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AAPL

+19 pts



BofA Apple Note - Global App store rev growth declines y/y in F4Q22 QTD due to weakness in China

By DegenerateBull on Sept. 6, 2022, 5:18 a.m.
Tagged topics: app downloads , App Store

Views: 17, Votes: 4, Responses: 0, Attachments: 1
AAPL , GOOGL , MTCH , BMBL

+33 pts



Google Play Store Brings Back Alternative Billing in Europe

By scorpioduck on July 19, 2022, 4:40 p.m.
Tagged topics: App Store , Google Play

Views: 20, Votes: 4, Responses: 0, Attachments: 1
MTCH , GOOGL

+32 pts



$MTCH - the gloves are off

By cassie on May 10, 2022, 3:47 p.m.
Tagged topics: App Store , Google Play , lawsuit

Views: 128, Votes: 2, Responses: 0, Attachments: 1
AAPL , GOOGL

+38 pts



$AAPL $GOOGL - it's only a matter of time before alternative payments are mandated globally across app stores

By phenphen on March 31, 2022, 11:04 a.m.
Tagged topics: App Store

Views: 154, Votes: 4, Responses: 0, Attachments: 1
ZNGA , PLTK , SCPL , MTCH , BMBL , DUOL

+34 pts



September mobile app data update - $ZNGA 3Q pacing ahead of guidance, but still declining qoq

By josiebe on Oct. 26, 2021, 1:27 p.m.
Tagged topics: analyst checks , App Store , Google Play , gaming , online dating

Views: 51, Votes: 2, Responses: 0, Attachments: 2
AAPL , GOOGL

+2 pts



Thanks...

By uniqueerique on Oct. 22, 2021, 4:19 p.m.
Tagged topics: App Store , Google Play , price cut , App Store commission

Views: 1, Votes: 2, Responses: 0, Attachments: 0
AAPL , GOOGL

+39 pts



Goldman sees immaterial impact to $AAPL if #AppStore matched $GOOGL Play store's fee cut

By ethonomics on Oct. 22, 2021, 12:52 p.m.
Tagged topics: App Store , Google Play , price cut , App Store commission

Views: 193, Votes: 4, Responses: 1, Attachments: 2
AAPL

+33 pts



$AAPL - Goldman breaks down EPIC ruling, says it was 'mixed' for Apple, with anti-steering ban negative, but no monopoly ruling positive, as #AppStore dispute continues

By mooreideas on Sept. 15, 2021, 10:23 a.m.
Tagged topics: App Store , Goldman Sachs , Epic Games lawsuit , anti-steering policy

Views: 62, Votes: 1, Responses: 0, Attachments: 2
GOOGL , AAPL

+32 pts



$GOOGL - Raymond James sees 'modest risk' to estimates from $AAPL court ruling, but says it will take time to play out

By mooreideas on Sept. 13, 2021, 6 p.m.
Tagged topics: App Store , Google Play , big tech , risk to estimates , Raymond James , Epic Games lawsuit

Views: 225, Votes: 1, Responses: 0, Attachments: 2
AAPL , GOOGL , FB , U , MTCH , BMBL

+39 pts



Morgan Stanley says #AppStore fee changes would impact $AAPL revenues by 2% in 'worse case', accelerate mobile gaming consolidation

By labjordan on Sept. 13, 2021, 5:19 p.m.
Tagged topics: market consolidation , App Store , big tech , Morgan Stanley , mobile gaming , Epic Games lawsuit , in-app purchases

Views: 272, Votes: 3, Responses: 0, Attachments: 2
AAPL

+36 pts



$AAPL - JP Morgan says #AppStore #AntiSteering Policy is likely to have only modest impact

By mooreideas on Aug. 27, 2021, 6:23 p.m.
Tagged topics: App Store , big tech , JP Morgan , anti-steering policy

Views: 251, Votes: 3, Responses: 0, Attachments: 2
AAPL , GOOGL

+5 pts



As I mentioned above, iOS users are also more likely to spend on in-app purchases. Apple takes 30% cut on those too, which is a...

