This Week in Apple

The iPhone 17 Pro has seemingly appeared in real-world imagery for the first time, and we have some more rumors about the color options. Apple’s Q3 earnings results, meanwhile, exceeded analyst expectations, though the company believes tariff-related costs will exceed $2B by the end of September 2025.

Here’s what happened during the past week, and why it matters.

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Earnings Call: Apple's $94B Q3 soundly beats Wall Street, but Trump’s tariffs will cost the company $2B

Apple has published its quarterly financial results for Q3 2025, and it has beaten expectations once again. The company’s revenue reached $94.04 billion, up from the $85.78 billion reported in Q3 2024. The earnings per share of $1.57 is also up from the year-ago $1.40. CEO Tim Cook called it “a June quarter revenue record with double-digit growth in iPhone,” highlighting the growth in China and strong Mac business segments.

For the period, iPhone went from $39.3 billion in the year-ago quarter to $44.58 billion this time. Overall, the company has sold 3 billion iPhones since 2007, with tariff-related panic-buying in April 2025 also being noted. Apple expects $2 billion in tariff-related costs by the end of September 2025.

Our take:

Apple’s Q3 2025 revenue results have exceeded analysts’ expectations, with notably better-than-expected iPhone sales, as well as growth in China. In addition to the ever-changing tariff situation, Apple is also awaiting the results of a U.S. investigation into semiconductor usage.

Related stories:

• Apple's $94B Q3 soundly beats Wall Street thanks to iPhone and China growth

• Apple staring down $2 billion in total tariff costs in total before end of September

• Fears over tariff price rises prompted panic buying of iPhones

• Apple has sold 3 billion iPhones since 2007

• Apple's Q3 2025 cash dividend is up in spite of growing tariff concerns

• Apple didn't need AI — but it did need China — to beat analysts' doom and gloom

Apple will now have to deal with a third lawsuit over its delayed Siri features, after two similar class-action suits were brought against the company in March and May 2025. Siri’s planned Apple Intelligence upgrades were meant to debut with iOS 18.4 but have been delayed to “the coming year.” The tech giant has lost four AI researchers to competitors so far, though Apple has also purchased a few AI companies in Q3 2025.

The iPhone maker is also dealing with an antitrust case in the United States, and recently issued a response to the associated complaints, saying plainly that the “DOJ is wrong.” Over in Europe, Spain's antitrust probe into the App Store is expanding in scope to consider if Apple restricts competition between developers using a pricing schedule.

Our take:

Apple is currently dealing with three separate lawsuits related to its delayed Siri upgrade, though it remains to be seen who will win. It’ll also likely be years before a decision is made in the U.S. antitrust case against Apple. In Spain, Apple could face fines of up to 10% of its global turnover in the year before the fine is imposed.

Related stories:

• Apple's delayed Siri update spawns another securities lawsuit

• Apple's AI brain drain continues as fourth researcher goes to Meta

• Tim Cook: We spent on AI companies in the quarter, but nobody big

• Apple's AI white whale will drag on earnings & can't be fixed internally, says Wedbush

• Apple has 18 months to sort out Apple Intelligence

• Spain widens App Store antitrust probe to examine pricing

• Framework set in Japan to force Apple to allow third-party app stores

• Apple hits back at DOJ antitrust suit paragraph by paragraph in scathing response

Apple’s iPhone imports from India to the United States could face a 25% tariff, unless the two countries reach a deal. The proposed tariff increase could have a dramatic effect on Apple's bottom line, and the company may have no choice but to absorb its impact.

25% would be a considerable increase on the current 10% import tariff applied against India as of the latest exceptions pending a trade deal. That 10% tariff is also high compared to the 3% tariff on iPhone imports from India to the U.S. before President Trump began his tariff changes. According to a report published this week, 44% of smartphones shipped to the U.S. in Q2 2025 came from India.

Our take:

Apple is caught between a rock and a hard place when it comes to the United States’ ever-changing tariff policy. U.S. iPhone manufacturing won’t become a reality anytime soon, and it’s unlikely Apple will turn to China for its’ U.S. iPhone needs. The company may opt to pass the associated costs on to consumers, with one report predicting a $50 price increase for nearly the entire iPhone 17 range.

Related stories:

• Apple is probably stuck with iPhone manufacturing in India

• No India tariff deal means Apple will face iPhone import fees eight times higher than before

• 44% of smartphones were imported from India in Q2 2025 as tariffs rearrange supply chains

• Only the base iPhone 17 may escape a $50 price hike

Tim Cook is constantly criticized, most recently over Apple Intelligence delays and how Apple hasn't bought Perplexity. People are quick to point out how he isn't Steve Jobs, yet this fact is precisely what has made Apple the technological and financial juggernaut it is today. AppleInsider’s William Gallagher and Mike Wuerthele explain exactly how Tim Cook changed Apple over the years, and how he led the company through multiple product launches.

Apple Intelligence is among the most noteworthy products launched under Cook, but Apple’s approach to generative AI isn’t quite as versatile as other tools on the market. OpenAI’s ChatGPT, meanwhile, makes it significantly easier for non-developers to create apps through so-called “vibe coding.” AppleInsider’s Malcolm Owen outlines how he used ChatGPT with Unity on macOS to create a game from scratch. Check out the full story to find out just how useful ChatGPT can be for such an endeavor.

Related stories:

• Tim Cook isn't going to get fired, and Steve Jobs isn't rolling over in his grave

• Using Unity with ChatGPT on macOS for vibe coding is dangerously easy

Will the Apple Watch ever regain blood oxygen (SpO2) monitoring features in the U.S.?

Apple disabled the controversial Apple Watch capability in 2024 due to an ongoing patent dispute between the iPhone maker and medical tech company Massimo. While the current Apple Watch Series 10 and Apple Watch Ultra 2 both have the necessary hardware, the feature is still nowhere to be found, at least in the United States.

In this week’s video, AppleInsider’s Andrew O’Hara details the latest developments in the case that forced Apple to disable SpO2 functionality on new Apple Watch models. Check out the full video to learn more!

For in-depth insights on recent developments in the area of technology, you should check out the AppleInsider Podcast. This week, Apple defied Wall Street with its Q3 earnings, and almost in parallel, the company intentionally released the iOS 26 public beta and inadvertently showed us an iPhone 17 Pro. William Gallagher and Wesley Hilliard also discuss the replacement of Goldman Sachs as the provider behind Apple Card, as rumors suggest JP Morgan will take its place. For all the details, tune in to the full episode, and be sure to share it with your friends!

Related story:

• iPhone 17 out in public, blockbuster earnings, and more on the AppleInsider Podcast

The 14-inch M4 MacBook Pro is available right now from Amazon with a massive discount — up to $300 off the retail price! Its 14.2-inch Liquid Retina XDR display offers up to 1600 nits peak brightness and has ProMotion technology. You also get an HDMI port and an impressive six-speaker system built in, making it a great option for pro users.

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