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Tim Cook, chief executive officer of Apple Inc., center, arrives at U.S. district court in Oakland, California, on Friday, May 21, 2021.
Nina Riggio | Bloomberg | Getty Images

In the past few weeks, Apple has made several changes to its App Store rules, allowing a larger number of companies to access a lower commission rate or evade Apple’s mandatory 15% to 30% cut entirely.

But while the concessions can seem like a shift in Apple’s approach to App store policy, when examined in the history of the App Store, they are a clear continuation of strategy going back to 2008.

Apple has historically made small changes to its “guidelines,” a 13,000-word document that says what iPhone apps can and can’t do, while defending its core interests that Apple has the right to determine which software can operate on iPhones, and set its own financial terms for those developers.

Apple has also not yet changed its policy of taking 30% of in-app gaming purchases, which comprise the largest category of App Store revenue. Apple’s App Store grossed $64 billion or more in total sales in 2020, according to analysis based on Apple disclosures.

JPMorgan analyst Samik Chatterjee said in a recent note that he believed the financial impact on the company on one emailing change would be “modest” and other tweaks reducing Apple’s cut for some apps to 15% would be “minimal.”

The regulators and developers who criticize Apple’s App Store have a variety of complaints in the past decade: Its 30% cut is too high, its manual App Review process is arbitrary and powerful, the App Store depresses prices for software and teaches consumers that updates are free.

So Apple has carved out categorical exceptions to the 30% fee, allowed software makers the ability to appeal or challenge its rules, and changed single rules in response to lawsuits or media attention.

Events in the coming months may force Apple to tweak its policies again. A decision in a trial with Epic Games is expected in the coming weeks. The European Union is examining penalties and remedies after finding Apple violated antitrust laws after a Spotify complaint. South Korea recently passed a law that could force it to allow customers to use alternative billing systems.

But looking at App Store history, it’s likely that Apple will continue to push in private negotiations and public lobbying for smaller, non-structural changes to the App Store that address some complaints but does not change its control over iPhone software.

Controversial from the beginning

Apple’s App Store has faced controversy since its launch in 2008. A year after that, the FCC probed the company over its refusal to approve the Google Voice app.

Now there is more regulatory pressure from countries and developers around the world, and it is leading to more rule changes. Apple made some of the recent concessions because of settlements in a developer class action lawsuit in the United States and an agreement with Japan’s Fair Trade Commission, although Apple is applying the changes around the world.

Those tweaks essentially allow companies like Spotify and Tinder’s parent company Match Group to bypass Apple’s sometimes 30% cut of gross sales, addressing a standing complaint that dates back at least five years. Apple also reduced its take to 15% for news apps that participate in Apple News, its own news app.

Apple officials say they are meaningful changes that address key concerns from software makers.

Some of Apple’s opponents, even those that have petitioned for those changes, say that they don’t go far enough, and are part of a pattern of dividing its critics by placating some of them with one-off rule changes.

“Our goal is to restore competition once and for all, not one arbitrary, self-serving step at a time,” Spotify CEO Daniel Ek tweeted this week in response to Apple’s in-app linking rule change.

“Apple’s strategy is Divide and Conquer: carve off special deals for different developer segments,” Epic Games CEO Tim Sweeney said last month in a statement to CNBC in response to Apple’s news app concession.

Epic Games is suing Apple seeking to be able to install its own app store on iPhones — which is the big change that Apple wants to fight off.

A history of Apple changing App Store rules

2009: Apple does not approve Google Voice, FCC investigates. A year after the App Store went live, the FCC started probing it over its refusal to approve the Google Voice app, which acted as a second phone number.

Apple responded to the FCC, providing many details about its app review process for the first time, and arguing that it had the right to reject entire categories of apps.

In its letter, Apple also detailed for the first time its Executive Review Board, a body headed by Apple executive Phil Schiller, which makes final decisions on “new and complex issues.”

The Google Voice app was eventually approved in late 2010.

2011: Apple requires in-app payments for digital goods, creates the “reader rule.” In-app purchases with a 30% fee were introduced in early 2009. But in February 2011, Apple significantly tightened its control over the App Store by announcing it planned to force companies to use Apple’s in-app purchase system if they offered digital subscriptions.

At first, Apple offered exceptions for products like Kindle or the New York Times, where users may have purchased e-books or digital subscriptions off-app. But companies still needed to implement in-app purchases with Apple’s cut, at the same price as their off-app subscriptions.

This didn’t work for many publishers, who wanted to retain their direct relationship with customers. By June, Apple had backtracked on some of its more draconian guidelines, allowing companies to pass on the 30% fee to customers or to, if they chose, not offer an Apple in-app purchase at all.

Shortly afterwards, Apple’s marketing chief Phil Schiller started to question Apple’s 30% fee, and suggested lower revenue sharing levels, such as 20%, according to an email released as part of the Epic Games trial.

This is when Apple started to put its first restrictions on redirecting users in-app to the publisher’s website, which were reversed in recent weeks.

