They revoked Google's certificate after they'd already taken down their app. This was supposed to be punishment for crossing the line; apparently it was just a fluffy PR move.
Revoking the certificate deals with the apps that have already been signed with that certificate. Google taking it down doesn't remove it from the devices where it has already been installed or prevent it being distributed by other means. Revoking the certificate does.
In both cases Apple has reached an agreement to issue new enterprise certs for both companies. They can now use those certs for their approved purposes. If Apple finds that those certs are being used for disallowed activity they can revoke them again.
i think the moment Apple moves beyond stopping the violation to "punishing offenders" is the moment anti trust suits become likely. they need to tread lightly and they know it.