Report Overview

Epic v Apple: A must-watch moment for tech antitrust

Contents

Awaiting a decision: Epic v Apple antitrust case

The whole platform business model is at issue

The harm of the Apple Tax

The judgement will depend on laws and precedents from another era

About Enders Analysis

About Venture Insights

Figures and Tables

Figure 1: Fortnite‘s Mega Drop via Epic direct payment on iOS

Figure 2: Intermediation, not disintermediation, is the platform model

Figure 3: Apple revenue by segment ($bn)

Figure 4: iQiyi (left) and Youku (right) online video WeChat mini apps

Figure 5: App Store billings by customer monthly spending tier, Q2 FY2017

Figure 6: Fortnite global time played and revenue by device, March 2018-July 2020

Figure 7: Spotify steering iPhone customers in July 2015* and Netflix’s cryptic messaging today