MacRumors: Mac News and Rumors - All Stories https://www.macrumors.com Apple, iPhone, iPad, Mac News and Rumors Thu, 30 Apr 2026 22:48:02 PDT en hourly 1 https://www.macrumors.com Apple's Q2 2026 Earnings Call: 11 Key Takeaways https://www.macrumors.com/2026/04/30/apple-q2-2026-earnings-call/ https://forums.macrumors.com/threads/apples-q2-2026-earnings-call-11-key-takeaways.2481748/ Thu, 30 Apr 2026 15:39:20 PDT https://www.macrumors.com/2026/04/30/apple-q2-2026-earnings-call/ Juli Clover Apple Rumors Mac iOS iPhone iPad Tim Cook and Apple CFO Kevan Parekh provided insight into iPhone sales, Mac sales, RAM supply issues, and more.


We've rounded up the most interesting takeaways from the call.

iPhone 17 Sales


Apple attributed its success to the new iPhone models. Cook said "demand was off the charts," but Apple was facing supply constraints that impacted revenue. Had there not been supply issues, Apple would have seen higher revenue.

The A19 and A19 Pro chips from TSMC proved to be a bottleneck because TSMC uses the same 3nm process for AI chips that are in high demand. Cook said iPhone constraints were "primarily driven" by the availability of the advanced nodes Apple's SoCs are produced on.

According to Parekh, the iPhone 17 family is Apple's best-selling iPhone lineup to date. "The ‌iPhone 17‌ family is now the most popular lineup in our history... we believe we gained market share during the quarter," he said.

iPhone revenue was $57 billion, up 22 percent year-over-year, which is a new March quarter record. Apple saw strong demand from upgraders and customers choosing an iPhone for the first time. Cook said Apple is "enormously pleased" with how the ‌iPhone 17‌ lineup has been received.

Memory Costs


Apple had higher memory costs during the March quarter, and the impact is expected to get worse as the year goes on. Apple CEO ‌Tim Cook‌ said that Apple is expecting "significantly higher memory costs" in the June quarter, and beyond June, memory costs will "drive an increasing impact" on Apple's business.

Mac Sales


Mac revenue was $8.4 billion, up six percent year-over-year. Cook said sales were impacted by supply constraints "driven by higher than expected levels of demand."

The MacBook Neo that was introduced during the quarter was a hit, and Apple sold out. Shipping times for new machines reached several weeks. Apple also saw high demand for the Mac mini and the Mac Studio from people buying the machines for use with AI.

Apple set March quarter records for upgraders and customers new to the Mac, leading to a new all-time record for the overall Mac install base. Apple is focused on customers new to the Mac and customers who have been holding onto their Mac for a long period of time, and the Neo is selling well to those customers.

Apple expects Macs to face supply constraints in the June quarter due to continued high demand and "less flexibility in the supply chain."

Mac Studio and Mac mini Supplies


Apple expects it to take months to reach supply/demand balance on the ‌Mac Studio‌ and ‌Mac mini‌, suggesting they are going to be hard to get for months to come.

Apple underestimated demand for the ‌Mac mini‌ and the ‌Mac Studio‌. "Both of these are amazing platforms for AI and agentic tools and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand," Cook said.

John Ternus


Cook addressed John Ternus, who will take over as Apple's CEO on September 1, 2026.
As I have said, there is no one on this planet I trust more to lead Apple into the future than John Ternus. John is a brilliant engineer, a deep thinker, a person of remarkable character, and a born leader. I know he will push us to go further than we think is possible in order to deliver the greatest products and services for our users. I have been so proud to call him a colleague and a friend, and I will be even more proud to call him Apple's CEO.

Ternus also spoke on the call, where he teased Apple's upcoming product lineup.
As Tim mentioned, we have an incredible roadmap ahead. And while you're not going to get me to talk about the details of that roadmap, suffice it to say this is the most exciting time in my 25-year career at Apple to be building products and services.

There are so many opportunities before us, and I couldn't be more optimistic about what's to come. For now, let me simply say I am deeply grateful to Tim, to the executive team and to everyone at Apple, and I look forward to all of the important work ahead with that.

Wearables


Wearables revenue was $7.9 billion, an increase of five percent year-over-year. Apple's wearables install base hit a new all-time high, and more than half of customers who purchased an Apple Watch during the quarter were new to the product.

Services


Apple's services revenue reached $31 billion, a new all-time revenue record.

Apple has an install base of over 2.5 billion active devices, a new all-time high across all major product categories. Both transacting and paid accounts hit new all-time highs in the quarter.

Retail


Apple had a March quarter revenue record for retail, with "very high levels of store traffic throughout the quarter."

AI


Parekh said that AI is a "really important investment area" for Apple, and the company plans to continue to invest in AI "incrementally on top of" what it normally invests in its product roadmap.

Apple's R&D spending accelerated during the quarter, and Cook said that Apple is investing in products and services. "We see opportunities in both of those," he said. "We could not be more excited about how the future is playing out."

On the collaboration with Google, Cook said things are going well. "We're happy with where things are, and we're happy with the work that we're doing independently as well," he said.

Tariffs


From Q1 to Q2, Apple saw less impact from tariffs due to the reduction in IEEPA tariff rates, and the reduced global tariff rate under Section 122. Cook said Apple is following the established processes of applying for a refund of tariffs paid, and any amount received will be invested back into U.S. innovation and advanced manufacturing. Any investment of refunded tariff fees will be in addition to Apple's prior commitments in the U.S.

Next Quarter


Parekh said June quarter total revenue is expected to grow 14 to 17 percent year-over-year. Services revenue is expected to grow at a similar rate to what was reported in the March quarter.

Parekh warned investors about iPad revenue because last year, Apple released the A16 ‌iPad‌. "Keep in mind, we face a difficult compare driven by the launch of the A16-powered ‌iPad‌ in the prior year," Parekh said.

Apple's guidance for the June quarter relies on global tariff rates and policies remaining as they are today.
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]]> Apple Says Mac Studio and Mac Mini Will Be in Short Supply for Months https://www.macrumors.com/2026/04/30/mac-studio-mac-mini-constrained-months/ https://forums.macrumors.com/threads/apple-says-mac-studio-and-mac-mini-will-be-in-short-supply-for-months.2481746/ Thu, 30 Apr 2026 14:59:58 PDT https://www.macrumors.com/2026/04/30/mac-studio-mac-mini-constrained-months/ Juli Clover Mac Studio Mac mini Tim Cook said that the Mac mini and Mac Studio could be hard to get for months to come.


"We think, looking forward, that the ‌Mac mini‌ and ‌Mac Studio‌ may take several months to reach supply demand balance," Cook said.

Apple underestimated demand for the ‌Mac mini‌ and the ‌Mac Studio‌. "Both of these are amazing platforms for AI and agentic tools and the customer recognition of that is happening faster than what we had predicted, and so we saw higher than expected demand," Cook said.

Shipping delays for the ‌Mac mini‌ and the ‌Mac Studio‌ have been increasing over the last few months, and the waits for some models stretch into months. Apple stopped selling the ‌Mac Studio‌ with 512GB RAM entirely, and it stopped accepting orders for some models with higher amounts of RAM. As of last week, the base ‌Mac mini‌ was listed as "Currently Unavailable" from Apple's online store because it is out of stock.
Related Roundups: Mac Studio, Mac mini
Buyer's Guide: Mac Studio (Caution), Mac Mini (Caution)
Related Forums: Mac Studio, Mac mini

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]]> Apple Expects 'Significantly Higher Memory Costs' in June Quarter and Beyond https://www.macrumors.com/2026/04/30/apple-memory-costs-significantly-higher/ https://forums.macrumors.com/threads/apple-expects-significantly-higher-memory-costs-in-june-quarter-and-beyond.2481745/ Thu, 30 Apr 2026 14:48:39 PDT https://www.macrumors.com/2026/04/30/apple-memory-costs-significantly-higher/ Juli Clover Apple Rumors Mac iOS iPhone iPad Tim Cook said that Apple is expecting "significantly higher memory costs" in the June quarter, and beyond June, memory costs will "drive an increasing impact" on Apple's business.


Cook said the higher memory costs have been partially offset because the company is selling existing inventory that it has stockpiled. As those supplies dwindle, Apple's costs will go up.

