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Introduction

Top-grossing app publishers are rebelling against Apple’s app-store billing. What will be the consequences for Apple’s increasingly important Services revenue? And will publishers get away with cutting off iTunes billing without hurting paid-user acquisition?

Highlights

  • With leading subscription apps such as Netflix and Spotify now turning their backs on iTunes billing, much of the momentum behind Apple’s growing subscription revenue could be lost. That would be bad news for Apple’s share price and its hard-earned trillion-dollar valuation.
  • The imminent threat of regulatory action is likely to be emboldening app publishers to push the limits of Apple’s walled garden.
  • Apple has so far escaped the wrath of regulators, but the recent multibillion dollar fines slapped by the EU on Google show just how hostile the regulatory climate has become for digital platforms deemed as too powerful.

Features and Benefits

  • Learn what the consequences might be of the growing rebellion against iTunes billing for Apple’s increasingly important Services revenue.
  • Learn what some of the dangers might be for app publishers cutting off iTunes billing.
  • Find out how imminent regulatory action is against Apple’s restrictive billing rules.

Key questions answered

  • What will be the consequences of the growing rebellion against iTunes billing for Apple’s increasingly important Services revenue?
  • Will app publishers get away with cutting off iTunes billing without hurting paid-user acquisition?
  • How imminent is regulatory action against Apple’s restrictive billing rules?

Table of contents

Ovum view

  • Summary
  • Threat to major silver lining for Apple investors
  • Apple should fear imminent regulatory action
  • Recommendations

Appendix

  • Further reading
  • Author

Recommended Articles

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