Apple will only lose $600 million next year

Share with friends and circle of friends by scanning QR code on wechat on Wednesday, US local time, Apple announced that it would halve the commission rate charged to small app developers and individual developers with revenue less than $1 million, from 30% to 15%. After the announcement, major media and institutional analysts have commented, they admit that 98% of developers will benefit from it, but it will not have a substantial impact on Apple's profits. New York Times: Apple finds the best of both worlds Apple's measures to cut the Commission of small and medium-sized developers in the app store will hardly have a big impact on its profits, but it is a sudden change in the company's attitude towards the Commission issue, which Apple has resolutely not compromised before. In the 12 years since its launch, the app store has helped Apple achieve remarkable growth, but the company seems reluctant to take any measures to change it, even as apple is actively defending its charging policy when it becomes the focus of antitrust complaints. now, Apple seems to have found a way to get the best of both worlds, both to win the favor of countless developers and to allow its executives to defend their Commission issues to regulators and journalists without too much cost to the company. Sensor tower, an app analyst, estimates that the change will affect 98% of developers who pay Apple commissions, but only 5% of the app store's revenue last year. However, a cut in commission rates may not calm the differences between apple and large app developers, who have long complained about the charging policy, and Apple may just be trying to placate regulators. Washington Post: apple is trying to evade regulation critics, including many developers, believe that apple is trying to evade regulation by lowering the commission rate of its app store, which will not improve the competition and innovation of Apple's app store, and will not change the business fundamentals of the app store. Many developers have accused apple of using the app store for anti competitive behavior, and lawmakers are investigating. Andy yen, founder and CEO of protonmail, said Apple had "ulterior motives" in offering discounts to small developers. "Apple's position is basically this: as long as you're not big enough to compete with us, you're entitled to a fee cut," he said. But once you start to gain traction, we will immediately use anti competitive pricing to consolidate our dominance. " Adam Grossberg, a spotify spokesman, said: "we want regulators to ignore Apple's" window dressing. " "I think it's a very clever expedient, and I hope it won't work," said David heinemeier Hansson, co-founder of Basecamp, an email service. The impact is so small that it's like a joke. " The Federal Trade Commission and the Department of justice declined to comment on Apple's move. A spokesman for the European Commission, the EU's top antitrust enforcement agency, said the investigation was still under way. Wall Street Journal: divide app developers Apple will halve the commission it will charge smaller developers selling software through app stores, which means Apple has made some concessions to critics on how to exercise power in its digital ecosystem. However, Apple's new move only applies to small developers with revenue less than $1 million, so large developers like Epic Games and spotify still need to pay 30% commission. Tim Sweeney, chief executive of Epic Games, said Apple's move was to divide the developer community from uniting against apple. Apple hopes to eliminate enough critics so they can get away with it by blocking competition. as a result, the fee reduction provides apple with the ability to defend itself against claims that its actions hurt small developers, while keeping most of Apple's App Store revenue unaffected. Gene Munster, an analyst at venture capital firm Loup ventures, said Apple's discount was unlikely to have a significant impact on its revenue. He estimated that the move would cost Apple $1.6 billion and cut apple's revenue forecast for the current fiscal year by 0.5%. Munster estimates that Apple will still receive $15.8 billion in commission from developers this year. Andrew uerkwitz, an analyst at Oppenheimer, said Apple was looking to strengthen its position in the eyes of regulators. This will not have a significant impact on Apple's revenue. Instead, it shows that Apple cares about small developers. However, the timing of the rate change may not bode well for apple. "To do so under duress could deprive apple of the appearance of support for developers," Jefferies analyst Ken rumph said Apple's App Store revenue will continue to rise Apple will halve the commission it charges most developers who sell software and services in the app store, marking the biggest change in its revenue structure since the service was launched in 2008. However, for many developers, this is still not enough. revenue from app developers has always been key to Apple's growing services business, which has revenue of nearly $54 billion in fy2020. Toni sacconaghi, an analyst at Sanford C Bernstein, said the app store is one of several products and services that make up Apple's service sector, but it is its biggest source of revenue. He estimates that app stores alone will generate $18.7 billion in commission revenue in 2021, about a third of Apple's total service revenue next year. Shannon cross, an analyst at cross research, estimates that the fee adjustment will reduce Apple's revenue by about $600 million in 2021 (in fiscal year 2020, Apple's revenue was $274.5 billion, and $600 million was less than a day's revenue for apple.) , which is only 3% of her company's forecast for app store sales. Apple is betting that the cost reduction will lead developers to develop more < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%BA%94%E7%94%A8%E7%A8%8B%E5%BA%8F "> app < / a >, and stick to the app store, which will generate enough new revenue to offset any potential negative financial impact of the fee reduction.

摩根大通：降费对苹果影响有限

苹果已经面向多数?
2023-03-22 10:04:23

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