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	<title>MacRumors: Mac News and Rumors - All Stories</title>
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	<link>https://www.macrumors.com</link>
	
	<description>Apple, iPhone, iPad, Mac News and Rumors</description>
	<lastBuildDate>Tue, 03 Nov 2026 17:40:38 +0000</lastBuildDate>

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		<title>iPad Mini 8 Review Claims Battery Life is Way Better Than Apple Says</title>
		<link>https://www.macrumors.com/2026/11/03/ipad-mini-8-review-finds-longer-battery-life/</link>
		<comments>https://forums.macrumors.com/threads/ipad-mini-8-review-claims-battery-life-is-way-better-than-apple-says.2493559/</comments>
		<pubDate>Tue, 03 Nov 2026 17:22:12 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/ipad-mini-8-review-finds-longer-battery-life/</guid>
		<dc:creator>Joe Rossignol</dc:creator>
		<category>iPad mini</category>
		

		<description><![CDATA[<em>Tom's Guide</em> ran the new iPad mini through its standard battery test, which involves continuous web browsing over Wi-Fi with the display set to 150 nits of brightness, and the device <a href="https://www.tomsguide.com/computing/ipads/apple-ipad-mini-8-review">achieved much better battery life</a> than Apple advertises.<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2026/10/iPad-mini-OLED-feature-1.jpg" alt="" width="2324" height="1307" class="aligncenter size-full wp-image-1073139" /><br/>
According to the review, the iPad mini 8 lasted for 14 hours and 24 minutes in this test, up from 10 hours and 36 minutes for the iPad mini 7.<br/>
<br/>
<em>Tom's Guide</em> said it typically performs the battery test three times to get an average time, but it only had time for a single run for this review. However, their review said they suspect the final results will be similar to the first run.<br/>
<br/>
This is an interesting finding, as Apple does not advertise longer battery life for the new iPad mini, with its <a href="https://www.apple.com/ipad/compare/?modelList=ipad-mini-a20pro,ipad-mini-a17pro,ipad-pro-11-m5">tech specs</a> showing "up to 10 hours of surfing the web on Wi-Fi" for both the iPad mini 7 and iPad mini 8. The new model does have Apple's more power efficient C2 modem for cellular connectivity, but <em>Tom's Guide</em>'s test used Wi-Fi.<br/>
<br/>
We will have to see if further tests support this finding, but longer battery life may be an unadvertised benefit of the new iPad mini. The new model <a href="https://www.macrumors.com/2026/10/31/ipad-mini-8-battery-capacity-mah-wh/">actually has a slightly smaller battery</a> compared to the previous model, but power efficiency gains could come from the A20 Pro chip and the OLED display when showing darker content.<br/>
<br/>
The new iPad mini launches on Friday, with U.S. pricing starting at &#36;699. Earlier today, we shared <a href="https://www.macrumors.com/2026/11/03/oled-ipad-mini-hands-on/">our own hands-on look at the device</a>.<div class="linkback">Related Roundup: <a href="https://www.macrumors.com/roundup/ipad-mini/">iPad mini</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#iPad_Mini">iPad Mini (Buy Now)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/ipad.137">iPad</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/ipad-mini-8-review-finds-longer-battery-life/">iPad Mini 8 Review Claims Battery Life is Way Better Than Apple Says</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/ipad-mini-8-review-claims-battery-life-is-way-better-than-apple-says.2493559/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>B&amp;H Photo Launches Early Black Friday Sale With Discounts on Macs and Accessories</title>
		<link>https://www.macrumors.com/2026/11/03/bh-photo-early-black-friday/</link>
		<comments>https://forums.macrumors.com/threads/b-h-photo-launches-early-black-friday-sale-with-discounts-on-macs-and-accessories.2493556/</comments>
		<pubDate>Tue, 03 Nov 2026 16:59:21 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/bh-photo-early-black-friday/</guid>
		<dc:creator>Mitchel Broussard</dc:creator>
		<category>Black Friday</category>
		<category>Deals</category>
		<category>Featured</category>
		

		<description><![CDATA[B&H Photo introduced its <a href="https://bhpho.to/4sCxK8q">early Black Friday sale</a> this week, with savings on storage accessories, home and portable audio devices, drones, cameras, Apple products, and more.<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2026/11/bh-photo-early-black-friday.jpeg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1075414" /><em><small>Note: MacRumors is an affiliate partner with B&H Photo. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.</small></em><br/>
<br/>
B&H Photo is matching a few all-time low prices on Apple's Mac mini and Mac Studio, with up to &#36;200 off these computers. You'll find the 256GB M6 Mac mini for <a href="https://bhpho.to/4yXpuS8"><strong>&#36;779.00</strong></a> (&#36;120 off), and the 512GB M5 Max Mac Studio for <a href="https://bhpho.to/4f7t84E"><strong>&#36;2,299.00</strong></a> (&#36;200 off), both record low prices.<br/>
