I think it is both.

The Commission found that Apple fails to comply with this obligation. Due to a number of restrictions imposed by Apple, app developers cannot fully benefit from the advantages of alternative distribution channels outside the App Store. Similarly, consumers cannot fully benefit from alternative and cheaper offers as Apple prevents app developers from directly informing consumers of such offers. The company has failed to demonstrate that these restrictions are objectively necessary and proportionate.

https://ec.europa.eu/commission/presscorner/detail/en/ip_25_1085

They just got hit with a fine for not complying properly. So so far nothing. But the eu did not call it a day yet.

On top of the fine they are still required to comply and they will be hit with bigger and bigger fines.

man man