According to Cook, Apple is going to look at a "range of options" and the company is "continuing to evaluate" the situation. Cook declined to provide more insight into how Apple plans to deal with the problem.

Memory costs have been soaring due to global supply constraints caused by AI server demand. Chip makers are prioritizing memory for AI servers rather than consumer devices, causing prices to go up.
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]]> iPhone 17 Is Apple's Most Popular Lineup Ever https://www.macrumors.com/2026/04/30/iphone-17-is-apples-most-popular-lineup-ever/ https://forums.macrumors.com/threads/iphone-17-is-apples-most-popular-lineup-ever.2481743/ Thu, 30 Apr 2026 14:01:51 PDT https://www.macrumors.com/2026/04/30/iphone-17-is-apples-most-popular-lineup-ever/ Juli Clover Featured iPhone 17 iPhone 17 Pro Earnings iPhone 17 models are its most popular iPhones to date, Apple CFO Kevan Parekh told the Financial Times. Both Parekh and Apple CEO Tim Cook attributed Apple's stellar Q2 2026 performance to iPhone sales.


"The ‌iPhone 17‌ family is now the most popular line-up in our history... we believe we gained market share during the quarter," said Parekh. Cook told Reuters that iPhone demand was "off the charts," and that supply was constrained despite the impressive sales.

"And there's just a little less flexibility in the supply chain at the moment for getting more parts," Cook said. Apple's iPhone sales were held back by the A19 and A19 Pro chips that it gets from TSMC, as TSMC also manufactures AI chips.

Parekh said that memory had an "increasing impact" between the first and second quarters of 2026.

Issues with chip supply and increasing problems acquiring RAM could potentially have an impact on the iPhone 18 lineup that Apple is expected to introduce this September. The lineup will include Apple's first foldable iPhone.

The current ‌iPhone 17‌ family includes the ‌iPhone 17‌, iPhone 17 Pro, ‌iPhone 17 Pro‌ Max, iPhone 17e, and iPhone Air.
Related Roundups: iPhone 17, iPhone 17 Pro
Tag: Earnings
Buyer's Guide: iPhone 17 (Neutral), iPhone 17 Pro (Neutral)
Related Forum: iPhone

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]]> Apple Reports Record-Breaking 2Q 2026 Results: $29.6B Profit on $111.2B Revenue https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ https://forums.macrumors.com/threads/apple-reports-record-breaking-2q-2026-results-29-6b-profit-on-111-2b-revenue.2481742/ Thu, 30 Apr 2026 13:38:46 PDT https://www.macrumors.com/2026/04/30/apple-2q-2026-earnings/ Jordan Golson Featured Earnings announced financial results for the second fiscal quarter of 2026, which corresponds to the first calendar quarter of the year.


For the quarter, Apple posted revenue of $111.2 billion and net quarterly profit of $29.6 billion, or $2.01 per diluted share, compared to revenue of $95.4 billion and net quarterly profit of $24.8 billion, or $1.65 per diluted share, in the year-ago quarter. Services revenue again reached an all-time high during the quarter, while company revenue, earnings per share, and iPhone revenue all set March quarter records.

Gross margin for the quarter was 49.3 percent, compared to 47.1 percent in the year-ago quarter. Apple's board of directors also authorized an additional $100 billion for share repurchases and declared an increased dividend payment of $0.27 per share, up from $0.26 per share. The dividend is payable May 14 to shareholders of record as of May 11.
"Today Apple is proud to report our best March quarter ever, with revenue of $111.2 billion and double-digit growth across every geographic segment," said Tim Cook, Apple's CEO. "iPhone achieved a March quarter revenue record, fueled by such extraordinary demand for the iPhone 17 lineup. During the quarter, Services achieved yet another all-time record, and we were excited to introduce remarkable new products to our strongest lineup ever. That included the addition of the iPhone 17e and the M4-powered iPad Air, along with the launch of MacBook Neo, which is captivating customers all around the world."


Apple will provide live streaming of its fiscal Q2 2026 financial results conference call at 2:00 pm Pacific, and MacRumors will update this story with coverage of the conference call highlights.

Conference call recap ahead...



1:39 pm: Apple's share price is currently down approximately 0.5% in after-hours trading following the earnings release, after rising by around 0.5% in regular trading today.

1:39 pm: "Our strong business performance during the March quarter generated over $28 billion in operating cash flow and drove new March quarter records for both operating cash flow and EPS," said Kevan Parekh, Apple's CFO. "Continued strong customer demand for our products and services once again helped us achieve a new all-time high for our installed base of active devices across all major product categories and geographic segments."

1:42 pm: All five of Apple's revenue categories saw year-over-year increases in the quarter: iPhone up 21.7%, Services up 16.3%, iPad up 8.0%, Mac up 5.7%, and Wearables, Home and Accessories up 5.0%.

1:44 pm: All five of Apple's geographic segments also saw year-over-year increases: Americas up 11.9%, Europe up 14.7%, Greater China up 28.1%, Japan up 15.1%, and Rest of Asia Pacific up 25.3%.

1:58 pm: In a few minutes, Apple's quarterly earnings call and Q&A with analysts will begin. Typically, Apple CEO Tim Cook and CFO Kevan Parekh host, but we could get an appearance from incoming CEO John Ternus. He takes over for Cook in September.

2:01 pm: The call is beginning with standard boilerplate about forward-looking statements from Investor Relations head Suhasini Chandramouli.

2:01 pm: On the call is Apple CEO ‌Tim Cook‌. John Ternus will join for a "brief set of remarks" followed by CFO Kevan Parekh.

2:03 pm: "Good afternoon everyone, and thanks for joining the call. Before we get into the quarter, I wanted to take a moment to talk about the transition we recently announced."

2:03 pm: This is Tim's 89th earnings call.

2:03 pm: Tim: "I'll always be proud of the impact Apple has had on our users' lives, and I can't begin to express how grateful I am for our amazing teams. It's because of them that there is no company like Apple, and I truly believe there never will be."

2:04 pm: Tim: "This moment for the transition is the right one for a number of reasons. First, our business has been performing extremely well. The first half of this year was very strong, growing double digits year over year. Second, our road map is incredible. And most importantly, we have the right leader ready to step into the role."

2:04 pm: Tim: "As I have said, There is no one on this planet I trust more to lead Apple into the future than John Ternus. John is a brilliant engineer, a deep thinker, a person of remarkable character and a born leader. I know he will push us to go further than we think is possible in order to deliver the greatest products and services for our users I have been so proud to call him a colleague and a friend and I will be even more proud to call him Apple CEO."

2:05 pm: Tim: "Over the coming months, John and I will be working closely together to make sure this transition is perfectly smooth. I very much look forward to stepping into the role of executive chairman on September 1... I will be here to support him in any way he needs and in any way I can. I am incredibly optimistic about Apple's future, and I know we have the right team in place to deliver on the promise of this company."

2:05 pm: Tim: "I also want to take just a moment to share my profound gratitude for our shareholders, especially our long term shareholders, for believing in Apple and for your support over the years. It means a great deal to all of us."

2:06 pm: John Ternus, making his first remarks: "In my view, Tim is one of the greatest business leaders of all time. Stepping into the role of CEO is an incredible honor, and it means a great deal to me to have Tim's trust and confidence. I want to echo Tim's sentiment about our shareholders, especially those who have been with us for many years. Thank you so much for your confidence in our company."

2:06 pm: Ternus: "As you know, one of the hallmarks of Tim's tenure has been a deep thoughtfulness, deliberateness and discipline when it comes to the financial decision making of the company. And I want you to know that is something Kevan and I intend to continue when I transition into the role in September. This is an especially exciting moment for Apple. As Tim mentioned, we have an incredible roadmap ahead. And while you're not going to get me to talk about the details of that roadmap, suffice it to say this is the most exciting time in my 25 year career at Apple to be building products and services. There are so many opportunities before us, and I couldn't be more optimistic about what's to come for now, let me simply say I am deeply grateful to Tim, to the executive team and to everyone at Apple, and I look forward to all of the important work ahead."

2:07 pm: Tim is back: Apple revenue grew 17% from a year ago, to a March quarter record and above the high end of the guidance range. Grew despite supply constraints, with a March quarter record on iPhone, an all-time record on Services, and a March quarter record earnings per share of $2.01, up 22% year over year.

