Affected by regulatory policy changes, starting from early 2026, Apple's App Store commission revenue in the US market has seen an 18% year-on-year decrease. In the second quarter, US consumer spending decreased by 6%, compared to a 9% increase in the same period last year. Following the implementation of new regulations in Brazil and Japan, related revenues have also declined. Apple's service revenue for the June quarter was $30.7 billion, with a department gross margin of 75.6%, both falling short of expectations. UBS analysts expressed concerns over the slowdown in App Store growth.