What JUST happened with Apple's Lawsuit | The Truth.

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애플-에픽게임즈 소송 판결로 앱스토어 인앱결제 30% 수수료 우회가 허용됨. 애플은 연간 수십억 달러(에픽 추산 63억 달러 규모) 손실 우려, 게임 앱이 매출 70% 차지. 주가는 장중 최대 3.3~3.5% 하락. 판결이 항소로 뒤집힐 가능성과 개발자 수수료 등 대안도 언급. 애플이 완전히 패소한 것은 아니며 반독점법 위반은 부정됨.

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01. folks so we've got some bad news on uh apple and this has to do with a court case between epic games and apple let's go ahead and take a look at first the stock let's see how apple is performing today uh because really we we had a lot of pain in the markets today all indices read we've got apple down 3.31 which for apple that is a very big move i wonder if google's following it because google's got a few anti-trust lawsuits and i wouldn't be surprised if you had a little bit of a shift in google as well google yeah look at that down two percent because of court rulings uh against apple uh carrying over uh to to some weight against uh google essentially so uh yeah take a peek at this i mean this is uh this is a sharp drop for apple here we've had sharp drops before but uh look two percent on on something like i'm sorry three point three percent for apple that's a lot so uh let's take a look at why and a bloomberg has a full story on it right here apple stands to lose a few billion dollars annually from ruling oh it's just a few billion dollars just a few let's take a look so what this has to do with is uh app store purchasing so remember that if you sign up for a subscription through an apple device apple gets 30 percent of that revenue and why does that matter well it matters because let's say apple uh has a netflix app and you sign up for netflix at netflix.com and you pay 9.99 on netflix let's call it 10 if you sign up through apple apple would get 30 of that so it's kind of like netflix is still providing all the service right but just because it was done through the apple store netflix would get 30 this new ruling would make it so essentially netflix could in the app say hey look if you sign up on our website you can sign up for 10 a month if you sign up through your iphone because it's convenient we're going to charge you approximately let's say 13 and 30 cents right to offset that so anyway uh let's take a look at the actual bloomberg article on this and see what some of the details are around this so and this would apply obviously to games apps subscriptions i mean even newspaper subscriptions in fact some of you wonder like hey how come i can't press the join button on youtube from my iphone or ipad as many of you know that for example in in this stream here uh because we're live streaming this there's a live chat on the side and members can chat in it this is a great way to minimize spam and uh you can only join uh the membership which is like 4.99 a month if you sign up through a desktop browser like you can't sign up through the iphone or an ipad and a lot of people are frustrated by that they're like come on youtube like let me sign up through the iphone or the ipad and google's like we ain't paying the 30 for apple so screw apple it's basically a big middle finger to apple from google so this has been something that's been an issue ongoing so apple has been ordered to make the most significant change to its app store business model since launching the platform in 2008 which by the way i had an iphone the day the app store came out which was the day before the iphone 2 came out which back then was the iphone 3g uh and uh which sounds like third generation but that that was the old sell signal 3g was cool back then okay 3g was like oh my gosh that's fast today it's like but anyway and it could cost the tech giant a few billion dollars annually in a ruling friday a u.s district judge said that the company must allow developers to bypass its commission on in-app purchases that's incredible because this is a judge going out of the way saying hey you know what apple you've created a platform that consolidates millions of people into one store it's kind of like let's say you have the sawgrass mills mall in florida you bring all these people to yours to your mall and all the stores inside benefits so when you do a party or you do an ad campaign for your mall or you hire a musician to to perform at the mall or whatever everybody goes to to that mall and the bet the stores their benefit right that's that's the argument with apple it's apple has this collected captive audience of folks and so really a judge here has said i don't care if you can be in this mall and not have to contribute to apple even though they're consolidating people in in that space right now i i see both arguments here and this is touchy but this is a really bad ruling for app stores which is probably also why google is getting whacked is they also have the android app store uh but uh yeah i mean look apple takes 30 commissions on on fees processed through the app store for for bringing people to the app to bring people to the ecosystem uh this ruling which it could be overturned right it could still be overturned so to be determined i would expect that this will get appealed we'll see this includes letting ios apps use quote buttons external links or other calls to action to direct customers to other purchasing methods other than apple's payment system i mean this is like the kiss of death honestly for the 30 commission in my opinion because if i'm an app developer which we have an app right we've got the meet kevin app you can what i download to uh i'm going to sell a service in my meet kevin app let's say i don't know you get the stock alerts let's say it's 100 bucks a month or something like that if if i had to pay apple a 30 commission well after this ruling rather than you just checking out with apple pay right there like bloop oh you've subscribed rather than that i could just have a little pop-up that goes hey click this link to sign up on my website and then it'll redirect you back to the app and it'll get unlocked right that's i mean of course as a business i would do that to cut apples 30 out but now i'm free writing right i'm using apple's platform without really while making money without contributing back to the platform so i don't i don't know this is a pretty damaging ruling honestly uh i i wouldn't be surprised if this gets um this gets overturned because i mean i don't know i mean at what point does does this this marketplace that apple has created become kind of like a public domain right it's a blow to apple but one that's the world's most valuable company well yeah of course apple can absorb it that's helped investors take the decision in stride although the shares fell as much as 3.5 percent the court has affirmed what we've long known the apple app store is not in violation of apple uh of antitrust law and success is not illegal okay so apple did not lose here right it's just one part of the lawsuit really hurts apple uh they you know they won the ruling against uh epic but uh more importantly was what ended up happening to apple's app store potential revenue but anyway here's