2016: Apple reduces cut for 2nd year of subscriptions to 15%. By 2015, Spotify had publicly challenged tested Apple’s restrictions on subscriptions, first by emailing customers to tell them it’s less expensive to subscribe directly, instead of through the App Store. This was against Apple’s guidelines, and its one of the rules that was officially clarified as part of Apple’s concessions last month.

Shortly afterwards, Spotify removed Apple in-app purchases entirely and started a process of challenging Apple’s rules with government regulators.

In 2016, Apple announced that it would alter its revenue sharing agreement, specifically for subscription apps. Apple still charged 30% for the first year of a subscription, but subscribers who lasted more than 12 months would cost the app a lower, 15% rate of gross sales. Apple also opened subscription billing to all App Store apps and introduced search ads, which let developers pay for better placement on an App Store search page.

The announcement was also months after Schiller publicly took over oversight of the App Store, replacing services head Eddy Cue, although Schiller had been involved with App Store policy since the beginning.

Although Schiller is no longer a senior vice president at Apple, he remains an Apple employee with the title “fellow,” and continues to lead App Store policy.

2019: Apple backtracks on parental control apps, introduces appeals process. By the time Apple’s annual developer conference kicked off in 2020, the App Store had received considerable antitrust attention, specifically to its ability to reject apps, especially apps that competed with Apple features, such as parental control apps which gave users the ability to set screen time limits for kids.

Apple reversed some of its policies about parental control apps in 2019 after negative media attention, allowing some of them onto the store, and creating software tools that they could use to build their apps.

But the skirmish highlighted that Apple’s App Review process was arbitrary, and sometimes held up app updates over minor details or, worse, because the app didn’t comply with in-app purchase rules.

Developer protests over App Review continued to grow through 2020, and at Apple’s annual developer’s conference, Apple said that it would implement an appeals system for developers to challenge Apple’s rules, although many app makers say it hasn’t solved their complaints with the approval process.

2020: Apple reduces cut to 15% for small companies. Last November, Apple introduced the Small Business Program, a high-profile olive branch to lawmakers and app developers.

It reduced the take from 30% to 15% for any company making less than $1 million per year through the App Store. But because apps are a winner-take-most business, it didn’t hurt Apple’s finances too badly — one estimate at the time suggested the top 1% of app publishers generate 93% of App Store revenue. But it did cut the fees for the majority of individual app developers.

Documents from a settlement in 2021 said that the creation of the Small Business Program was because of a class-action lawsuit.

2021: Apple reduces cut to 15% for news apps that participate in Apple News, allows developers to direct users to alternative payment systems. Antitrust attention on the App Store heated up in 2021. Earlier this year, Apple CEO Tim Cook testified at a trial over App Store practices against Epic Games. Multiple states and the U.S. Congress saw bills introduced which could force Apple to allow alternative app stores.

In August, Apple reduced its subscription cut for any publisher from 30% to 15%, addressing a segment of developers who had fought off App Store changes back in 2011. There was a catch though — those news apps had to participate in Apple’s news aggregator.( News apps are not the main moneymaker on the App Store.)

Apple also settled a class-action lawsuit with smaller U.S. developers, paying $100 million and clarifying guidelines about apps emailing their own customers.

In September, Apple settled with the Japanese FTC and said that “reader” apps could link out to sign up customers for subscriptions on their own websites. All three of these changes addressed concerns that first popped up in 2011 when Apple created the reader rule.

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Intel is getting a $2 billion investment from SoftBank

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Intel is getting a  billion investment from SoftBank

Masayoshi Son, chairman and chief executive officer of SoftBank Group Corp., speaks during the company’s annual general meeting in Tokyo, Japan, on Friday, June 27, 2025.

Bloomberg | Bloomberg | Getty Images

Intel and SoftBank announced on Monday that the Japanese conglomerate will make a $2 billion investment in the embattled chipmaker.

SoftBank will pay $23 per share for Intel’s common stock, which closed on Monday at $23.66. The shares rose about 6% in extended trading to $25.

The investment makes SoftBank the fifth-biggest Intel shareholder, according to FactSet. It’s a vote of support for Intel, which hasn’t been able to take advantage of the artificial intelligence boom in advanced semiconductors and has spent heavily to stand up a manufacturing business that’s yet to secure a significant customer.

“Masa and I have worked closely together for decades, and I appreciate the confidence he has placed in Intel with this investment,” Intel CEO Lip-Bu Tan said in a statement, referring to SoftBank founder Masayoshi Son.

Intel shares lost 60% of their value last year, their worst performance in the company’s more than half-century on the public market. The stock is up 18% in 2025 as of Monday’s close.

Tan took over as Intel CEO in March after his predecessor, Pat Gelsinger, was ousted in December.

Intel has been a major topic of discussion in Washington of late, due to the company’s role as the only American company capable of manufacturing the most advanced chips.

However, Intel’s foundry business, which is designed to manufacture chips for other companies, has yet to secure a major customer, a critical step towards stabilization and expansion. Last month, Intel said it would wait to secure orders before committing to certain future investment in its foundry.

Tan met with President Donald Trump last week after the president had called for the CEO’s resignation. The U.S. government is considering taking an equity stake in Intel, according to reports.

SoftBank, meanwhile, has become an increasingly large player in the global chip and AI markets.

