Walmart to finally start accepting Apple Pay and Google Pay
Walmart will begin accepting Apple Pay and Google Pay, ending its long-standing refusal to support the digital wallets. The change gives Apple a broader checkout footprint, but the immediate revenue impact for AAPL is likely indirect and limited.
File photo · Apple Park, Cupertino · Apr 2018 · Daniel L. Lu (dllu) · CC BY-SA 4.0 · Source & licenseWalmart is set to add support for Apple Pay and Google Pay after previously declining to accept the services. The move directly connects Walmart's checkout system with Apple Pay and Google Pay. AAPL generated $416.2B of revenue in fiscal 2025, up 6.4% year over year, with a 46.9% gross margin and a 26.9% net margin. Key questions include the timing of the rollout, whether acceptance covers stores, online checkout, or both, and whether the move drives meaningful increases in wallet usage or transaction volume.
Walmart’s wallet reversal is modestly positive for AAPL by expanding Apple Pay’s acceptance footprint, but the filing-backed setup remains driven by Apple’s broader $416.2B revenue base rather than this announcement.
The consequence is incremental distribution for Apple Pay, not a newly quantified earnings driver: Walmart’s acceptance removes a meaningful checkout friction point. AAPL’s $416.2B fiscal 2025 revenue base and 6.4% year-over-year growth make this a small ecosystem-positive catalyst rather than a thesis-changing event.
The trade loses force if Walmart’s rollout is narrow, delayed, or fails to produce measurable Apple Pay usage.
CoverageSource: TechCrunch · Published here FRI, AUG 21 · 10:30 AM ET · the only report in this recordHow this is decided →
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Broader Walmart acceptance strengthens Apple Pay’s utility and could add wallet usage on top of AAPL’s $416.2B revenue base and 6.4% year-over-year growth.
Limited bear case — the announcement has no quantified revenue impact, and Apple’s 26.9% net margin and $416.2B revenue scale make Walmart’s incremental wallet contribution difficult to distinguish near term.
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