Will 50% of in-app purchase revenue move to owned channels over the next few years?


Stash thinks so.


In this Growth Masterminds, I chat with Justin Kan, co-founder of Twitch, serial entrepreneur and investor, along with Archie Stonehill, who leads product for Stash.


We talk about direct-to-consumer or D2C in mobile gaming, where getting revenue from what used to be in-app purchases over owned channels is resulting in 30% more revenue for top publishers. We also chat about what's driving D2C for all mobile apps, not just games.


00:00 Introduction and Historical Context

00:53 Introducing the Guests

01:24 Stash: Direct Consumer Player Experiences

03:22 Regulatory Changes and Market Impact

03:38 Justin's Perspective on the Gaming Industry

06:41 Financial Benefits of Direct Channels

10:59 Future of the App Economy

16:58 Regulatory Developments and Legal Battles

20:21 Historical Parallels and Future Predictions

25:11 Closing Remarks and Future Updates

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