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Will App Store's pull-out model hinder service growth?

2019-1-20 14:31| 发布者: 左二爷| 查看: 142| 评论: 0|来自: 四川耍耍网www.cdwanshua.com

摘要: In the morning of January 20, according to CNBC, an analyst at Bernstein, Toni Sacconaghi, said that developers'dissatisfaction with the withdrawal of the App Store model would undermine the long-term ...
In the morning of January 20, according to CNBC, an analyst at Bernstein, Toni Sacconaghi, said that developers'dissatisfaction with the withdrawal of the App Store model would undermine the long-term growth of the business. Although Apple has been promoting "service" as the company's main growth point in the future.

In a report to investors, Saxony wrote that investors feared that developers would oppose the "apple tax", which would undermine the growth of Apple's service sector. "Although the service sector grew by 18% in December, we started to worry investors that the App Store might be the next drop point." Sacknaki wrote.

"The headlines of the past few months are not very encouraging. Netflix, streaming music platform Spotify and game manufacturer Fortnite have stopped or threatened to stop paying 15% to 30% of App Store revenue, the so-called "Apple Tax".

On the other hand, Saxony acknowledged that App Store accounted for 40% of the growth in all services, because Apple cut its share by 30%. Investors, however, were concerned about Netflix's decision last month to remove in-app payment from its iOS applications for new users. Other developers are also concerned about the App Store revenue sharing model.

Saxony acknowledges these concerns, but they also believe that the iPhone is the biggest concern for investors. Saxony said that although there was no solution for other big companies to follow Netflix's footsteps and get rid of the "Apple Tax", they were not so worried about the decline in revenue from the App Store, on the contrary, the iPhone was the biggest problem. "Smartphone sales are expected to fall further," he said.

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