<br/>
<div class="center-wrap"><a href="https://bhpho.to/4sCxK8q"target="_blank"><div class="fancybutton"><div class="fancybadge">SITEWIDE SALE</div>B&H Photo Early Black Friday</div></a></div><br/>
<br/>
In this sale, there's also great deals on portable SSDs, Bluetooth speakers, noise-cancelling headphones, monitors, and much more. You can also check out our main post to stay up-to-date with all of the <a href="https://www.macrumors.com/2026/11/02/best-early-black-friday-deals-2026/">best early Black Friday Apple deals</a>.<br/>
<br/>
<h2>Apple</h2><br/>
<ul><li><a href="https://bhpho.to/4yXpuS8">M6 Mac mini (256GB)</a> - &#36;779.00 (&#36;120 off)</li><br/>
<li><a href="https://bhpho.to/4BHVdJx">M6 Mac mini (512GB)</a> - &#36;949.00 (&#36;150 off)</li><br/>
<li><a href="https://bhpho.to/4A8aeCO">M5 Pro Mac mini</a> - &#36;1,549.00 (&#36;150 off)</li><br/>
<li><a href="https://bhpho.to/4f7t84E">M5 Max Mac Studio</a> - &#36;2,299.00 (&#36;200 off)</li></ul><br/>
<h2>Storage</h2><br/>
<ul><li><a href="https://bhpho.to/4sYeAKJ">Samsung 1TB T7 Portable SSD</a> - &#36;230.01 (&#36;15 off)</li><br/>
<li><a href="https://bhpho.to/4yYZe9U">Samsung 1TB 990 PRO PCIe 4.0 x4 M.2 Internal SSD</a> - &#36;259.99 (&#36;60 off)</li><br/>
<li><a href="https://bhpho.to/4imCU5h">Sandisk 2TB Portable SSD</a> - &#36;299.99 (&#36;149 off)</li><br/>
<li><a href="https://bhpho.to/4sIWw7c">Samsung 2TB 990 PRO PCIe 4.0 x4 M.2 Internal SSD</a> - &#36;389.99 (&#36;250 off)</li><br/>
<li><a href="https://bhpho.to/4jRtKyI">Sandisk 4TB Extreme Portable SSD</a> - &#36;829.99 (&#36;530 off)</li></ul><br/>
<h2>Audio</h2><br/>
<ul><li><a href="https://bhpho.to/4BHk6Fo">JBL Flip 7 Portable Speaker</a> - &#36;129.95 (&#36;20 off)</li><br/>
<li><a href="https://bhpho.to/3FESCV9">Bose TV Speaker Soundbar</a> - &#36;199.00 (&#36;80 off)</li><br/>
<li><a href="https://bhpho.to/4zorunk">Bose QuietComfort Ultra Wireless Noise Canceling Headphones</a> - &#36;369.00 (&#36;80 off)</li><br/>
<li><a href="https://bhpho.to/4Af2pLX">Sony WH-1000XM6 Noise-Canceling Wireless Headphones</a> - &#36;378.00 (&#36;80 off)</li></ul><br/>
<h2>Miscellaneous</h2><br/>
<ul><li><a href="https://bhpho.to/3V3WJFt">GoPro MAX2 360 Action Camera</a> - &#36;299.00 (&#36;200 off)</li><br/>
<li><a href="https://bhpho.to/4kxsi4J">Samsung Smart Monitor M8</a> - &#36;399.99 (&#36;300 off applied in cart)</li></ul><br/>
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If you're on the hunt for more discounts, be sure to visit our <a href="https://www.macrumors.com/roundup/best-apple-deals/">Apple Deals</a> roundup where we recap the best Apple-related bargains of the past week.<br/>
<br/>
<hr /><br/>
<div class="no-raptive"><br/>
<h3>Deals Newsletter</h3><br/>
Interested in hearing more about the best deals you can find during the holidays? You can <a href="http://eepurl.com/itTnTk">sign up for our Deals Newsletter</a> and we'll keep you updated so you don't miss the biggest deals of the season!<br/>
<br/>
<div style="text-align:center;margin-bottom:2em;"><br/>
<br/>
<form action="http://macrumors.us5.list-manage.com/subscribe/post?u=7d0106b433773bd0aef5828e0&amp;id=eebad02bf4&amp;f_id=00fbede0f0" method="post" id="mc-embedded-subscribe-form" name="mc-embedded-subscribe-form" class="validate" target="_blank" novalidate><input type="email" value="" name="EMAIL" size="30" class="required email" id="mce-EMAIL"  placeholder="Enter Email Address" title="Email Address" /><div class="response" id="mce-error-response" style="display:none"></div><div class="response" id="mce-success-response" style="display:none"></div><div style="position: absolute; left: -5000px;"><input type="text" name="b_7d0106b433773bd0aef5828e0_eebad02bf4" tabindex="-1" value="" title="form" /></div><input type="submit" value="Subscribe" name="subscribe" id="mc-embedded-subscribe" class="button"></div><br/>
</div><div class="linkback">Related Roundups: <a href="https://www.macrumors.com/roundup/black-friday/">Apple Black Friday</a>, <a href="https://www.macrumors.com/roundup/best-apple-deals/">Apple Deals</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/community-discussion.20">Community Discussion</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/bh-photo-early-black-friday/">B&amp;H Photo Launches Early Black Friday Sale With Discounts on Macs and Accessories</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/b-h-photo-launches-early-black-friday-sale-with-discounts-on-macs-and-accessories.2493556/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple Store in UK Permanently Closing Later This Month</title>
		<link>https://www.macrumors.com/2026/11/03/apple-store-in-uk-permanently-closing/</link>
		<comments>https://forums.macrumors.com/threads/apple-store-in-uk-permanently-closing-later-this-month.2493544/</comments>
		<pubDate>Tue, 03 Nov 2026 16:56:37 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/apple-store-in-uk-permanently-closing/</guid>
		<dc:creator>Joe Rossignol</dc:creator>
		<category>Apple Store</category>
		<category>United Kingdom</category>
		

