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Apple is generating substantial revenue from the boom in generative AI applications, despite perceived shortcomings in its own virtual assistant, Siri. The company reportedly earned approximately $900 million in 2025 solely from App Store fees related to generative AI apps.
According to sources, roughly 75% of this revenue is attributable to ChatGPT. Apple is currently on track to exceed $1 billion in revenue from this source in 2026. This success demonstrates Apple’s ability to capitalize on the AI trend even while its own Siri assistant lags behind competitors. The App Store functions as a lucrative platform, effectively a “toll road,” allowing Apple to profit from the innovations of others.
The success comes as other tech companies invest billions in AI development, often without immediate returns. Apple’s strategy highlights its unique position within the mobile ecosystem and its ability to generate revenue through platform control. The company’s approach underscores the growing importance of app stores as key marketplaces in the evolving AI landscape.
