Apple mentions potential AI revenue contribution, also discusses third-party apps and partnership opportu
Original headlineAI 매출 기여 가능성 언급한 애플…제3자 앱·제휴 기회도 거론
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Apple ($AAPL) flagged artificial intelligence as a potential long-term revenue driver during its earnings call on the 2nd (local time), with CFO Kevan Parekh citing three channels: device upgrades as customers seek the latest AI features, third-party apps and partnerships, and Apple's own services. The company did not specify how it would monetize or bill AI apps distributed through the App Store, leaving the third-party revenue mechanics undefined. The comments matter because they mark Apple's clearest framing yet of AI as a monetization lever rather than purely a product feature, though no concrete figures or timelines were attached. Investors will watch for details on App Store billing models for AI apps, the pace of AI-driven upgrade cycles, and any partnership announcements in upcoming quarters.
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