Mohmoon
2021-06-03
This is good
As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着Epic fight将所有目光都集中在App Store收入上，苹果提供的数字目标要大得多</blockquote>
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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":118316330,"tweetId":"118316330","gmtCreate":1622718987320,"gmtModify":1631892316287,"author":{"id":3574811378402919,"idStr":"3574811378402919","authorId":3574811378402919,"authorIdStr":"3574811378402919","name":"Mohmoon","avatar":"https://static.tigerbbs.com/a120771ee3df52cce9049212c037765a","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>This is good</p></body></html>","htmlText":"<html><head></head><body><p>This is good</p></body></html>","text":"This is good","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/118316330","repostId":2140444382,"repostType":4,"repost":{"id":"2140444382","kind":"highlight","pubTimestamp":1622712684,"share":"https://www.laohu8.com/m/news/2140444382?lang=zh_CN&edition=full","pubTime":"2021-06-03 17:31","market":"us","language":"en","title":"As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着Epic fight将所有目光都集中在App Store收入上，苹果提供的数字目标要大得多</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2140444382","media":"MarketWatch","summary":"After keeping actual App Store figures from public view during antitrust trial, researchers paid by ","content":"<p>After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'</p><p><blockquote>在反垄断审判期间不让公众看到App Store的实际数据后，苹果付费的研究人员报告称，App Store在2020年“促进”了超过6000亿美元的销售额，并避免提及“利润”一词</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d6522c2d190b55acf8a142a29827d6e\" tg-width=\"1260\" tg-height=\"877\"><span>Apple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司周三公布了其委托研究人员进行的一项研究，详细介绍了App Store的范围。</span></p></blockquote></p><p> Amid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.</p><p><blockquote>在监管机构和开发商的审查中，苹果公司周三给出的数据说明了App Store的巨大规模和范围，但再次避免提供在线市场收入和利润的硬数据。</blockquote></p><p> The App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to conduct the 30-page report. The word \"profit\" does not appear in the report.</p><p><blockquote>根据苹果聘请的第三方研究机构Analysis Group的数据，App Store生态系统去年“促进”了6430亿美元的全球账单和销售额，比2019年的5190亿美元增长了24%<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>进行30页的报告。报告中没有出现“利润”一词。</blockquote></p><p> The independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.</p><p><blockquote>这项独立研究是在苹果与该公司下周举行的全球开发者大会（WWDC）的合作下完成的，提供了这家经济巨头的另一个快照，在苹果有争议的反垄断案件中，该公司的收入和盈利能力一直是一个严格保守的秘密。.Epic Games Inc.堡垒之夜的制造商声称，这个已有12年历史的应用商店是一个赚钱的垄断企业，以牺牲开发者的利益为代价，为苹果带来了数十亿美元的利润。</blockquote></p><p> Apple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.</p><p><blockquote>苹果从未透露过App Store的收入或利润，而且它确实提供了一位史诗般的专家证人的数据也隐藏在公众视野之外。Berkeley Research Group的证人Ned Barnes表示，App Store的利润率接近80%，尽管苹果高管在证词中对这一数字提出了质疑。</blockquote></p><p> Throughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.</p><p><blockquote>在为期3周的试验中，苹果高管直至首席执行官蒂姆·库克都坚称，他们不知道App Store是否盈利。他们表示，计算损益很困难，因为他们在研发上花费了数十亿美元，而且App Store的结构和支付系统错综复杂。</blockquote></p><p> The Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).</p><p><blockquote>Analysis Group的研究尖锐地得出结论，全球6430亿美元的账单和销售额中约90%发生在App Store之外，而苹果没有从这些销售中收取佣金。中国以3000亿美元领先，其中大部分是通过使用移动支付销售实物商品和服务，其次是美国（1750亿美元）、欧洲（740亿美元）和世界其他地区（940亿美元）。</blockquote></p><p> Specifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)</p><p><blockquote>研究发现，具体来说，App Store生态系统促进的账单和销售额在2020年增长了24%，达到1240亿美元。在疫情期间，数字商品和服务类别增长了41%，达到860亿美元，而实体商品和服务增长了24%，达到5110亿美元。旅行和叫车类别（实物商品和服务的子集）集体下跌了30%。（2020年出行总额为380亿美元；网约车为260亿美元。）</blockquote></p><p> <b>Epic vs. Apple: The (predicted) verdict is in</b></p><p><blockquote><b>Epic vs.苹果：（预测）判决已出炉</b></blockquote></p><p> The researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.</p><p><blockquote>研究人员特别指出，他们提供的最接近应用商店收入的数字——通过应用销售的数字商品和服务的总量——实际上与苹果的数字并不相似。研究人员包括了不是通过App Store购买但在苹果设备上使用的服务的应用程序收入，并且不包括企业软件收入，即使这些应用程序在设备上使用。