2:08 pm: Tim: "We recently marked Apple's 50th anniversary with celebrations in our retail stores and with users around the world. It was a special moment for us to reflect on the incredible journey we've shared with our users, to thank everyone who's been a part of it, and to look forward to writing the next chapter in our story of innovation. We have always believed that people who think different can change the world and we have been proud to build tools and technologies that allow them to do just that."

2:09 pm: Starting with iPhone, generating $57 billion in revenue, despite supply constraints. Launched the iPhone 17e during the quarter. "The most powerful, capable and versatile iPhone family we've ever created."

2:11 pm: Tim is talking about Apple's current iPhone lineup, noting that the iPhone 17 family is the most popular lineup in its history, and mentioned that the Artemis II astronauts took photos and videos with the iPhone 17 Pro Max during their trip around the moon.

2:12 pm: Moving to the Mac, revenue was $8.4 billion, up 6% from a year ago. Set March quarter records for upgraders and customers new to the Mac. "Tremendous enthusiasm for MacBook Neo."

2:13 pm: Turning to ‌iPad‌, revenue was $6.9 billion, up 8% year over year.

2:13 pm: "Today, our ‌iPad‌ lineup is stronger than ever, led my the M4-powered iPad Air. It raises the bar for what users can do on ‌iPad‌."

2:14 pm: Wearables, Home and Accessories revenue came in at $7.9 billion, up 5% from a year ago.

2:15 pm: He's touting the various Apple Watch and AirPods in the lineup.

2:16 pm: Tim: "What truly sets Apple apart is how Apple intelligence is woven into the core of our platforms powered by Apple silicon and designed from the ground up to deliver intelligence that is fast, personal and private, this is not AI as a standalone feature but AI as an essential, intuitive part of the experience across our devices."

2:17 pm: "It builds on years of innovation from the neural engine to advanced on device processing, enabling capabilities that are not only incredibly powerful, but also respectful of user privacy. Increasingly, that same foundation is drawing developers and researchers to our products as powerful platforms for building and running agentic AI thanks to the unique combination of performance, efficiency, and on device capabilities."

2:17 pm: Moving to Services, generated $31 billion in sales, with double-digit growth across developed and emerging markets, with all-time revenue records across most Services categories.

2:18 pm: Apple Retail set a March quarter revenue record, with very high levels of store traffic throughout the quarter.

2:19 pm: Tim: "At Apple, we believe powerful innovation and uncompromising quality can go hand in hand with sustainability. Over the last year, we've reached new milestones in the environment, including the use of recycled content in 30% of the materials and all of our products, shipped in 2025, the most we've ever had. That includes the use of 100% recycled cobalt in all Apple design batteries and 100% recycled rare earth elements in all magnets. We've also achieved our goal of removing plastic from packaging with every Apple product now shipping in fiber based packaging."

2:20 pm: Tim: "We're also making great progress in advancing American Supply Chain Innovation as part of our $600 billion commitment to the US. We were pleased to share recently that Mac mini production is coming to America later this year, expanding our factory operations in Houston with a brand new facility. In March, we were thrilled to welcome four new companies to our American manufacturing program to help manufacture essential materials and components for Apple products sold worldwide."

2:20 pm: Tim: "These include sensors that support key iPhone features like camera stabilization and integrated circuits, essential for features like crash detection and activity tracking. These efforts build on the progress we've made in the American manufacturing program, including the work we're doing to advance an end to end silicon supply chain across the US."

2:21 pm: Tim: "These efforts build on the progress we've made in the American manufacturing program, including the work we're doing to advance an end to end silicon supply chain across the US. At TSMC's Arizona facility, for example, Apple is on track to purchase well over 100 million advanced chips."

2:22 pm: Tim: "Whether around the world or in our own backyard, we're proud of the difference Apple has made to enrich lives and support the communities we serve. Looking ahead, we're delighted to welcome developers back to Apple Park for WWDC 26. We can't wait to share what we've been working on, from AI advancements to exciting new software and developer tools, it's going to be an incredible week."

2:22 pm: Tim: "As always, we remain in relentless pursuit of even more powerful innovations, guided by our North Star, our users, as we celebrated 50 Years of Apple, we are even more excited and more optimistic about the next 50 years and beyond."

2:23 pm: Kevan: Saw strong performance with revenue records in every geographic segment. FX was 2.5 percentage point tailwind to the March quarter growth rate. We believe if you remove the favorable benefit from foreign exchange and add back the unfavorable impact from supply constraints, we would have had a higher growth rate for total company revenue.

2:23 pm: Products revenue was $80.2 billion, up 17% year over year. Company gross margin was 49.3%, up 110 bp sequentially. Products gross margin was 38.7%, down 200bp. Services GM was 76.7% up 20bp sequentially.

2:24 pm: Net income was $29.6 billion, and diluted earnings per share of $2.01, with $28.7 billion in operating cash flow.

2:24 pm: iPhone revenue was $57 billion, up 22% year over year, driven by the ‌iPhone 17‌ family. iPhone grew double-digits in the majority of markets tracked.

2:24 pm: iPhone active install base grew to an all-time high, and set a March quarter record for iPhone upgraders. iPhone was the top-selling model in the US, urban China, the UK, Australia and Japan.

2:25 pm: Customer sat for ‌iPhone 17‌ family was recently measured at 99% by 451 Research.

2:25 pm: Mac revenue was $8.4 billion, driven by the strength of recent product launches and up 6% year over year. In the US, customer sat was 97%.

2:26 pm: ‌iPad‌ revenue was $6.9 billion, up 8% year over year. All-time high for the install base, with more than half of ‌iPad‌ customers new to the product. Emerging markets revenue grew by double digits including in India, Mexico and Thailand. Customer sat of ‌iPad‌ was 98% in the US.

2:27 pm: Wearables, Home and Accessories was $7.9 billion, up 5% year over year, driven by Wearables and Accessories. More than half of Apple Watch buyers were new to the product. Customer sat of Apple Watch was 96%.

2:27 pm: Services revenue hit $31 billion, up 16% year over year, with all-time records in both developed and emerging markets, and all-time revenue records in most Services categories. More than 2.5 billion active devices, and transacting and paid accounts reached all-time highs in the quarter.

2:28 pm: Apple is touting its improvements in business and enterprise, especially for AI development.

2:29 pm: Kansas City Public Schools are switching their high school students from Windows laptops and Chromebooks to ‌MacBook Neo‌, moving to an all-Apple district.

2:31 pm: Apple has $147 billion in cash, reflecting $5.8 billion in debt maturities, commerical paper at $2 billion, and Apple has $85 billion in total debt, with net cash of $62 billion. Returned $15 billion to shareholders, with $3.8 billion in dividends and $11 billion in open market repurchases of 42 million Apple shares.

Moving ahead, we will no longer provide "net cash neutral" as a formal target. Apple has reduced net cash by over $100 billion since 2018.

2:33 pm: Color on forward-looking statements, assumes that global tariffs and policies stay in effect. Revenue to grow 14-17% year over year, with constrained supply and an A16-powered ‌iPad‌ compare from last year. Services revenue to grow similarly to the March quarter year over year, with FX tailwinds removed. Gross margin between 47.5% and 48.5%. OpEx between $18.8b and $19.1b. OINE around $250 million, tax rate around 17%.

2:33 pm: Tim and Kevan are taking questions, not John Ternus.

2:35 pm: Q: How much did demand outpace supply for iPhone and Mac in the quarter, and did June reflect supply constraints for those segments?

A: The constraints were primarily driven by the availability of the advanced nodes our SOCs are produced on. The constraints will be primarily on several Mac models given the high levels of demand we're seeing and we have less flexibility in the supply chain than we would normally have.

On ‌Mac mini‌ and Mac Studio, both are amazing platforms for AI and agentic tools, and the customer recognition of that is happening faster than what we predicted so we have higher than expected demand. Customer response to ‌MacBook Neo‌ has been off the charts, and March quarter record for customers new to the Mac partly due to the Neo. Looking forward, the ‌Mac mini‌ and ‌Mac Studio‌ may take several months to reach supply demand balance.

2:37 pm: Q: Re net cash neutral not being a formal target, are we thinking about different types of capital return policy, it doesn't seem so but can you give some more detail about investments, is that organic vs inorganic?

