David Barnard
@drbarnard
“Foremost expert on App Store minutia”―@BenThompson. Growth Advocate @RevenueCat. Host @SubClubHQ. Founder @Contrast. Featured in @nytimes @WSJ @TechCrunch etc
Joined July 2007
3.8K Following 16.2K Followers
The death of apps has been greatly exaggerated.
Here's what we know:
1. First decrease in "App Store" revenue in history in the US. (includes games)
2. Non-gaming (apps) is still up 14.6% YoY globally. Gaming down 4.5%.
3. Web share of revenue on RC rose 31% over the last year, from 20% of revenue to 26% of revenue. So app2web is happening
We're gonna keep digging, but I think we're seeing a combination of gaming's long running decline, some US specific trends in app2web, and possibly some spend consolidation. It's hard to tell. But I'd hesitate to cherry pick this one data point to fit the "end of apps" narrative. More at 11.
Show more
