
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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