In some markets outside the U.S., Apple is being forced to make changes to its long-time policy that prevents developers from promoting third-party in-app payment platforms. This policy has enabled Apple to collect its 15% to 30% cut of in-app revenue generated by the App Store. A big change to Apple’s policies took place on March 30th when the company announced that “reader” apps can send subscribers links to membership sites where customers can sign up for service or otherwise manage their accounts.
Another legal battle that is forcing Apple to change its policy is coming from the Netherlands where an antitrust watchdog ruled that Apple’s actions in not allowing alternative payment platforms to process transactions related to dating apps are anti-competitive.
The translation? Apple should not fear having to give up its 15% to 30% cut on those apps and neither should investors.