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MacBook Ultra's New Design Won't Stay Exclusive for Long‎

The touchscreen and the OLED panel have dominated discussion about Apple's next high-end laptop, but the redesign wrapped around them may prove to be an equally consequential change, largely because it is not expected to stay unique to the machine for long. Bloomberg's Mark Gurman last week laid out Apple's plan to refresh every Mac it sells over the next two years. In the report, he mentioned that the entry-level 14-inch MacBook Pro due in 2027, reportedly code-named K104, is said to resemble the design of the high-end K114 and K116 machines while using a standard M7 chip. The design debuting on the rumored "MacBook Ultra" would therefore reach a considerably cheaper Mac within roughly a year of launch, a pattern first reported at the start of July. Apple last redesigned the MacBook Pro in 2021 alongside the introduction of the M1 Pro and M1 Max chips, and that overhaul ran in the opposite direction to this one. The machine grew thicker and heavier, and Apple restored the HDMI port, the SD card slot, and MagSafe charging that it had stripped out in the preceding generation. Five years on, the company is apparently trying to reverse the thickness. The chassis is expected to be noticeably thinner and lighter. Swapping a mini-LED backlight for a hybrid OLED stack removes an entire physical layer from the lid, since ‌OLED‌ pixels emit their own light. There has so far been no indication that Apple intends to sacrifice ports to find the rest of the millimeters, which is just as well given how poorly that went last time. The front of the machine is where the change should be most obvious. The notch is expected to disappear in favor of a much smaller hole-punch camera, a change first indicated on a roadmap from research firm Omdia and since corroborated by Bloomberg. The cutout is said to be pill-shaped, paving the way for an interactive Dynamic Island that expands contextually in the way it does on the iPhone. Whether the screens themselves will grow is less settled. Omdia claimed that Samsung Display will supply 14.3-inch and 16.3-inch panels, marginally larger than the 14.2-inch and 16.2-inch displays on current models, which would imply slimmer bezels wrapped around a slightly bigger screen. A February report from Bloomberg, however, indicated that screen sizes were not expected to change, but that rumor may not have accounted for a slight reduction in bezels. Apple is said to be fitting a reinforced hinge so the display does not wobble when tapped, but it is not clear if this will result in any external visual changes. Gurman described the approach to touch as "touch-friendly, not touch-first." What will become of the high-end ‌MacBook Pro‌ is still a loose thread. Gurman's roadmap lists a high-end 14-inch and 16-inch "MacBook" without the Pro suffix, and no separate high-end ‌MacBook Pro‌ sits alongside it, though that phrasing is hard to lean on when the exact branding itself is unresolved. The new MacBook "Ultra" could replace the current M5 Pro and M5 Max models outright at a higher price point or arrive above them as a genuinely new tier while they stay on sale. If the high-end ‌MacBook Pro‌ gains Apple's next-generation M7 Pro and M7 Max chips in late 2027, considering that the entry-level M7 model will gain the MacBook Ultra's design in the first half of that year, it seems inevitable that the high-end machines will follow, meaning that all five of Apple's most powerful laptops will share the same overall design. Tag: MacBook UltraThis article, "MacBook Ultra's New Design Won't Stay Exclusive for Long" first appeared on MacRumors.comDiscuss this article in our forums

04:02
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Apple Says App Store Changes and Mobile Gaming Softness Affected Services Revenue‎

Softness in mobile gaming and Apple's changes to the App Store business model in some countries impacted the performance of the ‌App Store‌, Apple CFO Kevan Parekh said during today's earnings call. Apple's services revenue was $30.7 billion, a 12% increase over the $27.4 billion it earned in the year-ago quarter. Though the category saw growth, revenue came in under expectations, prompting analyst questions that led to Parekh's comments on the ‌App Store‌. We also had some factors that impacted the performance of the App Store. We did see some headwinds in mobile gaming, and then keep in mind, we also made some changes to the App Store business model in certain countries, and in the U.S., we do continue to operate under a court ruling impacting the link-out transactions. But we're pleased the Supreme Court will hear our appeal. There have been ‌App Store‌ fee updates in Japan and Brazil as of late, with Apple collecting no fees on link-outs in the U.S. and lower fees from alternative app marketplace apps in the EU. Despite the rule changes, the ‌App Store‌ still set a June quarter revenue record. Apple saw double-digit growth in cloud services, video, payment services, and advertising, with a record level of Apple Pay users. During the call, Apple also said it now has 1.5 billion paid subscriptions, with transacting and paid accounts hitting an all-time high. Parekh said it wasn't the ‌App Store‌ alone that impacted services revenue, and Apple also took a hit from foreign exchange. Last year, Apple also had the theatrical release of F1, and no equivalent release this year, making for a tougher compare. Services growth in the September quarter is expected to be similar to the June quarter when excluding an approximately 2.5 percentage point foreign exchange headwind.Tag: App StoreThis article, "Apple Says App Store Changes and Mobile Gaming Softness Affected Services Revenue" first appeared on MacRumors.comDiscuss this article in our forums

