Asymco.com Website Review

As mobile markets become increasingly saturated, having the right data is essential for making the right decisions. That’s where Explorer With comprehensive coverage across every major market, including Apple and Google’s app stores, Appfigures Explorer Whether you’re evaluating competitors, an*lyzing specific market segments, discovering new opportunities, or just keeping tabs on the year history of App Store, making the progress of payments and hence revenue and spending easily trackable. The other regularly reported figure is the business segment revenue where App sales are currently allocated. Now called “Services” this omnibus segment includes many other sources of revenues such as: This combined Services segment is significant with $35 billion revenues in the last 12 months. This is quite a jump from 2016 when Services had crossed $25 billion. At the end of 2016 Apple said it expected Services revenue to double by 2020. With a growth rate Consumer spending on Apple services includes more than what it books as revenue since only the (typically) 30% of App Revenues is I described the visibility into App Store revenues (which is the orange area in the graphs above) but the other sub-segments of Services are much more difficult to ascertain. Of special interest is Other Services which includes very high margin services. As part of It’s known that Google pays Apple for the default placement of Google search within Safari on iOS and Mac OS. That payment is registered by Google as a “Traffic Acquisition Cost” or TAC. TAC is essentially payment for distribution where what is granted by the distributor is access to queries (traffic.) This way Apple acts as distributor for Google. So, for that matter, does Firefox which also What is peculiar is that the amount of TAC paid by Google to Apple is becoming staggering. A few years ago Google was paying over 20% of its revenues as TAC. Recently that ratio rose to 23%. Bernstein an*lyst Toni Sacconaghi