We don't consider Apple a gaming company because it doesn't have its own titles. However, Cupertino is expected to make more money from gaming in 2019 than industry giants Nintendo, Microsoft, Sony and Activision Blizzard.
The Wall Street Journal's stunning revelation comes from a review of App Store profitability and game quantity. Using data from Sensor Tower, the store writes that store revenue was $15.9 billion between October 2018 and September 2019. The company generated $12.3 billion in operating profit in that time — a fifth of its total, according to Apple's operating margin calculations shown during Epic test against Apple. That's about $2 billion more than the total revenue of Sony, Nintendo, Microsoft, and Activision over the same period. This publication is based on the companies' public financial records and Microsoft estimates.
It should be noted that during Epic testing, Apple claimed that operating margins provided were incorrect and that there were many shared costs associated with the App Store, so the WSJ numbers may be higher than they actually are.