苹果或借第三方 AI 应用增收,具体方式尚不明确
原标题:Apple may try to increase revenue by doing…something with third-party AI apps
AI 摘要
苹果在财报电话会上表示,AI 可能推动用户升级设备,并提到第三方应用与合作伙伴关系存在机会,但未说明具体形式。路透社报道称,投资者猜测苹果可能通过 App Store 分发第三方 AI agent 并抽取分成。苹果 App Store 正面临监管压力,美国、巴西、日本等市场佣金收入下滑,Epic Games 诉讼也迫使苹果允许应用外链支付。
正文节选
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 t