Apple's service business faces pressure: App Store commissions decline as it looks to broaden revenue streams via third-party AI apps

Apple CFO Park revealed at the earnings call that AI could become a driver for user upgrades, while third-party apps, partnership projects, and in-house businesses present growth opportunities. However, App Store commission revenue in the US market declined by 18% due to new regulatory rules and a sluggish mobile game sector. Service business growth is expected to slow to just 8–9% in the December quarter.