苹果酝酿借第三方AI应用提振服务收入，分成细节未披露
Apple may try to increase revenue by doing…something with third-party AI apps
- 1苹果CFO称AI有机会通过第三方应用、合作及第一方业务带来营收增长，未说明具体形式
- 2路透报道投资者猜测苹果或在App Store分发第三方AI智能体并抽成，官方未确认
- 3第三方估算称8月苹果美国佣金收入降18%，巴西与日本在新规后也现下滑
- 4苹果预计12月季度服务增长8%至9%，并称移动游戏逆风将持续到夏季季度
苹果在佣金收入受监管挤压下，把第三方AI应用视为服务业务的新变现方向，目前只有原则性表态。
- 影响：开发AI应用的企业多一个潜在官方分发与分成渠道，但形式与费率均未定；监管持续压缩App Store佣金，应用分发与定价策略需要预留弹性。
- 参考：可考虑把App Store列为AI产品的候选分发渠道并跟踪苹果后续披露；值得先测算不同分成比例下的单位经济，评估外部支付跳转路径的可行性。
- 依据：判断基于财报电话会上CFO的表态和路透对投资者猜测的转述，第三方AI分成的说法未经苹果确认；18%佣金降幅为第三方估算口径。
Apple’s services business remains at record levels, but it’s facing growing pressure. The central part of that business, Apple’s App Store, has faced regulatory pressure and a slump in mobile gaming, which have hurt services growth.
However, on Monday’s earnings call, Apple signaled that it may look to boost services revenue through third-party apps. What does that mean, exactly? Unfortunately, it’s not entirely clear.
When discussing how AI could potentially “contribute to revenue growth over time,” Kevan Parekh, Apple’s chief financial officer, said: “On the product side, you know, we feel AI offers a compelling reason for customers to upgrade and switch in order to get the latest capabilities, and we also feel there’s opportunities across third-party apps and partnerships as well as first-party opportunities.”
Parekh did not elaborate on what sorts of opportunities might be available via third-party apps. However, Reuters reported Monday that investors are wondering whether Apple could profit by distributing third-party AI agents through the App Store and taking a cut of the revenue they generate.
Regulatory and legal changes have cut into App Store commission revenue in some markets, even as Apple’s services business as a whole continues to grow. Third-party estimates in August, for example, suggested the company had seen an 18% drop in U.S. commission revenue, with declines also in Brazil and Japan after those countries introduced new regulations. Apple has traditionally controlled payments within its app marketplace tightly, taking a cut of all App Store transactions. But a lawsuit by Epic Games ultimately forced the company to allow apps to redirect users to outside payment systems. Other legal challenges throughout the world have further hampered the business.
During the earnings call, Parekh referenced Apple’s App Store woes and returned to the idea that the company’s service business could expand into new territory.
“We’ve also seen some factors that impacted the performance of the App Store, and during the September quarter, the performance on the App Store was similar to the prior year, and we had a record number of paid subscriptions with double-digit growth for third-party apps on the App Store,” Parekh said. “At the same time, we did see some headwinds in mobile gaming that we’ve talked about before, and expect to see those continue into the summer quarter.”
Parekh added: “As we move ahead, we expect services growth to to be between 8 to 9% [in the December quarter]. This outlook contemplates our best estimates on sequential headwinds, primarily from third-party licensing and the additional half percentage point of foreign exchange I just mentioned.”
TechCrunch has reached out to Apple for more information and will update this story if it responds.
When you purchase through links in our articles, we may earn a small commission. This doesn’t affect our editorial independence.
Lucas is a senior writer at TechCrunch, where he covers artificial intelligence, consumer tech, and startups. He previously covered AI and cybersecurity at Gizmodo. You can contact Lucas by emailing [email protected].
来源：TechCrunch · AI · techcrunch.com