Deconstructor of Fun TWIG #355 Apple’s $2B Problem, Halo’s PlayStation Leap, and EA’s Reality Check
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Oct 30, 2025 Dive into Apple's $2 billion legal struggles and the implications for the tech industry. Halo's unexpected jump to PlayStation prompts a lively debate about console exclusivity and corporate strategy. EA faces scrutiny as it halts transparency amid mixed earnings. Amazon restructures its game studios while tackling genre challenges. The impact of AI on gaming investments is examined, alongside a retrospective on Pokémon TCG Pocket's first year. Get ready for insights on gaming trends, corporate maneuvers, and bold predictions!
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Apple's App Store Ruling Forces Change
- The UK tribunal found Apple abused dominance in app distribution and IAPs, estimating a fair commission at 17.5% versus Apple's 30%.
- The ruling could award up to $2B in damages but likely forces broader market changes beyond the fine.
Prefer Competition Over Price Controls
- Avoid relying on government price controls to fix platform competition problems; they create poor long-term incentives.
- Advocate for opening ecosystems to third-party competition instead of fixed commission rulings.
EA's Public Visibility Shrinks
- EA suspended quarterly analyst calls during its acquisition and stopped issuing forward guidance.
- Net bookings fell ~13% YoY but Apex and Madden showed positive signals amid mixed visibility.
