高盛发布研报指出，根据SensorTower的数据，苹果AppStore 2月份的收入环比下降了10.0%(1月份为增长2.7%)，而从历史上看，1 - 2月份的平均环比下降幅度为7.2%;进而导致2月份收入同比增长收窄至8.6%，而1月份为17.6%。与此同时，AppStore 2月下载量环比下降了13.3%(1月环比增长2.6%)，而从历史上看，1月至2月的平均环比下降幅度为-9.7%，2月下载量同比增长1.8%(1月同比增长6.1%)。
虽然2月份AppStore收入和下载量的最新趋势低于季节性，但值得注意的是，这是在1月份表现强劲之后出现的。因此，高盛认为，过去两个月的总体数据仍在很大程度上支持苹果最近的指引，即25年第二财季(截止至3月底)服务业务以低两位数增速同比增长;不过，这取决于3月份的表现与季节性水平基本一致，这一点值得关注。
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