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Apple Q3 earnings and tidbits

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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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