Archive for May 2, 2025

Friday, May 2, 2025

App Review Guidelines Updated for Epic Anti-Steering

Apple (e-mail, Hacker News):

The App Review Guidelines have been updated for compliance with a United States court decision regarding buttons, external links, and other calls to action in apps. These changes affect apps distributed on the United States storefront of the App Store, and are as follows:

3.1.1: Apps on the United States storefront are not prohibited from including buttons, external links, or other calls to action when allowing users to browse NFT collections owned by others.

3.1.1(a): On the United States storefront, there is no prohibition on an app including buttons, external links, or other calls to action, and no entitlement is required to do so.

3.1.3: The prohibition on encouraging users to use a purchasing method other than in-app purchase does not apply on the United States storefront.

3.1.3(a): The External Link Account entitlement is not required for apps on the United States storefront to include buttons, external links, or other calls to action.

I’m still not really sure what this all means, but it seems to be in line with what I suggested yesterday: it’s US-only, and there are still many places where you have to use IAP. External links are allowed for digital content and services. I take this to mean not apps themselves or feature upgrades. (The exception is that if you support Android or Windows and track the user via an account, Apple lets you avoid its fees by unlocking via that account.) So I think it’s not a big change for most indie developers, but it is potentially a big deal for Apple because most of the App Store (and thus services) revenue comes from cross-platform game content. (On the other hand, maybe a lot of the sketchy purchases wouldn’t happen without IAP, so Apple will keep that revenue.) It’s not clear to me whether Kindle and Patreon are allowed if they don’t also support IAP.

Here are some parts of the App Review Guidelines that have not changed (emphasis added):

If we can’t understand how your app works or your in-app purchases aren’t immediately obvious, it will delay your review and may trigger a rejection.

[…]

3.1.1 In-App Purchase: If you want to unlock features or functionality within your app, (by way of example: subscriptions, in-game currencies, game levels, access to premium content, or unlocking a full version), you must use in-app purchase. Apps may not use their own mechanisms to unlock content or functionality, such as license keys, augmented reality markers, QR codes, cryptocurrencies and cryptocurrency wallets, etc.

[…]

3.1.1(a) Link to Other Purchase Methods: Developers may apply for entitlements to provide a link in their app to a website the developer owns or maintains responsibility for in order to purchase digital content or services.

[…]

3.1.3(b) Multiplatform Services: Apps that operate across multiple platforms may allow users to access content, subscriptions, or features they have acquired in your app on other platforms or your web site, including consumable items in multi-platform games, provided those items are also available as in-app purchases within the app.

[…]

3.1.3(d) Person-to-Person Services: If your app enables the purchase of real-time person-to-person services between two individuals (for example tutoring students, medical consultations, real estate tours, or fitness training), you may use purchase methods other than in-app purchase to collect those payments. One-to-few and one-to-many real-time services must use in-app purchase.

[…]

3.1.3(g) […] Digital purchases for content that is experienced or consumed in an app, including buying advertisements to display in the same app (such as sales of “boosts” for posts in a social media app) must use in-app purchase.

[…]

3.1.4 […] App features that work in combination with an approved physical product (such as a toy) on an optional basis may unlock functionality without using in-app purchase, provided that an in-app purchase option is available as well.

[…]

3.2.2 Unacceptable (i) Creating an interface for displaying third-party apps, extensions, or plug-ins similar to the App Store or as a general-interest collection.

Graham Dawson:

But note still not even the slightest largess from Apple - US storefront only. So additional complexity and hence disincentive for the vast majority of us who of course sell worldwide.

Peter N Lewis:

They are really going to fight this until the last drop of developer blood is spilled…

Teflo:

How are they going to differentiate between storefronts? Are they going to ask for separate IPA’s? Are they going to have it where it’s a feature flag based on region? Is it going to be up to the app developer?

Ryan Jones:

At least how this is written right now, it seeeeems like there is no mandate to link out.

  • in other words, a Stripe Apple Pay button can be directly in the app
  • or the entire paywall could be a webview, with the button right there in it

John Gruber disagrees (Mastodon):

This does not mean apps can now use alternative payment processing in-app. It doesn’t even mean apps are no longer required to offer Apple’s IAP in-app for purchases and subscriptions. All it means is that apps (in the US for now, but Apple really ought to make this worldwide, but I suspect Tim Cook wants to fight this on appeal in federal court) are free to inform users about offers available on the web, and to link to those offers on the web. Those links must open outside the app, in the user’s default web browser.

The guidelines are not very clear. One interpretation is that you still need to use the ExternalLinkAccount API; the only difference is that it’s not gated by an entitlement. But I don’t think it can be that simple because that API relies on a single predefined URL in the Info.plist, which Judge Gonzalez Rogers found to be too restrictive. Another interpretation is that the API associated with the entitlement is what’s no longer required; you can just use the regular URL APIs. Guideline 3.1.1 would seem to still prohibit non-IAP purchasing within a Web view in the app.

Khaos Tian:

lol this doesn’t make any sense. The only reason the link out requirement was there is to create friction to minimize revenue impact… now the friction is gone, if they keep that, it’s only about making iOS customer experience worse, which would be weird.

It’s not weird: it’s maintaining as much friction as legally allowed, which has been the goal all along.

Rik Haandrikman:

Bookmark that thread – it’s becoming the running logbook of clarifications and edge-case discoveries as the news settles

[…]

Relying less on Apple’s IAP can simplify development and testing. You won’t need to deal with Apple’s sometimes laggy review process for price changes or new IAP products, since web purchases can be adjusted server-side. Bug fixes or improvements to your external purchase flow can be deployed instantly on the web.

