Comment by Sir_Twist

25 days ago

Apple (mostly) isn’t in the business of selling ads. I’d certainly trust this over most other options.

Actually, they sell lots of ads in the app store. I will not be surprised if they sell video ads, display ads or search ads in the future. They could earn tens of billions in revenue per year; the main business question is how that trades off against the various downsides of advertising sales.

  • Apple generated $416 billion in total net sales in 2025. Of that total, $307 billion (about 74% of total revenue) came directly from their hardware ecosystem. The services segment generated the remaining $109 billion (26%); including their advertising platforms, AppleCare, cloud services, and Apple TV...

    Seems like their advertising might not be a focus...

> Apple (mostly) isn’t in the business of selling ads. I’d certainly trust this over most other options.

Do you not use the same Apple App Store, Apple Maps, and Apple Podcast apps I use? The ads are becoming a real problem.

Watch out - I think apple revenue for services is increasing, now almost 30% and gross margins on services is ~75%

I think ads are projected to be $9b this year