MacBreak Weekly (Audio) MBW 984: Wessonality - Apple's Q3 2025 Results Are Here!
Aug 6, 2025
Apple's Q3 2025 results reveal a whopping $95 billion in revenue, prompting exciting discussions among the hosts. Tim Cook emphasizes AI's potential in a rare company-wide meeting, while Google humorously mocks Siri's delays in a new ad. The possibility of Visa acquiring the Apple Card from Mastercard adds a twist to the financial narrative. They delve into the evolution of Apple's AI strategy, comparing it to competitors, and even explore mind-controlled iPad usage! Plus, their thoughts on David Pogue's upcoming book about Apple's legacy are sure to spark nostalgia.
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Apple's Q3 Growth Drivers
- Apple's Q3 2025 financial growth was bolstered by tariff rush and Chinese subsidies.
- Mac and iPhone sales surged despite iPad and wearables decline due to product cycles and associated accessories.
Google Search Deal Risk
- Apple's services revenue relies heavily on its $20 billion annual payout from Google as default search engine.
- Potential loss of this partnership poses a significant risk to Apple's services revenue and profits.
Apple AI Strategy as Feature
- Apple's AI integration strategy views AI as a feature within products, not standalone products.
- Apple's strength is creating user-friendly products that incorporate AI to enhance user delight.
