In its annual pre-WWDC ecosystem update, Apple released research from consultancy Analysis Group showing its App Store facilitated over $1.4 trillion in developer billings and sales in 2025, up from $1.3 trillion the prior year. Apple stressed that 90% of that total involved transactions on which it collected no commission — a framing clearly aimed at ongoing antitrust scrutiny. Of the $1.4 trillion, roughly $1.1 trillion came from physical goods and services such as retail, ride-hailing, and travel, while $149 billion came from digital goods and services, the slice Apple primarily monetizes at rates of 15% to 30% depending on transaction type and developer size. In-app ad revenue reached $151 billion, roughly flat year-over-year. The App Store averaged 850 million weekly users across 175 countries in 2025.
By region, China posted the largest volume at $562 billion, followed by the U.S. at $453 billion, Europe at $184 billion, and Japan at $52 billion. China’s App Store billings have more than doubled over six years, while U.S. and European volumes have tripled. Apple also flagged that 40 of the top 100 apps in 2025 had consumer-facing AI capabilities and collectively grew billings faster than their non-AI counterparts, teeing up WWDC — which opens June 8 in Cupertino — where an AI-revamped Siri and new OS updates are widely expected. Goldman Sachs noted in a Tuesday report that AI-assisted coding will generate more apps and lift Apple’s services business. The positive data arrives amid regulatory headwinds: Apple’s legal dispute with Epic Games, dating to 2020, is still active, and India’s antitrust regulator is pursuing a case that could result in a fine of up to $38 billion.