From January to August 2025, App Store revenue from generative AI apps nearly tripled.
Primarily driven by ChatGPT subscriptions. Here are the details:
GenAI apps reportedly paid nearly $900 million in App Store fees in 2025
According to a new report by AppMagic (via WSJ), “Apple’s revenue from GenAI apps rose from about $35 million in January 2025 to a high of $101 million in August.” It then returned to a downward trend due to a decline in ChatGPT downloads.
And speaking of ChatGPT, OpenAI’s chatbots accounted for nearly 75% of all fee revenue from App Store-generated apps, followed by Grok at 5%, according to AppMagic.
as WSJ That’s a notable amount for a company that doesn’t yet have a true rival to ChatGPT or similar products, and points out that it’s a welcome buffer as Apple moves forward with its partnership with Google to make Gemini serve as the underlying technology for a revamped Siri.
The company’s Siri chatbot is still weak by modern AI standards. What Apple has that other AI players don’t is a dominant position in manufacturing devices. No matter how fancy chatbots OpenAI, Google, Anthropic, and xAI create, the iPhone remains the primary means of delivering chatbots to consumers.
and
Apple’s AI plans run counter to the strategies of its competitors, which are spending hundreds of billions of dollars on chips and data centers to build cutting-edge, large-scale language models. Apple is spending some of that money and instead aims to use all the personal information people store on their iPhones, along with a chip it designs itself, to power its on-device AI strategy.
Neither Apple nor Google have discussed financial terms of the partnership. bloomberg Last year, it reported that it would be a deal of “approximately $1 billion per year.”
Ironically, it appears that this price may be effectively funded by Google’s own competition on the App Store.
To read, WSJClick this link for the contents of AppMagic’s report.
Worth checking out on Amazon
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