David Barnard (@drbarnard) 's Twitter Profile
David Barnard

@drbarnard

“Foremost expert on App Store minutia”―@BenThompson. Growth Advocate @RevenueCat. Host @SubClubHQ. Founder @Contrast. Featured in @nytimes @WSJ @TechCrunch etc

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linkhttp://contrast.co calendar_today30-07-2007 18:48:45

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David Barnard (@drbarnard) 's Twitter Profile Photo
David Barnard
@drbarnard

3 months ago

Here’s my very back of the napkin math on the potential revenue impact to Apple: Q2 services revenue was announced today at $26.6B. Industry estimates put App Store commissions at roughly 1/3 of services revenue so ~$8.9B per quarter (>$35B in 2025 after accounting for growth).