4 ms·

I wonder what the fact-checkers would say about Pichai’s claims that the ad prices fell by 40% because of more competition... Cook says that the developers hav

by in3d 6y ago

I wonder what the fact-checkers would say about Pichai’s claims that the ad prices fell by 40% because of more competition... Cook says that the developers have so many other choices like Android, PlayStation, or Windows. This is about the U.S. mobile market where the iOS has a monopoly-like market share in terms of app revenue. Similar to Bezos trying to make an argument that it’s not about online marketshare but all of retail. Zuckerberg should take notes - social media apparently also includes phone and in-person meetings. Cook claims that Apple’s 30% cut is half of what the distributors were charging software publishers or developers before Apple came along to save them. Apparently having your software for sale on the web with just the payment processor’s cut was not a thing.

discordance 6y ago
Apple have 17% of the smartphone market share [0] and 32% of smartphone related revenue [1] worldwide. I understand the constraints on developers/consumers on iOS in regards to the walled garden, but are those numbers considered monopolistic? 0: https://appleinsider.com/articles/20/03/03/apple-iphone-marketshare-growing-amidst-contracting-global-market https://appleinsider.com/articles/20/03/03/apple-iphone-mark... 1: https://www.forbes.com/sites/johnkoetsier/2019/12/22/global-phone-profits-apple-66-samsung-17-everyone-else-unlucky-13/ https://www.forbes.com/sites/johnkoetsier/2019/12/22/global-...
- in3d 6y ago
  I think you missed some words in my post: “in the U.S.,” “revenue,” “apps.”
- mrep 6y ago
  IOS has a 58% market share in the US [0] which single handedly is well above the threshold of market power using the Herfindahl–Hirschman Index [1] which the antitrust department uses for mergers and acquisitions concerns (they don't care about international users). "The Supreme Court has defined market power as the ability to raise prices above those that would be charged in a competitive market, and monopoly power as the power to control prices or exclude competition" [2]. For people wanting to sell software to mobile users for which web does not suffice, there is no substitute and apple actively excludes you from 58% of the US market if you need mobile software unless you accept Apples 30% cut. With Android at least, they don't exclude you as you can side load like fortnite [3] but Apple is 100% abusing their market power by excluding developers from avoiding their 30% fee. [0]: https://gs.statcounter.com/os-market-share/mobile/united-states-of-america/ https://gs.statcounter.com/os-market-share/mobile/united-sta... [1]: https://en.wikipedia.org/wiki/Herfindahl%E2%80%93Hirschman_Index https://en.wikipedia.org/wiki/Herfindahl%E2%80%93Hirschman_I... [2]: https://www.justice.gov/atr/competition-and-monopoly-single-firm-conduct-under-section-2-sherman-act-chapter-2 https://www.justice.gov/atr/competition-and-monopoly-single-... [3]: https://www.theverge.com/2018/8/3/17645982/epic-games-fortnite-android-version-bypass-google-play-store https://www.theverge.com/2018/8/3/17645982/epic-games-fortni...
  - discordance 6y ago
    Appreciate the great input, thank you

by in3d 6y ago

discordance 6y ago

Apple have 17% of the smartphone market share [0] and 32% of smartphone related revenue [1] worldwide. I understand the constraints on developers/consumers on iOS in regards to the walled garden, but are those numbers considered monopolistic? 0: https://appleinsider.com/articles/20/03/03/apple-iphone-marketshare-growing-amidst-contracting-global-market https://appleinsider.com/articles/20/03/03/apple-iphone-mark... 1: https://www.forbes.com/sites/johnkoetsier/2019/12/22/global-phone-profits-apple-66-samsung-17-everyone-else-unlucky-13/ https://www.forbes.com/sites/johnkoetsier/2019/12/22/global-...

in3d 6y ago
I think you missed some words in my post: “in the U.S.,” “revenue,” “apps.”
mrep 6y ago
IOS has a 58% market share in the US [0] which single handedly is well above the threshold of market power using the Herfindahl–Hirschman Index [1] which the antitrust department uses for mergers and acquisitions concerns (they don't care about international users). "The Supreme Court has defined market power as the ability to raise prices above those that would be charged in a competitive market, and monopoly power as the power to control prices or exclude competition" [2]. For people wanting to sell software to mobile users for which web does not suffice, there is no substitute and apple actively excludes you from 58% of the US market if you need mobile software unless you accept Apples 30% cut. With Android at least, they don't exclude you as you can side load like fortnite [3] but Apple is 100% abusing their market power by excluding developers from avoiding their 30% fee. [0]: https://gs.statcounter.com/os-market-share/mobile/united-states-of-america/ https://gs.statcounter.com/os-market-share/mobile/united-sta... [1]: https://en.wikipedia.org/wiki/Herfindahl%E2%80%93Hirschman_Index https://en.wikipedia.org/wiki/Herfindahl%E2%80%93Hirschman_I... [2]: https://www.justice.gov/atr/competition-and-monopoly-single-firm-conduct-under-section-2-sherman-act-chapter-2 https://www.justice.gov/atr/competition-and-monopoly-single-... [3]: https://www.theverge.com/2018/8/3/17645982/epic-games-fortnite-android-version-bypass-google-play-store https://www.theverge.com/2018/8/3/17645982/epic-games-fortni...
- discordance 6y ago
  Appreciate the great input, thank you