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- EvelynqqlEvelynqql
  ·2021-09-23
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- EvelynqqlEvelynqql
  ·2021-09-11
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  Why Apple’s Risk Is Limited
  Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30%
  Why Apple’s Risk Is Limited
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- EvelynqqlEvelynqql
  ·2021-09-11
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- EvelynqqlEvelynqql
  ·2021-09-08
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- EvelynqqlEvelynqql
  ·2021-09-08
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- EvelynqqlEvelynqql
  ·2021-09-03
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- EvelynqqlEvelynqql
  ·2021-08-30
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  Making Sense of Apple's App Store Rule Tweaks: 'Cupertino Is One Step Ahead of Regulatory Curve'
  Apple, Inc.(NASDAQ: announcedThursday new App store rules, marking the second refinement in 10 month
  Making Sense of Apple's App Store Rule Tweaks: 'Cupertino Is One Step Ahead of Regulatory Curve'
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- EvelynqqlEvelynqql
  ·2021-08-28
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- EvelynqqlEvelynqql
  ·2021-08-27
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- EvelynqqlEvelynqql
  ·2021-08-26
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Apple’s own payment system takes a 30%","content":"<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.</p>\n<p>In a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.</p>\n<p>Data from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.</p>\n<p>SensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.</p>\n<p>Gene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.</p>\n<p>Munster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.</p>\n<p>“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”</p>\n<p>Evercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.</p>\n<p>Wedbush analyst Dan Ives told&nbsp;<i>Barron’s</i>&nbsp;he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.</p>\n<p>The ruling is more a positive for companies like&nbsp;Spotify Technology&nbsp;and&nbsp;Match Group&nbsp;than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97&nbsp;on&nbsp;Friday, while Spotify and March gained 0.7% and&nbsp;4.2%, respectively.</p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Why Apple’s Risk Is Limited</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhy Apple’s Risk Is Limited\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-11 08:52 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2><strong>Barrons</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded ...</p>\n\n<a href=\"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.barrons.com/articles/apple-app-store-epic-51631304007?mod=hp_LEAD_1_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147045390","content_text":"Apple faces real, but limited, risk to its revenue and profits from Friday’s ruling that requires it to allow developers to offer alternative payment methods for purchases made in apps downloaded through the Apple app store.\nIn a case filed by Fortnite publisher Epic Games, U.S. District Judge Yvonne Gonzalez Rogers issued a permanent injunction that requires Apple (ticker: AAPL) to allow developers the option to include links to alternative payment methods in their apps. Apple’s own payment system takes a 30% cut from large developers.\nData from the app tracker SensorTower shows that in calendar 2020, Apple had overall revenue from the App Store of $72.3 billion, generating an estimated $21.7 billion in fees, or about 7% of Apple’s overall revenues. That includes $21 billion in spending in the U.S., generating about $6.3 billion in fees, or about 2% of annualized revenues.\nSensorTower estimates that mobile-game spending in the App Store in calendar 2020 was $47.6 billion, generating $14.3 billion in fees, or a little under 5% of Apple’s total revenues.\nGene Munster, managing director of the venture firm Loup Capital and a former sell-side analyst with a long history of tracking Apple, estimated that the App Store accounts for about 14% of the company’s profits. But he sees limited risk from Friday’s ruling.\nMunster thinks most app developers will stay inside of the Apple system. He sees “at most” a 2% headwind to overall revenue, and a potential 4% hit to profits.\n“After the first year of these changes, app store growth rates will return to normal,” he said. “Bottom line, it’s at most a one-year headwind and does not change the big picture of where Apple is going over the next 5 years.”\nEvercore ISI analyst Amit Daryanani said in a research note that the ruling is a setback for Apple, but that the eventual impact is likely to be manageable, given Apple has alternative ways to generate revenue from the store, including its growing in-store ad business. And he noted that Apple actually got a win on a bigger issue in the case: The judge rejected Epic’s assertion that the App Store is an illegal monopoly. Daryanani estimated the risk to Apple’s per-share earnings at 2% to 4%.\nWedbush analyst Dan Ives told Barron’s he thinks the worst-case scenario is a 3% to 4% hit to revenues, describing the risk as a “rounding error.” While Ives said the Street had expected an across-the-board win for Apple, the mixed decision removes an overhang on the stock and that investors are likely relieved to put the issue to rest.\nThe ruling is more a positive for companies like Spotify Technology and Match Group than it is a negative for Apple, he said. Apple stock fell 3.3% to $148.97 on Friday, while Spotify and March gained 0.7% and 4.2%, respectively.