Apple says gaming slowdown and App Store changes hurt services growth

Apple said its services growth was hurt by a slowdown in mobile gaming and App Store business model changes, including U.S. court-ordered payment rule updates. The company still surpassed 1.5 billion paid subscriptions, showing continued scale despite pressure on revenue growth.

The comments highlight how regulatory changes and maturing app spending are starting to affect Apple’s high-margin services engine. As App Store economics shift, Apple may need to lean more on subscriptions, payments, and new services to sustain services growth.