Apple is reportedly considering App Store changes to raise margins and recurring revenue
Mark Gurman reportedly says Apple is considering App Store changes aimed at increasing margins and recurring revenue. Possible measures include automating app review, raising developer membership pricing, and charging large developers based on traffic, but the specific changes are unclear.
DNA Brief
Signal Summary
The report says the effort is being driven largely by John Ternus and Eddy Cue and was supposedly part of the reason Phil Schiller left Apple the previous week. Schiller reportedly opposed the proposals because he believed they would further upset developers and governments; none of the changes has been reported as finalized or implemented.
Why It Matters
If Apple adopts any of these measures, developers could face higher membership costs or new traffic-based charges, potentially changing the cost of operating through the App Store. The business impact remains uncertain because Apple’s specific plan has not been disclosed.
DNA Read
Current confidence for this signal is 52/100; we continue to monitor additional independent sources to adjust the assessment.
Evidence
Start with the primary evidence, then review supporting sources and context.
Primary Evidence
1Apple might soon make App Store changes to raise revenue, increase margins: report
Michael Burkhardt
“According to the latest edition of the Power On newsletter from Mark Gurman, Apple is reportedly considering making some changes to its App Store. The goal? To increase the potential revenue it brings in. more...”
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