DTC is quietly rewriting the rules of mobile growth.

𝗗𝗧𝗖 𝗶𝘀 𝗾𝘂𝗶𝗲𝘁𝗹𝘆 𝗿𝗲𝘄𝗿𝗶𝘁𝗶𝗻𝗴 𝘁𝗵𝗲 𝗿𝘂𝗹𝗲𝘀 𝗼𝗳 𝗺𝗼𝗯𝗶𝗹𝗲 𝗴𝗿𝗼𝘄𝘁𝗵.
With Apple loosening its grip on iOS payments, here’s what I see coming:

𝗕𝗶𝗴𝗴𝗲𝗿 𝗺𝗮𝗿𝗴𝗶𝗻𝘀 → 𝗯𝗶𝗴𝗴𝗲𝗿 𝘄𝗮𝗿 𝗰𝗵𝗲𝘀𝘁𝘀.
Publishers reclaim 15–30% by going direct. That means more cash to reinvest in growth.

𝗛𝗶𝗴𝗵𝗲𝗿 𝗟𝗧𝗩𝘀 𝘁𝗵𝗿𝗼𝘂𝗴𝗵 𝗯𝗲𝘁𝘁𝗲𝗿 𝗨𝗫.
DTC is more than margin recovery. It’s a path to higher LTV through personalized offers, loyalty mechanics, and smarter UX.

𝗥𝗶𝘀𝗶𝗻𝗴 𝗖𝗣𝗜𝘀 𝘄𝗼𝗻’𝘁 𝘀𝗰𝗮𝗿𝗲 𝗮𝗻𝘆𝗼𝗻𝗲.
If your LTV is 2x higher, you can afford to outbid everyone. UA becomes a weapon again.

𝗔𝗱 𝗻𝗲𝘁𝘄𝗼𝗿𝗸𝘀 𝘄𝗶𝗹𝗹 𝗿𝗶𝗱𝗲 𝘁𝗵𝗲 𝘄𝗮𝘃𝗲.
More competition, more spend, more scale. Unity, Applovin, and others could see massive gains.

Curious if others are seeing the same signs?