</blockquote></p><p> Throughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.</p><p><blockquote>在整个报告中，苹果强调了App Store上小企业的重要性，这些企业占App Store上所有开发者的90%以上。报告称，2015年至2020年间，小型开发商的数量增加了40%。</blockquote></p><p> Analysis Group highlighted the work of developers <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>., media company Stitcher, and <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. </p><p><blockquote>分析小组强调了开发人员的工作<a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>媒体公司Stitcher和<a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>（BMBL），一款约会应用程序，是直言不讳的苹果评论家Match Group Inc.的竞争对手。</blockquote></p><p> The success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.</p><p><blockquote>小型开发者的成功与Epic、Match、微软、Spotify Technology和Nvidia等大型开发者形成了鲜明对比，他们中的大多数人在庞大的App Store平台上分发应用程序，他们抱怨商店30%的佣金以及限制性的技术要求。</blockquote></p><p> The Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.</p><p><blockquote>Analysis Group的报告为App Store产生了多少收入和利润的谜团增添了另一层不透明的内容。</blockquote></p><p> Last year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.</p><p><blockquote>去年，苹果报告称，2019年其向全球开发商支付的收入约为390亿美元，但没有提供2020年的类似数字。总而言之，自2008年App Store推出以来，这一数字远高于1000亿美元。</blockquote></p><p></p><p> The company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).</p><p><blockquote>该公司经常将App Store称为“经济奇迹”，并在一系列新闻稿中公开吹嘘其成功，强调其对美国经济（3500亿美元）、创造就业机会（30万个美国新就业岗位）和App Store生态系统（2019年全球账单和销售额为5190亿美元）的贡献。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>As Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着Epic fight将所有目光都集中在App Store收入上，苹果提供的数字目标要大得多</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAs Epic fight puts all eyes on App Store revenue, Apple offers numbers that aim much larger<blockquote>随着Epic fight将所有目光都集中在App Store收入上，苹果提供的数字目标要大得多</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-06-03 17:31</span>\n</p>\n</h4>\n</header>\n<article>\n<p>After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'</p><p><blockquote>在反垄断审判期间不让公众看到App Store的实际数据后，苹果付费的研究人员报告称，App Store在2020年“促进”了超过6000亿美元的销售额，并避免提及“利润”一词</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5d6522c2d190b55acf8a142a29827d6e\" tg-width=\"1260\" tg-height=\"877\"><span>Apple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.</span></p><p><blockquote><p class=\"t-img-caption\"><span>苹果公司周三公布了其委托研究人员进行的一项研究，详细介绍了App Store的范围。</span></p></blockquote></p><p> Amid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.</p><p><blockquote>在监管机构和开发商的审查中，苹果公司周三给出的数据说明了App Store的巨大规模和范围，但再次避免提供在线市场收入和利润的硬数据。</blockquote></p><p> The App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple <a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a> to conduct the 30-page report. The word \"profit\" does not appear in the report.</p><p><blockquote>根据苹果聘请的第三方研究机构Analysis Group的数据，App Store生态系统去年“促进”了6430亿美元的全球账单和销售额，比2019年的5190亿美元增长了24%<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>进行30页的报告。报告中没有出现“利润”一词。</blockquote></p><p> The independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.</p><p><blockquote>这项独立研究是在苹果与该公司下周举行的全球开发者大会（WWDC）的合作下完成的，提供了这家经济巨头的另一个快照，在苹果有争议的反垄断案件中，该公司的收入和盈利能力一直是一个严格保守的秘密。.Epic Games Inc.堡垒之夜的制造商声称，这个已有12年历史的应用商店是一个赚钱的垄断企业，以牺牲开发者的利益为代价，为苹果带来了数十亿美元的利润。</blockquote></p><p> Apple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.</p><p><blockquote>苹果从未透露过App Store的收入或利润，而且它确实提供了一位史诗般的专家证人的数据也隐藏在公众视野之外。Berkeley Research Group的证人Ned Barnes表示，App Store的利润率接近80%，尽管苹果高管在证词中对这一数字提出了质疑。</blockquote></p><p> Throughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.</p><p><blockquote>在为期3周的试验中，苹果高管直至首席执行官蒂姆·库克都坚称，他们不知道App Store是否盈利。他们表示，计算损益很困难，因为他们在研发上花费了数十亿美元，而且App Store的结构和支付系统错综复杂。</blockquote></p><p> The Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).</p><p><blockquote>Analysis Group的研究尖锐地得出结论，全球6430亿美元的账单和销售额中约90%发生在App Store之外，而苹果没有从这些销售中收取佣金。