Apple has been aggressively defending its commission model, even facing criticism from judges in the Epic Games case. The company recently proposed lower commissions—15% for standard apps, 10% for select partner programs, and 5% for small businesses—on sales made outside the App Store. However, in new regulatory filings, Apple admitted it may not earn any commission at all from purchases through third-party app stores or alternative payment systems. This shift comes after antitrust regulators in the U.S., EU, and elsewhere forced Apple to allow external app distribution and in-app purchases. The company argued its reduced rates reflect the value of tools like Xcode, but regulators have pushed back, saying Apple is still leveraging its monopoly. Analysts warn that these changes could mark the beginning of a decline in Apple’s high-margin Services revenue, potentially impacting its overall valuation. The disclosure highlights how years of legal and regulatory pressure are reshaping Apple’s business model on a global scale.

Apple’s proposal includes tiered commission rates depending on app type and developer program. These rates are notably lower than the standard 30% charged for in-app purchases through the App Store. Despite these concessions, the company acknowledges uncertainty around whether any commission will be permitted under evolving regulations.

Regulatory actions in multiple jurisdictions have already forced Apple to make significant changes. The EU led the charge by mandating third-party app stores, followed by a U.S. court ruling requiring external payment options. These decisions challenge Apple’s control over its ecosystem and threaten the revenue streams that have supported its growing Services segment.

Analysts suggest that if Apple cannot collect commissions from alternative platforms, its Services revenue—which has been a key growth driver—may face its first decline. This could have broader implications for Apple’s market position and investor confidence.