By Noto on May 20, 2021, 2:30 a.m.
Tagged topics: analyst checks , Services , App Store , deep dive , Barclays , App Tracking Transparency , Epic Games lawsuit , growth deceleration , iOS privacy changes

Views: 1, Votes: 1, Responses: 0, Attachments: 0
AAPL , GOOGL

+10 pts



Lets also not forget, $NASDAQ:AAPL* users tend to be likelier to spend on #in-app purchases*: https://www.androidauthority.com/new-report-reveals-that-ios-users-spend-2-5-more-on-in-app-purchases-than-android-users-700983/ "It has long been known among mobile developers that...

By Noto on May 20, 2021, 2:28 a.m.
Tagged topics: analyst checks , Services , App Store , deep dive , Barclays , App Tracking Transparency , Epic Games lawsuit , growth deceleration , iOS privacy changes , in-app purchases

Views: 2, Votes: 1, Responses: 0, Attachments: 0
AAPL , GOOGL

+8 pts



I believe we will hit high end of price target, which is same as kathy target. Apple eco-system is sticky and Young people are mostly...

By anon7828 on May 19, 2021, 4:03 p.m.
Tagged topics: analyst checks , Services , App Store , deep dive , Barclays , App Tracking Transparency , Epic Games lawsuit , growth deceleration , iOS privacy changes

Views: 4, Votes: 2, Responses: 1, Attachments: 0
AAPL , GOOGL

+39 pts



$AAPL - Barclays deep dive on Apple Services suggests growth deceleration over next two years after a very strong FY21

By mooreideas on May 19, 2021, 12:58 p.m.
Tagged topics: analyst checks , Services , App Store , deep dive , Barclays , App Tracking Transparency , Epic Games lawsuit , growth deceleration , iOS privacy changes

Views: 223, Votes: 3, Responses: 3, Attachments: 16
AAPL

+31 pts



$AAPL - JP Morgan highlights data revealed from opening arguments in Epic Games lawsuit, including Apple accounting for ~30% of gaming transaction market

By mooreideas on May 4, 2021, 10:22 a.m.
Tagged topics: analyst checks , App Store , big tech , JP Morgan , Epic Games lawsuit , Fortnite , gaming transactions , App Store commission

Views: 189, Votes: 1, Responses: 0, Attachments: 3
AAPL

+34 pts



$AAPL - Goldman (bear) sees downside to street estimates on Services driven by slowdown in App Store growth post COVID

By labjordan on April 1, 2021, 3:05 p.m.
Tagged topics: negative catalyst , Apple TV+ , App Store , post-COVID , analyst lowers estimates , Goldman Sachs , reopening trade

Views: 429, Votes: 2, Responses: 0, Attachments: 12
AAPL

+37 pts



$AAPL - Morgan Stanley's detailed data tracking suggests Apple is set for a strong Q4 driven by App Store and iPhone 12

By josiebe on Jan. 6, 2021, 12:21 p.m.
Tagged topics: analyst checks , App Store , iPhone 12 , Morgan Stanley

Views: 262, Votes: 4, Responses: 0, Attachments: 55
AAPL

+30 pts



$AAPL - iOS14 changes could cut app ad monetization by 50%

By bbern3 on July 6, 2020, 5:42 p.m.
Tagged topics: App Store , iOS14 , IDFA

Views: 136, Votes: 1, Responses: 0, Attachments: 0
AAPL

+31 pts



Assumptions for $AAPL through this crisis

By josiebe on April 3, 2020, 10:32 a.m.
Tagged topics: analyst checks , China , iPhone , service growth , upgrade cycle , App Store , coronavirus , store closures , supply chain constraints , Rest of World

Views: 306, Votes: 2, Responses: 0, Attachments: 0