META explained on February 2 that Apple's effects on the iOS on the business, and said that the loss in 2022 would be $ 10 billion (¥ 1.15 trillion).
META's highest finance manager (CFO), David Wehner, said at a telephone conference on the financial results, the fourth quarter of the change in Apple's "iOS" change was "as expected in ours, the third quarter headwind.He said it was "degree"."The negative impact of iOS over the company's business in 2022 is expected to be $ 10 billion, which is a fairly large headwind for our business."
Apple has introduced the App Tracking Transparency (ATT) function in iOS 14.5 released in April 2021.As a result, app developers had to obtain user permission to track their actions on apps and websites.META and SNAP protested for this change to achieve business performance.
He mentioned e -commerce as one of the areas where META had a "clear deceleration in the fourth quarter".In addition, he touched on Google, which was announced earlier than Meta this week this week, saying, "It is quite noticeable that Google has a strong growth in its vertical field."
He stated that Google stated that "the series of constraints from Apple is completely different (from the Company)" and suggested that Apple has a motivation to give favor of Google.To maintain your iOS device default search engine, Google is presumed to pay a huge amount to Apple.
"E -commerce is one of the vertical fields that is the most affected by iOS restrictions, so one of the reasons why those restrictions are probably different from Google's situation and our situation.It makes sense to think so, "said Wehner."We are convinced that Apple's restrictions are designed to exclude browsers from the tracking requirements that Apple wants for the app. In other words, search advertisements operate the app -based ads.It means that much more third -party data can be used for measurement and optimization for the platform "(Mr.)
He said, "Given that Apple continues to get huge annual sales through Google search, this policy will definitely continue in the future."
This article edited by Asahi Interactive for an article from overseas RED VENTURES for Japan.