Latest ideas and analyses related to Epic Games lawsuit

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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: 19, 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: 158, Votes: 1, Responses: 0, Attachments: 2
AAPL , GOOGL , FB , U , MTCH , BMBL

+38 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: 181, Votes: 2, Responses: 0, Attachments: 2
AAPL

+30 pts



$AAPL - Needham says #EPIC decision was a 'clear win' for Apple

By labjordan on Sept. 13, 2021, 1:53 p.m.
Tagged topics: big tech , Needham , Epic Games lawsuit

Views: 221, Votes: 1, Responses: 0, Attachments: 2
AAPL

+32 pts



$AAPL - JP Morgan says Judge Rogers' ruling on EPIC lawsuit likely 'only one of many milestones', maintains view that risk to Apple is limited

By mooreideas on June 8, 2021, 12:43 p.m.
Tagged topics: JP Morgan , limited downside , Epic Games lawsuit , Fortnite , App Store commission

Views: 134, Votes: 2, Responses: 0, Attachments: 11
AAPL , GOOGL

+5 pts





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





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





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: 157, 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: 129, Votes: 1, Responses: 0, Attachments: 3