The fact that Apple has managed to have this really 30 percent tax on any developer, small, big, any kind of company. I have an iPhone, either you got one or the other. You got Apple and you've got Google - or Alphabet. You want a phone, there's only two places you can go at least as far as the operating, and they're both huge companies. First of all, we talked about Facebook being a utility. I think that question is more of a spectrum rather than a black and white answer. They had $81 billion of sales and 64 billion was from products.īowman: I think I agree with Toby that I wouldn't sell on this news, but I think this is really something worth following because there's this debate about this big tech monopoly, Apple and Facebook, all these companies, Google. I don't quite remember what percentage of Apples came from where, but they still make a lot of money on selling stuff, selling ipads, selling iphones.īordelon: The App Store revenue while substantial, I don't believe that was the majority, it's elsewhere that they're making most of their money. We looked at some of these big tech companies before in terms of their revenue mix. I think this is not a reason to get rid of company. But obviously that means because they were forced to. Trying to get ahead of it by saying, I think to stave off some of these potential antitrust investigations by just saying, we fixed that problem. This was inevitable and it's coming and was going to come everywhere.
But this is going to be the minimum, I think, they would have had to do when you start looking at potential issues in the EU, even here in the United States. They put the spin on, well, it's simpler and easier and better for our customers, fine. What they decided was they just going to do it everywhere. They are required to do this as part of a settlement with regulators, and I believe it's Japan. Let's not pretend that they are doing this for any other reason than because they were forced to. It absolutely means less revenue for Apple. You're starting to see the walled garden has come down a little bit, I think. I want to say this is transformative for the industry in many ways. Toby, is this a sell?īordelon: For Apple. But is this a sell signal for Apple shareholders? Are you worried about this change for Apple? Let's do this in two parts. Well, that's true because services revenue is just a huge portion of Apple's business and it's only getting bigger. I've seen some really neat articles on the website that talk about Apple's iPhone sales are declining, but it shouldn't matter. For Apple shareholders, the services business is the future of Apple. They're allowing these companies to put a link in their app to allow users to directly set up or manage their accounts and do things like, have subscription fees taken directly through the company and avoid the 30 percent charge through the App Store. It's like Apple is bending over backwards.
Things like Netflix and Spotify will be allowed to include a link with their apps. Brian Withers: New York Times article says that on Wednesday, Apple said it was adjusting its App Store policies through - I don't know whether this is pressure from lawsuits, or antitrust, or whatever - but, Apple is changing its rules for its App Store and will allow certain applications to do more business directly with customers.
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