Apple's App Store commission revenue in the U.S. reportedly dropped 18% in 2026, according to app analytics company Appfigures, as legal challenges from Epic Games and the European Commission pressure the company's Services business. Sensor Tower data shared with the Financial Times showed a 6% drop in U.S. consumer spending in the App Store in the second quarter of 2026, compared with a 9% rise a year earlier, while global consumer spending grew just 3% year-over-year versus 13% in the prior-year period. Apple's Services revenue of $30.7 billion in the June quarter fell about $1 billion short of Wall Street expectations, and shares dipped roughly 7% after the earnings call. Apple CFO Kevan Parekh attributed the slowdown partly to foreign exchange and changes to the App Store business model in certain countries, including a U.S. court ruling impacting link-out transactions. The company is now seeking tiered linked-out commissions of 15% for ordinary apps, 10% for certain programs, and 5% for small-business developers, while the Supreme Court is expected to consider Apple's appeal in the Epic Games case this October.
Apple Inc.Legal challenges and court rulings pressure App Store commissions, causing revenue drop.
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