App Store regulatory & antitrust pressure
Services revenue miss directly attributed to regulatory changes (EU DMA, Japan, Brazil, US Epic ruling). DOJ antitrust case ongoing, UK £785M claim, UK steering rules pushback, Sparrow Wallet lawsuit ($1.8M), developer hostility. New crypto scam lawsuit alleging negligence adds to App Store liability risk. Apple's safety narrative undercut.
Sources (2)
Updated Jul 31, 2026