		<description><![CDATA[Apple today announced that its <a href="https://www.apple.com/uk/retail/festivalplace/">Festival Place store</a> in Basingstoke, England will be permanently closing on Saturday, November 21.<br/>
<br/>
<div class="center-wrap"><img src="https://images.macrumors.com/article-new/2026/11/Apple-Festival-Place-scaled.jpeg" alt="" width="2560" height="1433" class="aligncenter size-full wp-image-1075367" /><em>Apple Festival Place</em></div><br/>
Apple had <a href="https://www.macrumors.com/2026/08/13/apple-closing-basingstoke-store/">already announced that the store would be closing</a> in November, but it had not provided the public with a specific date until now.<br/>
<br/>
Apple's store inside the Festival Place shopping center opened in 2011, so it had a 15-year run.<br/>
<br/>
In a statement <a href="https://www.readingchronicle.co.uk/news/26461351.fully-redesigned-apple-store-set-reopen-reading/">shared with <em>The Reading Chronicle</em></a> in August, Apple said all employees at the Festival Place store would have the opportunity to work at <a href="https://www.apple.com/uk/retail/theoracle/">Apple The Oracle</a> in nearby Reading, England or at other Apple Store locations in the country.<br/>
<br/>
Apple also announced that it would be opening a redesigned store at The Oracle in December. The new store will feature a modern design with a more accessible Genius Bar, a dedicated Apple Pickup area for online orders, and more. Apple did not say why the Festival Place store is permanently closing, but it appears that the company is consolidating its retail presence in the area around the redesigned store at The Oracle.<div class="linkback">Tags: <a href="https://www.macrumors.com/guide/apple-store/">Apple Store</a>, <a href="https://www.macrumors.com/guide/united-kingdom/">United Kingdom</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/apple-store-in-uk-permanently-closing/">Apple Store in UK Permanently Closing Later This Month</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-store-in-uk-permanently-closing-later-this-month.2493544/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>iPhone Duo Could Take Nearly 30% of Foldable Market in 2027</title>
		<link>https://www.macrumors.com/2026/11/03/iphone-duo-could-take-30-percent-of-market/</link>
		<comments>https://forums.macrumors.com/threads/iphone-duo-could-take-nearly-30-of-foldable-market-in-2027.2493553/</comments>
		<pubDate>Tue, 03 Nov 2026 16:47:34 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/iphone-duo-could-take-30-percent-of-market/</guid>
		<dc:creator>Hartley Charlton</dc:creator>
		<category>iPhone Duo</category>
		<category>Foldable iPhone</category>
		<category>TrendForce</category>
		

		<description><![CDATA[Apple could capture nearly 30% of the global foldable smartphone market in 2027, according to <a href="https://www.trendforce.com/presscenter/news/20261028-13282.html">TrendForce's latest forecast</a>.<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2026/10/iphone-duo-dark.jpg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1072436" /><br/>
TrendForce projects Apple's share of shipments rising from 24.8% in 2026 to 29.8% in 2027. Samsung is expected to retain first place, although its share is forecast to fall from 35.1% to 31.9%. Huawei would follow Apple in third place, with its share declining from 24.8% to 21.3%. The research firm estimates approximately five million <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a> shipments in 2026, while overall foldable smartphone shipments are expected to grow just 0.5%.<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2026/11/trendforce-iphone-duo-foldable-market-2024-2027.jpg" alt="" width="1080" height="560" class="aligncenter size-full wp-image-1075395" /><br/>
TrendForce says early feedback on the device has been mixed, with users praising <a href="https://www.macrumors.com/how-to/iphone-duo-open-two-apps-side-by-side/">split-screen functionality</a> and the viewing experience when the device is unfolded. However, some apps <a href="https://www.macrumors.com/2026/10/21/apple-support-app-iphone-duo/">display black borders</a> or fail to use the full screen, while reports of <a href="https://www.macrumors.com/2026/10/26/iphone-duo-crack-apple-response/">damaged displays</a> and high repair estimates have drawn attention to ownership costs.<br/>
<br/>
Nevertheless, TrendForce identifies Apple's integration of chips, the operating system, and its developer ecosystem as a significant advantage in improving the foldable experience. As app compatibility and hardware reliability improve, the firm expects the &zwnj;iPhone Duo&zwnj; to help shift competition in the foldable market toward multitasking efficiency.<div class="linkback">Related Roundup: <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a></div><div class="linkback">Tags: <a href="https://www.macrumors.com/guide/foldable-iphone/">Foldable iPhone</a>, <a href="https://www.macrumors.com/guide/trendforce/">TrendForce</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#iPhone-Duo">iPhone Duo (Buy Now)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/iphone.99">iPhone</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/iphone-duo-could-take-30-percent-of-market/">iPhone Duo Could Take Nearly 30% of Foldable Market in 2027</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/iphone-duo-could-take-nearly-30-of-foldable-market-in-2027.2493553/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Will Apple Ever Merge iPadOS and macOS? John Ternus Responds</title>
