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KDI 경제교육·정보센터

ENG
  • 경제배움
  • Economic

    Information

    and Education

    Center

최신자료
A Dollar for Your Data: Connectivity in the Wake of Apple‘s Tracking Transparency Policy
CEPR
2025.12.05
We examine how a platform’s governance shock reshapes the strategic value of app connectivity. We distinguish between connectivity’s functional value and commercial value. We theorize that governance interventions restricting access to directly monetizable user-level data reduce the commercial returns to connectivity while leaving functional incentives unchanged. Leveraging Apple’s App Tracking Transparency (ATT) policy―a shock that curtailed cross-app tracking―we analyze nearly 1,000 Health & Fitness apps on iOS and Android from 2018 to 2021. We find that applications with greater pre-ATT exposure to connected data along the 3Vs (Volume, Variety, Velocity) significantly reduce connectivity after the shock relative to Android counterparts, especially tracking-intensive and single-homing applications. Connectivity’s performance benefits weaken after ATT. Our findings clarify how platform governance reshapes complementors’ incentives.