FAANG Strategy
Apple's App Store Economics Under Pressure
The App Store is the highest-margin slice of Apple's Services engine, and it's exactly the slice the EU DMA, Epic, and the DOJ are prying open.
#services
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.