Apple is working with the EU to comply with its mandate to allow iPhone users to sideload apps from third-party sources. This could potentially impact Apple's App Store revenue, as it currently takes commissions of up to 30% on app sales. However, the timeline for this change is uncertain, and the impact on Apple's stock price in the short term is neutral.

Apple's move to allow sideloading apps on iOS could bring it closer to Android's app ecosystem, where sideloading has always been possible. This could potentially increase competition between the two platforms, but the impact on Google's stock price in the short term is neutral, as the timeline for this change is uncertain and the overall effect on Android's market share is unclear.