Apple’s App Store revenue growth is accelerating in February, according to Morgan Stanley analyst Erik Woodring. Woodring noted in a Monday research note that month-to-date net revenue is up 9% year-over-year — marking a 230 basis point (bps) acceleration from January’s pace, aided by an easier year-over-year comparison of 700 bps. Woodring added that quarter-to-date revenue is now growing 7.5%, which trails the firm’s +8.0% year-over-year forecast for the full March quarter by just 50 bps. Sam Boughedda for Investing.com:
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Monday, February 23, 2026
Apple’s App Store growth is reaccelerating – Morgan Stanley
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