse other browser engines onto iOS. https://twi…
  • @markdistef Mark Di Stefano on x
    Breaking: UK antitrust regulator the CMA says its found Apple and Google run “an effective duopoly on mobile ecosystems” and now will consult on how it can use its powers to intervene in the market.
  • @tomwarren Tom Warren on x
    I'm impressed with the CMA's market studies and extensive detail in its 356 page report. Here's hoping that regulators will eventually force Apple to open up its App Store and lift iOS browser restrictions.
  • @leoringer Leo Ringer on x
    The CMA is also launching a separate competition law investigation into Google's restrictions on in-app payments via the Play Store, mirroring the investigation into the Apple App Store launched over a year ago.
  • @_iainmartin Iain Martin on x
    “Apple and Google “hold all the cards” with interventions needed to give innovators and competitors a fair chance to compete in mobile ecosystems” https://www.gov.uk/... The U.K's antitrust watchdog putting down a big marker here on Big Tech
  • @leoringer Leo Ringer on x
    Big news for Google and Apple today - the UK competition regulator, the CMA, is launching a market investigation into their “duopoly” on mobile ecosystems. These investigations can lead to serious action including structural separation. https://www.gov.uk/...
  • @tomwarren Tom Warren on x
    UK regulator (CMA) is launching an investigation into Apple and Google's power over cloud gaming and mobile browsers. The CMA successfully forced Microsoft, Nintendo, and Sony to remove their auto-renewal of subscriptions recently https://www.gov.uk/... https://twitter.com/...
  • @jcbcp Jacob Parry on x
    .@CMAgovUK will launch a market investigation into mobile browsers and cloud gaming. Apple and Google “hold all the cards” and intervention likely necessary, says agency head https://www.gov.uk/...
  • @_iainmartin Iain Martin on x
    The Competition and Markets Authority is now one of the most active antitrust regulators in the world and is clearly striking out on its own path from the EU/FTC ono Big Tech — see the ongoing wrangles with Meta over Giphy
  • @ryan_browne_ Ryan Browne on x
    The UK's CMA is launching a market investigation into Apple and Google over their “effective duopoly on mobile ecosystems.” https://www.gov.uk/... Part of the probe will look at how Apple has made it difficult for cloud gaming services to get past its strict App Store rules. 🎮
  • @privacymatters @privacymatters on x
    1/ The @CMAgovUK has published its final report into the ‘Mobile ecosystems market study’ https://assets.publishing.service.gov.u k/ ... The report proposes a number of interventions and a market investigation reference wrt mobile browsers and cloud gaming (see Section 9 page 339…
  • @openwebadvocacy @openwebadvocacy on x
    🇬🇧 Big News! The UK's Competition and Markets Authority (@CMAgovUK) has decided to open a Market Investigation into Mobile Browsers and Cloud Gaming and has published their final report. This is a MAJOR step towards the end of the #AppleBrowserBan. https://www.gov.uk/...
  • @geradinlaw @geradinlaw on x
    Excellent blog post by my colleague Tom Smith regarding the @CMAgovUK's market investigations references into browsers and cloud computing. Huge developments. Good for consumers and innovation. https://theplatformlaw.blog/ ...
  • @brucel Bruce Lawson on x
    @zsk Hi Zoe, I'm one of the people who organised https://open-web-advocacy.org/ and briefed CMA (and Australian, EU, US and Japanese regulators) about this. Happy to chat if you want.
  • @appfairness @appfairness on x
    The @CMAgovUK's report concludes that @Apple and @Google's ‘tight grip’ on app stores means that consumers are more likely to miss out on new innovations, have less choice, and face higher prices. More, here: https://appfairness.org/... #OpenTheAppStores
  • @egs_enthusiast @egs_enthusiast on x
    @tomwarren @TimSweeneyEpic Opinions and thoughts? Could this also pave way to fix Apple's App store & IAP policies?
  • @fjeronimo Francisco Jeronimo on x
    Based on @IDC data for a @CMAgovUK report on mobile ecosystems, @Android sales in the UK lean towards lower price points, while @Apple iOS sales are predominantly in the higher price points. This is the smartphone sales distribution in the UK by price point👇 https://twitter.com/.…
  • @brucel Bruce Lawson on x
    Apple and Google have too much power over phones and action is needed, UK watchdog says https://www.independent.co.uk/ ... “Apple...bans alternatives to its own browsing engine on its phones, making it much harder for other apps to distinguish themselves from the in-built Safari …
  • @carnage4life Dare Obasanjo on x
    Apple banning cloud gaming apps like XBox Game Pass (for the spurious reason they can't review every game) and requiring every browser must use WebKit on iOS have both been declared anticompetitive by the UK's competition authority. The monopoly👑is $AAPL https://9to5mac.com/...
  • @timsweeneyepic Tim Sweeney on x
    @egs_enthusiast @tomwarren Apple strategy is to ignore the law until they are absolutely forced by courts or regulators to change their practices, and to deploy a massive team of lawyers and lobbyists to delay that reckoning for as long as possible.
  • @firt Maximiliano Firtman on x
    The restriction that iOS browser apps must use Apple's own WebKit browser engine, has been declared to be anticompetitive by the UK competition watchdog. https://twitter.com/... https://twitter.com/...
  • @slightlylate Alex Russell on x
    The CMA has led and others are following (EU, Japan, US). There's hope yet that Apple, Google, and Facebook's efforts to snuff out the mobile web will fail. For background (from last year): https://infrequently.org/... https://twitter.com/...
  • @slightlylate Alex Russell on x
    Imagine: an iPhone that charges without dongles *and* has a decent browser. https://twitter.com/... https://twitter.com/...
  • @starfire2258 Sean Hollister on x
    We've written extensively about how Apple has invented new self-serving App Store rules just to block cloud gaming (see thread above). Now the UK might do something about it: https://twitter.com/...
  • @conor_durham Conor Durham on x
    Significant stuff coming from CMA after market study of mobile ecosystems found evidence of “Apple & Google's stranglehold on the market” leading to “supra-competitive returns”. Apple seems bigger concern but Google still found to wield strong power re rule setting & market power…
  • @samuelstolton Samuel Stolton on x
    Busy day for the UK's competition watchdog @CMAgovUK - opens a fresh probe into Google's Play Store, announces a market investigation into mobile browsers & cloud gaming, & accuses Apple & Google of exercising a “stranglehold” over mobile ecosystems. https://www.gov.uk/...
  • @cmagovuk @cmagovuk on x
    ...we've continued to look at where we can take immediate action in the sector while we await new #digital powers.✔️ Find out more: https://www.gov.uk/... #Apple #Google #Tech