02:43
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MacRumors

Apple Plans Paid iCloud+ Upgrades for Heavy AI Users‎

Apple is planning to let users pay to increase their AI limits, with upgrade possibilities available through iCloud+. During today's earnings call for the third fiscal quarter of 2026, Apple CEO Tim Cook said it's early, but the company expects to offer options for people who want to make heavy use of AI services. In terms of what it means for compute cost, it's obviously early going for us, and so I don't want to say that we have a complete plan for that. We do believe there will be people that want to use it a lot and we will have some kind of upgrade possibilities on iCloud+ where people can buy up the stack on iCloud+. We'll see how the pickup for that is. At WWDC, Apple said there would be daily usage limits on features like Image Playground, but increased access would be available through ‌iCloud‌+ plans. Cook's comments today suggest there may also be ‌iCloud‌+ add-ons specifically for AI usage. Apple hasn't offered any details on what it might charge to increase AI limits, and that's information that we might get when iOS 27 launches in September. Features like Siri AI are expected to remain free to use.Tag: iCloudRelated Forum: Apple Music, Apple Pay/Card, iCloud, Fitness+This article, "Apple Plans Paid iCloud+ Upgrades for Heavy AI Users" first appeared on MacRumors.comDiscuss this article in our forums

02:26
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Tim Cook: Apple 'Reluctantly Raised Prices' Due to '100-Year Flood on Memory Pricing'‎

Apple didn't want to raise its prices but was forced to do so because of exponential increases in memory costs, Apple CEO Tim Cook said today during the company's Q3 2026 earnings call. Apple increased prices for Macs and iPads in June because memory prices have surged. On the pricing front, you know, we reluctantly raised prices. I would say we did it because we're in what I would characterize as a 100-year flood on memory pricing with exponential increases in memory prices, so that was the rationale for it. When asked whether Apple is aiming to protect gross profit dollars or product gross margins when considering pricing increases, Cook said it's multifactorial. In terms of our philosophy on dollars or percentages, we look at units, revenue, and margin, and then come to a business judgment as to how to handle that, and so it's not a mathematical formula that gets us to a specific result, or just looking at one dimension of that. We look at all three dimensions and think about it over the long term instead of, you know, a 90-day clock. Cook did not comment on whether Apple plans to raise iPhone prices when the iPhone 18 Pro models and first foldable launch this September, but multiple analysts believe prices will go up. Cook said Apple is expecting to pay higher memory costs in the September quarter, though Apple will be able to partially offset it with lower costs on some non-memory components and a stockpile of inventory.Tags: Earnings, Tim CookThis article, "Tim Cook: Apple 'Reluctantly Raised Prices' Due to '100-Year Flood on Memory Pricing'" first appeared on MacRumors.comDiscuss this article in our forums

01:54
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Tim Cook Thanks Shareholders on His Final Apple Earnings Call‎

Apple CEO Tim Cook today confirmed that today's call was his last as CEO, with John Ternus set to become Apple's new CEO on September 1. Cook will transition to a new role as executive chairman when Ternus becomes CEO. I just wanted to take a moment to say thank you to all of you, from our shareholders, particularly our long-term shareholders who have put their trust in us for so many years, to the analysts who have followed our company so closely. As you know, this will be my final earnings call, and John will lead these calls going forward. Cook said the transition to Ternus is "going seamlessly," and he is excited for Ternus to lead Apple into its next era. As I've said, I couldn't be more confident in his leadership, in our executive team, and in the extraordinary people at Apple who are determined to enrich the lives of our users all over the world. We have a bright future ahead, and I truly have never been more optimistic. While Cook is stepping down as Apple's CEO, he said earlier this year that he plans to serve as executive chairman "for a long time." He said Apple will continue to be his top priority.Tag: Tim CookThis article, "Tim Cook Thanks Shareholders on His Final Apple Earnings Call" first appeared on MacRumors.comDiscuss this article in our forums

