I looked for a quantitative comparison. If the numbers in [1] are accurate Apple App store gaming revenue was around $11B in 2021. Meanwhile Microsoft was around $15B [2]. That's way closer than I thought, big enough that they could reasonably be concerned about avoiding any appearance of strength that could trigger anti-trust action. Interesting.

1. https://appleinsider.com/articles/21/10/03/apple-earned-more... (15.9*0.69=11B)

2. https://www.microsoft.com/investor/reports/ar21/index.html (Gaming: 15,370)