Microsoft poses 'biggest potential threat' to Apple's App Store: Morgan Stanley
Publishing timestamp: 2023-03-21 12:51:42
Summary
Analysts at Morgan Stanley believe that Microsoft's potential launch of its own app store, particularly for games, could pose a long-term threat to Apple's App Store. However, even if Microsoft successfully acquires Activision Blizzard and launches the app store, it is unlikely to have a significant impact on Apple's revenue. The European Union's Digital Markets Act may provide an opportunity for Microsoft to enter the market, but analysts estimate that fewer than 30% of Apple users would be willing to buy apps outside of the App Store.
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Keywords: activision blizzard inc, alphabet inc, technology, internet, business news, enterprise, microsoft corp, morgan stanley, apple inc,