Apple's (NASDAQ:AAPL) App Store revenue surged 14% year over year in the first 65 days of 2025, reaching $5.3 billion in sales, according to Bank of America (BofA), which cited data from Sensor Tower.
The biggest driver? ChatGPT. Productivity apps led the way, with segment revenue up 52%, fueled by a surge in ChatGPT usage, where daily active users have nearly tripled year over year. The app has already been downloaded 45 million times in 2025.
Entertainment apps saw the second-highest downloads, while Gaming revenue climbed 7% year over year. Analysts noted a shift in App Store revenue diversification, with non-gaming apps monetizing at a faster pace.
Apple also expanded its Apple TV App to Android devices, improving access for phones, tablets, and foldables.
BofA reiterated its Buy rating on Apple and maintained a $265 price target, highlighting 12% growth in Apple's services revenue so far this year.
This article first appeared on GuruFocus.免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。