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Chronicles

The story behind the story

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An analysis of EU and other data on iOS and Android usage finds Apple's App Store has $10.40 of Monthly Revenue Per User compared to $1.40 for Google Play

As I remember it, at least 10 years ago, I began to hear anecdotes from developers who built apps for both iOS and Android about their economics.

Asymco Horace Dediu

Context & Ripple Effects

The comparison extends a long-running divide between platform reach and platform monetization. In 2015, Google Play was reported to have more downloads while the App Store generated more revenue, a pattern captured in the download–revenue mismatch between the stores.

That gap did not prevent overall mobile-app spending from expanding: earlier analysis projected roughly $100M a day in iOS app spending in 2018. The new per-user framing makes the divergence more useful for assessing the value of each platform’s active base.

First-order effects

  • Apple’s App Store is shown to produce substantially more monthly revenue per user than Google Play, reinforcing iOS as the higher-monetizing audience for developers and app businesses.
  • Google Play’s much lower per-user figure separates Android’s user scale from the revenue yield available from a typical active user.

Second-order effects

  • Developers choosing launch priority, marketing spend, or monetization design can place greater weight on iOS revenue potential rather than download volume alone.
  • The result reinforces the competitive pressure on Google Play to improve the commercial value of its user base, while Apple can point to app-economy monetization as a platform advantage.

Third-order effects

  • If the gap persists, mobile ecosystems may increasingly be valued and managed by revenue per active device rather than installed-base size, with different developer economics across the two platforms.
  • A durable monetization divide could further segment app business models: premium and high-spend services may favor iOS, while Android’s scale remains more important for reach.

The trend: Mobile platform competition is shifting from device and download scale toward the revenue yield of each active user.