中国以3000亿美元领先，其中大部分是通过使用移动支付销售实物商品和服务，其次是美国（1750亿美元）、欧洲（740亿美元）和世界其他地区（940亿美元）。</blockquote></p><p> Specifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)</p><p><blockquote>研究发现，具体来说，App Store生态系统促进的账单和销售额在2020年增长了24%，达到1240亿美元。在疫情期间，数字商品和服务类别增长了41%，达到860亿美元，而实体商品和服务增长了24%，达到5110亿美元。旅行和叫车类别（实物商品和服务的子集）集体下跌了30%。（2020年出行总额为380亿美元；网约车为260亿美元。）</blockquote></p><p> <b>Epic vs. Apple: The (predicted) verdict is in</b></p><p><blockquote><b>Epic vs.苹果：（预测）判决已出炉</b></blockquote></p><p> The researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.</p><p><blockquote>研究人员特别指出，他们提供的最接近应用商店收入的数字——通过应用销售的数字商品和服务的总量——实际上与苹果的数字并不相似。研究人员包括了不是通过App Store购买但在苹果设备上使用的服务的应用程序收入，并且不包括企业软件收入，即使这些应用程序在设备上使用。</blockquote></p><p> Throughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.</p><p><blockquote>在整个报告中，苹果强调了App Store上小企业的重要性，这些企业占App Store上所有开发者的90%以上。报告称，2015年至2020年间，小型开发商的数量增加了40%。</blockquote></p><p> Analysis Group highlighted the work of developers <a href=\"https://laohu8.com/S/SNAP\">Snap Inc</a>., media company Stitcher, and <a href=\"https://laohu8.com/S/BMBL\">Bumble Inc.</a> (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. </p><p><blockquote>分析小组强调了开发人员的工作<a href=\"https://laohu8.com/S/SNAP\">Snap公司</a>媒体公司Stitcher和<a href=\"https://laohu8.com/S/BMBL\">邦布尔公司。</a>（BMBL），一款约会应用程序，是直言不讳的苹果评论家Match Group Inc.的竞争对手。</blockquote></p><p> The success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.</p><p><blockquote>小型开发者的成功与Epic、Match、微软、Spotify Technology和Nvidia等大型开发者形成了鲜明对比，他们中的大多数人在庞大的App Store平台上分发应用程序，他们抱怨商店30%的佣金以及限制性的技术要求。</blockquote></p><p> The Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.</p><p><blockquote>Analysis Group的报告为App Store产生了多少收入和利润的谜团增添了另一层不透明的内容。</blockquote></p><p> Last year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.</p><p><blockquote>去年，苹果报告称，2019年其向全球开发商支付的收入约为390亿美元，但没有提供2020年的类似数字。总而言之，自2008年App Store推出以来，这一数字远高于1000亿美元。</blockquote></p><p></p><p> The company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).</p><p><blockquote>该公司经常将App Store称为“经济奇迹”，并在一系列新闻稿中公开吹嘘其成功，强调其对美国经济（3500亿美元）、创造就业机会（30万个美国新就业岗位）和App Store生态系统（2019年全球账单和销售额为5190亿美元）的贡献。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/as-epic-fight-puts-all-eyes-on-app-store-revenue-apple-offers-numbers-that-aim-much-larger-11622653992?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","EPOR":"Epic Corp."},"source_url":"https://www.marketwatch.com/story/as-epic-fight-puts-all-eyes-on-app-store-revenue-apple-offers-numbers-that-aim-much-larger-11622653992?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2140444382","content_text":"After keeping actual App Store figures from public view during antitrust trial, researchers paid by Apple report that App Store 'facilitated' sales of more than $600 billion in 2020 and avoid any mention of the word 'profit'\nApple Inc. revealed Wednesday a study it commissioned from researchers detailing the scope of the App Store.\nAmid scrutiny from regulators and developers, Apple Inc. gave numbers on Wednesday that illustrate the immense size and scope of the App Store, but again avoided providing hard figures for revenue and profit from the online marketplace.\nThe App Store ecosystem \"facilitated\" $643 billion in global billings and sales last year, up 24% from $519 billion in 2019, according to Analysis Group, a third-party research organization hired by Apple $(AAPL)$ to conduct the 30-page report. The word \"profit\" does not appear in the report.\nThe independent study, done with the cooperation of Apple in conjunction with the company's World Wide Developers Conference, or WWDC, next week, offered another snapshot of the economic behemoth whose revenue and profitability was a fiercely guarded secret during Apple's contentious antitrust case v. Epic Games Inc. The maker of Fortnite contends the 12-year-old App Store is a money-gouging monopoly that has enriched Apple with billions of dollars in profits at the expense of developers.