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Apple signals revenue push via third-party AI app opportunities on earnings call

Luis Cabral ·

Apple said on its Monday night earnings call that it is exploring revenue from third-party AI app "opportunities," according to TechCrunch. The remarks mark a clearer signal that Apple aims to monetize the AI boom beyond its own features, at a time when investors are pressing for an AI roadmap. Any move could reshape how AI services are distributed and paid for on iPhone and Mac, where App Store rules and defaults carry outsized influence.

TechCrunch reports Apple did not outline products, timelines, or financial targets tied to the effort. Historically, the company has monetized third-party software through App Store commissions, placements, and services bundles, a model that is under renewed regulatory scrutiny in the US and EU. Watch for concrete guidance via updated App Store policies, developer documentation, or partnership announcements in the coming weeks and at upcoming Apple events. [Developing. This article will be updated.]