Apple may try to increase revenue by doing…something with third-party AI apps
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Apple signaled on its Monday earnings call that it may pursue new revenue through third-party AI apps, with executives pointing to "opportunities" for monetization. The company offered few specifics, leaving open possibilities such as revenue-sharing arrangements, App Store placement, or partnerships with AI providers. The move comes as Apple looks for fresh growth drivers amid slowing hardware sales and pressure to catch up in the AI race, where rivals like Google and OpenAI have moved faster. Investors will be watching for details on how Apple structures deals with third-party AI developers and whether monetization appears in upcoming guidance. Any concrete plan could reshape the economics of the App Store and Apple's services segment, a key profit engine.
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