Apple(US:AAPL) 智通财经网·2026-01-06 06:57Core Viewpoint - Despite a weak performance in the gaming sector, Apple's App Store revenue appears to have stabilized in December, with a year-over-year growth of 6% [1] Group 1: App Store Performance - The revenue from the App Store in December showed a year-over-year increase of 6% [1] - Revenue from gaming applications declined by 4% year-over-year in December, compared to a 2% decline in November [1] - Gaming applications account for approximately 44% of the App Store's total revenue, making this decline significant [1] Group 2: Regional Performance - The gaming market in China and Japan showed poor performance, with revenues declining by 13% and 15% year-over-year, respectively [1] - In the U.S., App Store revenue grew by 3% year-over-year, while China and Japan experienced declines of 5% and 3% [1] Group 3: Other Business Segments - The music business saw a strong performance with a year-over-year revenue growth of 15% [1] - Photo and video services also performed well, achieving an 18% year-over-year growth [1] - Social networking services grew by 11%, and entertainment services saw a 3% increase year-over-year [1] Group 4: Future Outlook - The current weakness in the gaming business, particularly in China and Japan, is a key factor hindering overall business growth [2] - There is an expectation for improvement in the overall gaming business performance by Q1 2026 [2] - App Store revenue is estimated to account for about 20% of total service revenue, with potential growth in areas like Apple Pay, iCloud, and licensing to offset the gaming sector's underperformance [2]