May 6, 2025 6 min read Commotion Of Links

Commotion of Apple Links for week ending May 6, 2025

Good heavens there was a lot this week! Apple tried to play their $3 trillion "You can't tell us what to do" card against a judge who Simply Wasn't Having It. And it was time for Apple's earnings report for the second quarter of 2025. If you're reading this, I know you weren't playing the "drink a shot every time you hear the word 'tariffs'" drinking game because everyone who did is now dead. ⓘ

Q2 2025 Earnings

[Apple Newsroom] Apple reports second quarter results https://www.apple.com/newsroom/2025/05/apple-reports-second-quarter-results/

Apple shares fall as buyback cuts, tariff fears fan investor jitters https://www.reuters.com/technology/apple-shares-fall-tariff-costs-add-more-agony-2025-05-02/

[Jason, sixcolors] Beware the tariffs! Inside Apple’s latest financial results https://sixcolors.com/post/2025/05/beware-the-tariffs-inside-apples-latest-financial-results/

[Jason, sixcolors] This is Tim: Complete transcript of Apple’s Q2 2025 financial call https://sixcolors.com/post/2025/05/this-is-tim-transcript-of-apples-q2-2025-financial-call/

[Jason, sixcolors] Apple Q2 2025 results and charts: $95.4B revenue https://sixcolors.com/post/2025/05/apple-q2-2025-results-and-charts-95-4b-revenue/

Apple Stock Sinks On Tariffs, Services Challenges [Market cap still under $3T as of this morning, MSFT #1 at $3.27T - AI] https://www.investors.com/news/technology/apple-stock-aapl-tariffs-services-challenges/

Apple admits the Q2 surge in imports won't be enough to stop price hikes [Morgan Stanley notes new guidance in Apple SEC filings: tariffs “can require the Company to take various actions, including... increasing the prices of its products and services,” says the numbers back conclusion that Apple’s planning price increases - AI] https://appleinsider.com/articles/25/05/05/apple-admits-the-q2-surge-in-imports-wont-be-enough-to-stop-price-hikes

Tim Cook addresses Apple’s delay of personalized Siri features https://9to5mac.com/2025/05/01/tim-cook-addresses-apples-delay-of-personalized-siri-features/

Judge Orders Apple To Comply With Her Order, As Ordered

US judge rules Apple violated order to reform App Store https://www.reuters.com/sustainability/boards-policy-regulation/us-judge-rules-apple-violated-order-reform-app-store-2025-04-30/

Apple says it will appeal after court finds company, executive lied under oath in Epic Games trial https://www.cnbc.com/2025/04/30/court-finds-apple-executive-lied-under-oath.html

[Appfigures on Twitter] Apple started emailing developers about the impact of yesterday's injunction and you can tell whoever wrote this was bitter. [Includes screenshot of the email Apple sent devs - AI] https://x.com/arielmichaeli/status/1918111355988832449

Tim Sweeney on X: “We will return Fortnite to the US iOS App Store next week” [meaning this week] “Epic puts forth a peace proposal: If Apple extends the court's friction-free, Apple-tax-free framework worldwide, we'll return Fortnite to the App Store worldwide and drop current and future litigation on the topic.” https://x.com/TimSweeneyEpic/status/1917716512347152499

Fortnite Could Return to iPhones Any Day Now https://www.cnet.com/tech/gaming/fortnite-could-return-to-iphone-any-day-now/

Epic will use an EU account to bring Fortnite back to the US App Store https://www.theverge.com/news/661237/epic-games-fortnite-apple-us-ios-app-store-eu-account

Epic is offering developers an alternative to Apple’s in-app purchasesIt will let developers keep all of their revenue under $1 million for payments processed via the Epic Games Store. https://www.theverge.com/news/659655/epic-games-store-revenue-share-webshops-apple-in-app-purchases

↳ [Epic Games Store blog] New Epic Games Store Webshops and Revenue Share Update https://store.epicgames.com/en-US/news/new-epic-games-store-webshops-and-revenue-share-update

Kindle’s iOS app just made buying books easier than ever on iPhone and iPad [New “Get Book” button takes you to Kindle Store buying page in browser - AI] https://9to5mac.com/2025/05/06/kindles-ios-app-just-made-buying-books-easier-than-ever-on-iphone-and-ipad/

Apple clears Spotify update under new rules allowing purchases within apps https://www.cnbc.com/2025/05/02/apple-clears-spotify-app-update-that-allows-purchases.html

