Apple may just be one of the few firms actually profiting from AI, as its in-app purchase commission revenues through the App Store are expected to exceed $1 billion in 2026.
Rivals to Apple Intelligence are paying Apple up $1bn in App Store fees
Rivals to Apple Intelligence are paying Apple up $1bn in App Store fees
It’s still a fallacy that Apple is behind on AI, but it is certainly true that its Apple Intelligence-powered Siri has yet to materialize. But while it has no AI chatbot of its own, Apple is profiting handsomely from all of others.
According to the Wall Street Journal, in January 2025, Apple took $35 million in App Store fees from generative AI apps. By August 2025, it was $101 million, for an estimated $900 million over the year.