~25% of Apple's revenue came from services in FY25 (and 50% from iPhone, ~25% from other hardware). They made $415B in that year, so ~$100B from services alone!
Services revenue is mostly just 30% from App Store Sales. This means every time a user clicks a pro account for ChatGPT or Claude on their phone, Apple makes more money than they could make with a self deployed model.
Services revenue is mostly just 30% from App Store Sales. This means every time a user clicks a pro account for ChatGPT or Claude on their phone, Apple makes more money than they could make with a self deployed model.