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Here’s how people are using Apple Intelligence, according to Tim Cook
30 janvier 2026 à 03:13
Tim Cook’s opening remarks on Apple’s fiscal Q1 2026 earnings call touched on how customers are using Apple Intelligence. Here’s what he said.
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Reçu aujourd’hui — 30 janvier 2026
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AirPods Pro 3 supply constraints may have cost Apple at least $230 million last quarter
30 janvier 2026 à 02:37
A comment made by Apple CFO Kevan Parekh underscored just how important the AirPods line is to Apple’s bottom line. Here’s what he said.
more…Rivian CEO touts ‘great working relationship with Apple’ despite lack of CarPlay support
30 janvier 2026 à 01:45
Rivian’s opposition to CarPlay is well-documented, with CEO RJ Scaringe emphasizing the automaker’s focus on creating a native and integrated infotainment experience.
In a new interview with Kara Swisher this week, Scaringe once again reiterated those thoughts, while simultaneously touting a “great working relationship with Apple.”
more…Apple confirms Gemini-powered Siri will use Private Cloud Compute
30 janvier 2026 à 01:21
During today’s fiscal Q1 2026 earnings call, Apple CEO Tim Cook and CFO Kevan Parekh fielded, albeit vaguely, questions regarding the recent deal to have Gemini power the next-gen Siri. Here’s what they said.
more…Apple ‘looking at a range of options’ to make up for skyrocketing memory prices
30 janvier 2026 à 00:47
While the current worldwide memory constraints had minimal impact on Apple’s Q1 2026, the company expects Q2 to be a very different story. Here are the details.
more…Apple Was Caught Off Guard by AirPods Pro 3 Popularity
29 janvier 2026 à 23:56
AirPods Pro 3 demand was so strong after the earbuds launched in September that their popularity reportedly "caught Apple off guard."
"AirPods Pro 3 were supply-constrained during the quarter, and we think we would have grown year over year if we would not have been constrained," Apple CEO Tim Cook told Reuters, in a report published alongside Apple's record-breaking earnings results for the fourth quarter of the 2025 calendar year.
Cook was referring to Apple's Wearable, Home, and Accessories segment, which saw around a 2% drop in revenue year-over-year. His comment implies that if Apple had realized AirPods Pro 3 were going to be such a hit, the company could have had more inventory ready to ship and might have actually had revenue growth in this segment.
AirPods Pro 3 no longer have any extended delivery delays on Apple's online store, so it would appear that Apple has caught up on supply by now.
AirPods Pro 3 feature increased active noise cancellation, improved sound quality, longer battery life per charge, heart rate monitoring during workouts, improved fit for many users, increased water resistance, a new XXS ear tip size, and more.
This article, "Apple Was Caught Off Guard by AirPods Pro 3 Popularity" first appeared on MacRumors.com
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"AirPods Pro 3 were supply-constrained during the quarter, and we think we would have grown year over year if we would not have been constrained," Apple CEO Tim Cook told Reuters, in a report published alongside Apple's record-breaking earnings results for the fourth quarter of the 2025 calendar year.
Cook was referring to Apple's Wearable, Home, and Accessories segment, which saw around a 2% drop in revenue year-over-year. His comment implies that if Apple had realized AirPods Pro 3 were going to be such a hit, the company could have had more inventory ready to ship and might have actually had revenue growth in this segment.
AirPods Pro 3 no longer have any extended delivery delays on Apple's online store, so it would appear that Apple has caught up on supply by now.
AirPods Pro 3 feature increased active noise cancellation, improved sound quality, longer battery life per charge, heart rate monitoring during workouts, improved fit for many users, increased water resistance, a new XXS ear tip size, and more.
Related Roundup: AirPods Pro 3
Buyer's Guide: AirPods Pro (Buy Now)
Related Forum: AirPods
This article, "Apple Was Caught Off Guard by AirPods Pro 3 Popularity" first appeared on MacRumors.com
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Apple Responds to Skyrocketing RAM and Storage Chip Prices
29 janvier 2026 à 23:40
On an earnings call with equity analysts today, Apple CEO Tim Cook responded to fast-rising RAM and SSD storage chip prices in the supply chain.
Cook said that rising memory chip prices had a "minimal impact" on Apple's gross margin in the fourth quarter of the 2025 calendar year, but he does expect a "bit more of an impact" on the company's gross margin in the current quarter.
Cook added that Apple is aware of the rising prices and "will look at a range of options to deal with that" over the long term, if necessary.
Apple reported record-breaking revenue of $143.8 billion last quarter, up 16% year-over-year, and it is predicting similar 13% to 16% year-over-year growth and gross margin of 48% to 49% in the current quarter, so the company is still reporting impressive earnings results despite concerns surrounding memory chip prices.
This article, "Apple Responds to Skyrocketing RAM and Storage Chip Prices" first appeared on MacRumors.com
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Cook said that rising memory chip prices had a "minimal impact" on Apple's gross margin in the fourth quarter of the 2025 calendar year, but he does expect a "bit more of an impact" on the company's gross margin in the current quarter.
Cook added that Apple is aware of the rising prices and "will look at a range of options to deal with that" over the long term, if necessary.
Apple reported record-breaking revenue of $143.8 billion last quarter, up 16% year-over-year, and it is predicting similar 13% to 16% year-over-year growth and gross margin of 48% to 49% in the current quarter, so the company is still reporting impressive earnings results despite concerns surrounding memory chip prices.
This article, "Apple Responds to Skyrocketing RAM and Storage Chip Prices" first appeared on MacRumors.com
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