Apple eyes AI agent revenue via apps after earnings

CFO Kevan Parekh said AI could lift income through apps and partnerships; no dedicated AI agent marketplace has been confirmed.

CFO Kevan Parekh said AI could raise revenue through third-party apps, partnerships and Apple’s own products.

Investors are weighing App Store distribution of third-party AI agents with commissions on subscriptions and purchases.

Apple has not announced a dedicated AI agent marketplace, pricing or partners.

Third-party estimates in August put the US App Store commission-revenue drop at about 18% after payment-rule changes.

Paid subscriptions hit an all-time high; Apple guides December-quarter services growth at roughly 8% to 9%.

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