187 – Breaking News & Latest Updates 2026
Skip to main content

Sean Hollister

Sean Hollister

Senior Editor

Senior Editor

    More From Sean Hollister

    Sean Hollister
    Sean Hollister
    Epic found emails that makes it look like Kochikar advocated for a secret Google-Tinder deal.

    “We would like to discuss mitigating that risk by offering 15% rev share to Match Group,” she wrote in one of them.

    In another, she wrote that Google’s “value exchange models support the hypothesis that custom deals” like Project Hug would be enough to satisfy developers. It sounded like she was in favor of a “policy change without a public change to the business model.”

    Kochikar keeps trying to suggest it’s more complicated than this, that Google looked at multiple factors beyond those “value exchange models,” but Epic lawyer John Hueston is reminding her to just answer the questions.

    Sean Hollister
    Sean Hollister
    Purnima Kochikar admits that we’ll never see her chats.

    “During this case, you had your default setting to delete chats every 24 hours, correct?”

    “That was the default.”

    “And you didn’t take any steps to change deletion settings for your chat software, correct?”

    “Yes.”

    Sean Hollister
    Sean Hollister
    Bumble’s own internal document suggests forced Google Play billing didn’t universally harm it.

    “Bumble is [average revenue per user] neutral since the enforcement,” one line reads.

    “We have seen a decline in payers but an offsetting increase in ARPPU due to the removal of one-day subscriptions and alternative payment methods.”

    Watts was also asked if he thought it was a pro-consumer change that Google notified subscribers that uninstalling the app didn’t cancel their subscriptions. He said yes.

    We’re moving on to Purnima Kochikar, VP of Google Play Partnerships and formerly Director of Apps and Games.

    Sean Hollister
    Sean Hollister
    Half of that just happened.

    My story about this morning’s kerfuffle over hiding Spotify numbers just went up, but a good portion of it just happened right after the lunch break: Epic, Google, and Spotify argued before the judge whether “two numbers” that may or may not be key to making Epic’s case should be sealed.

    The judge wasn’t having it.

    But we did learn that “there is a rate set much, much lower than the rates you’ve been hearing about at trial.”

    Sean Hollister
    Sean Hollister
    And we’re on lunch.

    Back in a bit.

    Sean Hollister
    Sean Hollister
    Bumble tested what it’d be like to only have Google Play Billing — and saw a 30 percent dip in users and per-user revenue.

    But... was that because it charged more instead of totally absorbing Google’s fee? That’s not clear to me. The experiment was in 2017 and 2018.

    It did forecast losses of $40 million to $50 million per year after the forced switch a few years later, though, so I suppose it was eating some.

    The actual decline for Badoo on Android was 9.2 percent, it sounds like, but I missed some of the other important context there. One of the hits to Badoo was that Google Play didn’t support one-day subscriptions, Watts testified.

    Sean Hollister
    Sean Hollister
    A note about Bumble:

    While this video deposition is from August 2022, it seems Google successfully tempted Bumble to try its User Choice Billing afterward.

    Google announced three months later, in November 2022, that Bumble would be joining the pilot program to allow alternative payment methods on Android. That has since happened, Google spokesperson Dan Jackson reminds me. We’re asking how much revenue Bumble shares with Google.

    Sean Hollister
    Sean Hollister
    Our first video witness.

    Richard Watts, VP of product for revenue at Bumble and general manager of Badoo, was recorded in a video deposition on August 4th, 2022, that’s now playing for the court.

    Watts says the apps used to pay 3–6 percent per user transaction with alternative payment methods — compared to 15–30 percent now. He says the web versions count for less than 10 percent of the company’s revenue and claims no alternative Android store is a viable alternative.

    “Customers are used to finding apps within the Play Store, and that’s core to our business.” The Galaxy Store “doesn’t have the same scale,” he says.

    Sean Hollister
    Sean Hollister
    Epic is the one getting Paddled, IMO.

    While Epic was able to point out Paddle charges 10 percent or less for its app payments platform and isn’t allowed on Google Play, Google quickly turned things around:

    “Paddle has a financial interest in Epic winning its lawsuit, doesn’t it? If Epic wins, you’d be able to compete to win tens or hundreds of millions of dollars, right?”

    “That would be my hope,” says Owens.

    Google went on to use Paddle to help advance its argument that app platforms deserve more money than simple payment processors, having Owens admit that it charges more than PayPal or Stripe because it offers more services.

    And that Paddle, unlike Google, doesn’t offer parental controls, budgets, and the ability to save payment info from different developers.