I'd wonder if EU antitrust laws could give them something to gain: namely, not being fined. There's a concept of market fairness in EU antitrust law that isn't present in the equivalent US rules, such that price is not the only consideration.

I'd be surprised if this couldn't be turned towards pushing for greater user choice as it was when MS was bundling internet explorer for years. If memory serves, it was competition law which was used to undo that.