shepherdjerred 10 hours ago

Apple's ad revenue was 1% of its total in 2024. It was estimated to be 2-3% in 2025.

https://www.apple.com/newsroom/pdfs/fy2024-q4/FY24_Q4_Consol...

https://www.macrumors.com/2025/10/30/apple-4q-2025-earnings/

  • raw_anon_1111 4 hours ago

    Their net profit was a little over $100 billion last fiscal year. They get $20 Billion+ in pure profit from Google being their default search engine.

    That’s 20% of their profit

    • nozzlegear 3 hours ago

      Google paying Apple to be the default search engine is not the same as Apple selling $20 billion worth of ads to track you.

      • raw_anon_1111 3 hours ago

        Google isn’t just paying Apple $20 billion, it’s based on click throughs on ads in Safari. Apple is very much getting paid based on the ad economy.

  • lern_too_spel 6 hours ago

    The point is that Apple will make money any way that it can, including ads. That's why iOS privacy is worse than its competitors. You can't install an app without telling Apple because if you could, Apple wouldn't be able to monetize you as well. You can't get your location without also telling Apple because if you could, Apple wouldn't be able to build its location services as easily. No such problems on Android.

baxtr 13 hours ago

Apple sells some ads yes. But it’s a tiny fraction of their revenue.

Would Google or Meta go bankrupt if they stopped selling ads? Yes. Apple wouldn’t.

  • raw_anon_1111 4 hours ago

    As long as you don’t count the $25 billion that Apple gets from Google.

  • bigyabai 13 hours ago

    Apple would go bankrupt without US protectionist policy propping up their service revenue.

    That's pretty bad. Maybe not "reliant on ad monopoly" bad, but pretty close.

    • nozzlegear 3 hours ago

      That seems like a stretch. Even in Europe where people can choose to use different app stores, few people actually do. So few, in fact, that one of the alternative app stores recently shut down.

      Have you considered that people just like Apple's products and services?

    • porcoda 12 hours ago

      In their revenue report this week out of $140B, services made up 30B. 140B-30B = 110B. Thats pretty far from bankruptcy.

  • avazhi 12 hours ago

    What does whether they’d go bankrupt or not have to do with whether they’re an ad company?

    They sell third party ads: companies unaffiliated with Apple pay Apple to advertise on Apple platforms.

    They’re an ad company. Just because it’s currently a small slice of their total revenue doesn’t make it untrue.

    • anon7000 12 hours ago

      What matters is that the parent comment said “Apple is an ad company now,” as if that negated all the privacy and security stuff they do.

      Making some cash on ads doesn’t have to rely on targeted tracking. That only matters if ads are an existential part of your business, and without huge ad revenue growth, your company is dead.

    • manuelabeledo 11 hours ago

      I guess it’s also a financial company, since they have a branded credit card?

    • baxtr 12 hours ago

      I mean if you don’t care about details that’s fine I guess. Let’s call any company that sells and/or buys any amount of ads an "ad company". Let’s put them all into one bucket and judge. That’s super valuable.