TL;DR

Apple says its services business set multiple records in 2025, with Apple Music reporting all-time highs and Apple TV seeing a large year-end viewership jump. The company highlighted growth across the App Store, Apple Pay, Shazam, Find My and Fitness+, plus several new AI-driven features.

What happened

Apple issued a press release and memo from Eddy Cue saying 2025 was a “record-breaking year” for its services. The company reported Apple Music reached new peaks in listenership and new subscribers, while Apple TV recorded its highest viewership in December 2025, with total hours viewed up 36% year‑over‑year for that month. The App Store averaged more than 850 million weekly users and the company cited long‑term developer earnings of over $550 billion since 2008, as well as $1.3 trillion in developer billings and sales. Other metrics included Shazam delivering over 1 billion recognitions per month, Apple Pay claiming it eliminated more than $1 billion in fraud and generated over $100 billion in incremental merchant sales, and AirTag plus Find My integrations reportedly cutting truly lost luggage by 90% per SITA’s WorldTracer system. Apple also listed feature updates across Wallet, Maps, Music, Podcasts, Fitness+, Arcade and global service expansions.

Why it matters

  • Significant user engagement across services can influence Apple’s services revenue mix and developer economics.
  • Rapid adoption of AI-powered and personalization features signals a push toward more tailored user experiences across apps.
  • Large App Store activity and developer payouts reinforce Apple’s role in the mobile ecosystem but coincide with ongoing regulatory scrutiny.
  • Global expansions of Apple Pay, Fitness+ and Find My reflect a continued push into payments, health/fitness and location services internationally.

Key facts

  • Apple described 2025 as a “record-breaking year” for its services division in a company press release and memo from Eddy Cue.
  • Apple Music reached all-time highs in both listenership and new subscribers (exact numbers not provided).
  • Apple TV set new viewership records in December 2025; total hours viewed rose 36% compared with December 2024.
  • The App Store averaged over 850 million weekly users globally in 2025.
  • Apple stated developers have earned more than $550 billion on the App Store since 2008.
  • The company also reported the App Store facilitated $1.3 trillion in developer billings and sales (according to Apple).
  • Shazam delivered over 1 billion recognitions per month in 2025.
  • Apple Pay reportedly eliminated well over $1 billion in fraud and drove more than $100 billion in incremental merchant sales globally.
  • AirTag and Find My integration with airlines reduced “truly lost” or unrecoverable luggage by 90% according to SITA’s WorldTracer.
  • Apple Pay availability expanded to 89 markets; Apple Fitness+ was added in 28 more countries and regions.

What to watch next

  • Regulatory and antitrust reviews of App Store practices in regions such as the EU, Japan, South Korea and Brazil (ongoing as noted by Apple).
  • How Apple measures and verifies the reported App Store and developer sales figures — not confirmed in the source.
  • Whether Apple will disclose specific subscriber or revenue figures for services like Apple Music and Apple TV in upcoming reports — not confirmed in the source.

Quick glossary

  • App Store: Apple’s digital marketplace for iPhone and iPad apps where developers distribute and sell software and in-app purchases.
  • Apple Pay: Apple’s mobile payment and digital wallet service that allows users to make purchases and store payment information on Apple devices.
  • Shazam: A music recognition service owned by Apple that identifies songs and tracks by listening to audio samples.
  • Find My: Apple’s device and item location service used to locate Apple devices and compatible accessories like AirTags.
  • Apple Intelligence: A broad term Apple uses for on-device and cloud-based AI and machine learning features designed to enhance personalization and functionality.

Reader FAQ

Did Apple disclose exact subscriber counts for Apple Music?
Not confirmed in the source.

Are the App Store and developer revenue figures independently audited?
Not confirmed in the source.

What regulatory actions is Apple facing over the App Store?
The piece notes ongoing scrutiny in the EU, Japan, South Korea, Brazil and other regions but does not detail specific actions.

Which countries specifically gained access to Fitness+ in 2025?
Not confirmed in the source.

iPhone 17e launching as soon as next month: Here are five upgrades to look forward to Michael Burkhardt Jan 11 2026 AAPL COMPANY APPLE TV APPLE MUSIC APP STORE Eddy…

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