https://finance.yahoo.com/news/apple-arcade-sleeper-hit-190803518.html

If Apple can pull it off, Arcade could turn out to be a solid revenue driver for the company, with Nomura Instinet estimating the service could add $1 billion to Apple’s bottom line.

Games are an integral part of the App Store. In their analysis Instinet’s Jeffrey Kvaal estimates that 70% of app downloads from the store are for games, with that number jumping to 80% in China.