If you support countries other than the US, it complicates development because now you have two parallel systems to maintain and test.

John Voorhees:

These moves by big players aren’t surprising, and I’m sure we’ll see more companies explore ways to take advantage of Wednesday’s ruling. Over time, though, the more interesting consequence of Wednesday’s ruling will be whether and how it changes the business models of indie developers and other small businesses that offer apps.

Jeff Johnson:

My current plans are to sit tight and see how the App Store changes play out.

I doubt that Apple would win on appeal, but who knows. Also, my business model is upfront paid, which would mean I’d have to go through the ordeal of switching to IAP in order to take advantage of the new App Store rules.

It’s not clear that I’d even benefit, because I’m already in the small developer program with the lower 15% fee.

Greg Pierce:

My initial thought for indies on App Store Guideline changes:

Don’t rush into anything. Watch the market and give it six months to shake out tweaks to the guidelines and App Review process, and for possible other payment options to stabilize their integrations, options, and fees.

If you jump on something, you may just create a lot of headaches and migration work in the coming months that distracts from delivering value to your customers.

Previously:

Apple’s Q2 2025 Results

Apple (transcript, MacRumors):

The Company posted quarterly revenue of $95.4 billion, up 5 percent year over year, and quarterly diluted earnings per share of $1.65, up 8 percent year over year.

[…]

The board of directors has also authorized an additional program to repurchase up to $100 billion of the Company’s common stock.

Jason Snell:

Revenue was $95.4 billion, up 5% versus the year-ago quarter. Mac revenue was up 7%, iPad revenue up 15%, iPhone revenue up 2%, and Services revenue up 12%. The Wearables/Home/Accessories category was down 5%.

Jason Snell:

Things are weird in Apple-land. Legal judgments are piling up in unexpectedly bad ways. Tariffs threaten large parts of Apple’s business. This year’s banner Apple Intelligence features got delayed indefinitely.

[…]

Speaking of doldrums: iPhone revenue was up 2%, and that qualifies as good news, given that it was down one percent last quarter. But the truth is that iPhone revenue has been essentially flat for the last three years. Not since fiscal 2021 has there been multiple quarters of double-digit growth. To be sure, the iPhone is still a money machine—it’s generated $200 billion in revenue while spending the last year in the doldrums. But if you’re a growth-obsessed investor, it’s a little troubling.

Benjamin Mayo:

In fact, Apple recorded a new all-time high for gross margin on services this quarter, at 75.7%. That figure is based on costs of $6.46 billion on sales of $26.64 billion.

[…]

The Services business includes revenues from things like iCloud, Apple Music, Apple TV+, AppleCare, and more. However, a big chunk is also derived from Apple’s cut of App Store in-app purchases, which ranges from 15-30% on digital goods purchases and subscriptions.

It also includes Google’s TAC payments for searches initiated in Safari.

Jeff Johnson:

Show me a retail store with a 76% gross margin.

Otherwise, people can STFU about App Store being like a retail store.

John Gruber:

No one even asked about the material impact of Apple being required to immediately change the App Store guidelines (in the US) to allow unfettered link-outs to the default web browser to make purchases and sign up for subscriptions. You’d think that would be a question.

Previously:

MacUpdater for Sale

CoreCode (via Jeff Johnson):

CoreCode Ltd., the developer behind the award-winning MacUpdater software, today announced that it will be discontinuing active development of MacUpdater after January 1, 2026. With the core technical challenges of the macOS app-updating space fully solved, CoreCode is now inviting interested parties to either license the underlying technology or acquire the entire MacUpdater project.

[…]

Over the past 8 years, MacUpdater has become a trusted solution for tens of thousands of users, enabling seamless updates for over 6,700 macOS applications. However, despite strong user loyalty and technical excellence, CoreCode has decided to wind down the project due to a lack of sustainable monetization under a non-subscription model.

Previously:

YouTube at 20

Alex Weprin:

Twenty years ago today, YouTube co-founder Jawed Karim uploaded a 19 second video titled “Me at the zoo” to the platform. As anyone who follows YouTube knows, it was the first video hosted by the platform.

On its 20th anniversary, YouTube now says that since Karim’s video was posted, more than 20 billion videos have been uploaded (and no, that isn’t a typo).

Google:

To mark YouTube’s 20th anniversary, we’re offering you a look at some of our features, statistics, hidden gems, and easter eggs to accompany us throughout the festivities.

David Pogue:

Today, it doesn’t need explaining. YouTube is the second most-visited website on Earth, after Google, which bought YouTube for $1.65 billion in 2006.

Every single day, we collectively watch more than a billion hours of YouTube videos. Funny videos … how-to videos … cat videos.

[…]

The most-watched of all? “Baby Shark Dance,” with about 16 billion views.

[…]

Nobody’s monetized it better than Jimmy Donaldson, better known as MrBeast, whose videos of colossal giveaways and physical challenges have made him the most-followed YouTuber of all, with 380 million fans.

Rene Ritchie:

I’ve been on @YouTube for 17 years as a creator and 2.5 as an employee. To say it changed my life — and the world — would be a profound understatement. To share your voice, to build a career — careers! — with no gatekeepers, just the willingness to press the upload or go-live button and the creativity to connect with an audience is an every-moment miracle.

Previously: