内容来源：https://techcrunch.com/2026/11/02/apple-may-try-to-increase-revenue-by-doing-something-with-third-party-ai-apps/

内容总结：

苹果公司的服务业务目前仍处于历史高位，但正面临日益增大的压力。其服务业务的核心——苹果应用商店——一直承受着监管压力，加之移动游戏市场低迷，这些因素都对服务业务的增长造成了拖累。

然而，在周一的财报电话会议上，苹果释放信号称，公司可能会寻求通过第三方应用来提振服务收入。这究竟意味着什么？遗憾的是，目前尚不完全清楚。

在讨论人工智能如何可能“随着时间的推移为收入增长做出贡献”时，苹果首席财务官凯文·帕雷克表示：“在产品方面，我们认为人工智能为客户提供了一个令人信服的理由去升级和换机，以获取最新功能，同时我们也认为在第三方应用和合作伙伴关系方面，以及第一方业务方面，都存在机会。”

帕雷克没有详细说明通过第三方应用可能存在哪些类型的机会。不过，路透社周一报道称，投资者正在猜测苹果是否可能通过应用商店分发第三方人工智能代理并从中抽取一定比例的收入来获利。

监管和法律环境的变化已经削减了苹果在某些市场的应用商店佣金收入，尽管苹果服务业务整体仍在持续增长。例如，第三方机构8月份的估算显示，苹果在美国的佣金收入下降了18%，巴西和日本在出台新规后也出现了下降。苹果历来对应用市场内的支付进行严格控制，对所有应用商店交易抽取分成。但Epic Games提起的诉讼最终迫使苹果允许应用将用户引导至外部支付系统。全球范围内的其他法律挑战也进一步对该业务造成了冲击。

在财报电话会议上，帕雷克提到了苹果应用商店面临的困境，并再次提出公司服务业务可能拓展至新领域的想法。

“我们也看到了一些影响应用商店表现的因素，在九月季度，应用商店的表现与去年同期相似，我们拥有创纪录的付费订阅数量，应用商店上第三方应用实现了两位数增长，”帕雷克表示。“与此同时，我们确实看到了此前多次提及的移动游戏方面的不利因素，预计这些因素将持续到夏季季度。”

帕雷克补充道：“展望未来，我们预计十二月季度服务业务增长率将在8%至9%之间。这一展望已纳入我们对环比不利因素的最佳预估，主要来自第三方授权以及我刚才提到的额外半个百分点的汇率影响。”

TechCrunch已联系苹果公司寻求更多信息，如有回复将更新本文。

中文翻译：

苹果的服务业务仍处于创纪录水平，但正面临越来越大的压力。该业务的核心部分——苹果应用商店——遭遇了监管压力和移动游戏低迷的双重打击，这拖累了服务业务的增长。

然而，在周一的财报电话会议上，苹果暗示其可能会寻求通过第三方应用来提振服务收入。这究竟意味着什么？遗憾的是，目前尚不完全清楚。

在讨论人工智能如何可能“随着时间推移为收入增长做出贡献”时，苹果首席财务官凯文·帕雷克表示：“在产品方面，我们认为人工智能为客户提供了一个令人信服的理由去升级和换机，以获取最新功能，同时我们也认为在第三方应用和合作方面存在机会，第一方业务也有机会。”

帕雷克没有详细说明通过第三方应用可能获得哪些类型的机会。不过，路透社周一报道称，投资者正在猜测苹果是否可能通过应用商店分发第三方人工智能代理并从中抽取收入分成来获利。

监管和法律层面的变化已经削减了苹果在某些市场的应用商店佣金收入，尽管苹果的服务业务整体仍在持续增长。例如，8月份的第三方估算显示，该公司在美国的佣金收入下降了18%，巴西和日本在出台新法规后也出现了下降。苹果历来严格控制其应用市场内的支付，对所有应用商店交易抽取分成。但Epic Games的诉讼最终迫使该公司允许应用将用户引导至外部支付系统。全球各地的其他法律挑战也进一步阻碍了这项业务。

在财报电话会议上，帕雷克提到了苹果应用商店的困境，并再次提出公司服务业务可能拓展到新领域的想法。

“我们也看到了一些影响应用商店表现的因素，在九月季度，应用商店的表现与去年同期相似，我们的付费订阅数量创下纪录，应用商店第三方应用实现了两位数增长，”帕雷克说。“与此同时，我们确实在移动游戏方面遇到了一些逆风，之前也谈到过，预计这些逆风将持续到夏季季度。”

帕雷克补充道：“展望未来，我们预计十二月季度服务业务增长将在8%到9%之间。这一展望基于我们对环比逆风的最佳估计，主要来自第三方授权以及我刚才提到的额外半个百分点的汇率影响。”

TechCrunch已联系苹果寻求更多信息，如有回复将更新本文。

英文来源：

Apple’s services business remains at record levels, but it’s facing growing pressure. The central part of that business, Apple’s App Store, has faced regulatory pressure and a slump in mobile gaming, which have hurt services growth.
However, on Monday’s earnings call, Apple signaled that it may look to boost services revenue through third-party apps. What does that mean, exactly? Unfortunately, it’s not entirely clear.
When discussing how AI could potentially “contribute to revenue growth over time,” Kevan Parekh, Apple’s chief financial officer, said: “On the product side, you know, we feel AI offers a compelling reason for customers to upgrade and switch in order to get the latest capabilities, and we also feel there’s opportunities across third-party apps and partnerships as well as first-party opportunities.”
Parekh did not elaborate on what sorts of opportunities might be available via third-party apps. However, Reuters reported Monday that investors are wondering whether Apple could profit by distributing third-party AI agents through the App Store and taking a cut of the revenue they generate.
Regulatory and legal changes have cut into App Store commission revenue in some markets, even as Apple’s services business as a whole continues to grow. Third-party estimates in August, for example, suggested the company had seen an 18% drop in U.S. commission revenue, with declines also in Brazil and Japan after those countries introduced new regulations. Apple has traditionally controlled payments within its app marketplace tightly, taking a cut of all App Store transactions. But a lawsuit by Epic Games ultimately forced the company to allow apps to redirect users to outside payment systems. Other legal challenges throughout the world have further hampered the business.
During the earnings call, Parekh referenced Apple’s App Store woes and returned to the idea that the company’s service business could expand into new territory.
“We’ve also seen some factors that impacted the performance of the App Store, and during the September quarter, the performance on the App Store was similar to the prior year, and we had a record number of paid subscriptions with double-digit growth for third-party apps on the App Store,” Parekh said. “At the same time, we did see some headwinds in mobile gaming that we’ve talked about before, and expect to see those continue into the summer quarter.”
Parekh added: “As we move ahead, we expect services growth to to be between 8 to 9% [in the December quarter]. This outlook contemplates our best estimates on sequential headwinds, primarily from third-party licensing and the additional half percentage point of foreign exchange I just mentioned.”
TechCrunch has reached out to Apple for more information and will update this story if it responds.