苹果App Store生态系统财务表现 - 2024年美国App Store生态系统为开发者带来4060亿美元账单和销售额 较2019年的1420亿美元增长近三倍 [1] - 90%的账单和销售额无需向苹果支付佣金 [1] - 美国开发者收入过去五年翻倍 小型企业开发者2021-2024年收入增长76% [9] 开发者佣金政策与争议 - 仅少数开发者需支付佣金 其中多数适用小企业计划(佣金从30%降至15%) [3] - 开发者社区对佣金制度不满 认为自身贡献未获合理回报 [7] - 苹果坚持认为App Store平台是开发者成功的关键 提供全球175个国家和地区的市场接入 [8][10] 反垄断诉讼进展 - 美国地方法院裁定苹果违反法庭命令 必须允许应用内添加第三方支付链接 [4] - 苹果正在上诉该裁决 此前已被迫开放外部支付选项 [4] 非佣金业务增长 - 2023年美国App Store生态中：实体商品和服务2770亿美元 应用内广告750亿美元 数字商品和服务530亿美元 [11] - 2019年以来实体商品支出增长超三倍 数字商品和广告支出翻倍 零售和杂货配送增长超四倍 [11] 研究报告背景 - 数据来自苹果委托波士顿大学和Analysis Group的研究 旨在展示App Store对开发者的积极影响 [2] - 报告强调平台提供25万个API 并拦截数十亿欺诈交易 [10]

In Brief Apple will reportedly change the way it names its operating systems, per a Bloomberg report. Operating systems will now be named by year, meaning the update after the current iOS 18 will be iOS 26 rather than, say, iOS 19. The change paves the way for a less confusing, more consistent branding among Apple products. Other name changes will include iPadOS 26, macOS 26, watchOS 26, tvOS 26, and visionOS 26, Bloomberg says. The changes will be announced at Apple’s Worldwide Developer Conference (WWDC) ...

Nearly two years after suing OpenAI and Microsoft for copyright infringement, The New York Times has agreed to license its editorial content to Amazon to train the tech giant’s AI platforms. The agreement will “bring Times editorial content to a variety of Amazon customer experiences,” the outlet said in a statement. That includes content like news articles, material from NYT Cooking, a site dedicated to food and recipes, and The Athletic, its sports-focused site.  The company also noted that Amazon’s use ...

In Brief To comply with the U.S.’ restrictions on exporting advanced semiconductor technology to China, chipmakers NVIDIA and AMD will soon begin selling new GPUs made for AI workloads in China, Taiwanese tech publication Digitimes reported, citing supply chain sources. NVIDIA plans to sell a stripped-down AI GPU, code-named “B20,” while AMD is looking to target AI workload needs with its new Radeon AI PRO R9700 workstation GPU, Digitimes reported, adding that the companies will likely start selling these A ...

As Nvidia reports earnings for the first quarter of its fiscal year 2026, which closed on April 28, the company has released numbers on how the Trump administration’s recent chip export restrictions are affecting business.Nvidia reported that it incurred a $4.5 billion charge in Q1 due to licensing requirements impacting its ability to sell its H20 AI chip to companies in China. The chipmaker also reported that it was unable to ship an additional $2.5 billion of H20 revenue in the quarter due to the restric ...

GameStop announced on Wednesday that it bought 4,710 Bitcoin, which is worth over $500 million at the time of the purchase.The video game retail chain has struggled to stay relevant in a time when digital gaming purchases are increasingly popular — plus, the company took on a new kind of notoriety when it unwittingly became the center of a short squeeze in 2021. GameStop stock remains a bit inflated from where it was before the meddling of Reddit community r/WallStreetBets, but years out from its unpredic ...

合作终止与战略调整 - Stellantis与亚马逊三年前宣布合作开发车载软件系统 目标2024年推出联网产品和服务 预计年创收225亿美元[1] - 合作现已终止 亚马逊项目团队人员被重新分配或离职[1] - 公司确认将转向基于Android的系统 但保留亚马逊云服务(AWS)作为车辆平台首选供应商[2] 软件驱动收入战略 - 2021年12月提出雄心计划 目标2030年实现3400万辆联网汽车上路 开辟车辆销售外的收入来源[3] - 合作网络包括宝马、富士康、Waymo和亚马逊 通过三大组件实现软件变现[3][5] 技术架构规划 - 底层采用STLA Brain电气与软件架构系统[5] - 中层部署STLA SmartCockpit平台 集成导航、语音助手、电商及支付服务 提供个性化车载体验[5] - 高层与宝马联合开发AutoDrive自动驾驶平台[5] 智能座舱转型 - 原计划由亚马逊协助开发SmartCockpit的个性化服务技术[6] - 现决定采用谷歌Android系统方案 该方案已被多家车企使用[6]

In Brief Meta wants to grow its retail footprint, Business Insider reported on Wednesday. As Meta continues to invest in wearables, these stores would ideally help Meta boost the sales of hardware like the Ray-Ban Meta glasses and the Meta Quest VR headsets. These products may be easier to sell if customers can try them out at a store before buying them. A retail presence could also help Meta stay in competition with Apple’s future AR and VR endeavors, even though its Vision Pro headset is too costly for ...

After the market closes on Wednesday, Nvidia will report earnings for the first quarter of its fiscal year 2026, which ended on April 27.While many in the industry are likely eager to hear how the recent whiplash surrounding U.S. chip export controls will impact Nvidia’s international chip business and future guidance, not everyone thinks that is the most important piece of Nvidia’s results to pay attention to. Kevin Cook, a senior equity strategist at Zacks Investment Research who has followed Nvidia for ...

With Apple’s flagship Worldwide Developers Conference (WWDC) event a few weeks away, the company is signaling that it’s paying attention to the opportunity of mobile gaming.Apple already has a subscription-based Arcade product for iOS, which gives users access to various mobile games, including cult-classic indie games like Stardew Valley. But per a Digital Trends report, the company is taking things a step further by acquiring its first game studio, RAC7, which makes the hit Apple Arcade game Sneaky Sasqua ...