Comment by boxed

2 days ago

The ad revenue is a drop in the bucket compared to the app store rent, which is a drop in the bucket compared to hardware sales.

Do you have any sources for hardware sales vs app store revenue?

  • https://bullfincher.io/companies/apple/revenue-by-segment

    iPhone: 50.4%

    Mac: 8.1%

    iPad: 6.7%

    Wearables, home and accessories: 8.6%

    Services: 26.2%

    I assume that the majority of service revenue is App store revenue.

    Other services they provide are iCloud and Apple care

    • That's revenue though. Fixed costs for hardware is probably much higher. If we looked at profits, the percentages would probably look quite different.

    • I believe Google's Safari payments are a significant chunk of services revenue too (around $20 billion a year.) Then there's Apple TV and Apple Music, which are not nothing.

  • Let’s not conflate total App Store revenue and Ad revenue.

    • Yes, but I was willing to grant (even if only for the sake of argument) that ad revenue is probably a lot smaller than the other two in the list.