Broadcasters Push Gatekeeper Status for Apple tvOS, Samsung Tizen (24%) and Android TV (23%)
European broadcasters urged the EU to label Android TV (23%), Fire OS (12%), Tizen (24%) and Apple tvOS as gatekeepers under the Digital Markets Act to curb app linking restrictions. 2026 enterprise AI spend of $650 billion underscores Apple’s lack of exposure to corporate AI budgets despite record consumer revenue.
1. Broadcasters Demand Gatekeeper Status for Apple tvOS
A coalition of Europe’s largest broadcasters lodged a formal request with EU regulators to designate Android TV (23% market share), Amazon Fire OS (12%), Samsung Tizen (24%) and Apple tvOS as gatekeepers under the Digital Markets Act. The move seeks to impose data-sharing and interoperability obligations to prevent these platforms from restricting app linking or content distribution within their ecosystems.
2. Enterprise AI Budget Disconnect
Analysts project enterprise AI infrastructure spending will reach $650 billion in 2026, benefiting cloud providers but leaving Apple’s hardware-centric model structurally excluded from corporate AI budgets. Despite Apple reporting record consumer service and device revenues, its limited presence in cloud-based AI deployment could weigh on its longer-term valuation relative to peers.