Apple's US App Store Commission Revenue Down 18% This Year
The commission Apple earns from the App Store is shrinking in markets where it has been forced to relax its grip on in-app purchases, based on new analytics data. According to Appfigures, cited by the Financial Times ($), Apple's U.S. commission revenue has fallen 18 percent since the start of 2026. It also found App Store revenue declining in Brazil and Japan since both countries introduced new…
Apple's commission revenue from its US App Store has declined by 18 percent in the current year, according to new analytics data. This downturn is attributed to Apple being compelled to ease its control over in-app purchases in certain markets, as reported by Appfigures and cited by the Financial Times. Similar trends have been observed in other countries like Brazil and Japan, where new regulations have also impacted App Store revenue.
Additionally, Sensor Tower's data indicates that U.S. consumer spending through the App Store dropped by 6 percent in the second quarter, contrasting with a 9 percent increase a year earlier. Apple acknowledged during its earnings call last month that regulatory changes are starting to affect its Services growth. While Apple reported services revenue of $30.7 billion for the June quarter, marking the highest-ever for the period, it fell short of the $31.4 billion forecasted by analysts.
Traditionally, Apple has retained 15 to 30 percent of digital purchases made within apps on the App Store. However, following a U.S. injunction won by Epic Games, Apple is no longer collecting fees from developers who direct users to external payment methods without taking a cut. This ruling has been in effect since April 2025, significantly impacting the U.S. market.
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