According to a recent LinkedIn post from Paddle, nearly a year of data on iOS External Payment flows suggests app developers are seeing higher revenue margins, more control over pricing tests, and faster payouts when routing transactions outside Apple’s in‑app payment system. The post indicates that while conversion outcomes vary, strong checkout design and smooth App Store handoff can preserve or even improve conversion relative to native in‑app payments.
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The company’s LinkedIn post also notes that many teams are experiencing a 5–12% decline in conversion when moving away from in‑app payments, but that this is often offset by higher net revenue and up to 17% uplift in lifetime value when combined with effective retention tools. For investors, this dynamic points to a growing monetization opportunity for third‑party payment infrastructure providers like Paddle as developers optimize the balance between App Store benefits and external payment economics.
As highlighted in the post, core advantages of the App Store such as distribution, entitlement management, and the native in‑app experience remain important, leading many app teams to run in‑app and external payment options side by side. This hybrid approach may expand Paddle’s addressable market by enabling gradual adoption rather than a binary switch, while positioning the company within a broader industry shift toward diversified revenue stacks and reduced platform fee dependency.