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“I'd say like the last two years every one of my clients and I do mean everyone is building web funnels and I think one they're just not as worried about Apple coming after them or being mean right and we've all heard stories about product updates getting jammed up.”
Every serious-scale app is now building web funnels — fear of Apple retaliation has faded
Crowley reports a near-universal shift among large consumer subscription apps toward web payment funnels, driven by two factors: Apple's enforcement posture softened after losing the Epic lawsuit, and the business case at scale is compelling — getting back 15–20% margin at $100–200M revenue is multi-million dollar EBITDA improvement. For smaller apps the calculation is less clear, but the direction of travel is unmistakable.
E
Eric Crowley
GP BullhoundTech investment banker at GP Bullhound specializing in consumer subscription M&A — authored annual CSS report since 2019; advised Runna/Strava, Flo, and many top subscription exits.
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Why AI Probably Won't Kill Your App (But Ignoring It Will)· 133:30