Microsoft poses biggest potential threat to Apples App Store: Morgan Stanley

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Microsoft could launch a new app store for games as early as next year if regulators approve the companys $75 billion acquisition of Activision Blizzard , Phil Spencer, head of Microsoft Gaming, told the Financial Times in an interview Monday. Under the European Unions Digital Markets Act, Apple and Google will likely have to expand access to app stores owned by other companies on their mobile devices. The new rules are expected to come into effect next March, which provides a window for competitors like Microsoft to enter the fray. But even if Microsoft is able to successfully acquire Activision Blizzard and launch an app store, Morgan Stanley analysts are not convinced it will be cause for concern at Apple. "MSFTs strong brand and tech leadership still represents a potential long-term threat to keep watching," the analysts wrote.

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