		<link>https://www.macrumors.com/2026/11/03/john-ternus-on-ipados-and-macos-merging/</link>
		<comments>https://forums.macrumors.com/threads/will-apple-ever-merge-ipados-and-macos-john-ternus-responds.2493540/</comments>
		<pubDate>Tue, 03 Nov 2026 16:20:16 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/john-ternus-on-ipados-and-macos-merging/</guid>
		<dc:creator>Joe Rossignol</dc:creator>
		<category>iPad Pro</category>
		<category>macOS Golden Gate</category>
		<category>John Ternus</category>
		

		<description><![CDATA[Over the years, Apple has repeatedly dismissed the idea of merging iPadOS and macOS into a single operating system. Will that change under John Ternus? On an <a href="https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/">earnings call</a> yesterday, Apple's new CEO responded to a question about the topic.<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2026/10/MacBook-Pro-PROLED-Touch-1.jpg" alt="" width="1440" height="810" class="aligncenter size-full wp-image-1074435" /><br/>
In short, the answer remains no.<br/>
<br/>
"We don't have any fundamentally different changes that we're planning right now, nor would we talk about it anyway," said Ternus, in response to an analyst asking about the possibility of a unified Apple operating system.<br/>
<br/>
The full question and answer from <a href="https://sixcolors.com/post/2026/11/hello-everyone-its-john-apples-q4-2026-earnings-call-transcript/"><em>Six Colors</em>' transcript</a> of the earnings call:<blockquote><strong>Richard Kramer, Arete Research:</strong> Your latest MacBook Pros included more iOS features like Touch and Dynamic Island as well as, obviously, Siri AI. Should we anticipate further close linking of macOS and iOS features, maybe even pointing at some point to a single unified OS, either for simplicity or to reduce costs?<br/>
<br/>
<strong>Ternus:</strong> Look, we are very proud of both the Mac and the iPad, and I think what you've seen over the years is we've really enjoyed the ability to bring features and capabilities across the ecosystem and create really compelling features that span things between handoff between iPhone and Mac and iPad, and so when we design the product, we're looking at how can we make the best version of each and every product, and if you look at what we just did last week with the MacBook Pro, we took a huge leap forward. These MacBook Pros are better in every way than the ones that came before them, and we're really proud of that, and so we don't have any fundamentally different changes that we're planning right now, nor would we talk about it anyway.</blockquote>In a 2025 interview about iPadOS and macOS merging, Apple's software engineering chief Craig Federighi said the company <a href="https://www.macrumors.com/2025/06/18/craig-federighi-mac-ipad-merging/">does not want to build "sporks."</a><br/>
<br/>
"It turns out it's not a good spoon and it's not a good fork," he said.<br/>
<br/>
While it appears that iPadOS and macOS will remain separate operating systems, Macs and iPads have more and more feature overlap over time. For example, the <a href="https://www.macrumors.com/2026/10/28/apple-new-macbook-pro/">new MacBook Pro models with OLED displays</a> have touchscreen functionality.<div class="linkback">Related Roundups: <a href="https://www.macrumors.com/roundup/ipad-pro/">iPad Pro</a>, <a href="https://www.macrumors.com/roundup/macos-27/">macOS Golden Gate</a></div><div class="linkback">Tag: <a href="https://www.macrumors.com/guide/john-ternus/">John Ternus</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#iPad-Pro">iPad Pro (Caution)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/macos-golden-gate.253">macOS Golden Gate</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/john-ternus-on-ipados-and-macos-merging/">Will Apple Ever Merge iPadOS and macOS? John Ternus Responds</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/will-apple-ever-merge-ipados-and-macos-john-ternus-responds.2493540/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple Watch Automatically Identifies Songs Playing Around You</title>
		<link>https://www.macrumors.com/how-to/apple-watch-music-recognition-shazam/</link>
		<comments>https://forums.macrumors.com/threads/apple-watch-automatically-identifies-songs-playing-around-you.2493550/</comments>
		<pubDate>Tue, 03 Nov 2026 16:02:14 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/how-to/apple-watch-music-recognition-shazam&#063;post_date=1793732534/</guid>
		<dc:creator>Tim Hardwick</dc:creator>
		<category>Apple Watch</category>
		<category>Apple Watch Ultra</category>
		<category>Featured</category>
		

