Alongside rising CACs, Apple’s App Tracking Transparency (ATT) changes have dealt a blow to digital advertising. ATT is Apple’s opt-in privacy framework that requires all iOS apps to ask users for permission to share their data. Spoiler alert: many people do not opt in. Meta estimates that it will lose $10 billion in ad sales revenue (about 8% of i... See more
A huge majority of Apple's revenue (from IAP) came from gaming purchases. This would continue to be the case. A gaming app would have ads + options for purchases (none can survive without it) and Apple now earns both on downloads and IAPs. Many games cross the 1M threshold once they are popular enough. Gaming apps have low retention, and a power cu... See more