Apple Made Nearly $900 Million From Generative AI Apps Last Year

Apple collected astir $900 cardinal successful App Store fees from generative AI apps successful 2025, according to information from investigation steadfast AppMagic, covered by The Wall Street Journal ($).


The overwhelming bulk of Apple's AI app committee gross came courtesy of ChatGPT downloads starring to consequent subscriptions, which unsocial accounted for astir 75 percent of the supra total. Elon Musk's Grok app came a distant second, making up conscionable 5 percent of the revenue.

Apple is present said to beryllium connected people to gain $1 cardinal successful generative app gross this year. Given however down the institution is successful the AI race, highlighted by the sluggish advancement of its enhanced Siri rollout, it's a tidy sum indeed.

Of course, the crushed Apple benefits from the popularity of AI apps built by different companies is that the iPhone remains the smartphone marketplace leader. Most AI apps inactive person to spell done its App Store, wherever Apple takes a committee of up to 30 percent connected subscriptions. As the study notes:

"Its Siri chatbot is inactive anemic by modern AI standards. What Apple does person that the different AI players don't is simply a ascendant presumption making devices. However fancy OpenAI, Google, Anthropic and xAI marque their chatbots, iPhones are inactive a superior mode to present them to consumers."The gross stands successful opposition to Apple's comparatively humble AI spending compared to rivals similar Microsoft, Amazon, and Meta, each of whom person poured tens of billions into AI infrastructure, with small to nary nett yet to amusement for it. Meanwhile, Apple's superior expenditures person remained comparatively flat, acknowledgment to its prioritization of concern successful on-device AI implicit ample information centers filled with GPU processors.

The strategy won't alteration a much susceptible Siri, but Apple appears to beryllium blessed to thin connected Google to supply the indispensable AI infrastructure for that. The 2 companies announced successful January that Gemini volition powerfulness a revamped mentation of Apple's virtual assistant, coming aboriginal this year. The fiscal presumption of the concern haven't been disclosed, but Bloomberg reported past twelvemonth that the woody would beryllium astir $1 cardinal annually. That volition springiness Apple entree to a 1.2 trillion parameter exemplary that dwarfs its in-house capabilities.

Perhaps the deeper irony is that Google already pays Apple astir $20 billion per twelvemonth to stay the default hunt motor connected iPhones, truthful present wealth is flowing successful the different absorption too, albeit astatine a drastically little rate.

Still, immoderate investors spot the App Store attack arsenic a much viable semipermanent strategy. Charles Rinehart, main concern serviceman of Johnson Asset Management, told WSJ that if Apple "can enactment arsenic a toll roadworthy for providers of AI, past they'll astir apt extremity up looking bully long-term."
This article, "Apple Made Nearly $900 Million From Generative AI Apps Last Year" archetypal appeared connected MacRumors.com

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