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Antitrust battles are hurting Apple's App Store services revenue growth.

Market News
18 Aug 2026
PYMNTS
View Source
Bearish
pluang ai news

Apple has acknowledged for the first time that antitrust regulatory challenges around its App Store are negatively impacting its services business, which generates over $100 billion in revenue. The company warned that alternative app distribution and payment methods mandated by regulators could reduce or eliminate its commission earnings. Recent data shows a 6% decline in U.S. consumer spending on the App Store and an 18% drop in commission revenue this year. Despite a record $30.7 billion quarterly services revenue, analysts express concern over slowing growth as Apple adapts to new rules in multiple countries requiring alternative payment options outside the App Store.

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