A: Our goal of net cash neutral has served us well and has been a valuable framework for us. We're evaluating cash and debt independently and to make optimal economic decisions around how we best utilize debt and cash to support the business. We believe we can do this while being very efficient and remaining disciplined. We remain committed to returning excess cash to shareholders. We look to invest in the business. We've returned over a trillion dollars to shareholders, $850 billion through share repurchases. Added a new $100 billion buyback authorization, so capital return is something very important to us.

2:39 pm: Q: There's been some commentary around an agentic smartphone, I don't even know what that means, but comment about AI on the edge and that agents could catalyze smartphones, but also shift the smartphone form factor. With the rise of agents, how would you like us to think about that? Are new products coming of a totally new form factor or anything high level about that trend or non-trend?

A: You know we don't get into our future roadmap so I don't want to give too much info there, but we're thrilled with how the iPhone is doing, growing 22% in the quarter, followed from an incredible Q1, having the strongest cycle that we've ever had in our history from the launch through the March quarter, we could not be happier with it.

2:41 pm: Q: To the question around constraints and whatnot, I'll try to do it nicely given my age, the big concern out there is how margins go after the June quarter given the components and trends and whatnot and all these constraints. Is there some kind of overarching philosophy that you want us to think about? Is 47-48 a range you think you can stay in or is there no visibility beyond June to answer this question? Any comfort there would be so helpful.

A: Let me talk about memory specifically which I think is the root of the question. I'll go back to December for a moment. In the December quarter, we had a minimal impact due to memory and you can see that in the gross margin results. We said it would be a bit more in the March quarter and we did see higher memory costs, partially offset by benefit from carry-in inventory. For June, and what's embedded in the guidance, we expect significantly higher memory costs. They are also partly offset by the benefit of carry-in inventory. Where we don't give color beyond June, beyond the June quarter, we believe memory costs will drive an increasing impact on our business. We will continue to evaluate this and we will look at a range of options.

2:43 pm: Q: Given success of ‌MacBook Neo‌, can you talk about how it's driven penetration with new customer segments with education, value or emerging markets, and how do you think about opportunities in underpenetrated markets more broadly and how will the future product roadmap inform that?

A: We are supply constrained, we were very bullish on the product before announcing it, but we undercalled the level of enthusiasm that would be with it. It's very much focused on getting the Mac to even more people than we were reaching before. We're very focused on customers new to the Mac and customers that have been holding onto their Mac a very long period of time. We're doing well with both of those. As Kevan alluded to, we're seeing school systems that are switching from Chromebooks and Windows PCs to the ‌MacBook Neo‌ and hearing anecdotally of those kinds of stories happening at the school system level and at the consumer level. We could not be happier with how things are going at the moment.

2:45 pm: Q: Has new ad inventory on the App Store been a noteworthy improvement to Services revenue on the store, and also adding ads to Maps this summer?

A: We did see year-over-year growth in ads, we did introduce additional ads to the ‌App Store‌ search results on platforms that users trust. This summer in the US and Canada, Apple Maps will feature ads during key search and discovery moments. We believe it's possible to help business of all sizes to grow while preserving the user experience and letting people preserve their fundamental right to privacy.

2:46 pm: Q: You noted higher memory costs in the June quarter; you have a lot of supply chain efficiencies, relationships, relative to your competitors. Do you think that in times of such dislocation, Apple would be more focused on share gain or potentially you don't raise pricing and lower ends of the portfolio where competitors are struggling or more focused on profitability?

A: We will look at a range of options with memory costs increasing and I don't really want to go beyond that at this point.

2:47 pm: Q: How is Apple thinking about the broader monetization, what parts of the AI stack do you think Apple will be focused on internally versus leveraging your partners, early looks into where you're developing relationships? Where will Apple invest more heavily over the next several years, and does this relate to your net cash comments as we enter an AI-centric world?

A: We are investing more and you can see that in the OpEx numbers, and if you look at R&D you'll see that that is accelerating much higher than the company is, we're investing in products and services and see opportunities in both of those and could not be more excited in both of those. From the start we believe AI is a very important investment for Apple.

2:49 pm: Q: Going back to iPhone performance, you've had 20%+ growth despite supply constraints and that may continue into June. What are the levers driving this impressive growth despite constraints and what's the durability of the growth?

A: It's the ‌iPhone 17‌ family driving it, that is as you point out, despite the supply constraints that we're experiencing, the things that are driving people to the 17 are people loving the design, the performance, the durability, they love the camera, Center Stage and that Apple Intelligence is integrated across the platform. From where we're seeing the growth, we're seeing double-digit growth across the markets we track, and set a new March quarter record for upgraders as well. What's driving all this is that customer satisfaction for ‌iPhone 17‌ family in the US is 99%, these numbers are unheard of. We're thrilled with how things are going.

2:51 pm: Q: What advice are you giving John to build on Apple's trends while shaping up the next chapter for hte company?

A: Steve's advice to me lifted a huge burden and that advice did well to me for 15 years. My advice is, one of the most important decisions he'll make is where to spend his time, and to spend it where the biggest benefit to the company and the users are. Remember the North Star to the company, making the best products in the world that really enrich other people's lives, and if you keep focusing on that and make your decisions around that, it will produce a great business and we'll be able to build more products and do it all over again.

2:53 pm: Q: Re supply constraints and your ability to acquire SOC and also memory?

A: The primary constraint in the March and June quarter is the availability of the advanced nodes our SOCs are produced on, not memory. I don't want to predict on our ability for supply and demand to match. If I look at ‌Mac mini‌ and ‌Mac Studio‌, I think it will take several months to reach supply / demand balance. We're not at the point where we're saying this is going to end anytime soon. We just undercalled the demand. There are lead times to this, and it takes a while to correct that. The primary constraint from a product point of view, or the majority of it for this quarter, will be on the Mac. It's ‌Mac mini‌, ‌Mac Studio‌ and ‌MacBook Neo‌.

2:54 pm: Q: To the product mix within Services that are asymptotically difficult to scale that business from a profitability perspective, is there still low-hanging fruit in terms of value and leverage?

A: We have a wide range of businesses within the Services business, with different models and profitability, look at Q2, Services margin was up 20bp, but that was driven by mix. Some services improve in profitability as we scale, but we have a wide portfolio that grows in different rates at different times but we're encouraged by the overall trajectory that we've seen.

2:55 pm: Q: Your foundational models and the collaboration with Google, do you feel like you need to double down and invest more to balance those two priorities?

A: We're investing more, you can see that in the OpEx numbers, the collaboration with Google is going well, we're happy with where things are and happy with the work that we're doing independently as well.

2:58 pm: Q: For sequential moderation in gross margin is relatively muted compared to what we've seen over the last few year, was it mix?

A: Product margin dropped by 200bp, driven by seasonal loss of leverage and higher memory. Overall performance, sequential gross margin up 150bp was driven by FX, favorable mix, lower tariff costs, offset by seasonal loss of leverage and higher memory costs.

For March quarter, gross margin of 49.3% did include the impact of tariff-related costs, but tariffs in March vs December were lower because we had lower product volume sequentially from Q1 to Q2 and the full-quarter benefit in the reduction in the IEEFA tariff rates and the Section 122 tariffs. In filing a refund, we're following the processes and we plan to reinvest any amount we receive back into US innovation and advanced manufacturing. These would be new investments, and would be in addition to our prior commitments in the US.

3:00 pm: Q: What are you seeing specifically in China? From a competitive perspective, are you seing advantages from supply constraints impacting competitors?

A: First half of the year grew 33%, March quarter up 28%. The performance is driven by iPhone, which was also a March quarter record. If you look at the individual products, iPhone was the top-selling model in Urban China, ‌Mac mini‌ was the top desktop, MacBook Air was the top laptop model. The traffic in our stores grew by double digits, we were celebrating Apple's 50th anniversary there and it's amazing to be a part of the community there. I'm really happy with how things have gone the first half of this year.

3:01 pm: Q: The same question for the India market, how are you seeing the market in India evolve around the base of iPhones and the opportunities of the rising middle class, the overall opportunity set in that market?

