FAANG Strategy
Apple's App Store Economics Under Pressure
Apple App Store commission economics face the EU DMA, Epic, and DOJ. How regulation is rewriting the highest-margin slice of Apple Services, via the filings.
#apple
2 articles
SaaS Economics
Apple Services Revenue Margin: The Engine Inside iPhone
Apple Services revenue margin is 75.4%, turning a quarter of sales into 42% of gross profit. Read the margin engine through Apple's own FY2025 10-K.