[kevingadd]

"Maybe Apple has been losing money on the App Store infrastructure so they want to make it up" is a plausible theory, but there's no data to support it since mobile gacha/gambling apps pull in billions a year and Apple pockets 30% of it. Those games don't make particularly heavy use of Apple's infrastructure either, so I would guarantee that they are making a healthy profit every year on the store.

[zamadatix]

Even more succinctly if it were the case then the new offering wouldn't be limited to Europe and the old offering wouldn't be an option to retain going forward there either.