Apple said its services business faced slower growth as mobile gaming weakened and changes to the App Store model affected performance. The company pointed in part to court-ordered payment rule changes in the United States, which altered how some App Store transactions can be handled.
Even with those pressures, Apple said it has now passed 1.5 billion paid subscriptions across its services portfolio. That is up sharply from the 1 billion level it cited in January 2025, showing that subscriptions remain a major part of the company’s broader business.
Apple’s services segment includes offerings tied to its software and digital ecosystem, such as the App Store and AppleCare. The latest update suggests that while the installed base continues to support recurring revenue, some areas of spending—especially mobile gaming—have become less supportive than in prior periods.
The combination of slower gaming activity and App Store business model changes highlights how Apple’s high-margin services unit is being shaped by both consumer trends and regulation. For investors and developers, the key takeaway is that subscription growth remains strong, but the pace of services expansion is facing new headwinds.
