Spotify today submitted an app update to Apple that will include information on Spotify plan costs and options to subscribe through weblinks without using the in-app purchase system. Spotify will not need to pay a fee to Apple when customers subscribe to the service using alternate payment methods in the Spotify app. In a blog […]
Read MoreApple held its earnings call for the second fiscal quarter of 2025 today (second calendar quarter), announcing revenue of $95.4 billion and net quarterly profit of $28.4 billion. During the call, Apple CEO Tim Cook spoke about tariffs, the App Store changes Apple is facing, device sales, and more.
We’ve rounded up the most interesting tidbits from the Q2 2025 earnings call below.
Cook was asked about some of the high-profile legal cases that Apple is facing right now, including the U.S. App Store changes that Apple was ordered to make yesterday, and how those legal cases might impact Apple’s services business.
Cook repeated Apple’s statement about complying and appealing, and didn’t add much more beyond saying that the outcome is unclear.
The case yesterday, we strongly disagree with it. We’ve complied with the court’s order, and we’re going to appeal. In the DoJ case you referenced with Google, that case is ongoing, and I don’t really have anything to add beyond that.
We’re monitoring these closely. But as you point out, there’s risk associated with them. And the outcome is unclear.
Cook said that tariffs had a limited impact on the March quarter because Apple was able to optimize its supply chain and inventory. Apple is unable to entirely estimate the impact of tariffs on the June quarter because policies could change, but if everything stays as it is now, the tariffs will add $900 million to Apple’s costs.
Cook declined to speak on pricing or whether elevated costs will be passed along to consumers.
Cook said that Apple is sourcing glass and Face ID modules from the United States, along with purchasing 19 billion chips from 12 states.
Cook said that Apple is “making progress” on the personal Siri features that the company announced at WWDC 2024. “We are making progress, and we look forward to getting these features into customers’ hands,” said Cook.
“It’s just taking a bit longer than we thought,” Cook added.
Cook said that during the March quarter, Apple saw year over year performance in countries with Apple Intelligence that was stronger than those countries where Apple Intelligence was not available.
Mac revenue grew 6.7 percent year over year, thanks to the new M4 MacBook Air and Mac Studio that came out during the quarter. The Mac install base grew to an all-time high, and Apple saw growth for upgraders and customers new to the Mac.
iPad revenue grew 15.2 percent year over year, with growth in every geographic segment. More than half of customers who purchased an iPad were new to the product. Apple debuted the M3 iPad Air and the iPad 11 during the quarter.
Wearables revenue dropped 4.9 percent year over year due to a difficult compare against the launch of the Apple Vision Pro in the year-ago quarter.
Apple’s services revenue was up 11.6 percent year over year, an all-time revenue record, with strong performance across all categories. Apple TV+ set a new record for viewership during the quarter, and paid accounts and paid subscriptions grew double digits year over year. Apple now has more than 1 billion total paid subscriptions.
This article, "Apple's Q2 2025 Earnings Call Takeaways" first appeared on MacRumors.com
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Quelques heures après le lancement officiel de Firefox 138, Mozilla déploie une version corrective : Firefox 138.0.1. Que faut-il s’avoir ?
Cet article Firefox 138, Mozilla corrige en urgence deux bugs a été publié en premier par GinjFo.
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According to a new report from Korea-based Hana Securities, Samsung’s Galaxy S25 Ultra is by far the most popular member of the family. So much so, in fact, that it’s outsold both of its siblings combined. In the first two months of availability, Samsung allegedly sold 9.16 million Galaxy S25 units across all three models. Of those, a whopping 5.08 million units are Galaxy S25 Ultra devices, more than half. The Galaxy S25 follows with 2.41 million units and the S25+ is in third with 1.67 million. Combined, the S25 and S25+ sold 1 million fewer units than the S25 Ultra. So maybe it’s…
Read MoreApple CEO Tim Cook today provided some insight into how the tariffs levied by U.S. president Donald Trump have affected its business, and the future impacts that Apple is expecting should tariffs continue.
Cook said that tariffs had a limited impact on the March quarter as Apple was able to optimize its supply chain and inventory. Apple can’t entirely estimate the impact of tariffs on the June quarter due to uncertainties, but with no changes, the tariffs will add $900 million to Apple’s costs. From Apple’s earnings call:
Now let me walk you through the impacts of tariffs in the March quarter, and give you some color on what we expect for the June quarter. For the March quarter, we had a limited impact from tariffs as we were able to optimize our supply chain and inventory.
For the June quarter, currently, we are not able to precisely estimate the impact of tariffs, as we are uncertain of potential future actions prior to the end of the quarter. However, for some color, assuming the current global tariff rates, policies and applications do not change for the balance of the quarter, and no new tariffs are added, we estimate the impact to add $900 million to our costs. This estimate should not be used to make projections for future quarters, as there are certain unique factors that benefit the June quarter.
Apple is already sourcing more than half of iPhones sold in the United States from India, while Macs, iPads, AirPods, and the Apple Watch come from Vietnam. For the June quarter, Cook said that Apple expects the majority of iPhones sold in the U.S. to have India as a country of origin, while Apple will continue sourcing other products from Vietnam. Apple will source devices from China for the rest of the world.
Cook said that Apple’s operational team has “done an incredible job around optimizing the supply chain and the inventory,” and that Apple plans to continue to do those things to the degree that it is able to.
