Apple App Store Revenue Jumps 10%, Analyst Sees AI, App Diversification Driving Long-Term Growth
1. Apple's App Store revenue grew 10% to $8.7 billion in Q4 2025. 2. App downloads increased 2.5% to 9 billion year-over-year. 3. Revenue mix is shifting from gaming to Productivity and Photo & Video. 4. Analysts expect strong sales growth and an EPS of $7.39 for 2025. 5. AI apps are gaining user share from Google's search application.