Hmm i was actually not looking for an extensive overview like this, as i remembered the details of the case but rather an explanation what you mean with the last sentence
Similarly, comments from Kaplan indicates that the EU requirements could have significant impact on the business if a cease-and-desist order is imposed on the new model.
as well as an impact estimate, which you provided.
Do you think this impact estimate needs to be updated given the warning in Meta’s Q1 2025 results? In your post above you also quoted Joel Kaplan that a change in business model could amount to a “multibillion-dollar tariff”.
Given that the decision might actually have been quite negative for Meta regardless of the small initial fine?
In addition, we continue to monitor an active regulatory landscape, including legal and regulatory headwinds in the EU and the U.S. that could significantly impact our business and our financial results. The European Commission (EC) recently announced its decision that our subscription for no ads model is not compliant with the Digital Markets Act (DMA). Based on feedback from the EC in connection with the DMA, we expect we will need to make some modifications to our model, which could result in a materially worse user experience for European users and a significant impact to our European business and revenue as early as the third quarter of 2025. We will appeal the EC’s DMA decision but any modifications to our model may be imposed before or during the appeal process.
Note: I saw that you split the topics which is great. In this case it is always good to rename this topic.