The 20 percent tariffs that Trump put in place earlier this year are the tariffs that are primarily impacting Apple, as many Apple products have been exempted from the 125 percent reciprocal tariffs. Some products, though, such as accessories, are subject to the total 145 percent tariffs.
Cook said that he doesn’t know what will happen with the Section 232 investigation that will eventually see tariffs applied to semiconductors, a change that will impact Apple.
This article, "Tim Cook Explains How Tariffs Are Impacting Apple's Business" first appeared on MacRumors.com
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Read MoreDuring today’s earnings call covering the second fiscal quarter of 2025, Apple CEO Tim Cook acknowledged the Apple Intelligence Siri features that have been delayed. Cook said that Apple needs more time to ensure Siri meets its quality bar, but progress is being made.
With regard to the more personal Siri features we announced, we need more time to complete our work on these features, so they meet our high quality bar. We are making progress, and we look forward to getting these features into customers’ hands.
Apple first unveiled the more personalized Siri features at WWDC 2024, and rumors suggested that the plan was to introduce them with an update to iOS 18. That didn’t happen, and Apple earlier this year said that there would be a delay because more time was needed for development.
At this point, the new Apple Intelligence features will be held for iOS 19, and it is not yet clear if they will be in the first iOS 19 release or held for a later update. Apple’s delay wording suggested that we could be waiting until 2026 for the functionality.
Behind the scenes, Apple made a number of changes to Siri leadership, moving AI chief John Giannandrea off of the project and instead turning to Mike Rockwell, who handled Vision Pro development.
This article, "Tim Cook: Apple is 'Making Progress' on Apple Intelligence Siri Features" first appeared on MacRumors.com
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Read MoreIt won’t be a Samsung phone launch without everything leaking a couple of weeks before. While Samsung hasn’t even confirmed the launch date yet, which we exclusively told you is May 13, all official press images of the device and information about the device has been leaked. Almost all of it is already known, from […]
The post Everything about the Galaxy S25 Edge just leaked, and you won’t like the price appeared first on SamMobile.
Read MoreApple today announced financial results for the second fiscal quarter of 2025, which corresponds to the first calendar quarter of the year.
For the quarter, Apple posted revenue of $95.4 billion and net quarterly profit of $24.8 billion, or $1.65 per diluted share, compared to revenue of $90.8 billion and net quarterly profit of $23.6 billion, or $1.53 per diluted share, in the year-ago quarter. Services revenue reached an all-time high during the quarter, while earnings per share set a March quarter record.
Gross margin for the quarter was 47.1 percent, compared to 46.6 percent in the year-ago quarter. Apple’s board of directors also authorized an additional $100 billion for share repurchases and declared an increased dividend payment of $0.26 per share, up from $0.25 per share. The dividend is payable May 15 to shareholders of record as of May 12.
“Today Apple is reporting strong quarterly results, including double-digit growth in Services,” said Tim Cook, Apple’s CEO. “We were happy to welcome iPhone 16e to our lineup, and to introduce powerful new Macs and iPads that take advantage of the extraordinary capabilities of Apple silicon. And we were proud to announce that we’ve cut our carbon emissions by 60 percent over the past decade.”
As has been the case for over five years now, Apple is once again not issuing guidance for the current quarter ending in June.
Apple will provide live streaming of its fiscal Q2 2025 financial results conference call at 2:00 pm Pacific, and MacRumors will update this story with coverage of the conference call highlights.
Conference call starts at 2:00 p.m. Pacific – No need to refresh 
This article, "Apple Reports 2Q 2025 Results: $24.8B Profit on $95.4B Revenue" first appeared on MacRumors.com
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Read MoreToday, Motorola’s new Edge 60 Pro went on pre-order in India, and we got ours in the mail, alongside its non-Pro counterpart! Meet the Motorola Edge 60 Pro and Edge 60. As you can see from the photo, the Pro comes in a lovely Pantone Dazzling Blue, while the Edge 60 comes in Pantone Shamrock. […]
Read MorePatreon plans to update its iOS app with new functionality that will allow creators to accept payments from followers without having to pay Apple’s in-app purchase fees, a Patreon spokesperson told The Verge.
This is a huge moment for creators and their businesses. The iOS app is the number one platform for fan engagement on Patreon, and we believe this ruling allows creators to get paid without giving Apple 30 percent. As a first step, we will submit an app update for review by Apple to enable payments outside of IAP so creators keep more from iOS based fan payments.
In 2024, Apple forced Patreon to adopt support for the in-app purchase system, which meant that Apple started taking a 30 percent cut of all payments made to creators. Patreon gave creators the option of increasing their prices in just the iOS app, or absorbing the fee to keep prices the same across all platforms. Creators had to raise prices in the iOS app, lose money to pay Apple’s cut, or encourage customers to subscribe on the web.
As of right now, Apple is still collecting a 30 percent App Store fee for all memberships purchased via Patreon for iOS, and for other digital goods purchased from Patreon shops.
Patreon does not have a timeline for when it plans to submit its app update with out-of-app payment options, and Apple also hasn’t outlined exactly when it will change its App Store rules.
Apple has been ordered to stop restricting developers from informing customers about purchase options outside of an app in the U.S., and from collecting fees for out-of-app purchases.
The court said that it “will not tolerate further delays” and that the ruling, which was issued yesterday, was effective immediately.
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