\nApple has never revealed revenue nor profit from the App Store, and figures it did provide an Epic expert witness were kept hidden from public view. The witness, Ned Barnes of the Berkeley Research Group, suggested that the App Store has profit margin approaching 80%, though Apple executives disputed that figure in testimony.\nThroughout the 3-week trial, Apple executives up to Chief Executive Tim Cook insisted they did not know if the App Store is profitable. Calculating P&L, they said, was difficult because of the billions of dollars they spend on research and development, and the intricacies of the App Store's structure and payment systems.\nThe Analysis Group study pointedly concluded that about 90% of the $643 billion in billings and sales world-wide occurred outside of the App Store, and Apple collected no commission on those sales. China led the way with $300 billion, most of that through sales of physical goods and services using mobile payments, followed by the U.S. ($175 billion), Europe ($74 billion), and the rest of the world ($94 billion).\nSpecifically, billings and sales facilitated by the App Store ecosystem increased by 24% to $124 billion in 2020, the study found. While the digital goods and services category grew 41% to $86 billion during the pandemic, physical goods and services improved 24% to $511 billion. Travel and ride-hailing categories -- subsets of physical goods and services -- slumped a collective 30%. (Travel totaled $38 billion in 2020; ride-hailing was $26 billion.)\nEpic vs. Apple: The (predicted) verdict is in\nThe researchers specifically stated that the closest figure they provided to App Store revenue -- the total amount of digital goods and services sold through apps -- was not actually analogous to that figure for Apple. The researchers included app revenue for services that were not purchased through the App Store but were used on Apple devices, and did not include enterprise-software revenue even if those apps were used on the devices.\nThroughout the report, Apple played up the importance of small businesses on the App Store, which constitute more than 90% of all developers on the App Store. It says the number of small developers swelled 40% between 2015 and 2020.\nAnalysis Group highlighted the work of developers Snap Inc., media company Stitcher, and Bumble Inc. (BMBL), a dating app that is a rival of vocal Apple critic Match Group Inc. \nThe success of small developers, most of whom pay from nothing to a 15% commission fee to distribute apps over the vast App Store platform, offer a contrast to larger developers such as Epic, Match, Microsoft Corp., Spotify Technology, and Nvidia Corp. who have complained about the store's 30% commission fees as well as restrictive technology requirements.\nThe Analysis Group report adds another opaque layer to the mystery of just how much revenue, and profit, is generated by the App Store.\nLast year, Apple reported the earnings it paid to developers was about $39 billion world-wide in 2019, though it did not provide a similar figure for 2020. All told, the figure is well north of $100 billion since the App Store's launch in 2008.\nThe company has often referred to the App Store as an \"economic miracle\" and openly boasted about its success in a series of news releases that highlighted its contribution to the U.S. economy ($350 billion) ,jobs creation (300,000 new U.S. jobs), and theApp Store ecosystem ($519 billion in billings and sales world-wide in 2019).","news_type":1,"symbols_score_info":{"AAPL":0.9,"EPOR":0.9}},"isVote":1,"tweetType":1,"viewCount":357,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/118316330"}
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