A: It's a huge opportunity for us, we've been focused on this for a while. It's the 2nd largest phone market and the 3rd largest PC market, we still have a modest share and I think that really speaks to the opportunity that we have. There are a lot of people moving into the middle class there and we've got some great products for them, both currently and coming. If you look at the majority of customers in all of our categories, from the iPhone to the Mac to the ‌iPad‌ to the Watch are new to that product there, it speaks very well to growing the install base there. Net net, I'm over the moon excited about India.

3:01 pm: That wraps the call, and leaves ‌Tim Cook‌ with one more earnings call before he moves from CEO to Executive Chairman.
Tag: Earnings

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]]> Discover Dropping Two Apple Wallet Features https://www.macrumors.com/2026/04/30/discover-apple-wallet-features-removed/ https://forums.macrumors.com/threads/discover-dropping-two-apple-wallet-features.2481739/ Thu, 30 Apr 2026 13:09:49 PDT https://www.macrumors.com/2026/04/30/discover-apple-wallet-features-removed/ Juli Clover Apple Wallet Discover introduced in 2023, according to letters that cardholders are receiving. As of June 4, 2026, Discover users will no longer be able to see their total card balance and transaction history in the iPhone's Wallet app, or use the Pay with Rewards feature in Apple Pay.


Apple has a Connected Cards feature that allows credit cards from participating companies to display balances and recent transactions when they're added to the Wallet app. Discover has supported the feature for nearly three years, as have many UK banks, but other credit card companies in the U.S. did not add support.

Pay with Rewards, which is also being eliminated, allows Discover cardholders use their cashback bonuses toward ‌Apple Pay‌ purchases.

Discover says that while several ‌Apple Pay‌ features are being eliminated, Discover users will still be able to use the Discover card to make ‌Apple Pay‌ purchases in retail locations and online. Here's a full list of the changes Discover is making:

  • Enrollment Cancellation - If applicable, your enrollment in Connected Account and Pay with Rewards with ‌Apple Pay‌ from Discover will be canceled on June 4, 2026.

  • Access to Information - You will continue to have full access to your account, rewards, balances, transactions and payments on Discover.com, the Discover mobile app, and on your monthly statements. Starting June 4, 2026, you will no longer have access to such details within your Apple Wallet. You will continue to see your ‌Apple Pay‌ transactions in your wallet.

  • Pay with Rewards - Starting June 4, 2026, you will no longer be able to use rewards to cover an ‌Apple Pay‌ purchase directly at digital checkout. Your options for redeeming your Discover rewards otherwise remain the same.

  • Terms - Connected Accounts and Pay with Rewards with ‌Apple Pay‌ cancellation does not affect any other terms of your Discover accounts and agreements. Eligibility, service, and cancellation are subject to the ‌Apple Pay‌ terms.


It is not clear if these features are being eliminated because Apple is ending the integrations, or because Discover is opting out. The changes will go into effect on June 4, 2026.
Tags: Apple Wallet, Discover

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]]> Apple Releases New Firmware for AirPods Pro 3 https://www.macrumors.com/2026/04/30/airpods-pro-3-firmware-8b40/ https://forums.macrumors.com/threads/apple-releases-new-firmware-for-airpods-pro-3.2481735/ Thu, 30 Apr 2026 11:47:18 PDT https://www.macrumors.com/2026/04/30/airpods-pro-3-firmware-8b40/ Juli Clover AirPods Pro AirPods Pro 3 AirPods Pro 3. The firmware has a version number of 8B40, up from 8B39.



There is no word on what's included in the new firmware, but Apple has a support document with limited notes. Most updates are limited to bug fixes and performance improvements.

To get the updated firmware, make sure your AirPods Pro are in range of your iPhone, iPad, or Mac and are connected via Bluetooth.

From there, connect your Apple device to Wi-Fi, put your AirPods in the Charging Case, and connect the Charging Case to power. Keep the case closed and wait at least 30 minutes for the firmware update to install. After that, check the version number and repeat the process if the update hasn't been installed.
Related Roundup: AirPods Pro 3
Tag: AirPods Pro 3
Buyer's Guide: AirPods Pro (Buy Now)
Related Forum: AirPods

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]]> Porsche Celebrates Apple's 50th Anniversary With Throwback Race Car Livery https://www.macrumors.com/2026/04/30/porsche-apple-50th-anniversary-livery/ https://forums.macrumors.com/threads/porsche-celebrates-apples-50th-anniversary-with-throwback-race-car-livery.2481732/ Thu, 30 Apr 2026 11:08:23 PDT https://www.macrumors.com/2026/04/30/porsche-apple-50th-anniversary-livery/ Juli Clover Porsche announced a new collaboration with Apple that will see two Porsche 963 vehicles outfitted with an Apple Computer-inspired wrap in round four of the IMSA WeatherTech SportsCar Championship at Laguna Seca. The event is set to take place on Sunday, May 3.


Porsche says that the one-time design is meant to celebrate the 75th anniversary of Porsche Motorsport and the 50th anniversary of Apple's founding. The wrap pays homage to the Porsche 935 K3, which competed in the 1980 season and raced at Le Mans.


In a statement, Apple Music, Sports, and Beats Vice President Oliver Schusser said that Apple is proud to once again partner with Porsche.
We've enjoyed a longstanding relationship with Porsche, going back to 1980 when a Porsche race car first carried the Apple logo. That moment marked the beginning of a shared passion for innovation and creativity that continues to define our collaboration today. As Apple celebrates its 50th anniversary, we're proud to once again partner with Porsche on a design that pays tribute to that original 1980 livery.

Porsche Motorsport Vice President Thomas Laudenbach said Porsche and Apple are both "icons that stand for innovation and continuous development by experts in Zuffenhausen, Weissach and Cupertino."


The Laguna Seca Raceway is located 80 miles south of the Apple Park campus, and the fourth round is set to last for two hours and 40 minutes. The No. 6 Porsche 963 will be shared by France's Kévin Estre and Belgium's Laurens Vanthoor, while the No. 7 car will be shared by France's Julien Andlauer and Brazil's Felipe Nasr. The No. 7 vehicle currently leads the IMSA championship standings after winning the opening two rounds at Daytona and Sebring.

Earlier this year, Porsche featured an Apple Music-themed livery for the third round of the IMSA Championship at Long Beach.

(Thanks, Greg!)
Tag: Porsche

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]]> Apple Pay Users Can Get $20 Off Flowers for Mother's Day https://www.macrumors.com/2026/04/30/apple-pay-mothers-day-promo-2026/ https://forums.macrumors.com/threads/apple-pay-users-can-get-20-off-flowers-for-mothers-day.2481730/ Thu, 30 Apr 2026 10:21:12 PDT https://www.macrumors.com/2026/04/30/apple-pay-mothers-day-promo-2026/ Juli Clover Apple Pay Apple Pay Promo

Apple Pay users in the U.S. can get $20 off a purchase from 1-800-Flowers when spending $49.99 or more on a Mother's Day flower bouquet and other select merchandise. The discount is available through May 9 with the promo code APPLEPAY.

To get the deal, iPhone users will need to make a purchase on the 1-800-Flowers website and pay with ‌Apple Pay‌.

Apple also has a Mother's Day gift guide on its website with suggestions for those who want to get their mom a Mac, iPhone, iPad, or AirPods.
Related Roundup: Apple Pay
Tag: Apple Pay Promo
Related Forum: Apple Music, Apple Pay/Card, iCloud, Fitness+

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]]> Some iPhone 17 Pro and iPhone Air Users Experiencing a Charging Issue https://www.macrumors.com/2026/04/30/iphone-17-pro-iphone-air-charging-issue/ https://forums.macrumors.com/threads/some-iphone-17-pro-and-iphone-air-users-experiencing-a-charging-issue.2481726/ Thu, 30 Apr 2026 09:47:16 PDT https://www.macrumors.com/2026/04/30/iphone-17-pro-iphone-air-charging-issue/ Joe Rossignol iPhone 17 Pro iPhone Air 9to5Mac's Benjamin Mayo reported on an apparent charging issue affecting at least some of Apple's latest iPhone models.


In short, Mayo said that when he attempted to charge his iPhone Air with a USB-C cable just seconds after the device ran out of battery, it failed to turn on and did not display the usual red battery icon that indicates charging is occurring.

