Observed Signal · Mar 25, 2026 · Technical Release · Source: techcrunch · Impact: 4/5 · Sentiment: Positive
Apple Adds 100+ Metrics to App Store Connect
On March 25, 2026 Apple updated App Store Connect Analytics with its largest refresh since launch, adding more than 100 new metrics to surface monetization, subscription and in‑app purchase performance. The update introduces cohort analysis (by attributes such as download date, source, and offer start date) with aggregated data to protect user privacy, two new peer-group monetization benchmarks (download-to-paid conversion and proceeds per download) that use differential privacy techniques, and two new subscription reports exportable via the Analytics Reports API. Analytics also gains additional filters (up to seven simultaneously) and a new App Store Analytics Guide. Combined with Apple’s broader iOS product roadmap, the release strengthens App Store first-party measurement for developers and marketers as an alternative to third‑party estimates.
A major platform (Apple) released a technical update adding first‑party analytics, API exports and benchmarking — materially improving developers' and advertisers' access to Apple-owned performance data and affecting measurement, monetization and integration strategies across app ecosystems.
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Key Takeaways & Evidence Grounding
- Apple updated App Store Connect Analytics on March 25, 2026.
- The update adds more than 100 new metrics including monetization and subscription data.
- New cohort capabilities support analysis by attributes like download date, download source, and offer start date; cohort data is aggregated for privacy.
- Apple introduced two monetization peer-group benchmarks (download-to-paid conversion and proceeds per download) using differential privacy techniques.
- Two new subscription reports are available and can be exported via the Analytics Reports API; up to seven filters can be applied to metrics.
Connected Companies & Entities
3 Entities mappedRelated Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Google Revamps iOS Ad Tools with AI
Google announced an overhaul of its iOS App campaigns, adding AI-driven features for bidding, creative production and measurement to help advertisers compete in the App Store economy under Apple’s privacy rules. New capabilities include a target-ROAS bidding option, automated video resizing, co-branded partnership ads with YouTube creators, and playable-ad end cards on the AdMob network. Google also introduced an on‑device measurement tool intended to keep user data local for improved attribution in a post‑IDFA environment. Google cited initial performance wins: the lending app Uatas reported a 7% ROAS increase using the new bidding feature, and publisher Codeway reported a 6x increase in attributed installs with an 80% lower cost per install. The update is positioned to give marketers more reliable, privacy‑aware tools for iOS app promotion.
Meta's Muse AI Agent Could Threaten Apple's App Store Revenue
Analysts at Needham and Bank of America warn that Meta's new consumer AI agent, Muse, could disrupt Apple's App Store revenue through AI 'disintermediation'. Needham estimates Apple could lose up to $10 billion in revenue if 20% of App Store transactions shift to Meta's 0% fee Muse Connectors platform. Meta reported receiving over 1,500 developer applications within 168 hours of launching Muse Connectors, potentially siphoning developers from Apple. Bank of America's Tal Liani notes that AI agents auditing subscriptions could increase churn for businesses as consumers cancel low-engagement services. The report highlights the growing role of AI agents in commerce and their potential to reshape digital marketplaces.
California governor vetoes bill banning 'pervert glasses' secret recording
California Governor Gavin Newsom vetoed Senate Bill 1130, which would have made it illegal to secretly record people using wearable recording devices like smart glasses. Newsom argued the bill defined wearable recording devices too broadly, potentially causing unintended consequences, and that existing state laws already provide adequate protections. The bill aimed to address privacy concerns amid the rise of always-listening devices from companies like Meta and Snap, which have seen significant sales. If enacted, California would have been the first state to regulate smart glasses, with fines or prison time for violators. The decision comes as other countries, like Norway, are considering similar bans. Critics have dubbed such devices 'pervert glasses' following incidents of harassment. The veto means no new specific regulations for these wearables in California yet.
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