Apple and Google Agree to Modify App Store Operations Amid UK Digital Market Regulations (AAPL, GOOGL)

On February 10, 2026, the UK Competition and Markets Authority (CMA) announced that Apple (AAPL-US) and Google (GOOGL-US) have agreed to modify their app store operations in response to concerns over fair competition, marking the first formal commitments under the UK’s new digital market rules. The changes address data collection practices, transparency in app rankings and review processes, and interoperability between platforms. The CMA noted the adjustments aim to level the playing field for developers and foster competition with Apple’s digital wallets and other services. Under the regime, the CMA previously designated both companies as having a “strategic market position,” allowing it to impose operational changes. The new rules permit access to alternative app downloads and in-app payments, with potential enforcement or fines if competition is found to be restricted. Per the agreement, both companies will ensure fair operation of ranking and review systems, protect data collected from developers, and allow access to more iOS capabilities to compete with digital wallets and real-time translation services. Implementations are expected to begin in April 2026. The terms do not cover developer commissions, which the CMA has said remain a key area of concern, with current rates as high as 30%. The CMA emphasized the flexibility of its approach to deliver results more quickly for consumers and businesses. Apple and Google both expressed cooperation, with Apple stating the changes help balance privacy, security, and innovation, and Google noting its existing practices are fair and transparent.