some details apple's adversary in the trial epic games the maker of fortnite contended that that the judge sided with apple this isn't a win for developers or consumers says epic apple's commissions from the app store generated 6.3 billion dollars last year with most of it coming from in-app purchases and subscriptions that 6.3 bill could literally go to zero uh i mean like why would a developer share now why would anybody be motivated to pay apple to 30 apple's gonna have to figure out okay well how can we like what can we do to entice people to still buy through apple right uh maybe they lower their commissions to 10 or something like that to still make it easy and desirable for people to use it it's a it's a problem because once people transition away to their own payment systems why would they ever go back to even paying that 10 percent big mess that money is what's at stake as games and other apps prepare to steer customers away from apple's ecosystem earlier apple said it would allow developers of so-called reader apps to point users to outside purchasing methods that category includes things like netflix spotify news and so on but the decision friday means the rule will have to apply to games and other categories basically everyone apple said it's too early to determine how or exactly what changes will be implemented gaming apps accounted for 70 of all app store revenue and wow that's crazy that gaming accounts for 70 of the rev and this is kind of like epic games argument like hey like if we're selling people skins in the game for ten dollars let's say why are you taking three dollars of all those skins you didn't uh design it you know you had nothing to do with selling it or advertising that skin other than just having this domain where the app is hosted but that's just because we're trying to provide a game on the iphone as well just like we provide the game on on android or pcs and it's a little bit of messy it's a messy one apple made about 3.8 billion in revenue from games in 2020 most of which came from in-app purchases but even if the ruling ends up costing apple a few bill a year that's still a fraction of its total revenue in 2021 a year the company in 2021 the company is estimated to bring in more than 360 billion yeah that might be true but keep in mind the revenue that apple gets from the app store is significantly higher margin than the other revenue remember if apple sells you air pods for i don't know what they cost now 250 or whatever apple's probably gonna profit somewhere around fifty dollars like that's what they're gonna bring to the bottom line is fifty dollars on those right but if apple sells 250 worth of commissions on games on their app store i mean come on what is that going to cost apple that's going to be like a 97 profit margin right they're going to take like 242 dollars of that to the bottom line so there's a huge difference there uh so it's it's not as i mean like that 6.7 billion dollars or whatever could be worth as much as uh i mean i would say as much as four times uh in product revenue they might have to sell 25.6 billion dollars worth of ipads and iphones to make up for that loss in commissions that they just got burned out of uh so that's that's very important to consider uh let's see uh yeah that's true here's this is another option uh y'all right in the chat here it's not free writing if there's a developer fee that's true maybe every developer who wants to be part of the ecosystem has to pay to play now you know that's possible the judge did not rule that out hey apple could just say look everyone who's listed in our app store you have to pay x dollars per month and they can quickly get that money back at least some of it probably not as much as they used to the ruling states that apple must let developers communicate with the customer through points of contact this is like having a pop-up saying hey join our email list or go to our website to check out or whatever the ruling ultimately means epics fortnite will come back to the app store the game was originally removed last year for using its own payment method bypassing apple's fees so this is in in essence the the judge said like this is okay like this this is this lawsuit between epic uh epic games and apple has now essentially allowed this separate payment platform to be used everywhere and again that's very very high margin revenue that just went out the door big big big loss for apple uh it's it's like i think bloomberg is downplaying this i mean they're downplaying i wonder if apple's like one of this person's big holdings or something sorry that's jaded i should take my tinfoil hat off i'm sorry mark but seriously apple stands to lose a few billion dollars annually from really like even the title's like that's just a few billion dollars right i made that joke earlier uh or or even what they mentioned over here where they compare the six point three billion okay now four whatever to uh to the 360 billion the company's gonna bring in right important differences here and differences matter the ruling could ultimately yeah okay well we're going to come back that's fine ruling is believed to mean that users would be able to make purchases via the web rather than having a com competing oh they typoed bloomberg typo gotcha uh competing payment system in the apps themselves this means epic would need to build a website to let users make purchases and include a link to that website okay so that's a little bit less ideal right like it'd be nice to just in the app be able to click buy and then apple pay checkout but in that case apple gets their commish this would have to have a totally different link to where it opens up safari and then reopens the app but for 30 developers will do that i mean how hard is it you make a single splash page click the link you could probably still buy with apple pay honestly because it's separate from the app store right uh and and and just revert right back like have a little a single line of code that just reopens the app after checkout is complete and then a message that pops up and says thanks for your purchase your purchase was successful your features are now unlocked or whatever like this this should be very easy to develop it should be no problem for developers to handle really doesn't apply to the revenue that apple previously lost uh the ruling uh the judge ruled that epic owes apple for missed fees 3.7 million dollars all this for 3.7 million okay apple has argued that it's tight control the app store helps protect consumers and prevent developers from swindling users interesting still analyzing the decision which is 180 pages long but the headline is that apple's app store business model has been validated i mean obviously apple's taking the the high road to this approach here but yeah look this gives you some details on what the heck is happening here with uh with apple and um hopefully you find that i found that helpful if you like my kind of perspective on this stuff make sure to hit that red subscribe button and turn it gray uh all right thanks for watching this part on apple