Apple may try to increase revenue by doing…something with third-party AI apps
techcrunch.com Nov 3, 2026

Apple may try to increase revenue by doing…something with third-party AI apps

AI-summarised brief · reviewed before publication

Apple’s services segment remains at record size but faces pressure from App Store regulation and a mobile‑gaming slump. In its September earnings call CFO Kevan Parekh said AI could help grow services revenue and hinted at “opportunities across third‑party apps and partnerships.” Analysts speculate Apple may begin taking a cut of revenue generated by third‑party AI agents sold through the App Store. Recent regulatory changes have already cut U.S. commission revenue by about 18 % and reduced earnings in Brazil and Japan. The Epic Games lawsuit forced Apple to allow external payment links, further eroding its traditional fee model. Parekh projected services growth of 8‑9 % for the December quarter despite these headwinds. Apple hopes AI integration will also attract hardware buyers.

💡 Why It Matters

  • · Apple’s potential revenue share from third‑party AI could reshape its monetization model amid shrinking App Store fees.