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Apple highlights $1.4T App Store commerce, 90% commission-free

▼ Summary

– Apple reported that the App Store facilitated over $1.4 trillion in developer billings and sales in 2025, up from $1.3 trillion in 2024.
– 90% of the $1.4 trillion total involved transactions where developers paid no commission to Apple.
– The total included $1.1 trillion in physical goods and services, $149 billion in digital goods, and $151 billion from in-app advertising revenue.
– Over 850 million average weekly users visited the App Store across 175 countries and regions in 2025.
– 40 of the top 100 apps in 2025 had consumer-facing AI capabilities, showing stronger billing growth than other top apps.

Apple has released its latest annual snapshot of the App Store ecosystem, revealing that the platform drove more than $1.4 trillion in developer billings and sales during 2025. This marks an increase from the $1.3 trillion reported the previous year, and the data arrives just ahead of the company’s Worldwide Developers Conference (WWDC), which kicks off next week.

The headline figure encompasses all commerce conducted through apps on Apple’s platform, from physical goods and services to digital purchases. It is designed to underscore the broader economic opportunities the App Store creates for mobile developers, well beyond the revenue generated by in-app purchases alone. By highlighting this total, Apple also frames its own cut , a commission on digital goods transactions , as a relatively small slice of the overall pie.

According to Apple, a full 90% of that $1.4 trillion involved transactions where developers paid no commission to the company.

Drilling deeper into the numbers, the 2025 total includes approximately $1.1 trillion in sales of physical goods and services, such as retail, grocery delivery, ride-hailing, and travel. Meanwhile, digital goods and services accounted for $149 billion in billings and sales. This digital segment, which largely falls under Apple’s commission structure of 15% to 30% depending on the transaction type and developer size, grew from $131 billion in 2024. Regardless of how the numbers are framed, this remains a multibillion-dollar revenue stream for Apple.

In-app advertising also contributed significantly, generating $151 billion in 2025, up slightly from $150 billion the year prior.

Apple further noted that the App Store averaged over 850 million weekly users across 175 countries and regions in 2025.

A notable highlight in the announcement was the growing influence of AI-powered apps. Apple pointed out that 40 of the top 100 apps in 2025 featured consumer-facing AI capabilities, and these apps experienced stronger billing growth compared to others in the top 100. This detail may hint at upcoming WWDC announcements, including rumored plans to allow AI agents on the App Store.

Apple itself is expected to make significant AI-related announcements at WWDC, including a long-anticipated Siri revamp and deeper AI integrations across its operating systems.

The company also emphasized the App Store’s expansion in China, noting that billings and sales facilitated by the platform have more than doubled in the country over the past six years. In the U. S. and Europe, those figures have more than tripled in the same period. As with the global totals, the vast majority of this growth stems from physical goods and services rather than digital purchases.

(Source: TechCrunch)

Topics

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