		<description><![CDATA[Ever been in a situation where you hear a song in a cafe, a shop, or a car, and wonder what it is? On the latest Apple Watch models, your watch can work it out for you, and you don't even need to ask. The music doesn't have to be playing on the watch. It just needs to be audible around you. Apple Watch does the rest.<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2026/11/apple-watch-sound-recognition-Shazam-interface.jpg" alt="" width="1672" height="941" class="aligncenter size-full wp-image-1075378" /><br/>
It's all thanks to a new automatic feature in iOS 27 called Music Recognition, which is just one of Apple's new <a href="https://support.apple.com/en-gb/148354">Audio Intelligence features</a>. It uses Shazam to identify songs around you and surfaces the answer in the Smart Stack, including the title and artist, without you tapping anything. It requires an Apple Watch Series 12 or Apple Watch Ultra 4 paired with an iPhone 11 or later (or iPhone SE 2nd generation or later) running iOS 27.<br/>
<br/>
<h2>Using Music Recognition on Apple Watch</h2><br/>
When you hear music nearby, just swipe up from the watch face (or turn the Digital Crown upward) to open the Smart Stack. Then check the Music Recognition widget. It should show the song title and artist as soon as it has identified the music, which shouldn't take long. The best bit is that you can save the song to your Shazam history or Apple Music library with a tap.<br/>
<br/>
<h2>How to Turn On Automatic Music Recognition</h2><br/>
Usually, you can just tap Enable Music Detection when the Music Recognition widget appears for the first time in your Smart Stack – the feature works from then on. But if for any reason you're not seeing it happen automatically after this initial step, here's how to enable it manually:<br/>
<ol><br/>
<li>Open the <strong>Settings</strong> app on your Apple Watch.</li><br/>
<li>Tap <strong>Smart Stack</strong>.</li><br/>
<li>Turn on <strong>Music Detection</strong>.</li><br/>
</ol><img src="https://images.macrumors.com/article-new/2026/11/smart-stack-settings-watchos.jpeg" alt="settings" width="1920" height="1080" class="aligncenter size-full wp-image-1075381" /><br/>
Older Apple Watch models can still identify songs manually with the Music Recognition app, but the automatic Smart Stack version is limited to Series 12 and Ultra 4.<br/>
<br/>
<h2>Privacy</h2><br/>
Apple says no audio is recorded or stored in the process of identifying songs. Instead, audio is processed in a protected buffer inside the device's Secure Exclave, and only an acoustic signature of the song – which can't be reversed into the original audio – is sent to Shazam's servers for identification.<div class="linkback">Related Roundups: <a href="https://www.macrumors.com/roundup/apple-watch/">Apple Watch 12</a>, <a href="https://www.macrumors.com/roundup/apple-watch-ultra/">Apple Watch Ultra 4</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#Apple_Watch">Apple Watch (Buy Now)</a>, <a href="https://buyersguide.macrumors.com/#Apple_Watch_Ultra">Apple Watch Ultra (Buy Now)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/apple-watch.172">Apple Watch</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/how-to/apple-watch-music-recognition-shazam/">Apple Watch Automatically Identifies Songs Playing Around You</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-watch-automatically-identifies-songs-playing-around-you.2493550/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Best Early Black Friday Mac Deals: Save Hundreds on MacBook Air, Mac Mini, and More</title>
		<link>https://www.macrumors.com/2026/11/03/best-early-black-friday-mac-2026/</link>
		<comments>https://forums.macrumors.com/threads/best-early-black-friday-mac-deals-save-hundreds-on-macbook-air-mac-mini-and-more.2493547/</comments>
		<pubDate>Tue, 03 Nov 2026 15:55:58 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/best-early-black-friday-mac-2026/</guid>
		<dc:creator>Mitchel Broussard</dc:creator>
		<category>Black Friday</category>
		<category>Deals</category>
		<category>Featured</category>
		

		<description><![CDATA[We're getting <a href="https://www.macrumors.com/2026/11/02/best-early-black-friday-deals-2026/">closer to Black Friday</a>, which lands on Friday, November 27 this year. In the lead-up to the shopping holiday, we're tracking a few lowest-ever prices on Apple's most popular Macs, including the M5 MacBook Air, MacBook Neo, and the new Mac mini and Mac Studio.<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2026/11/macs-black-friday.jpeg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1075342" /><em><small>Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.</small></em><br/>
<br/>
If you're looking for something other than Macs, be sure to visit our <a href="https://www.macrumors.com/roundup/black-friday/">Black Friday Roundup</a> for all of the best deals and discounts happening this season. For more Apple-specific devices currently on sale, our main post on the <a href="https://www.macrumors.com/2026/11/02/best-early-black-friday-deals-2026/">best current Apple Black Friday deals</a> is the best place to look.<br/>
