Apple’s US App Store commission revenue falls 18% in 2026

Apple’s US App Store commission revenue has fallen 18% year-to-date in 2026, according to analytics firm Appfigures, as the impact of the Epic Games v. Apple dispute reaches the company’s finances. An April 2025 ruling by a federal judge in Northern California found that Apple had willfully violated prior injunctions and prohibited it from collecting commissions on US purchases made through external payment links. The case began in 2020, when Fortnite maker Epic Games challenged Apple’s requirement that in-app purchases use its payment system, which typically charged a 30% commission. Apple had lowered the rate to 27% for external-link purchases in an earlier compliance effort, but the court found that approach inconsistent with the original injunction. Apple is appealing, and the dispute could reach the US Supreme Court. The US App Store facilitated $406 billion in developer billings and sales in 2024, although more than 90% of those transactions carried no commission for Apple. Commission revenue is concentrated in digital goods, subscriptions and game in-app purchases, with rates sometimes reduced to 15% for smaller developers under a program launched in 2020. The Epic ruling adds to regulatory pressure from the European Union’s Digital Markets Act, which has required Apple to permit alternative app marketplaces and payment systems in Europe, as well as app-store commission rules enacted by Japan and South Korea.

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