Google Play app开发商收费砍半分析师﹔营收损失顶多5%

2021年03月17日 18172点热度 0人点赞 4,404条评论

Google Play app开发商收费砍半分析师﹔营收损失顶多5%

Alphabet ( GOOGL-US )周二稍早表示,将调降Google Play商店的app收费。数月前,苹果( AAPL-US )在批评其app商店收费高昂的声浪下,也宣布调降App Store收费。

消息宣布后,Alphabet周二上涨29.45美元或1.43%,收2083.89美元

根据Alphabet发布的部落格文章,自7月1日起,Android开发商透过Google Play app商店进行的数位销售,头100万美元以内收取15%费用,超过100万美元以后的销售,Google则收取销售额的30%。

苹果的作法也类似,年销售额不到100万美元的小公司可向苹果申请减免15% app佣金,但一旦在App Store的销售额超过100万美元时,收费就恢复到原本抽佣30%的制度。该作法公布时,苹果正受美国联邦贸易委员会(FTC)和其他监管单位针对App Store的反垄断调查。

谷歌在部落格文章说,99% app 开发商都将享受到费用减半的政策。

Sensor Tower估计Google Play去年营收116亿美元,若该政策去年生效,谷歌会因此损失5.87亿美元,约占5%。

同样,Sensor Tower估计苹果的App Store去年营收217亿美元,若该政策去年生效,苹果会损失5.95亿美元,约占2.7%。

 Sensor Tower 的估计凸显出,app 是一种胜者几乎全拿的事业,虽然苹果和谷歌的新政策将有助于大量的小型app 开发商,但事实上app 商店中获利最多的开发商仍会持续支付销售额30% 的佣金。

Epic Games 执行长Tim Sweeney 周二也在回应谷歌新政策时,发表类似观点。该公司正在控告苹果和谷歌,试图要求他们让app 商店允许第三方支付处理器以及其他一些变动。

「这是一场自我服务的赌博﹔绝大多数开发商都会享受到这个新的15% 费率,他们与苹果和谷歌对抗的意愿就会降低,但事实上苹果和谷歌绝大多数的app 营收仍靠30% 费率收取而来。」


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    Today was supposed to be the day that President Donald Trump’s so-called “reciprocal” tariffs on dozens of countries kicked in after a three-month delay, absent trade deals. But their introduction has been postponed, again.

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    “The positives (of free trade) outweigh the negatives, even in rich countries,” Antonio Fatas, an economics professor at business school INSEAD, told CNN. “I think in the US, the country has benefited from being open, Europe has benefited from being open.”

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    “I’m from New England, so I’ve always lived in drafty, uncomfortable, older houses,” Buntel said. “This is really amazing to me, how consistent it is throughout the year.”
    Some panelized home customers are choosing to build not just to reduce their carbon footprint, but because of the looming threat of a warming planet, and the stronger storms it brings.

    Burton DeWilde, a Unity homeowner based in Vermont, wanted to build a home that could withstand increasing climate impacts like severe flooding.

    “I think of myself as a preemptive climate refugee, which is maybe a loaded term, but I wasn’t willing to wait around for disaster to strike,” he told CNN.

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    Buntel, a spring allergy sufferer, said his Somerville home’s air exchange has made a noticeable difference in the amount of pollen in the house. And customers have remarked on how quiet their homes are, due to their insulation.

    “I’m from New England, so I’ve always lived in drafty, uncomfortable, older houses,” Buntel said. “This is really amazing to me, how consistent it is throughout the year.”
    Some panelized home customers are choosing to build not just to reduce their carbon footprint, but because of the looming threat of a warming planet, and the stronger storms it brings.

    Burton DeWilde, a Unity homeowner based in Vermont, wanted to build a home that could withstand increasing climate impacts like severe flooding.

    “I think of myself as a preemptive climate refugee, which is maybe a loaded term, but I wasn’t willing to wait around for disaster to strike,” he told CNN.

    Sustainability is one of Unity’s founding principles, and the company builds houses with the goal of being all-electric.

    “We’re trying to eliminate fossil fuels and the need for fossil fuels,” Hertzler said.

    Goodson may drill oil by day, but the only fossil fuel he uses at home is diesel to power the house battery if the sun doesn’t shine for days. Goodson estimated he burned just 30 gallons of diesel last winter – hundreds of gallons less than Maine homeowners who burn oil to stay warm.

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    “The positives (of free trade) outweigh the negatives, even in rich countries,” Antonio Fatas, an economics professor at business school INSEAD, told CNN. “I think in the US, the country has benefited from being open, Europe has benefited from being open.”

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    Tariffs are taxes on imports and their most direct typical effect is to drive up costs for producers and prices for consumers.

    Around half of all US imports are purchases of so-called intermediate products, needed to make finished American goods, according to data from the Organisation for Economic Co-operation and Development.

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    Likewise, tariffs raise the cost of finished foreign goods for their American importers.

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    “The positives (of free trade) outweigh the negatives, even in rich countries,” Antonio Fatas, an economics professor at business school INSEAD, told CNN. “I think in the US, the country has benefited from being open, Europe has benefited from being open.”

    Consumers lose out
    Tariffs are taxes on imports and their most direct typical effect is to drive up costs for producers and prices for consumers.

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    “If you look at a Boeing aircraft, or an automobile manufactured in the US or Canada… it’s really internationally sourced,” Doug Irwin, an economics professor at Dartmouth College, said on the EconTalk podcast in May. And when American businesses have to pay more for imported components, it raises their costs, he added.

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    “Everybody wants to be able to build a house that’s going to take less to heat and cool,” said Unity director Mark Hertzler.

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    Buntel, a spring allergy sufferer, said his Somerville home’s air exchange has made a noticeable difference in the amount of pollen in the house. And customers have remarked on how quiet their homes are, due to their insulation.

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    Some panelized home customers are choosing to build not just to reduce their carbon footprint, but because of the looming threat of a warming planet, and the stronger storms it brings.

    Burton DeWilde, a Unity homeowner based in Vermont, wanted to build a home that could withstand increasing climate impacts like severe flooding.

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    Putting a number on the environmental impact of AI has proved challenging.

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    He was also able to take advantage of federal tax credits that reduced the cost of his rooftop solar, which saved him more than $10,000 on his panels. Those tax credits are now endangered with House Republicans’ tax bill.

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    Goodson, the homeowner in Maine, was able to save big money with his engineering background and penchant for DIY. He installed a rooftop solar system and electrical improvements himself, saving hundreds of thousands of dollars in the process. He wound up spending around $500,000 in all, which he estimates was $200,000 less than he otherwise would have.
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    He was also able to take advantage of federal tax credits that reduced the cost of his rooftop solar, which saved him more than $10,000 on his panels. Those tax credits are now endangered with House Republicans’ tax bill.

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