From a note to clients by analyst Amit Daryanani that landed on my desktop Monday.
Read More Evercore: Third straight month of 30%+ growth for Apple App Store
From Sensor Tower's "Global App Spending Reached $407 Million on Christmas, Growing 35% Over 2019" posted Monday.
Read More Christmas bar chart: Apple's App Store vs. Google Play
Apple names Zoom best iPad app of 2020
5 years ago
5 years agoFrom "Apple presents App Store Best of 2020 winners" posted Tuesday.
From a note to clients by analyst Amit Daryanani that landed on my desktop Tuesday.
Read More Evercore: App Store revenue grew 32% y/y in November
From CNBC's "New App Store Concession" that aired on Squawk Alley Tuesday.
Read More The Verge's Nilay Patel: Apple developers smell blood in the water (video)
"Managing creative people is very difficult. They call it herding cats. And the tools you have are very crude." — Dediu
Read More Gene Munster and Horace Dediu on Apple's App Store rate cut (video)
He did the math — comparing Stripe to Apple at different price points — and cheerfully admits he might have been wrong.
Read More Ben Thompson reverses himself Apple's App Store rate cut
Excerpts from the notes I've seen. More as they come in.
Read More Apple's App Store rate cut for small developers: What analysts are saying
Apple caves on App Store rates
5 years ago
5 years agoPressure works. Apple had to give a little.
From a note to clients by analyst Wamsi Mohan that landed on my desktop overnight.
Read More Merrill Lynch: Apple App Store revenue up, downloads down
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