苹果可能通过第三方 AI 应用探索新的服务收入机会
Apple may try to increase revenue by doing…something with third-party AI apps
- 谁
- Apple
- 引文
However, on Monday’s earnings call, Apple signaled that it may look to boost services revenue through third-party apps.
发生了什么
苹果在周一的财报电话会上表示，第三方应用和合作伙伴关系可能有助于服务收入增长，但首席财务官 Kevan Parekh 并未说明这些机会可能是什么。路透社报道称，投资者正在询问苹果是否可以通过 App Store 分发第三方 AI 智能体，并从其收入中分成。苹果预计，计入预估的不利影响后，12 月季度服务收入将增长 8% 至 9%。
接下来读什么
查看这件事的完整进展Apple Points to Third-Party Apps as a Potential Services Revenue Opportunity这件事到目前为止
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.
每天一封，跟上 AI 的重要变化
模型发布、价格变化、算力进展，附原始来源。免费，确认后开始发送，随时一键退订。 看一份往期日报 · 2026-11-03