The analyst expects Apple to lose billions after an epic case
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Apple was forced to allow developers to refer to external payment platforms or shopping stores in the application after a long fight against EPIC. This means that customers now have a choice between the Apple payment platform in the application and the third party.
This will certainly lead to some kind of lost commission. Some.
Nevertheless, the Bloomberg report based on the seemingly random guesses of the analyst published for Supack suggests that game developers can withstand an income of $ 4.1 billion or more.
The value is due to what can happen if Apple reduces its commission from 30% to 20% and assuming that 70% of the 25 best income manufacturers of mobile games receive the App Store.
We are not sure why the analyst chose these seemingly random numbers. We are also not sure why the report formulated it as if these savings were the result of purchases outside the App Store.
Instead, the analyst, according to the visible, believes that the unrelated epic decision will encourage Apple to reduce his commissions by 10% for some reason. This reduction by 10% when applying to 70% of 2024 income received in the 25 best gaming companies – this is how the analyst reached 4.1 billion US dollars.
The specified SUPACK post is mainly fantasies, obtained from some real numbers composed at the top of guesses about how many developers will switch to their own payments and customer support services. The sortanists at the guesses are so fragile that it should not be used by publication, which, as you know, pays its authors for content, which moves the stock market as the basis for offers, such as tencent, profit for $ 1 billion.
Supack
common in this message SUPACK, which vary from pure speculation. Firstly, Apple can reduce its commission by 10%.
Secondly, developers can try to stimulate users to buy outside the App Store. Thirdly, Apple can purchase Unity.
The first is just speculation based on nothing. There are no signs that Apple is thinking about a change in his commission, and in fact the courts supported that Apple has the right to this commission.
The second prediction is actually more realistic, if not yet. The developers will have to find ways to lure users from the APP Store protective cocoon so that they can earn more money on transactions.
there is a merit in the idea that Apple should buy unity, but the discussion of this goes far beyond this article. Despite this, unity seems to be not sold.
This is not a terrible idea, but it seems that it does not affect the discussion of commissions or game income.
everything that is said, there are some merits in the general sentence of the analyst that Apple will receive an income blow, and the developers will benefit. There is absolutely nothing that suggests that this will happen on a scale, the report says that this will happen.
Apple will lose income
Apple has millions of active customers in the United States, and a good portion of his application stores proceeds from the games. There is a high probability that such large workers as Fortnite and Roblox will be able to attract customers to their external stores and far from the Apple commission.
Some users will buy outside the App Store, many will not
, saying that not everyone will jump from the ship. Purchases in the application will not go anywhere. Many users most likely will not want to leave the game to share the data of the credit card.
there is a reason why the Apple purchas system is so profitable and MDash; It is simple and safe. Clients who want to buy currency in an appendix or uploaded content meet with a familiar modal, double pressing button, a smile for the camera and make a purchase.
Leaving the application, the opening of the web interface, the entrance to the system, exchange of the credit card data and making the purchase thus not perfect or convenient. If we are going to make assumptions, this is that most users most likely will not worry about this external flow of purchase if heavy incentives are not offered.
Fortnite does not even offer discounts on the V-boxes purchased outside. Instead, users receive bonus epic loans that can be used on EPIC game windows. It may work, some.
it is unnecessary to say that it will probably have some influence on Apple's income, but not so many. Apple may try to rethink the commission and how it earns money to reassure developers and regulators in the future, but let's not get ahead of ourselves from assumptions and guesses.
especially not those that are grandiose, based on fiction.