12:45 PM EDT, 05/01/2025 (MT Newswires) -- Apple ( AAPL ) will see a "moderate negative impact" on its service revenue and operating income from the recent legal decision to stop Apple ( AAPL ) from blocking alternative payment options or imposing fees on transactions outside the App Store, Oppenheimer said in a Thursday note.

Oppenheimer analysts said that the legal ruling could result in a 3% impact on the company's operating income, assuming an 80% operating margin on App Store revenues and a 20% loss of App Store payment to external service providers.

In countries where Apple ( AAPL ) is forced to allow third-party payment services for iOS developers, it still collects 26% commission from the payments, the analysts noted. The latest ruling forbids the company from collecting any such commission.

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