162 – Breaking News & Latest Updates 2026
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Sean Hollister

Sean Hollister

Senior Editor

Senior Editor

    More From Sean Hollister

    Sean Hollister
    Sean Hollister
    Epic shows Google felt forced to compete now that third-party billing is an option.

    This doesn’t entirely land for Epic because it’s also trying to argue that Google’s “User Choice Billing” is not a real choice, but...

    Epic just showed us a document from 2022 titled “GPB as Platform of Choice.”

    It asks one key question: once developers and users have more choices for billing systems, “what are we doing to make GPB the platform they *want* to choose?”

    It suggests that “for developers, we must show demonstrable & indisputable ROI” and “we must also connect directly with users and give them a compelling case to check out with Play Billing based on trust, convenience & value.”

    “In other words, we’ll need to compete,” asks Epic’s attorney.

    Correct, says Loew.

    The document mentions two Google codenames that have something to do with alternative check-out options: “Halla” and “Everest.” I suspect “Everest” is Google’s “User Choice Billing” based on the context of the document, but I can’t be sure.

    Sean Hollister
    Sean Hollister
    “ah shit just remembered rooms dont get deleted. dont opine in here.”

    We are back to CHATS! At one point, Loew’s boss said the above to her in a Google Chat, after she mentioned she was “managing a ton of India specific stuff for Payments / Subs.”

    We’ll never know what she would have said, I guess!

    Today, in court, she seemed amused by her boss’s language.

    Sean Hollister
    Sean Hollister
    Google’s Loew agrees that Google gets paid even when it doesn’t help users discover apps.

    “If I want Candy Crush, I go to Google Play, I type it in, and I download the app... the Google Play store did not help me discover the app, did it?” asks Epic.

    “But in that case Google still takes 30 percent of Candy Crush’s revenue even though it didn’t help me discover the app, correct?”

    Loew says both things are correct. She also agrees with Epic’s attorney that a theoretical competing Android app store could charge lower service fees, offer better discovery, etc., etc.

    Sean Hollister
    Sean Hollister
    Loew is showing where Google competes with Apple for developers and users.

    Apple only allows certain categories of app, like “reader” apps, to go consumption-only (meaning the developer can let people download it from the app store and let the user access content they paid for elsewhere, like Netflix videos or V-Bucks).

    She points out that Google allows games to be consumption-only apps.

    She also says developers can communicate any way they want with their customers outside of the app.

    Inside the app, she confirms, Google does not allow developers like Down Dog to communicate other ways to pay — but Google argues that has a benefit for developers and users:

    “If users have a purchase intent... we believe we convert quicker if they can do it in the moment without friction.”

    Sean Hollister
    Sean Hollister
    Google Play examined other ways to pay but said it decided not to “charge per download.”

    Loew says the goal was to “incentivize people to try lots of apps in the store,” so Google didn’t want to charge users per download.

    And “if we charged the developer afterwards we’d have to invest in an invoicing system and a collection system,” she says.

    Google examined lots of payment models, she says, but found them more convoluted.

    “This way when a user pays, everyone gets paid.”

    Sean Hollister
    Sean Hollister
    Google suggests it has to spend before it can accept your payments.

    Loew says that physical gift cards, for instance, have to be printed, distributed to all 950,000 retail locations around the world, and Google has to pay the processing fees.

    Google has to monitor payment laws around the world at federal, state, and local levels — some cities have specific taxes, and Vermont has “a very specific rule for subscriptions,” she says.

    “Does Google bill users for these services it provides?” No, says Loew.

    Then there’s fraud prevention, too.

    Google isn’t yet showing how much it has to spend on these things, and... wouldn’t other giant payment processors that charge less have to do these things, too? But I get it — Play isn’t free to run.

    Sean Hollister
    Sean Hollister
    “The sheer scale of our payments platform, as you can see here, is amazing.”

    That’s a footnote from a internal document titled “Google Play Billing Partner Benefits” that will not be entered into evidence — so you’ll only see it if reporters in this courtroom describe it for you.

    Let’s give it a go! The first page we’re seeing shows all the different features Google Play Billing offers from “Setup” to “Retention” to “Insights”:

    setup:

    play billing library

    new test instruments

    faster renewal testing

    flexible billing frequency

    acquisitions/conversion:

    extensive fop reach

    free trials

    introductory pricing

    local pricing

    subscribe & install

    retention:

    renewal decline recovery

    grace period & account hold

    real-time developer notifications

    subscription restore

    subscription pause

    retention offers

    insights:

    acquisition report

    retention report

    cancellation report

    user cancel survey

    Page three shows Google Play offers credit / debit card support in 150-plus countries, direct carrier billing in 58 markets with 180-plus carriers, gift cards at 950,000 locations in 32 countries, and offers PayPal in 20-plus countries, and there’s a map that shows Google offers UPI in India, as well as E-Wallets and Mobile Money in some places.

    Sean Hollister
    Sean Hollister
    Mrinalini Loew, a Google Play apps business manager, is helping Google say it has a “two-sided market.”

    This will wind up becoming very relevant when we get to final jury instructions — because they explicitly ask the jury to consider whether Google has a two-sided market when it’s deciding this case.

    What does that mean?

    Loew says that Google serves its developers and its users.

    “Are Google Play Store and Google Play Billing separate products?” Another question that the jury will explicitly decide, according to the tentative jury instructions (pdf) the court submitted last night.

    “No they are not,” she says.

    Sean Hollister
    Sean Hollister
    Epic figured out that Google granted OCV expedited app review.

    “Mr. Ben reached out to you in the context of OCV needing technical support from Google related to app removals, is that correct?” asked Epic’s attorney.

    OCV did — and received help from Google.

    But we didn’t see evidence OCV any help that a normal app developer wouldn’t get. OCV’s CTO testified that he didn’t get any special benefit or service for his testimony, wasn’t told anything about the case when it asked him to testify, and doesn’t own any Google stock personally (not that it was alleged he did).

    Sean Hollister
    Sean Hollister
    Another Android developer is testifying: Robert Beaty, CTO of OCV.

    In a September 2022 deposition, he’s talking about how his company uses Google’s Android emulator and analytics features, among others, to help his clients, without Google directly charging him for those tools. He passes along the analytics to his clients, he says, so they can see how their apps are performing.

    He said earlier that OCV primarily builds website for clients in the law enforcement and public safety sectors — police, fire, public health, clerk of courts.

    One of OCV’s apps is HCPH Overdose Rescue, we just saw — it’s an app that explains how to administer Narcan.

    Epic is countering by asking Beaty whether OCV could have decided just to make apps for Android users instead of also building them for iOS (presumably to show Android and iOS don’t compete for the same users).

    It “wasn’t really a consideration for us because we wanted the widest reach possible,” he says.