AAPL ▼ -5.0% - Apple Inc. $AAPL Apple's App Store revenue was flat YoY despite double-digit subscription growth: "During the September quarter, the performance on the App Store was similar to the prior year, and we had a record number of paid subscriptions with double-digit growth for third-party apps on the App Store." At the same time, we did see some headwinds in mobile gaming that we've talked about before, and expect to see those continue into the December quarter. And keep in mind, we also made some changes to the App Store business model in certain countries. And in the US, we continue to operate under a court ruling impacting the link out transactions. As we move ahead, we expect services growth to be between 8% to 9%, as I mentioned in the prepared remarks. In the December quarter, and this outlook contemplates our best estimates on sequential headwinds, primarily from third-party licensing, and the additional half percentage point of foreign exchange I just mentioned." 02-NOV-2026 05:40 PM ET