The commission Apple earns from the App Store is shrinking in markets where it has been forced to relax its grip on in-app purchases, based on new analytics data.
According to Appfigures, cited by the Financial Times ($), Apple's U.S. commission revenue has fallen 18 percent since the start of 2026. It also found App Store revenue declining in Brazil and Japan since both countries introduced new regulations.
Separately, Sensor Tower said U.S. consumer spending through the App Store was down 6 percent in the second quarter, compared to 9 percent growth a year earlier.
The figures follow Apple's admission during last month's earnings call that regulatory changes have started to weigh on its Services growth. Apple reported services revenue of $30.7 billion for the June quarter, a record for the period but short of the $31.4 billion that analysts expected.
Apple traditionally has taken 15 to 30 percent of digital purchases made inside apps on the App Store. However, a U.S. injunction won by Epic Games now forces the company to let developers steer users to outside payment options without taking a cut. Sensor Tower said the U.S. slowdown had been heavily affected by the ruling. Apple has not collected fees from link-outs in the U.S. since April 2025.