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881565004,"gmtCreate":1631366039108,"gmtModify":1632882941778,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/881565004","repostId":"2166372458","repostType":4,"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889919159,"gmtCreate":1631101906271,"gmtModify":1632884643111,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889919159","repostId":"2165739882","repostType":4,"isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":889910584,"gmtCreate":1631101875148,"gmtModify":1632884643438,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/889910584","repostId":"2165360472","repostType":4,"isVote":1,"tweetType":1,"viewCount":1277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815634232,"gmtCreate":1630674355026,"gmtModify":1632467637537,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/815634232","repostId":"2164874641","repostType":4,"isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811912254,"gmtCreate":1630283458678,"gmtModify":1704957720166,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811912254","repostId":"1152880121","repostType":4,"repost":{"id":"1152880121","kind":"news","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1630281500,"share":"https://www.laohu8.com/m/news/1152880121?lang=&edition=full","pubTime":"2021-08-30 07:58","market":"us","language":"en","title":"Making Sense of Apple's App Store Rule Tweaks: 'Cupertino Is One Step Ahead of Regulatory Curve'","url":"https://stock-news.laohu8.com/highlight/detail?id=1152880121","media":"Benzinga","summary":"Apple, Inc.(NASDAQ: announcedThursday new App store rules, marking the second refinement in 10 month","content":"<p><b>Apple, Inc.</b>(NASDAQ:&nbsp;announcedThursday new App store rules, marking the second refinement in 10 months. The 30% in-app take rate for large developers and 15% take rate for small developers remained unchanged.</p>\n<p><b>Windfall For Small App Developers:</b>Apple's recent App store policy change will likely benefit small developers, given they otherwise are less likely to have a way to contact their users,<b>Loup Funds</b>Managing Partner<b>Gene Munster</b>said in a note.</p>\n<p>Large developers such as<b>Netflix, Inc.</b>and&nbsp;<b>Spotify Technology SA</b>&nbsp; have already stepped away from Apple, prohibiting new users to sign up inside the App Store, the analyst said.</p>\n<p><b>\"Win-win\" For All Stakeholders:</b>The changes announced do&nbsp;not allow developers to advertise within their apps about alternative payment options, the analyst said.</p>\n<p>\"This is a moderation, not an elimination, of the anti-steering clause,\" he added.</p>\n<p>Apple's adjustment, according to the analyst, is a win-win-win for all three parties – Apple, app makers and lawmakers.</p>\n<p><b>Allowing Third-party App Stores Next Bone of Contention:</b>There is a low probability of regulators making any movement on take rate, due to the complexity involved, the analyst said.</p>\n<p>Given Apple has a 50% market share in the U.S., the tech giant may be forced to allow third-party app stores on iOS, according to the analyst.</p>\n<p>Explaining the modality of how this will pan out, Munster said, an iPhone user will go to Apple's App Store and download a third-party app such asEpic Gamesor a large centralized store like&nbsp;<b>Alphabet, Inc.</b>'s Google. Upon entering the third-party app store, the user will download an additional app, he added.</p>\n<p>Once an additional app, say a gaming app, is installed on the iPhone, the iPhone user would access the app as they do any other iOS app, the analyst said.</p>\n<p><b>Not Much Is Going to Change:</b>&nbsp;By moderating the anti-steering clause, Apple is giving more control to developers and ultimately consumers, especially with respect to their payment methods, Munster said. That said, the analyst expects little to change in terms of consumer behavior.</p>\n<p>\"While transacting through the App Store may be more expensive than going direct to a developer, the App Store makes it easier for users to manage multiple subscriptions, gives them frictionless payments, along with lowering the risk of malware and providing greater payment security,\" the analyst said.</p>\n<p>Munster expects more than 95% of users to continue to rely on the App Store for payments.</p>\n<p><b>A Step Ahead of Regulators:</b>Munster believes regulators will likely be pleased with Apple's compromise as it gives consumers more choice and reduced distribution and maintenance costs for app developers.</p>\n<p>\"While additional App Store regulation proposals will continue to surface, particularly around third-party app stores, Apple's revisions to the App Store keep&nbsp;them one step ahead of the regulatory curve,\" the analyst concluded.</p>\n<p>Apple shares closed Friday's session up 0.72% at $148.60.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Making Sense of Apple's App Store Rule Tweaks: 'Cupertino Is One Step Ahead of Regulatory Curve'</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMaking Sense of Apple's App Store Rule Tweaks: 'Cupertino Is One Step Ahead of Regulatory Curve'\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-30 07:58</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Apple, Inc.</b>(NASDAQ:&nbsp;announcedThursday new App store rules, marking the second refinement in 10 months. The 30% in-app take rate for large developers and 15% take rate for small developers remained unchanged.</p>\n<p><b>Windfall For Small App Developers:</b>Apple's recent App store policy change will likely benefit small developers, given they otherwise are less likely to have a way to contact their users,<b>Loup Funds</b>Managing Partner<b>Gene Munster</b>said in a note.</p>\n<p>Large developers such as<b>Netflix, Inc.</b>and&nbsp;<b>Spotify Technology SA</b>&nbsp; have already stepped away from Apple, prohibiting new users to sign up inside the App Store, the analyst said.</p>\n<p><b>\"Win-win\" For All Stakeholders:</b>The changes announced do&nbsp;not allow developers to advertise within their apps about alternative payment options, the analyst said.</p>\n<p>\"This is a moderation, not an elimination, of the anti-steering clause,\" he added.</p>\n<p>Apple's adjustment, according to the analyst, is a win-win-win for all three parties – Apple, app makers and lawmakers.</p>\n<p><b>Allowing Third-party App Stores Next Bone of Contention:</b>There is a low probability of regulators making any movement on take rate, due to the complexity involved, the analyst said.