- Match Group expects to pay 19% of revenue (or over $550M) to App Stores this year.
- App Stores are coming under increasing fire for extracting allegedly unearned value and generating supra-competitive profits from developer-user commerce which they merely facilitate.
- These regulatory efforts are likely to limit the effective rates charged on in-app purchases.
- Match Group will likely pay App Stores lesser percentages of its revenue in the coming years, leading to positive margin improvements and an attractive investment opportunity.
For further details see:
Match Group's Margin Sensitivity To In-App Purchase Commissions