Apple(US:AAPL) 智通财经网·2025-05-30 00:47Core Insights - Mobile game developers are expected to gain billions in additional revenue due to a court ruling that allows them to bypass Apple's App Store rules [1][4] - Aldora Intelligence estimates that $4.1 billion will be transferred from Apple to developers annually, increasing the funds available for game creators [1] - Wedbush Securities predicts that developers could see up to $19.5 billion in additional revenue over the next few years, which was previously collected by the App Store [4] Group 1: Impact of Court Ruling - The ruling mandates that Apple must allow developers to sell products outside of the App Store, which typically charges a commission of 15% to 30% on transactions [4] - Developers are already incentivizing players to make purchases outside of Apple's ecosystem, as seen with Epic Games' actions leading to the removal of Fortnite from the App Store [4][5] - Aldora's report suggests that the commission rate paid by mobile game developers to app stores will decrease by one-third to around 20% [4][6] Group 2: Developer Responses and Market Trends - Major mobile game publishers like Take-Two Interactive and others have refrained from commenting on the commission impact, although Take-Two has created a direct-to-consumer web store [5] - The CEO of Take-Two noted that their direct-to-consumer store has become a significant part of their business, reflecting a trend towards a more open app distribution ecosystem [5] - Payment management companies like Xsolla and Stash are facilitating the creation of direct-to-consumer web stores for mobile game companies, charging significantly lower commissions than the App Store [6]