While the changes Apple is making to comply with EU regulations could lead to increased competition and pressure on service revenues, the ability to adapt and the global allowance of third-party gaming services may mitigate negative impacts and present new opportunities. The score is neutral as the long-term effects are uncertain, but the relevance is high due to direct changes in Apple's business practices in the EU. The importance is significant as it pertains to Apple's service revenue, a growing part of its business. Confidence is high due to clear regulatory requirements and Apple's public announcement of changes.

VGK may be indirectly affected by Apple's changes in the EU as Apple is part of the European market index that VGK tracks. However, the impact is likely to be diluted given the diverse nature of the ETF's holdings. The score is neutral due to the indirect nature of the impact, and relevance is moderate. The importance is lower because the ETF's performance is not solely dependent on Apple. Confidence is moderate, reflecting the indirect relationship between Apple's EU-specific changes and VGK's performance.