In 2016, SoftBank acquired chip designer Arm in a deal worth about $32 billion at the time. Today the company is worth almost $150 billion. Arm-based chips are part of Nvidia’s systems that go into data centers.

And in March of this year, SoftBank announced plans to acquire another chip designer, Ampere Computing, for $6.5 billion.

SoftBank was also part of President Trump’s Stargate announcement in January, along with OpenAI and Oracle.

The three companies committed to invest an initial $100 billion and up to $500 billion over the next four years in the AI infrastructure project. Two months later, SoftBank led a $40 billion investment into OpenAI, the largest private tech deal on record.

“This strategic investment reflects our belief that advanced semiconductor manufacturing and supply will further expand in the United States, with Intel playing a critical role,” Son said in a statement.

WATCH: Intel’s message to Washington

Intel's message to Washington

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Palo Alto Networks reports earnings beat, says founder Nir Zuk retiring from company

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Palo Alto Networks reports earnings beat, says founder Nir Zuk retiring from company

Nikesh Arora, CEO of Palo Alto Networks, looks on during the closing bell at the Nasdaq Market in New York City on March 25, 2025.

Jeenah Moon | Reuters

Palo Alto Networks reported better-than-expected quarterly results and issued upbeat guidance for the current period. The cybersecurity software vendor said Nir Zuk, who founded the company in 2005, is retiring from his role as chief technology officer.

The stock rose about 6% in extended trading.

Here’s how the company did compared to LSEG estimates:

  • Earnings: 95 cents adjusted vs. 88 cents expected
  • Revenue: $2.54 billion vs. $2.5 billion expected.

Revenue in the fiscal fourth quarter rose 16% from about $2.2 billion last year, the company said in a statement. Net income fell to about $254 million, or 36 cents per share, from about $358 million, or 51 cents per share, in the year-ago period.

The company also issued upbeat guidance for the fiscal first quarter. Earnings per share will be between 88 cents and 90 cents, Palo Alto said, topping an 85-cents estimate from StreetAccount.

For the full year, Palo Alto said revenue will range from $10.48 billion to $10.53 billion on adjusted earnings of $3.75 to $3.85 per share. Both estimates exceeded Wall Street’s projections.

Palo Alto said that for the fiscal first quarter, remaining purchase obligations, which tracks backlog, will range between $15.4 billion and $15.5 billion, surpassing a $15.07 billion estimate.

Last month, the company announced plans to buy Israeli identity security provider CyberArk for $25 billion. It’s the largest deal Palo Alto has made since its founding, and most ambitious in an acquiring spree that ramped up after CEO Nikesh Arora took the helm of the company in 2018.

Shares sold off sharply after the news broke and have yet to recover previous highs. The stock is down about 3% this year as of Monday’s close.

“We look for great products, a team that can execute in the product, and we let them run it,” Arora told CNBC following the announcement. “This is going to be a different challenge, but we’ve done well 24 times, so I’m pretty confident that our team can handle this.”

Lee Klarich, the company’s product chief, will replace Zuk as CTO and fill his position on the board.

WATCH: Power check on Palo Alto, Viking Holdings and Estee Lauder

Power Check: Palo Alto Networks, Viking Holdings, and Estee Lauder

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Musk’s Starlink suffers apparent outage as SpaceX launches more satellites

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Musk's Starlink suffers apparent outage as SpaceX launches more satellites

Jakub Porzycki | Nurphoto | Getty Images

Satellite internet service Starlink, which is owned and operated by Elon Musk‘s SpaceX, appeared to suffer a brief network outage on Monday, with thousands of reports of service interruptions on Downdetector, a site that logs tech issues.

The outage marked the second in two weeks for Starlink. SpaceX did not immediately respond to a request for comment.

The network’s July 24 outage lasted for several hours, with SpaceX Vice President of Starlink Engineering Michael Nicolls blaming the matter on “failure of key internal software services that operate the core network” behind Starlink.

That outage followed the launch of T-Mobile‘s Starlink-powered satellite service, a direct-to-cell-phone service created to keep smartphone users connected “in places no carrier towers can reach,” according to T-Mobile’s website.

SpaceX provides Starlink internet service to more than six million users across 140 countries, according to the company’s website, though churn and subscriber rates are not publicly reported by the company.

Read more CNBC tech news

The SpaceX Starlink constellation is far larger than any competitor. It currently features over 7,000 operational broadband satellites, according to research by astronomer Jonathan McDowell.

On Monday, Musk’s SpaceX successfully launched another group of satellites to add to its Starlink constellation from the Vandenberg Space Force Base in Southern California.

SpaceX is currently aiming to increase the number of launches and landings from Vandenberg from 50 to about 100 annually.

On Thursday last week, the California Coastal Commission voted unanimously to oppose the U.S. Space Force application to conduct that higher volume of SpaceX launches there.

The Commission has said that SpaceX and Space Force officials have failed to properly evaluate and report on potential impacts of increased launches on neighboring towns, and local wildlife, among other issues.

President Donald Trump recently signed an executive order seeking to ease environmental regulations seen by Musk, and others, as hampering commercial space operations.

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