<br/>
<h2>MacBook Air</h2><br/>
<img src="https://images.macrumors.com/article-new/2026/11/macbook-air-black-friday.jpeg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1075344" /><br/>
<br/>
Amazon is taking &#36;199 off nearly every model of the M5 MacBook Air this week, with matches of the best post-hike prices we've ever seen on the computer. Prices now start at &#36;1,099.99 for the 512GB 13-inch model and &#36;1,299.99 for the 512GB 15-inch model.<br/>
<br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0GR19X8DC?lv=shuf&linkCode=ogi&psc=1&th=1&tag=macrumors-20&channelId=1&plpRedirect=mhFallback&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;200 OFF</div>13-inch M5 MacBook Air (16GB/512GB) for &#36;1,099.00</div></a></div><br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0GR1FSY63?lv=shuf&linkCode=ogi&psc=1&th=1&tag=macrumors-20&channelId=1&plpRedirect=mhFallback&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;199 OFF</div>13-inch M5 MacBook Air (16GB/1TB) for &#36;1,399.99</div></a></div><br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0GR1BY1SZ?lv=shuf&linkCode=ogi&psc=1&th=1&tag=macrumors-20&channelId=1&plpRedirect=mhFallback&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;199 OFF</div>13-inch M5 MacBook Air (24GB/1TB) for &#36;1,599.99</div></a></div><br/>
<br/>
For the 15-inch M5 MacBook Air models, prices start with the 16GB/512GB model for &#36;1,299.99, down from &#36;1,499.00. You can also get the 16GB/1TB model for &#36;1,599.00, down from &#36;1,799.00, all &#36;199 off and the best prices we've seen in months.<br/>
<br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0GR1GC1D6?tag=macrumors-20&linkCode=ogi&th=1&psc=1&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;199 OFF</div>15-inch M5 MacBook Air (16GB/512GB) for &#36;1,299.99</div></a></div><br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0GR1FN2RQ?tag=macrumors-20&linkCode=ogi&th=1&psc=1&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;199 OFF</div>15-inch M5 MacBook Air (16GB/1TB) for &#36;1,599.99</div></a></div><br/>
<br/>
<h2>Mac Mini</h2><br/>
<img src="https://images.macrumors.com/article-new/2026/11/mac-mini-black-friday.jpeg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1075346" /><br/>
<br/>
Apple's new Mac mini has had one of the most consistent discounts over the past few weeks, and these &#36;120-&#36;150 markdowns have continued into Black Friday season. Prices start at &#36;779.00 for the entry-level model, and currently include every M6 model, plus the M5 Pro model.<br/>
<br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0HGGJZ92H?tag=macrumors-20&linkCode=ogi&th=1&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;120 OFF</div>M6 Mac mini 16GB/256GB for &#36;779.00</div></a></div><br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0HGGC82BG?tag=macrumors-20&linkCode=ogi&th=1&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;150 OFF</div>M6 Mac mini 16GB/512GB for &#36;949.00</div></a></div><br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0HGGHNG94?tag=macrumors-20&linkCode=ogi&th=1&psc=1&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;150 OFF</div>M6 Mac mini 24GB/512GB for &#36;1,149.00</div></a></div><br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0HGGHNQY6?tag=macrumors-20&linkCode=ogi&th=1&psc=1&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;149 OFF</div>M5 Pro Mac mini 24GB/512GB for &#36;1,549.99</div></a></div><br/>
<br/>
<h2>Mac Studio</h2><br/>
<img src="https://images.macrumors.com/article-new/2026/11/mac-studio-black-friday.jpeg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1075349" /><br/>
<br/>
Additionally, one of the best early Black Friday deals is on the M5 Max Mac Studio with 36GB RAM and a 512GB SSD, on sale for &#36;2,299.00, down from &#36;2,499.00.<br/>
<br/>
<div class="center-wrap"><a href="https://buy.geni.us/Proxy.ashx?TSID=3088&GR_URL=https%3A%2F%2Fwww.amazon.com%2FApple-2026-Studio-Desktop-Computer%2Fdp%2FB0HGKSQMX6%2Fref%3Dsr_1_1%3Fth%3D1"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;200 OFF</div>M5 Max Mac Studio 36GB/512GB for &#36;2,299.00</div></a></div><br/>
<br/>
<h2>MacBook Neo</h2><br/>
<img src="https://images.macrumors.com/article-new/2026/11/macbook-neo-black-friday.jpeg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1075355" /><br/>
<br/>
Amazon has introduced a rare discount on the MacBook Neo, discounting three of the entry-level 256GB models down to &#36;669.22, from &#36;699.00. This sale is available in Silver, Citrus, and Blush, with an estimated delivery date of November 6 for most models.<br/>
<br/>
<div class="center-wrap"><a href="https://www.amazon.com/dp/B0GR6F79MT?lv=shuf&linkCode=ogi&th=1&tag=macrumors-20&channelId=1&plpRedirect=mhFallback&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;30 OFF</div>MacBook Neo for &#36;669.22</div></a></div><br/>
<br/>
This is nearly a &#36;30 discount on the MacBook Neo, and it's now the best price we've seen on the computer since Apple's price increases over the summer. As of writing, we're only tracking discounts on the 256GB model, but if markdowns arrive for the 512GB model with Touch ID we'll update this article.<br/>
