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techcrunch ai · November 3, 2026

Apple explores AI app revenue boost

apple considers revenue opportunities from third-party ai apps to counter app store slowdown.

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apple's services business, including the app store, faces growing pressure due to regulatory changes and a decline in mobile gaming. during the earnings call, cfo kevan parekh mentioned potential opportunities from third-party ai apps and partnerships. parekh did not provide specifics, but investors speculate that apple could distribute third-party ai agents through the app store and take a revenue cut. this could help offset the 18% drop in us commission revenue and declines in other markets.

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