Apple vs. Epic Fallout: Is AAPL Stock Now a Sell?
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The courtroom dust has settled—but shareholders are still sweating. Apple’s legal win against Epic Games came with strings attached: court-ordered App Store reforms that could dent its 30% ’Apple tax’ revenue stream.
Wall Street’s take? The $3T titan will barely flinch—developers’ gains are a rounding error next to Services’ $85B annual haul. But here’s the kicker: every percent of App Store margin erosion makes those Vision Pro R&D burns look even riskier.
Meanwhile in Cupertino, the lawyers are high-fiving while the finance team quietly recalculates ARPU projections. Classic tech—turning regulatory threats into a ’cost of doing business’ line item.
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