App Store revenue rose 3% year-over-year in the June 2026 quarter on a reported basis, UBS analysis of Sensor Tower data shows. Growth on a foreign exchange–neutral basis was 2%, reflecting currency pressures and softer user spending trends.
1. UBS Sensor Tower Analysis
UBS analysts tracked third-party Sensor Tower data to quantify App Store performance in the June 2026 quarter. The report showed reported App Store revenue up 3% year-over-year, marking the slowest growth pace since mid-2021.
2. FX-Neutral Basis and Currency Headwinds
On a foreign exchange-neutral basis, App Store revenue growth was only 2%, underlining the drag from a stronger US dollar. UBS highlights that currency shifts and subdued consumer spending in certain markets weighed on App Store monetization.