Actually, they sell lots of ads in the app store. I will not be surprised if they sell video ads, display ads or search ads in the future. They could earn tens of billions in revenue per year; the main business question is how that trades off against the various downsides of advertising sales.
replyThe News app is also spammed full of shitty-looking ads.
replyApple generated $416 billion in total net sales in 2025. Of that total, $307 billion (about 74% of total revenue) came directly from their hardware ecosystem. The services segment generated the remaining $109 billion (26%); including their advertising platforms, AppleCare, cloud services, and Apple TV...
replySeems like their advertising might not be a focus...
When you’re that big, it’s all a focus. Keeping the growth going is job 1 and you need all cylinders firing to do it.
replyservices are growing 10%+ per year
reply"Services" includes everything from iCloud storage to AppleCare to Apple Card to Apple Music & Apple TV subscriptions.
replyServices growth is only tracking slightly ahead of installed base growth. One theory of Services was that it would grow high-margin business organically alongside the growth of the installed base. More iPhone users => more iCloud subscriptions. Notably, this growth rate is roughly predictable even without ads being a factor.
> Apple (mostly) isn’t in the business of selling ads. I’d certainly trust this over most other options.
replyDo you not use the same Apple App Store, Apple Maps, and Apple Podcast apps I use? The ads are becoming a real problem.
Watch out - I think apple revenue for services is increasing, now almost 30% and gross margins on services is ~75%
replyI think ads are projected to be $9b this year
Their services revenue has been skyrocketing. Ads are the reason.
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