Apple makes $900M from generative AI apps on App Store

Apple makes $900M from generative AI apps on App Store

Apple's App Store has witnessed a significant revenue boost, thanks to the growing popularity of generative AI apps.

A report by AppMagic, cited by The Wall Street Journal, shows that the revenue from these apps on the App Store skyrocketed between January and August 2025.

The monthly earnings jumped from nearly $35 million to a peak of around $101 million during this period.

ChatGPT dominates revenue

The report further reveals that generative AI apps have raked in nearly $900 million in App Store fees in 2025 alone.

The lion's share of this revenue can be attributed to one app: ChatGPT.

The OpenAI-powered chatbot is said to have accounted for nearly 75% of Apple's commission from these apps, leaving competitors like Grok far behind with just a 5% contribution.

Apple may be integrating Google's Gemini into Siri

Apple is also said to be working on upgrading its voice assistant, Siri, with AI capabilities.

The upgrade could be powered by Gemini, and earlier reports have pegged the partnership with Google at around $1 billion annually.

However, the financial details of this deal have not been officially disclosed by either company.

Platform-centric approach to generative AI

Apple's approach to AI is also different from that of companies like OpenAI, Google, and Anthropic.

While these firms are investing heavily in developing models and infrastructure, Apple is mainly focusing on its platform.

The iPhone serves as a key entry point for millions of users to access these AI tools.

This gives Apple a consistent share of subscription revenue without having to directly compete in the AI race.