
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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The political turmoil follows a parliamentary election that was won by the ruling Georgian Dream party, although its opponents allege the vote was rigged.
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Its outcome pushed Georgia further into Russia's orbit of influence. Georgia aspired to join the European Union, but the party suspended accession talks with the bloc after the election.
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Tbilisi, Georgia — Jailed journalist Mzia Amaghlobeli gets weaker every day as her hunger strike has reached three weeks in Rustavi, a town near the Georgian capital of Tbilisi, her lawyer says. Now the 49-year-old is having difficulty walking the short distance from her cell to the room where they usually meet, and human rights officials, colleagues and family fear for her life.
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The political turmoil follows a parliamentary election that was won by the ruling Georgian Dream party, although its opponents allege the vote was rigged.
Protests highlight battle over Georgia's future. Here's why it matters.
Its outcome pushed Georgia further into Russia's orbit of influence. Georgia aspired to join the European Union, but the party suspended accession talks with the bloc after the election.
As it sought to cement its grip on power, Georgian Dream has cracked down on freedom of assembly and expression in what the opposition says is similar to President Vladimir Putin's actions in neighboring Russia, its former imperial ruler.
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