Two charts from a note to clients by analyst Katy Huberty that landed on my desktop Tuesday.
Read More Morgan Stanley: Apple's App Store grew another 30% year over year in October
Why app developers prefer Apple over Google
6 years ago
6 years agoMore analysis of Sensor Tower data from friend-of-the-blog Bartley Yee.
That's 4 percentage points more than Evercore estimated only this morning.
Read More Morgan Stanley: Apple's App Store revenue grew 31% in September
From a note to clients by analyst Amit Daryanani that landed on my desktop Friday.
From Bloomberg's "House Antitrust Chair Says Big Tech Abuses Gatekeeper Power" updated Friday.
Read More House antitrust report on Apple et al. due next week
Ben Thompson gets blunt with Tim Cook
6 years ago
6 years agoIn Monday's Stratechery, "Apple's Curation," Thompson takes issue with Cook's opening statement to the House Antitrust Committee.
A social media behemoth that profits from disinformation managed to paint Apple as an avaricious monolith and itself as altruistic.
Read More Apple's 30% fee waiver is temporary, COVID-related, and not just for Facebook
Rising up against Apple
6 years ago
6 years agoFrom "‘Fortnite’ Maker, Spotify Form Advocacy Group to Push for App Store Changes" published in Thursday's Wall Street Journal.
As for the fight with Epic games, it's a "minor" $5M headwind, says analyst Katy Huberty.
Read More Morgan Stanley: As Apple's revenue per app grew, Google's shrank
"Literally everyone is going to hate this..."
Read More Apple should halve Apple's App Store cut says Rene Ritchie (video)
11 Comments