Apple May Explore New Services Revenue Opportunities Through Third-Party AI Apps
Apple may try to increase revenue by doing…something with third-party AI apps
- Who
- Apple
- What
- signaled potential opportunities to grow services revenue through third-party apps and partnerships
- Quote
However, on Monday’s earnings call, Apple signaled that it may look to boost services revenue through third-party apps.
What happened
Apple signaled on Monday’s earnings call that third-party apps and partnerships could help services revenue grow, but CFO Kevan Parekh did not explain what those opportunities might be. Reuters reported that investors are asking whether Apple could distribute third-party AI agents through the App Store and take a share of their revenue. Apple expects services growth of 8% to 9% in the December quarter, factoring in estimated headwinds.
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See the full storyApple Points to Third-Party Apps as a Potential Services Revenue OpportunityThe story so far
Apple said third-party apps and partnerships could help grow services revenue, but CFO Kevan Parekh did not explain what those opportunities might be. Apple expects services revenue to grow 8% to 9% in the December quarter, including estimated headwinds. Reuters reported that investors are asking whether Apple could distribute third-party AI agents through the App Store and take a share of their revenue; Apple has not confirmed that plan.
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