Apple Earned Nearly $900 Million from Generative AI Apps in 2025
Revenue Highlights
I saw Apple grab $900 million from AI apps in 2025.
You basically pay a tax to them every time you use ChatGPT on your iPhone. Grok got less downloads and did not do very good.
I expect them to pass one billion next year even if their tech is slow.
AI Landscape and Apple’s Position
You should look at how Apple gets thirty percent of all sales.
Other firms spend huge money on big computers, but Apple just lets you use your phone.
I think Siri still acts a bit slow compared to Google or Meta. Apple build their system to take money from everyone else’s hard work.
Google Partnership Boosts Siri
Apple is going to use Gemini to help Siri get way better this year.
This deal might cost them one billion dollar every single year. I noticed the new Siri will have more than one trillion parameters inside.
You might find it weird that Google already pays them twenty billion for search.
Investor Perspective
Investors call the App Store a toll road for the whole AI world.
You can see why they win because they own the ground everyone walks on. Many experts say Apple will be a long term winner in this race.
Their bank account keeps growing while they wait for others to finish.
