Apple的服务业务仍保持创纪录的水平，Apple的App Store公司面临监管压力和移动游戏的衰退，这损害了服务业的增长。
Apple表示，它可能希望透过第三方应用来增加服务收入。 这到底是什么意思？不幸的是
在讨论AI如何能够“随着时间的推移促进收入增长 ” 时，Kevan Parekh, Apple 的首席财务官称：“ 在产品方面，我们感到AI为客户升级和切换提供了令人信服的理由，以便获得最新的能力，我们也感到第三方应用程序和伙伴关系以及第一方面的机会。 ”
Parekh没有详细说明通过第三方应用程序可以获得何种机会。 然而，路透社星期一报道说，投资者正在怀疑Apple能否通过App Store分配第三方AI agents并削减他们产生的收入来获利。
尽管Apple的服务业务整体上继续增长，但监管和法律改革已削减了一些市场的App Store佣金收入。 例如，8月的第三方估计表明，该公司的美国佣金收入下降了18%，巴西和日本在这些国家实施推出新条例后也有所下降。 Apple传统上严格控制其应用市场内的支付，削减了所有App Store交易。 但Epic Games的一场诉讼最终迫使公司允许应用将用户重新导向外部支付系统。 世界各地的其他法律挑战进一步阻碍了这一业务。
在收入呼吁中，Parekh引用了Apple的App Store的悲哀，回到了公司服务业务可以扩张到新领域的想法。
“我们也看到一些影响App Store的性能的因素，在9月的季度，App Store的性能与前一年相似，“与此同时，我们确实看到了我们之前讨论过的移动游戏中的一些头风，并期望看到这些在夏季继续。
Parekh补充说：“随着我们向前迈进，我们预计[12月季度]服务增长将达到8%至9%。 这一前景设想了我们对顺序头风的最佳估计，主要是从第三方发放许可证和我刚才提到的外汇增加的半个百分点。”
TechCrunch已经联系到Apple以获取更多信息，如果回应，将会更新这个故事。
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Apple’s services business remains at record levels, but it’s facing growing pressure. The central part of that business, Apple’s App Store, has faced regulatory pressure and a slump in mobile gaming, which have hurt services growth.
However, on Monday’s earnings call, Apple signaled that it may look to boost services revenue through third-party apps. What does that mean, exactly? Unfortunately, it’s not entirely clear.
When discussing how AI could potentially “contribute to revenue growth over time,” Kevan Parekh, Apple’s chief financial officer, said: “On the product side, you know, we feel AI offers a compelling reason for customers to upgrade and switch in order to get the latest capabilities, and we also feel there’s opportunities across third-party apps and partnerships as well as first-party opportunities.”
Parekh did not elaborate on what sorts of opportunities might be available via third-party apps. However, Reuters reported Monday that investors are wondering whether Apple could profit by distributing third-party AI agents through the App Store and taking a cut of the revenue they generate.
Regulatory and legal changes have cut into App Store commission revenue in some markets, even as Apple’s services business as a whole continues to grow. Third-party estimates in August, for example, suggested the company had seen an 18% drop in U.S. commission revenue, with declines also in Brazil and Japan after those countries introduced new regulations. Apple has traditionally controlled payments within its app marketplace tightly, taking a cut of all App Store transactions. But a lawsuit by Epic Games ultimately forced the company to allow apps to redirect users to outside payment systems. Other legal challenges throughout the world have further hampered the business.
During the earnings call, Parekh referenced Apple’s App Store woes and returned to the idea that the company’s service business could expand into new territory.
“We’ve also seen some factors that impacted the performance of the App Store, and during the September quarter, the performance on the App Store was similar to the prior year, and we had a record number of paid subscriptions with double-digit growth for third-party apps on the App Store,” Parekh said. “At the same time, we did see some headwinds in mobile gaming that we’ve talked about before, and expect to see those continue into the summer quarter.”
Parekh added: “As we move ahead, we expect services growth to to be between 8 to 9% [in the December quarter]. This outlook contemplates our best estimates on sequential headwinds, primarily from third-party licensing and the additional half percentage point of foreign exchange I just mentioned.”
TechCrunch has reached out to Apple for more information and will update this story if it responds.
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