<br/>
If you're on the hunt for more discounts, be sure to visit our <a href="https://www.macrumors.com/roundup/best-apple-deals/">Apple Deals</a> roundup where we recap the best Apple-related bargains of the past week.<br/>
<br/>
<hr /><br/>
<div class="no-raptive"><br/>
<h3>Deals Newsletter</h3><br/>
Interested in hearing more about the best deals you can find during the holidays? You can <a href="http://eepurl.com/itTnTk">sign up for our Deals Newsletter</a> and we'll keep you updated so you don't miss the biggest deals of the season!<br/>
<br/>
<div style="text-align:center;margin-bottom:2em;"><br/>
<br/>
<form action="http://macrumors.us5.list-manage.com/subscribe/post?u=7d0106b433773bd0aef5828e0&amp;id=eebad02bf4&amp;f_id=00fbede0f0" method="post" id="mc-embedded-subscribe-form" name="mc-embedded-subscribe-form" class="validate" target="_blank" novalidate><input type="email" value="" name="EMAIL" size="30" class="required email" id="mce-EMAIL"  placeholder="Enter Email Address" title="Email Address" /><div class="response" id="mce-error-response" style="display:none"></div><div class="response" id="mce-success-response" style="display:none"></div><div style="position: absolute; left: -5000px;"><input type="text" name="b_7d0106b433773bd0aef5828e0_eebad02bf4" tabindex="-1" value="" title="form" /></div><input type="submit" value="Subscribe" name="subscribe" id="mc-embedded-subscribe" class="button"></div><br/>
</div><div class="linkback">Related Roundups: <a href="https://www.macrumors.com/roundup/black-friday/">Apple Black Friday</a>, <a href="https://www.macrumors.com/roundup/best-apple-deals/">Apple Deals</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/community-discussion.20">Community Discussion</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/best-early-black-friday-mac-2026/">Best Early Black Friday Mac Deals: Save Hundreds on MacBook Air, Mac Mini, and More</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/best-early-black-friday-mac-deals-save-hundreds-on-macbook-air-mac-mini-and-more.2493547/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>iPhone 18 Rumored to Get Larger Battery and Potential Price Increase</title>
		<link>https://www.macrumors.com/2026/11/03/iphone-18-rumored-to-get-larger-battery/</link>
		<comments>https://forums.macrumors.com/threads/iphone-18-rumored-to-get-larger-battery-and-potential-price-increase.2493545/</comments>
		<pubDate>Tue, 03 Nov 2026 15:50:21 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/iphone-18-rumored-to-get-larger-battery/</guid>
		<dc:creator>Hartley Charlton</dc:creator>
		<category>Featured</category>
		<category>iPhone 18</category>
		<category>Digital Chat Station</category>
		

		<description><![CDATA[Apple's upcoming <a href="https://www.macrumors.com/roundup/iphone-18/">iPhone 18</a> will feature a larger battery and potentially a higher price, according to the leaker known as "<a href="https://www.macrumors.com/guide/digital-chat-station/">Digital Chat Station</a>."<br/>
<br/>
<img src="https://images.macrumors.com/article-new/2025/09/iphone-17-models.jpg" alt="" width="2000" height="1125" class="aligncenter size-full wp-image-1018052" /><br/>
In a <a href="https://weibo.com/6048569942/5361205079966649">new post</a> on Weibo today, the leaker claimed that the standard &zwnj;iPhone 18&zwnj; will continue to feature a high-resolution 6.3-inch <a href="https://www.macrumors.com/guide/macbook-ultra/">OLED</a> display with a refresh rate up to 120Hz, the <a href="https://www.macrumors.com/guide/dynamic-island/">Dynamic Island</a>, and <a href="https://www.macrumors.com/guide/mask-face-id/">Face ID</a>. The device is also expected to contain the A20 chip, manufactured using a 2nm process just like the A20 Pro, and a 48-megapixel dual rear camera system.<br/>
<br/>
Crucially, the leaker said the &zwnj;iPhone 18&zwnj;'s battery will be larger. The <a href="https://www.macrumors.com/roundup/iphone-17/">iPhone 17</a> has a <a href="https://www.macrumors.com/2025/09/09/iphone-17-and-17-pro-battery-capacities/">3,692 mAh battery</a>. Apple already increased battery capacities with this year's <a href="https://www.macrumors.com/roundup/iphone-18-pro/">iPhone 18 Pro</a> models: Versions with a physical SIM card tray have <a href="https://www.macrumors.com/2026/09/09/iphone-18-pro-max-battery-capacities/">4,056 mAh and 5,391 mAh batteries</a>, up approximately 1.7% and 11.8% over the equivalent &zwnj;iPhone 17&zwnj; Pro and &zwnj;iPhone 17&zwnj; Pro Max models, respectively.<br/>
<br/>
Digital Chat Station also speculated that the &zwnj;iPhone 18&zwnj;'s price could increase. Apple already <a href="https://www.macrumors.com/2026/09/09/apple-raises-iphone-17-prices/">raised the iPhone 17's starting price</a> in the United States from its &#36;799 launch price to &#36;899 in September 2026. The post does not clarify whether the anticipated increase is relative to the &zwnj;iPhone 17&zwnj;'s original launch price or its current price, nor whether it will apply in the United States.<br/>
