As of mid-August 2026, Apple's App Store net revenue for the month decreased by 0.6% year-over-year, marking the first year-over-year decline in four years. Analysts pointed out that Apple's services business has recently faced pressures such as a decrease in the App Store's commission rate, allowing developers to direct users to external payment channels, weak gaming demand, and exchange rate fluctuations. However, price adjustments for AppleCare may provide some offset.
