It sounds exactly right. They figured even if they got 20% of the third party apps users to start using theirs for the reasons you suggested, it’s better than keeping the users as is. The 80% they lost from 3p apps are probably a small change compared to what the 20% that did move get them at the ipo (this is a guess though)
It sounds exactly right. They figured even if they got 20% of the third party apps users to start using theirs for the reasons you suggested, it’s better than keeping the users as is. The 80% they lost from 3p apps are probably a small change compared to what the 20% that did move get them at the ipo (this is a guess though)