“No Apple tax means we will lower prices” - Proton promises price drop after US ruling against Apple https://www.techradar.com/vpn/vpn-privacy-security/no-apple-tax-means-we-will-lower-prices-proton-promises-price-drop-after-us-ruling-against-apple

Stripe shows developers how to bypass Apple’s in-app payment cut https://9to5mac.com/2025/05/01/stripe-shows-developers-how-to-bypass-apples-in-app-payment-cut/

Apple Will Allow Crypto Payments in Apps After Latest US Court Ruling [Apple’s new, court-ordered App Store guidelines allow NFT transactions, such as payments via crypto wallets - AI] https://beincrypto.com/court-ruling-boosts-crypto-payment-in-apples-ios-apps/

Apple hit with app developer class action after US judge’s contempt ruling https://www.reuters.com/legal/litigation/apple-hit-with-app-developer-class-action-after-us-judges-contempt-ruling-2025-05-05/

Company

Apple prices first bond offering in 2 years [“said it plans to use proceeds to repurchase stock and repay outstanding debt” - AI] https://www.reuters.com/business/apples-first-bond-offering-two-years-headlines-busy-primary-2025-05-05/

Warren Buffett credits Apple CEO Tim Cook with making ‘a lot more money than I’ve ever made’ for Berkshire Hathaway https://au.finance.yahoo.com/news/warren-buffett-credits-apple-ceo-165742234.html

[NYT] Could Apple Exist Without Its Ties to China? Probably Not. https://www.nytimes.com/2025/05/01/technology/apple-china-tariffs.html

Apple must pay Optis $502 million lump sum in UK patent dispute, court rules https://www.reuters.com/world/uk/apple-must-pay-optis-502-million-lump-sum-uk-patent-dispute-court-rules-2025-05-01/

The Future, Soon

Apple Working on Under-Screen Face ID for iPhone 18 Pro, Says Leaker https://www.macrumors.com/2025/05/05/apple-testing-under-display-face-id-iphone-18-pro/

[via The Information & Ming-Chi Quo] Apple to shake up iPhone release calendar with base iPhone 18 launch in spring 2027, six months after Pro models https://9to5mac.com/2025/05/05/iphone-calendar-shakeup-iphone-18-release-date/

[via The Information] iPhone 17 Air will revive discontinued Apple accessory to help with important tradeoff [iPhone Air has miserable battery life, so Apple is bringing back the battery case - AI] https://9to5mac.com/2025/05/03/iphone-17-air-will-revive-discontinued-apple-accessory-to-help-with-important-tradeoff/

Apple, Anthropic Team Up to Build AI-Powered ‘Vibe-Coding’ Platform https://www.bloomberg.com/news/articles/2025-05-02/apple-anthropic-team-up-to-build-ai-powered-vibe-coding-platform

Showbiz

Apple launches a new celebrity hub that’s all about Apple https://www.theverge.com/news/658283/apple-snapshot-website-celebrity-profile-wiki-tv-music

↳ [Apple Snapshot] Your favorites, at a glance https://snapshot.apple.com/

[LA Times] Apple has made splashy bets in Hollywood. Are they paying off? [Overall highly positive, just shy of a puff piece. In light of recent negative stories, was this story planted? - AI] https://www.latimes.com/entertainment-arts/business/story/2025-05-04/why-apple-tv-has-struggled-to-attract-subscribers

[via LA Times] Longtime Apple TV+ ‘micromanaging’ rumor laid to rest [Oh, _was_ it, now? That’s a relief. - AI] https://9to5mac.com/2025/05/05/longtime-apple-tv-micromanaging-rumor-laid-to-rest/

Misc

[Apple Newsroom] Apple introduces the 2025 Pride Collection https://www.apple.com/newsroom/2025/05/apple-introduces-the-2025-pride-collection/

Google hopes to reach Gemini deal with Apple this year [via Sundar Pichai court testimony last week - AI] https://www.reuters.com/sustainability/boards-policy-regulation/google-ceo-sundar-pichai-take-stand-search-antitrust-trial-2025-04-30/

Researchers share new insights from Apple Women’s Health Study https://9to5mac.com/2025/05/05/researchers-share-new-insights-from-apple-womens-health-study/

Cringeworthy Google ad mocks the iPhone 17 design even before it launches [Video] [Oh, come on…it’s pretty funny! - AI] https://9to5mac.com/2025/05/06/cringeworthy-google-ad-mocks-the-iphone-17-design-even-before-it-launches-video/

Q2 2025 Earnings

Judge Orders Apple To Comply With Her Order, As Ordered

Company

The Future, Soon

Showbiz

Misc

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♫ Words Cannot Describe (Mirah)