Apple has conceded in its latest SEC filing that regulatory changes aimed at loosening its control over the App Store are having a negative effect on its services business, which generates over $100 billion in revenue. The company warned that allowing developers to use alternative payment systems may result in lower commission revenue, or none at all. This admission is the clearest signal yet that global regulatory pressure is starting to impact one of Apple's most profitable and fastest-growing segments.
This acknowledgment follows recent data showing a slowdown in consumer spending on the U.S. App Store. Research from Sensor Tower indicated a 6% decline in the second quarter, a reversal from the 9% growth seen a year prior. Similarly, analytics firm Appfigures calculated that Apple's commission revenue in the U.S. has dropped by 18% so far in 2026. This highlights the tangible financial impact of court rulings and new regulations on Apple's lucrative services income.