</p>\n<p>Given Apple has a 50% market share in the U.S., the tech giant may be forced to allow third-party app stores on iOS, according to the analyst.</p>\n<p>Explaining the modality of how this will pan out, Munster said, an iPhone user will go to Apple's App Store and download a third-party app such asEpic Gamesor a large centralized store like&nbsp;<b>Alphabet, Inc.</b>'s Google. Upon entering the third-party app store, the user will download an additional app, he added.</p>\n<p>Once an additional app, say a gaming app, is installed on the iPhone, the iPhone user would access the app as they do any other iOS app, the analyst said.</p>\n<p><b>Not Much Is Going to Change:</b>&nbsp;By moderating the anti-steering clause, Apple is giving more control to developers and ultimately consumers, especially with respect to their payment methods, Munster said. That said, the analyst expects little to change in terms of consumer behavior.</p>\n<p>\"While transacting through the App Store may be more expensive than going direct to a developer, the App Store makes it easier for users to manage multiple subscriptions, gives them frictionless payments, along with lowering the risk of malware and providing greater payment security,\" the analyst said.</p>\n<p>Munster expects more than 95% of users to continue to rely on the App Store for payments.</p>\n<p><b>A Step Ahead of Regulators:</b>Munster believes regulators will likely be pleased with Apple's compromise as it gives consumers more choice and reduced distribution and maintenance costs for app developers.</p>\n<p>\"While additional App Store regulation proposals will continue to surface, particularly around third-party app stores, Apple's revisions to the App Store keep&nbsp;them one step ahead of the regulatory curve,\" the analyst concluded.</p>\n<p>Apple shares closed Friday's session up 0.72% at $148.60.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152880121","content_text":"Apple, Inc.(NASDAQ: announcedThursday new App store rules, marking the second refinement in 10 months. The 30% in-app take rate for large developers and 15% take rate for small developers remained unchanged.\nWindfall For Small App Developers:Apple's recent App store policy change will likely benefit small developers, given they otherwise are less likely to have a way to contact their users,Loup FundsManaging PartnerGene Munstersaid in a note.\nLarge developers such asNetflix, Inc.and Spotify Technology SA  have already stepped away from Apple, prohibiting new users to sign up inside the App Store, the analyst said.\n\"Win-win\" For All Stakeholders:The changes announced do not allow developers to advertise within their apps about alternative payment options, the analyst said.\n\"This is a moderation, not an elimination, of the anti-steering clause,\" he added.\nApple's adjustment, according to the analyst, is a win-win-win for all three parties – Apple, app makers and lawmakers.\nAllowing Third-party App Stores Next Bone of Contention:There is a low probability of regulators making any movement on take rate, due to the complexity involved, the analyst said.\nGiven Apple has a 50% market share in the U.S., the tech giant may be forced to allow third-party app stores on iOS, according to the analyst.\nExplaining the modality of how this will pan out, Munster said, an iPhone user will go to Apple's App Store and download a third-party app such asEpic Gamesor a large centralized store like Alphabet, Inc.'s Google. Upon entering the third-party app store, the user will download an additional app, he added.\nOnce an additional app, say a gaming app, is installed on the iPhone, the iPhone user would access the app as they do any other iOS app, the analyst said.\nNot Much Is Going to Change: By moderating the anti-steering clause, Apple is giving more control to developers and ultimately consumers, especially with respect to their payment methods, Munster said. That said, the analyst expects little to change in terms of consumer behavior.\n\"While transacting through the App Store may be more expensive than going direct to a developer, the App Store makes it easier for users to manage multiple subscriptions, gives them frictionless payments, along with lowering the risk of malware and providing greater payment security,\" the analyst said.\nMunster expects more than 95% of users to continue to rely on the App Store for payments.\nA Step Ahead of Regulators:Munster believes regulators will likely be pleased with Apple's compromise as it gives consumers more choice and reduced distribution and maintenance costs for app developers.\n\"While additional App Store regulation proposals will continue to surface, particularly around third-party app stores, Apple's revisions to the App Store keep them one step ahead of the regulatory curve,\" the analyst concluded.\nApple shares closed Friday's session up 0.72% at $148.60.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":813170729,"gmtCreate":1630160482761,"gmtModify":1704956634459,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/813170729","repostId":"2162521078","repostType":4,"isVote":1,"tweetType":1,"viewCount":2145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819081647,"gmtCreate":1630022489989,"gmtModify":1704954651383,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/819081647","repostId":"2162847016","repostType":4,"isVote":1,"tweetType":1,"viewCount":1587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":810540518,"gmtCreate":1629988224634,"gmtModify":1704954266729,"author":{"id":"3578350504021466","authorId":"3578350504021466","name":"Evelynqql","avatar":"https://static.tigerbbs.com/26fc5d52b62cf4d76e72b5ffdb8d9466","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3578350504021466","idStr":"3578350504021466"},"themes":[],"htmlText":"👍🏻","listText":"👍🏻","text":"👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810540518","repostId":"2162931260","repostType":4,"isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"followers","isTTM":false}