Mayo subsequently realized that several users have posted about this issue across websites such as Reddit and iFixit Answers, but it is unclear what the root cause is or how widespread it is. Apple has yet to publicly comment on the matter, and the issue does not appear to be fixed in the latest iOS 26.4.1 and iOS 26.4.2 software releases.

As far as I can tell, I also experienced this issue with my iPhone 17 Pro Max earlier this month. While staying at a hotel, I accidentally forgot to charge the device one night, leading it to shut off on me when I woke up the next morning. Naturally, I plugged in a USB-C cable, but the screen remained black with no battery icon for many minutes. At the time, I thought that maybe the hotel's outlets were not working correctly, but I knew something was up after I tried a variety of different outlets and chargers without success.

Just like Mayo, I was eventually able to get my iPhone to turn on by placing it on a MagSafe charger and waiting about 10 to 15 minutes. In my case, it was a MagSafe battery pack from Anker that I carry with me while traveling.

A few Reddit users said the standard iPhone 17 model is also impacted.

All in all, it would appear that the new iPhones have a hit-or-miss charging problem when they fully run out of battery, but there is no guarantee that everyone will experience it. With the issue now receiving attention on 9to5Mac and MacRumors, hopefully Apple is made aware and provides a fix in an upcoming iOS version.
Related Roundups: iPhone 17 Pro, iPhone Air
Buyer's Guide: iPhone 17 Pro (Neutral), iPhone Air (Buy Now)
Related Forum: iPhone

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]]> 'AirPods Ultra' Rumored to Feature a Major Upgrade Over AirPods Pro https://www.macrumors.com/2026/04/30/airpods-ultra-major-upgrade-rumor/ https://forums.macrumors.com/threads/airpods-ultra-rumored-to-feature-a-major-upgrade-over-airpods-pro.2481725/ Thu, 30 Apr 2026 08:41:00 PDT https://www.macrumors.com/2026/04/30/airpods-ultra-major-upgrade-rumor/ Joe Rossignol AirPods Pro Featured AirPods Ultra Mark Gurman social media post this week, Bloomberg's Mark Gurman reiterated that Apple is planning to release new AirPods with cameras "for Siri."


Last month, Gurman said these AirPods will likely be priced above the current AirPods Pro 3, which Apple sells for $249. As a result, he said Apple is likely considering using "AirPods Ultra" branding for the camera-equipped AirPods.

"AirPods Ultra" would not have typical cameras for capturing photos and videos. Instead, Gurman previously reported that the earbuds will be equipped with infrared cameras that use computer vision to feed data about a user's surroundings to Siri. The cameras should help to enhance the Visual Intelligence feature on the iPhone 15 Pro and newer.

This would be similar to the infrared camera built into the Face ID system on iPhones.

In June 2024, Apple supply chain analyst Ming-Chi Kuo said AirPods with cameras would potentially enable "in-air gesture control." In his post this week, however, Gurman said he does not expect the AirPods to support hand gestures.

It was initially rumored that the camera-equipped AirPods would be a higher-end AirPods Pro 3 configuration, much like the AirPods 4 are available in variants with or without active noise cancellation. However, it is increasingly sounding like the earbuds will instead be "AirPods Ultra" positioned above the AirPods Pro entirely.

Macworld's Filipe Espósito recently reported that Apple plans to release an "iPhone Ultra" and a "MacBook Ultra" within the next year, so "AirPods Ultra" would be part of a trio of new "Ultra" devices. Apple already uses "Ultra" branding for the Apple Watch Ultra, CarPlay Ultra, and the M1 Ultra to M3 Ultra series of chips.

It is not entirely clear when the "AirPods Ultra" will arrive, but September of this year is a possibility if Apple plans to announce them alongside the "iPhone Ultra," its long-rumored foldable iPhone. A redesigned "MacBook Ultra" with an OLED display and touch-screen capabilities is expected to follow by early 2027.
Related Roundup: AirPods Pro 3
Tags: AirPods Ultra, Mark Gurman
Buyer's Guide: AirPods Pro (Buy Now)
Related Forum: AirPods

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]]> Apple Leads Global Market for Satellite-Connected Smartphones https://www.macrumors.com/2026/04/30/apple-leads-market-for-satellite-smartphones/ https://forums.macrumors.com/threads/apple-leads-global-market-for-satellite-connected-smartphones.2481724/ Thu, 30 Apr 2026 08:28:04 PDT https://www.macrumors.com/2026/04/30/apple-leads-market-for-satellite-smartphones/ Hartley Charlton Counterpoint Emergency SOS via Satellite iPhone Satellite Features Counterpoint Research.


The firm's Smartphone Satellite Connection Report finds that Apple kickstarted the satellite phone trend when it partnered with Globalstar to bring Emergency SOS via satellite to the iPhone 14 in 2022 and has maintained a clear lead since. Samsung leads the Android ecosystem, while Huawei and Google also follow a proprietary approach. Other Android players, including Xiaomi, OPPO, HONOR, and vivo, have aligned with the 3GPP non-terrestrial network (NTN) standard to enable broader scalability and interoperability.

The market is currently dominated by the premium segment, with the lack of compelling everyday use cases limiting broader adoption. 3GPP Release 17 supports only SOS messaging and basic location sharing. Release 18 is expected to expand adoption further across premium brands, but mass-market penetration in the mid-price segment is not anticipated until Release 19.

Qualcomm leads among Android vendors with its Snapdragon X80 and X85 modems, with MediaTek, Samsung, Google, and Huawei all increasing competition. North America is the leading region for adoption, driven by carrier partnerships including T-Mobile with SpaceX, AT&T with AST Mobile, and Rogers with SpaceX, alongside Apple's Globalstar arrangement. Amazon's acquisition of Globalstar is seen as a notable development, potentially opening new connectivity-as-a-service revenue streams.

Counterpoint expects Apple, Google, and Samsung to lead in overall market penetration toward 2030, with Android brands targeting entry-level and mid-range price points seeing slower uptake. Apple recently agreed a new satellite deal with Amazon following its acquisition of Globalstar, and has several new satellite features in development, including Maps via satellite, photos in Messages via satellite, and a satellite API for third-party apps.
Tags: Counterpoint, Emergency SOS via Satellite, iPhone Satellite Features

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]]> Apple Watch Series 11 Hits $100 Off Nearly Every GPS Aluminum Model, Plus $130 Off Cellular https://www.macrumors.com/2026/04/30/apple-watch-series-11-100-off-5/ https://forums.macrumors.com/threads/apple-watch-series-11-hits-100-off-nearly-every-gps-aluminum-model-plus-130-off-cellular.2481719/ Thu, 30 Apr 2026 07:11:57 PDT https://www.macrumors.com/2026/04/30/apple-watch-series-11-100-off-5/ Mitchel Broussard Deals Featured all-time low prices on the Apple Watch Series 11, with up to $130 off numerous models of the smartwatch. This sale includes nearly every aluminum model of the Series 11 on sale at a record low price, plus new steep markdowns on cellular models.

Note: MacRumors is an affiliate partner with Amazon. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.

You can get the 42mm GPS Apple Watch Series 11 for $299.00, down from $399.00, and the 46mm GPS model for $329.00, down from $429.00. On Amazon, you'll find four of both the 42mm and 46mm GPS models on sale at these all-time low prices.

$100 OFF
Apple Watch Series 11 (42mm GPS) for $299.00

$100 OFF
Apple Watch Series 11 (46mm GPS) for $329.00


A new highlight of Series 11 deals is on the 46mm cellular model, which has hit $399.00, down from $529.00. This is a big $130 discount on the cellular Apple Watch, and it's available in three colors. You'll also find $100 off the 42mm cellular model right now.

$100 OFF
Apple Watch Series 11 (42mm Cell) for $399.00

$130 OFF
Apple Watch Series 11 (46mm Cell) for $399.00


Head to our full Deals Roundup to get caught up with all of the latest deals and discounts that we've been tracking over the past week.



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Related Roundup: Apple Deals

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]]> Apple Launched AirTag 5 Years Ago Today https://www.macrumors.com/2026/04/30/apple-launched-airtag-5-years-ago-today/ https://forums.macrumors.com/threads/apple-launched-airtag-5-years-ago-today.2481715/ Thu, 30 Apr 2026 05:51:11 PDT https://www.macrumors.com/2026/04/30/apple-launched-airtag-5-years-ago-today/ Hartley Charlton AirTag AirTag item tracker turns five years old today, with the $29 accessory having spent half a decade as the best-selling item tracker in the world.



