Apple Services Miss on App Fees

Apple’s record-breaking $30.7 billion in Services revenue wasn’t enough to satisfy Wall Street, thanks to missed estimates and the first sequential dip in years. The culprit: regulatory changes are forcing Apple to loosen its grip on App Store payments in the U.S., EU, and beyond, cutting into the lucrative commissions that once flowed from in-app gaming. While Apple is fighting back in the Supreme Court, the real shift is already happening—developers and advertisers are gaining ground, and Apple is pushing harder into ads and payments to fill the gap.

But here’s the catch: Just as Apple leans on hardware and AI to offset Services softness, a global memory chip shortage is threatening the fall product ramp. New Siri AI features are locked behind the latest devices powered by high-memory Apple silicon, pushing customers to upgrade, even as supply constraints and rising costs loom large. With iPhone 18 Pro and a rumored foldable facing potential $200–$300 U.S. price hikes and leasing programs rolling out, the stakes for this launch cycle couldn’t be higher.

Featuring reporting from Tom’s Hardware and TechCrunch, plus a leadership shakeup as John Ternus prepares to take the CEO reins from Tim Cook during Apple’s most pivotal transition in years.

Powered by Apisod.com