Core assumptions
| Input | Public audit baseline |
|---|---|
| Store-fee rate | Your supplied blended rate, or 22% if unknown |
| Migration cases | 40% conservative, 55% base, 70% optimistic |
| Recurr platform fee | 3.5% on web-billed subscription revenue, flat (no Y1 step-up) |
| Migration performance fee | 2.5% per migrated subscriber, tied to the Migration Program; lands across the first 12 months on web |
| Stripe processing | Stripe’s standard rates pass through — 2.9% + $0.30 per transaction in the US (varies by region and payment method) |
| Average transaction (ARPU) | 10 monthly and $100 annual) — sets the per-transaction flat-fee impact |
| Cash-flow timing | 45 days of net migrated annualized revenue (ARR after store fees) pulled forward once |
Store-fee rate
If you know your blended app-store fee rate, use it. If you do not, the audit uses 22% as a representative blended rate across iOS year-one subscriptions, iOS year-two subscriptions, and Google Play subscriptions. Your Migration Analysis replaces this with the actual mix if you provide it.Web-billing cost
Web billing has two cost layers, kept separate because they move differently and you control them differently.Recurr’s fees
- Platform fee: 3.5% on web-billed subscription revenue, flat — no Y1 step-up. Applies to every web-billed dollar.
- Migration performance fee: 2.5% per subscriber migrated, tied to the Migration Program. Lands across each migrated subscriber’s first 12 months on web. The audit treats this as an effective Year 1 cost so the recovery math nets it out.
Stripe processing (pass-through)
Stripe’s standard rates: 2.9% + $0.30 per transaction in the US. Lower in EU/UK/AU (typically 1.5–1.7% + a local flat fee). Higher for some international card mixes and local payment methods. See Stripe’s pricing for the full schedule. The per-transaction flat fee’s impact on your percentage basis depends on average transaction size (ARPU). At the model’s $17 ARPU baseline, the flat fee adds ~1.76 percentage points to the Stripe percentage. Annual-heavy books (larger AOV) feel it less; small-ticket monthly-heavy books feel it more.Worked all-in (US baseline, $17 ARPU)
| Stage | Recurr | Stripe % | Flat-fee impact at $17 AOV | All-in |
|---|---|---|---|---|
| First 12 months on web | 6% (3.5% platform + 2.5% perf) | 2.9% | +1.76 pts | ~10.66% |
| Year 2+ ongoing | 3.5% (platform only) | 2.9% | +1.76 pts | ~8.16% |
Cash-flow release
The audit models the one-time settlement benefit as 45 days of net migrated annualized revenue pulled forward — your share after store fees, not the gross customer payment. Apple holds the gross GMV during settlement but only owes the developer the net. That equals roughly 12.3% of net migrated revenue, once. At a 22% blended store-fee assumption, the conservative public rule of thumb is ~9% of migrated ARR (12.3% × 0.78). At the base 55% migration case and the same 22% assumption, that’s roughly 5.3% of total ARR as a cash-flow release. Your audit reports the specific figure using your actual blended rate — apps on lower blended fees see proportionally more cash because the discount is smaller. This is not P&L lift. It is timing: revenue that would have arrived later under app-store settlement lands sooner through web billing.What the public audit does not model
- Holdout-relative churn impact
- Offer cost or incentive cost
- Monthly vs annual transaction-count effects
- International card mix and local payment-method mix
- Subscriber-level renewal timing
- Cohort-specific migration rates
- Support load during migration waves