On August 18, Apple admitted for the first time that regulatory changes have forced it to relax its control over the App Store, resulting in a drag on its services business worth over $100 billion. Apple warned in a regulatory filing that it may not receive commissions on transactions made through alternative payment systems, and reported that service revenue and profit margins for the month were lower than expected. Sensor Tower data shows that U.S. consumer spending on the App Store declined by 6% in the second quarter, compared to a 9% increase in the same period last year; Appfigures estimates that Apple's commission revenue in the U.S. has shrunk by 18% this year.