01:54
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MacRumors

Apple Warns of Growing Supply Constraints for iPhone, iPad, and Mac‎

Apple is expecting supply constraints to have a much bigger impact on revenue during the September quarter, Apple CEO Tim Cook said today during Apple's earnings call for the third quarter of 2026. Supply constraints will impact the iPhone, iPad, and Mac. Cook said Apple is seeing less flexibility in the supply chain than normal and an issue with the availability of the advanced nodes that Apple's chips are produced on. We continue to expect high levels of demand. However, with less flexibility in the supply chain, we expect the impact from the supply constraints to increase significantly sequentially. He said the cause is not a regular supply issue, but a demand forecast issue. The iPhone and Mac are doing "remarkably better" than Apple expected. Let me stress again. This isn't a partner or supplier issue. This issue is an incredibly strong demand. It's a great issue in some ways. It's an incredibly strong iPhone and Mac product cycle that has really yielded a demand beyond our expectation. Cook also commented on memory shortages. He said Apple paid more for memory in the June quarter than the March quarter, and the company expects to pay even higher memory costs in the September quarter. He said Apple will be able to partially offset the increased costs in two ways, but memory will continue to be problematic. The first is, as you would expect, we have benefited from some carry-in inventory in the September quarter. However, we believe we will see decreasing benefit of this overlap beyond the September quarter. The second is we're expecting lower cost on certain non-memory components. Then if you look beyond September, we see the market pricing for memory continuing to increase and have an increasing impact on our business. [...] The DRAM market has three suppliers. Obviously, if there were more suppliers, that would be good, and it would help us on the supply side and perhaps the pricing side. It's unclear on the pricing side, but it could help on the supply side. And so we're evaluating all options. Apple is planning to release new iPhone models in September, including the iPhone 18 Pro, ‌iPhone 18 Pro‌ Max, and its first foldable iPhone.Tag: EarningsThis article, "Apple Warns of Growing Supply Constraints for iPhone, iPad, and Mac" first appeared on MacRumors.comDiscuss this article in our forums

01:23
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Apple Reports 3Q 2026 Results: $29.8B Profit on $109.4B Revenue‎

Apple today announced financial results for its third fiscal quarter of 2026, which corresponds to the second calendar quarter of the year. For the quarter, Apple posted revenue of $109.4 billion and net quarterly profit of $29.8 billion, or $2.02 per diluted share, compared to revenue of $94.0 billion and net quarterly profit of $23.4 billion, or $1.57 per diluted share, in the year-ago quarter. Apple set new June quarter records for total revenue and earnings per share, as well as for iPhone, Mac, and Services revenue. Gross margin for the quarter was 50.1 percent, compared to 46.5 percent in the year-ago quarter. Apple also declared a quarterly dividend payment of $0.27 per share, payable on August 13 to shareholders of record as of August 10."Today, Apple is proud to report our strongest June quarter ever, with double-digit revenue growth across iPhone, Mac and Services, and in every geographic segment," said Tim Cook, Apple's CEO. "At WWDC26, we were thrilled to introduce the all-new Siri AI, alongside all of Apple's latest software innovations and important new child safety features." Apple will provide live streaming of its fiscal Q3 2026 financial results conference call at 2:00 p.m. Pacific, and MacRumors will update this story with coverage of the conference call highlights. Conference call starts at 2:00 p.m. Pacific - No need to refresh Loading live updates... var reportinglive = new reportinglive_module;reportinglive.init(); Tag: EarningsThis article, "Apple Reports 3Q 2026 Results: $29.8B Profit on $109.4B Revenue" first appeared on MacRumors.comDiscuss this article in our forums

23:52
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Fortnite Returns to iPhone in Brazil as Epic Games Store Launches‎

Epic Games today said that the ‌Epic Games‌ Store can now be downloaded on iPhones in Brazil through the ‌Epic Games‌ website. In its announcement, ‌Epic Games‌ complained about the third-party store installation process, which requires nine steps and includes screens warning customers about downloading apps outside of the App Store. Apple is imposing a 9-step install flow for alternative app stores in Brazil. The additional screens were designed to deter users from downloading alternative app stores and preventing competition. In the EU last year, Apple reduced their installation flow from 15 to 6 steps after facing regulatory pressure. After they made this change, Epic saw a 60% decrease in player drop-off during attempts to install the Epic Games Store. But Apple now has increased the steps in Brazil to thwart competition. ‌Epic Games‌ also took issue with the fees Apple is able to collect. Apple has a 5% Core Technology Commission on sales of digital goods and services in third-party app stores and apps installed from third-party app stores. Because of the fees, Epic says it is only offering its own games for now. Players can download Fortnite and Rocket League Sideswipe. Brazilian customers who opt to purchase Fortnite through the ‌Epic Games‌ Store can get 20 percent back in Epic Rewards, an incentivizing bonus not available through the ‌App Store‌ version of Fortnite in Brazil. ‌Epic Games‌ says it has informed Brazilian regulators "how detrimental the requirements and restrictions are to creating a competitive mobile app ecosystem on iOS." Apple changed its App Store rules in Brazil in June to comply with regulatory action requiring support for alternative app marketplaces.Tags: Epic Games, Epic Games vs. Apple, FortniteThis article, "Fortnite Returns to iPhone in Brazil as Epic Games Store Launches" first appeared on MacRumors.comDiscuss this article in our forums

23:23
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