The audit numbers anchor on what migration recovers from your existing book. The compounding piece is what happens afterwards.Documentation Index
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What changes structurally
Migration shifts the billing rail. Not just for the subscribers who get migrated — for every subscriber who arrives after you have web rails in place. Before migration:- Existing subs on IAP at 15–30%
- New subs on IAP at 15–30%
- Existing migrated subs on web at 5–8%
- Existing un-migrated subs still on IAP (untouched)
- New subs acquired through web channels on web at 5–8% from day one
Why this matters for paid acquisition
The economics of paid acquisition tighten when fees are 5% instead of 22%. A campaign that was barely profitable at a 22% cap can run materially deeper into the LTV curve at 8%. Concretely: if a subscriber’s lifetime value is 240–$260 (depending on cohort retention and Y1/Y2+ mix). That’s not a marginal improvement — it shifts which channels and which CACs are economically viable. Apps that move first see compounding in two places:- Existing book: the migrated cohort returns 10–25 points of margin for the lifetime of each subscription
- New cohorts: every dollar of paid acquisition spent post-migration runs on the lower fee structure from the first charge
The earlier you start, the longer compounding has to run
For an app expecting to operate for 5+ years, the compounding window is the dominant variable. A migration that takes 12 weeks frees the next 200+ weeks of acquisition + retention to run on web rails. For an app planning a sale in 18 months, compounding still matters — buyers value LTV-based metrics, and the ones that reflect web economics are more attractive than the ones blended with store fees.The audit shows a multi-year view alongside the year-one figure for exactly this reason. Year one is the entry; later years are where the default rail matters. The full lifetime number depends on retention curves the public audit doesn’t see.
