What The End Of The Epic Battle Means For Apple And Google

Apr. 06, 2022 12:22 PM ETApple Inc. (AAPL), GOOG, GOOGL19 Comments
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Juxtaposed Ideas


  • Epic finally won the battle against the "duo-poly" payment operators.
  • Two years since the lawsuit, AAPL and GOOG have finally cut their commissions and introduced alternative payment systems.
  • AAPL and GOOG could potentially see annual revenue losses in the $30B range each.
  • We will discuss if the changes will impact their earnings moving forward.

Boxing: Extremely powerful punch

Dmytro Aksonov/E+ via Getty Images

Investment Thesis

In what seemed unlikely in 2020, Apple (NASDAQ:AAPL) and Alphabet (NASDAQ:GOOG) finally lost the battle for the payment "duopoly" in their previously closed platforms, the App Store and the Google Play

APPL & GOOG Revenue

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APPL & GOOG Revenue By Segment

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Global Consumer Spending In Games and Apps in 2020 and 2021

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Global Consumer Spending In Mobile Games In 2020 and 2021

Sensor Tower

An excerpt from Judge Yvonne Gonzalez Rogers

The Verge



The Potential Impact To AAPL

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APPL & GOOG Projected Revenue

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APPL & GOOG Enterprise Value In The Past Ten Years

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This article was written by

Juxtaposed Ideas profile picture
I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.Prior to Seeking Alpha, I worked as a professionally trained architect in a private architecture practice, with a focus on public and healthcare projects. My qualifications include:- Qualified Person with the Board of Architects, Singapore.- Master's in Architecture from the National University of Singapore.- Bachelor in Arts from the National University of Singapore.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.

Disclosure: I/we have a beneficial long position in the shares of AAPL, GOOG either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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