Apple’s Digital App Store App Store’s revenue and download statistics for June indicate a significant change in users’ habits. According to the report published by Bank of America, the App Store revenues on a global scale rose by 12 percent compared to the same period last year. However, this growth did not progress at the same rate as the increase in the number of downloads. The number of downloads increased only by 4 percent, which showed that the income increase is mostly caused by spending per user.
This direction change made by users in in -app expenditures clearly reveals that the game category is in a decline. The games still continue to be the highest income -generating category, but the share of this category in the App Store revenues has declined compared to the past. This ratio, which was over 50 percent in the past years, fell to 45 %in the second quarter of this year. This decline shows that although mobile games are still strong, user preferences are diversified.
App Store Revenues Nourish from Out -of -Game Categories
However, the data shows that income growth in the App Store is now more fed from non -game categories. Photography and video, lifestyle, book, education and auxiliary vehicle categories increased the share of income by about 1 percent. The most striking increase was seen in productivity applications. The share of the applications in this area from the income pointed out a remarkable change by increasing 2 percent.
Bank of America believes that this trend can provide a long -term benefit for Apple. Developers develop alternative income models that can reach a wider audience by turning to applications other than the game. This both diversifies Apple’s service revenues and keeps users connected to the platform with different types of content. In addition to all these, the spread of in -app subscription systems accelerates this transition.
Behind the rise in non -game applications is thought to have an impact on the permanent change of user habits after pandemi. Interest in training and business -oriented applications made mobile devices not only seen as an entertainment tool, but also as a productivity platform. In particular, the spread of distance education and hybrid working order made the demand for such practices permanent. These developments show that the App Store moves away from the game -based structure and turns to a more balanced content range.
The effect of regulations on the App Store seems to have been limited for now. After the legal processes with Epic Games, there was no serious loss of income in the functioning of the App Store. Bank of America says that despite legal pressures, Apple’s revenue from the application store maintains the stability. This suggests that the company can maintain store policies by considering the balance of user and developer.
Investor expectations of Apple shares also have an important place in this table. Bank of America continued to set the price target per share for Apple as $ 235. This expectation is based on Apple’s developments in artificial intelligence technologies running on the device and the income potential to be obtained from possible new product categories. For investors, these projections show that the transformed structure of the App Store is reliable.
JPMorgan recently reduced Apple’s stock price target from $ 240 to $ 230, but maintained the company’s long -term appearance. This reveals that analysts think that Apple’s general strategy is strong despite short -term fluctuations. The differentiation of user trends in the App Store becomes a critical data on this long -term perspective. As the application content diversifies, user interaction increases, which is positively reflected in Apple’s platform revenues.