Apple and Google have committed to modifying their app stores to satisfy the UK’s Competition and Markets Authority (CMA). These represent the first significant assurances from Big Tech firms under the UK’s new digital market rules, which granted the regulator expanded oversight of industry giants. The CMA has launched a public consultation to gather market feedback on the proposed changes.
The commitments aim to increase transparency regarding data collection and how apps are reviewed and ranked. The proposed changes would prevent Apple and Google from giving preferential treatment to their own services. This regulatory intervention targets the companies' long-standing effective duopoly within the mobile ecosystem.
Separately, GF Securities issued a solid outlook for Apple stock based on a supply chain survey showing strong iPhone build momentum. Analysts identified a potential partnership with Gemini to enhance Apple Intelligence as a primary development to watch. Markets reported no significant price reaction to the UK regulatory news.