Apple's App Store generated $1.4 trillion in 2025, 90% commission-free

Apple released its annual App Store ecosystem update ahead of WWDC 2025, revealing that the platform facilitated over $1.4 trillion in developer billings and sales — up from $1.3 trillion last year. The company emphasized that 90% of this total came from transactions where developers paid no commission, including $1.1 trillion in physical goods and services (e.g., retail, ride-hailing, grocery delivery). Digital goods billings — the segment Apple does take a cut from — grew to $149 billion (up from $131B), while in-app ad revenue reached $151 billion. The App Store now serves 850 million average weekly users across 175 countries.

Notably, Apple highlighted that 40 of the top 100 apps now feature consumer-facing AI capabilities, and these apps saw stronger billing growth than others. This data fuels speculation that Apple will announce support for AI agents on the App Store at WWDC alongside its own Siri revamp and deeper OS-level AI integrations. Growth was especially strong in China (billings doubled in six years) and the U.S./Europe (more than tripled). While the $1.4 trillion figure paints a picture of a thriving ecosystem, the vast majority of that revenue bypasses Apple's commission — reinforcing the narrative that the App Store is a commerce engine, not just a digital marketplace.