Apple Q3 earnings and tidbits
9to5Mac Daily
9to5Mac
4.6 • 624 Ratings
🗓️ 1 August 2025
⏱️ 8 minutes
🧾️ Download transcript
Summary
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Stories discussed in this episode:
- Apple reports Q3 2025 earnings: $94.04 billion in revenue, up 10%
- Tim Cook: Apple is ‘significantly growing’ AI spend, M&A could accelerate roadmap
- Apple ‘very open’ to AI acquisitions to speed up its roadmap
- Tim Cook: Apple just sold its three-billionth iPhone
- Apple: tariffs added $800M in costs last quarter, expects $1B+ hit in Q4
- Tim Cook downplays AI threat to the iPhone
- iOS 26 code leaks new Home app feature integrated with Maps
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Transcript
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| 0:00.0 | Welcome to 95 Mac Daily for Friday, August 1st, 2025. |
| 0:06.9 | I'm your host, Chance Miller. |
| 0:09.0 | We are sponsored this week by Bitwarden. |
| 0:12.1 | Leading off today, Apple's home app doesn't have any new publicized features in iOS 26, |
| 0:17.2 | but a new code leak reveals that Apple does have one new feature in the works that relies in part on Apple Maps. |
| 0:24.8 | In a post on Twitter, Steve Moser says that code discovered in the iOS 26 beta references a new feature called adaptive temperature. |
| 0:34.2 | Apple's description is that this feature adjusts your home kit thermostat temperature when someone is at home or predicted temperature. Apple's description is that this feature adjusts your home kit thermostat temperature |
| 0:38.8 | when someone is at home or predicted to arrive soon. It adjusts when everyone leaves for the day, |
| 0:45.5 | and you can also set separate preferences for when everyone is away for an extended period of time. |
| 0:51.8 | This clearly relies on new Apple Maps features like preferred routes and |
| 0:56.1 | visited places, the idea being to become more intelligent about your daily movement. |
| 1:01.8 | Similar adaptive temperature and intelligent temperature features have been available in |
| 1:06.2 | third-party apps for smart thermostats for some time, such as EcoB and Nest. |
| 1:12.2 | These features, however, have been missing from Apple's first-party home app. |
| 1:16.4 | The home app does let you configure automations for your thermostat based on whether |
| 1:20.4 | your home or away, but it lacks any sort of predictive technology trying to learn when you |
| 1:26.2 | might be home or away. |
| 1:28.0 | There's no word on when this feature will launch, but given that the code is in the iOS 26 beta, |
| 1:33.7 | we'd expected to debut sometime during the iOS 26 cycle, perhaps with a 0.1 or 0.2 update later this year. |
| 1:41.6 | Next up today, Apple has reported its earnings for fiscal Q3 2025, |
| 1:46.6 | the quarter ending on June 28th. It was a successful and huge record-setting quarter for Apple |
| 1:52.8 | in a number of different ways, and Apple beat analyst expectations in multiple different categories. |
... |
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