Apple’s U.S. App Store commission revenue falls 18% since the start of 2026
AI Market Summary
New analytics indicate Apple's U.S. App Store commission revenue is down 18% since early 2026, with Q2 U.S. consumer spend down 6% YoY, underscoring a deceleration in monetization. Apple has already cited regulatory changes as a headwind to Services growth, and June-quarter Services revenue missed expectations. The Epic-linked injunction limiting payment fees in the U.S. increases uncertainty around the durability of high-margin Services revenue.
Impact level
● Medium
Affected assets
NCSKAAPL2USD/USDT+0.28%
AI Insight · NCSKAAPL2USD/USDTAI Insight
▼ Bearish
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Apple’s U.S. App Store commission revenue has fallen 18% since the start of 2026, while consumer spending in the second quarter dropped 6% year over year. Services revenue came in at $30.7 billion in the June quarter, below analysts’ $31.4 billion expectation. Apple said on its earnings call that regulatory changes have begun to weigh on Services growth.
