Google Is Stealing Revenue Share From Apple’s App Store (AAPL) – Silicon Alley

Google has continued to steal mobile app download revenue market share from Apple, according to an investors note from Macquarie Research. While both Apple and Google's respective app stores are growing fiercely, with total spending up 83% on the previous year to a monthly total of $1.4 billion, Google is growing far faster. Here are the numbers from April, which Macquarie says come from Distimo, the app download research company: Google Play: $530 million, up 166%, market share = 38% iOS App Store: $870 million, up 53%, market share = 62% Note that the last time we saw numbers from Distimo, the Google/Apple split was 37/63 in favor of Apple — so Apple appears to have lost a full point of share to Google since November 2013. On Monday, Apple CEO Tim Cook will attempt to reignite some excitement around the iOS app environment at the company's WWDC conference for developers. These numbers suggest Apple has high-class problems — it's taking a 30% cut from any paid ...

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