The ‌AirTag‌ launched on April 30, 2021, alongside the M1 iMac, a new iPad Pro, and a new Apple TV 4K. The coin-shaped accessory has a polished stainless steel back, IP67 water resistance, and a U1 Ultra Wideband chip that powers Precision Finding, a feature that combines haptic, visual, and audio feedback to guide users to a lost item's precise location with the iPhone 11 and later.

Setup works by bringing the tag close to an iPhone, with each ‌AirTag‌ appearing in the Items tab of the Find My app. The ‌Find My‌ network, which relies on Bluetooth signals from nearby Apple devices to relay location data, allows a lost item to be tracked even when out of direct range. The ‌AirTag‌ is priced at $29 for a single tag or $99 for a four-pack, with free engraving available.

Reports of the AirTag being misused for stalking and vehicle theft surfaced within months of launch, with its small size, low price, and the breadth of the ‌Find My‌ network making it an attractive tool for bad actors. Apple released a statement in February 2022 saying incidents of misuse were "rare; however, each instance is one too many," and introduced setup warnings making clear that using an ‌AirTag‌ to track people without consent is a crime in many regions.

A class-action lawsuit filed in California in December 2022, later expanded to include more than three dozen plaintiffs, alleged that the product's accuracy and affordability made it well-suited for misuse, and a federal judge allowed certain claims to move forward in March 2024. Apple and Google later aligned on cross-platform specifications so that Android users receive automatic unwanted tracking alerts alongside iPhone users.

Despite the controversy, Apple says the ‌AirTag‌ became its best-selling item tracking accessory, citing user stories of recovering lost luggage, bicycles, and bags in the years since launch.

Apple released the second-generation AirTag in January 2026. The updated model features a second-generation Ultra Wideband chip with Precision Finding working from up to 50% farther away, an upgraded Bluetooth chip, and a speaker 50% louder than the original. For the first time, Precision Finding also works with Apple Watch Series 9 models and later. A teardown revealed that the speaker magnet is more firmly secured in the second-generation model, making it harder to remove, a modification that had previously been used to silence unwanted tracking alerts. Pricing remains $29 for a single tag and $99 for a four-pack.
Related Roundup: AirTag
Buyer's Guide: AirTag (Buy Now)

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]]> YouTube Bringing Free Picture-in-Picture to iPhone Users Outside the U.S. https://www.macrumors.com/2026/04/29/youtube-picture-in-picture-expands/ https://forums.macrumors.com/threads/youtube-bringing-free-picture-in-picture-to-iphone-users-outside-the-u-s.2481703/ Wed, 29 Apr 2026 17:01:14 PDT https://www.macrumors.com/2026/04/29/youtube-picture-in-picture-expands/ Juli Clover YouTube iPad is expanding to more users worldwide, YouTube said today. Picture-in-picture (PiP) will be rolling out globally, so it will no longer be limited to those in the U.S. and Premium subscribers.


Non-Premium users worldwide will be able to use PiP for longform, non-music content on iOS and Android. This has already been available in the U.S. and to Premium subscribers globally, so there will be no change for those users.

Premium Lite members can still use PiP for longform, non-music content, and Premium members can use PiP for music and non-music content.

Picture-in-picture shrinks a video into a small player that can be used alongside other apps. To use PiP, swipe up to exit the YouTube app, and the video will continue to play in a small window that can be moved anywhere on the display.

The PiP changes are rolling out "in the coming months," according to YouTube.
Tag: YouTube

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]]> Google Photos to Get AI 'Wardrobe' Feature https://www.macrumors.com/2026/04/29/google-photos-ai-wardrobe/ https://forums.macrumors.com/threads/google-photos-to-get-ai-wardrobe-feature.2481702/ Wed, 29 Apr 2026 15:50:51 PDT https://www.macrumors.com/2026/04/29/google-photos-ai-wardrobe/ Juli Clover Google Google Photos Photos Photos is getting a new wardrobe planning feature that will help you decide what to wear. AI will pull in images of clothing from the Google ‌Photos‌ library, organizing clothing items into a digital closet. You will be able to put items together to create outfits, and even virtually try them with a digital avatar on to see how they'll look.


The Google ‌Photos‌ app will show all items of clothing in a new Wardrobe section in the Collections tab. Clothing can also be viewed in specific categories like tops or bottoms. Items of clothing can be mixed and matched to create outfits, and the results can be shared with friends or saved to a digital moodboard.


In the popular 1995 comedy Clueless, main character Cher Horowitz has an iconic digital wardrobe that Google seems to be making a reality with Google ‌Photos‌. Cher uses a touchscreen computer to swipe through the clothes in her wardrobe, pairing different tops and bottoms to create an outfit. A built-in "Dress Me" button tells her if two items go together, and if they do, she can preview the clothes on a digital version of herself.

Google's version of the Clueless virtual wardrobe will be coming to Google ‌Photos‌ this summer. Google says it will be available to Android users first, and then iOS users.
Tags: Google, Google Photos, Photos

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]]> Apple's AI Smart Glasses Likely to Support Hand Gesture Controls https://www.macrumors.com/2026/04/29/apple-ai-smart-glasses-gesture-control/ https://forums.macrumors.com/threads/apples-ai-smart-glasses-likely-to-support-hand-gesture-controls.2481699/ Wed, 29 Apr 2026 13:45:24 PDT https://www.macrumors.com/2026/04/29/apple-ai-smart-glasses-gesture-control/ Juli Clover Featured Apple Smart Glasses MacRumors has learned a few more details about Apple's work on the device from an inside source.


The AI glasses will include two cameras. A high-resolution camera will be included for capturing photos and videos that can be shared on social media and used like iPhone photos. A second lower-resolution wide-angle lens will read hand gestures and provide visual input for Siri.

Apple uses hand gesture-based input for the Vision Pro, and rumors suggest the AirPods Pro will be updated with low-resolution cameras and support for gestures as well. Apple appears to be leaning into gesture support, and it's an ideal input method when no screen is available to interact with.

While future versions of the smart glasses could include an integrated display for augmented reality features, the first version will have no display at all. Apple will not include a screen, LiDAR, 3D cameras, or other similar technology because such features are too energy-intensive.

Battery life is a major constraint because Apple needs to keep the glasses slim and lightweight. Battery size is the bottleneck behind the hardware decisions that Apple is making, and it's why Apple is opting for a stripped-down feature set.

According to recent rumors, Apple is testing multiple styles for the smart glasses, with plans to use acetate. Acetate is a lightweight plant-based material that's more flexible than plastic.

Apple's smart glasses will incorporate the smarter version of ‌Siri‌ that Apple plans to introduce in iOS 27. The device will be able to take photos, record video, and make phone calls, plus users will be able to interact with ‌Siri‌ to ask questions about what's around them. The feature set will be similar to the features available in the Meta Ray-Bans that Apple is aiming to compete with.

Rumors suggest Apple could preview the glasses later this year, with a launch to follow in 2027, though it's also possible we won't see them announced until 2027.
Tag: Apple Smart Glasses

This article, "Apple's AI Smart Glasses Likely to Support Hand Gesture Controls" first appeared on MacRumors.com

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]]> Apple Has Given Up on the Vision Pro After M5 Refresh Flop https://www.macrumors.com/2026/04/29/apple-vision-pro-m5-flop/ https://forums.macrumors.com/threads/apple-has-given-up-on-the-vision-pro-after-m5-refresh-flop.2481691/ Wed, 29 Apr 2026 13:08:23 PDT https://www.macrumors.com/2026/04/29/apple-vision-pro-m5-flop/ Juli Clover Vision Pro Featured MacRumors has learned. Apple updated the Vision Pro with a faster M5 chip and a more comfortable band in October 2025, but there were no other hardware changes, and consumers still weren't interested.


The Vision Pro has been criticized for its high price tag and its uncomfortable weight. The device is over 1.3 pounds, and even with the more comfortable Dual Knit Band that Apple added to redistribute weight, it continues to be hard to wear for long periods of time. The M5 chip added a 120Hz refresh rate, 10 percent more rendered pixels, and around 30 additional minutes of battery life, but the price tag stayed at $3,499, and it ended up not selling well.

