Apple's Ad Business Sets All-Time Record as Services Revenue Reaches $31.6bn
TLDR
Apple's advertising business set an all-time record as Services revenue grew 10% to $31.6bn, and Maps ads have now reached US and Canadian businesses.
Services earned $24bn of Apple's $54.8bn gross profit, and its ad business reached an all-time high, PPC Land reports. Maps ads reached US and Canadian firms, and Apple now guides to 8–9% growth, which raises the question of how far advertising can carry that growth.
How we got here: earlier coverage
- Oct 29Microsoft Search and News Advertising Revenue, Now Including LinkedIn, Grows 10% to $6.6 Billion
Microsoft's search and news advertising revenue, now combined with LinkedIn ads, rose 10% to $6.6 billion, and Bing advertisers no longer get a search-only figure.
- Oct 29YouTube Ad Sales Grow $152M in Q2 as Music and Premium Reach 150M Subscribers
YouTube's ad sales rose $152 million quarter over quarter, with overall ad revenue up 9% to $11.2 billion, its slowest growth of 2026 so far.
- Oct 27Apple Blocks Safari Network Access to Identity Resolution Companies, Disrupting Ad Targeting
Apple's Safari now cuts off network access to identity resolution companies, and ID5, LiveRamp, Permutive, Audigent and UID 2.0 have been blocked while The Trade Desk got a reprieve.
- Oct 21Meta's $9.89B Teen Settlement and Rising Ad Costs Set Stage for Advertiser Headwinds in 2027
Meta posted 26% ad revenue growth on rising prices (up 23% in US/Canada) and took a $9.89B teen settlement charge, with Q4 guidance of $73–76B testing whether ad inflation persists into 2027.