According to Appfigures, Apple’s U.S. App Store commission revenue has fallen 18 percent since the start of 2026.
Appfigures also found App Store commission revenue declining in Brazil and Japan after both countries introduced new regulations.
Sensor Tower separately reported that U.S. consumer spending through the App Store was down 6 percent in the second quarter, compared with 9 percent growth a year earlier.
App Store commission and regulatory impact on Services
The figures follow Apple’s admission during last month’s earnings call that regulatory changes have started to weigh on its Services growth. Apple reported Services revenue of $30.7 billion for the June quarter, a record for the period but below the $31.4 billion analysts had expected.
Apple has traditionally taken 15 to 30 percent of digital purchases made inside apps on the App Store. A U.S. injunction won by Epic Games now forces the company to let developers steer users to outside payment options without taking a cut; Sensor Tower said the U.S. slowdown had been heavily affected by that ruling. Apple has not collected fees from link-outs in the U.S. since April 2025.
Taken together, the data point to shrinking commission revenue in markets where Apple has been required to relax its in-app purchase controls.
