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“This risk is not real. Launching off Play is not a big risk.”

Kochikar was not convinced that Activision would actually follow through on a threat to launch its own app store, as of a December 2019 email.

We also just saw charts, prepared by Activision Blizzard King in 2022, it appears, that show the company’s app installs and monthly active users went up and stayed up by a lot after the Google deal.

I’m not sure how the latter helps Google’s case. If ABK got special treatment from Google, wouldn’t it see an uptick? But I also think the rise might have something to do with Call of Duty: Mobile, the biggest mobile game launch ever.