The Vision Pro has been unpopular since it first launched, and Apple only sold around 600,000 units in total. Insider sources told MacRumors that Apple has received an unusually high percentage of returns, far exceeding any other modern Apple product.

Apple has apparently stopped work on the Vision Pro and the Vision Pro team has been redistributed to other teams within Apple. Some former Vision Pro team members are working on Siri, which is not a surprise as Vision Pro chief Mike Rockwell has been leading the Siri team since March 2025.

There have been mixed rumors about a new Vision Pro over the last couple of years, with Apple rumored to be working on a lighter-weight Vision Air that's much cheaper, but the project was stopped last year. If Apple finds a way to create a much cheaper, more comfortable VR headset in the future, the Vision Pro line could be revived, but right now, the company has no plans to launch a new model. Apple has not discontinued the Vision Pro and is continuing to sell the M5 model.

Instead of continuing to experiment with virtual reality, Apple is working on smart glasses that will eventually incorporate augmented reality capabilities, but the first version will be similar to the Ray-Ban Meta smart glasses with AI and no integrated display.

Apple has not been able to use the technology developed for the Vision Pro in its smart glasses because that tech draws too much power for a smaller, lighter device.
Related Roundup: Apple Vision Pro
Buyer's Guide: Vision Pro (Buy Now)
Related Forum: Apple Vision Pro

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]]> Apple Has Likely Abandoned 'iPad Ultra' Plans https://www.macrumors.com/2026/04/29/apple-likely-abandoned-ipad-ultra-plans/ https://forums.macrumors.com/threads/apple-has-likely-abandoned-ipad-ultra-plans.2481687/ Wed, 29 Apr 2026 10:30:14 PDT https://www.macrumors.com/2026/04/29/apple-likely-abandoned-ipad-ultra-plans/ Hartley Charlton iPad Pro Bloomberg Foldable iPad Instant Digital John Ternus Mark Gurman iPad Ultra" following years of disappointing sales performance for the iPad Pro.


The claim predominantly comes from the Weibo leaker known as "Instant Digital," who posted the remark in response to a question about whether the ‌iPad‌ would join a rumored "Ultra" series of Apple devices. Instant Digital listed the Apple Watch Ultra, M-series Ultra chips, "iPhone Ultra," and "MacBook Ultra" with an OLED display as products in the pipeline, but explicitly excluded the ‌iPad‌ from that group, citing weak market performance for the ‌iPad Pro‌. They added that Apple now has "no plans" to release an ‌iPad‌ Ultra.

The ‌iPad Pro‌'s sales struggles are well documented. In October 2024, it was reported that shipment projections for the M4 ‌iPad Pro‌ had been significantly cut after weaker-than-expected demand following its launch earlier that year. DSCC analyst Ross Young lowered his full-year 2024 forecast from up to 10 million units to just 6.7 million, with shipments of the 13-inch model projected to fall by more than 50% and 90% in the third and fourth quarters respectively.

Young attributed the sluggish reception in part to the high price point, with the 11-inch model starting at $999 and the 13-inch at $1,299, levels that deter buyers who view tablets as secondary devices alongside a smartphone or laptop. ‌iPad‌ revenue has declined for three consecutive years, and the category accounted for just 6.73% of Apple's total revenue in 2025.

In his latest "Power On" newsletter, Bloomberg's Mark Gurman said that Apple has been developing a 20-inch foldable ‌iPad‌, describing the project as a priority for Senior Vice President of Hardware Engineering and future Apple CEO John Ternus. Gurman noted, however, that the device "may end up being a wacky experiment that doesn't see the light of day, according to several people who have worked on it."

The rumored foldable ‌iPad‌ has a long and troubled development history. Last October, it emerged that engineering challenges tied to weight, features, and display technology had pushed Apple's target launch from 2028 to 2029 or later. The device was reportedly being developed with a large Samsung OLED display, with Apple focused on minimizing the visible crease, just like the upcoming foldable iPhone.

Prototype units reportedly weighed around 3.5 pounds, making them heavier than a 14-inch MacBook Pro and nearly three times the weight of a 13-inch ‌iPad Pro‌. The device could have been priced as high as $3,900, roughly triple the $1,299 starting price of the 13-inch ‌iPad Pro‌.

There has also been uncertainty about how the product would be categorized. In March, Gurman noted that a "gigantic" foldable ‌iPad‌ would challenge Apple's tradition of keeping the Mac and ‌iPad‌ as separate product lines, with some internally describing it as a foldable ‌iPad‌ and others as an all-display MacBook. When closed, the device reportedly resembles a Mac, with an aluminum shell and no exterior display. The design is said to be similar to Huawei's MateBook Fold, an 18-inch foldable tablet currently priced at $3,400.

The reports come against a backdrop of Apple's rumored plans to expand its "Ultra" branding across multiple product lines. At least three Ultra devices are believed to be in the pipeline for this year alone: a foldable ‌iPhone Ultra‌ priced at around $2,000, AirPods Ultra with cameras for Visual Intelligence, and a MacBook Ultra featuring a touch-enabled OLED display priced up to 20% above the current ‌MacBook Pro‌ lineup. A source speaking to Macworld subsequently corroborated the ‌iPhone Ultra‌ and MacBook Ultra names.

Apple already applies the "Ultra" moniker to Apple Watch Ultra, M-series Ultra chips, and CarPlay Ultra. An ‌iPad‌ Ultra might seem like a natural fit for a family of higher-end, more experimental hardware at the top of each lineup, but with the ‌iPad Pro‌ already struggling to find buyers at its current price point, the question of whether sufficient demand exists for an even more expensive ‌iPad‌ may be answering itself.
Related Roundup: iPad Pro
Tags: Bloomberg, Foldable iPad, Instant Digital, John Ternus, Mark Gurman
Buyer's Guide: iPad Pro (Neutral)

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]]> iOS 27 Camera App to Get 'Siri' Mode With Nutrition Label Scanning https://www.macrumors.com/2026/04/29/ios-27-camera-app-siri-mode/ https://forums.macrumors.com/threads/ios-27-camera-app-to-get-siri-mode-with-nutrition-label-scanning.2481685/ Wed, 29 Apr 2026 09:54:04 PDT https://www.macrumors.com/2026/04/29/ios-27-camera-app-siri-mode/ Juli Clover Featured iOS 27 Siri Apple Intelligence and Siri into more of its apps in iOS 27, including the Camera app, reports Bloomberg. The ‌iOS 27‌ Camera app will have a dedicated ‌Siri‌ mode that will be available alongside the existing Photo, Video, Portrait, and Panorama modes. When in ‌Siri‌ mode, the existing Camera app shutter button will feature the ‌Apple Intelligence‌ logo, letting users know the ‌Siri‌ features are available.


‌Siri‌ mode will incorporate Visual Intelligence, making the feature more accessible. Right now, ‌Visual Intelligence‌ is activated by long pressing the Camera Control button, and it is a gesture that many people may not even be aware of.

In addition to being relocated to the Camera app with ‌Siri‌ branding, ‌Visual Intelligence‌ is also being updated with new features. It will be able to scan a nutrition label on food items to log the dietary information, plus users will be able to use it to add contact details for someone directly to the Contacts app.

MacRumors first discovered signs of the ‌Visual Intelligence‌ features in Apple code in mid-April. Here's a bit more on what we found:

  • Nutrition - Users will be able to scan nutrition labels on food packaging for calorie and macronutrient tracking using the Health app.

  • Contacts - ‌Visual Intelligence‌ will let users scan phone numbers and addresses on business cards and other print media, adding the information to the Contacts app.

  • Wallet - In the Wallet app, ‌Visual Intelligence‌ will capture information from physical event tickets and membership cards, generating digital versions.


Existing ‌Visual Intelligence‌ features will continue to be available, and it will be able to identify objects like plants and animals, add events to the Calendar app, and send visual information to ChatGPT and Google image search. Users will also be able to access the revamped ‌Visual Intelligence‌ through the Camera Control button, but it will open up to the ‌Siri‌ interface in the Camera app instead of the standalone ‌Visual Intelligence‌ experience that we have now.

Apple will introduce ‌iOS 27‌ at the Worldwide Developers Conference that's set to begin on June 8, 2026.
Related Roundup: iOS 27
Tag: Siri

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