<br/>
Corroborating other rumors, the leaker expects Apple to launch the &zwnj;iPhone 18&zwnj; alongside the iPhone 18e and <a href="https://www.macrumors.com/roundup/iphone-air/">iPhone Air</a> 2 in the first half of 2027, predicting that the standard &zwnj;iPhone 18&zwnj; will be the best-selling model of the three.<div class="linkback">Related Roundup: <a href="https://www.macrumors.com/roundup/iphone-18/">iPhone 18</a></div><div class="linkback">Tag: <a href="https://www.macrumors.com/guide/digital-chat-station/">Digital Chat Station</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/iphone.99">iPhone</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/iphone-18-rumored-to-get-larger-battery/">iPhone 18 Rumored to Get Larger Battery and Potential Price Increase</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/iphone-18-rumored-to-get-larger-battery-and-potential-price-increase.2493545/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>tvOS 27.2.1 and macOS 27.2.1 Likely Coming Soon</title>
		<link>https://www.macrumors.com/2026/11/03/tvos-and-macos-27-2-1-likely-coming-soon/</link>
		<comments>https://forums.macrumors.com/threads/tvos-27-2-1-and-macos-27-2-1-likely-coming-soon.2493535/</comments>
		<pubDate>Tue, 03 Nov 2026 14:56:07 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/tvos-and-macos-27-2-1-likely-coming-soon/</guid>
		<dc:creator>Joe Rossignol</dc:creator>
		<category>Apple TV</category>
		<category>macOS Golden Gate</category>
		<category>No Linkback</category>
		

		<description><![CDATA[<img src="https://images.macrumors.com/article-new/2026/10/Apple-TV-4K-4th-Generation-feature5.jpg" alt="" width="160" height="90" class="brief size-full wp-image-1070611" align="left" style="float:left;margin:0 20px 20px 0;width:160px;height:auto;" />Following our report that <a href="https://www.macrumors.com/2026/11/02/ios-27-2-1-and-ios-27-3-beta-coming-soon/">Apple is testing iOS 27.2.1</a> for the iPhone, <em>MacRumors</em> contributor Aaron Perris has uncovered evidence of an upcoming tvOS 27.2.1 update for the Apple TV. macOS 27.2.1 is also likely with a fix that prevents command-line tools from accepting <a href="https://www.macrumors.com/2026/10/25/apple-blocks-compromised-emudhra-certificates/">eMudhra's compromised web certificates</a>.<div class="linkback">Related Roundups: <a href="https://www.macrumors.com/roundup/apple-tv/">Apple TV</a>, <a href="https://www.macrumors.com/roundup/macos-27/">macOS Golden Gate</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#Apple_TV">Apple TV (Buy Now)</a></div><div class="linkback">Related Forums: <a href="https://forums.macrumors.com/forums/apple-tv-and-home-theater.100">Apple TV and Home Theater</a>, <a href="https://forums.macrumors.com/forums/macos-golden-gate.253">macOS Golden Gate</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/tvos-and-macos-27-2-1-likely-coming-soon/">tvOS 27.2.1 and macOS 27.2.1 Likely Coming Soon</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/tvos-27-2-1-and-macos-27-2-1-likely-coming-soon.2493535/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple&#039;s Annual R&amp;D Spending Jumps by More Than &#36;11 Billion</title>
		<link>https://www.macrumors.com/2026/11/03/apples-annual-rd-spending-jumps/</link>
		<comments>https://forums.macrumors.com/threads/apples-annual-r-d-spending-jumps-by-more-than-11-billion.2493541/</comments>
		<pubDate>Tue, 03 Nov 2026 14:22:23 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/apples-annual-rd-spending-jumps/</guid>
		<dc:creator>Hartley Charlton</dc:creator>
		<category>Apple Research</category>
		

		<description><![CDATA[Apple's research and development (R&D) spending increased by &#36;11.22 billion in fiscal 2026, reaching &#36;45.77 billion, according to the company's <a href="https://www.apple.com/newsroom/pdfs/fy2026q4/FY26_Q4_Consolidated_Financial_Statements.pdf">financial statements</a>.<br/>
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<img src="https://images.macrumors.com/article-new/2022/05/apple-park-sunset.jpg" alt="" width="2000" height="1125" class="aligncenter size-full wp-image-844498" /><br/>
The figures represent a 32% increase from &#36;34.55 billion in fiscal 2025. That works out to roughly &#36;125 million a day spent on developing Apple's products and technologies during its financial year, which ended on September 26.<br/>
<br/>
Research spending grew considerably faster than sales. Apple's <a href="https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/">annual revenue</a> increased 15%, while its R&D expenses rose by nearly a third. The company now spends close to one dollar on research and development for every ten dollars it brings in.<br/>
<br/>
Despite the annual jump, spending barely changed between the final two quarters of the year. Apple recorded &#36;11.730 billion in R&D expenses in the September quarter, just &#36;1 million more than the &#36;11.729 billion reported in its <a href="https://www.apple.com/newsroom/pdfs/fy2026q3/FY26_Q3_Consolidated_Financial_Statements.pdf">June-quarter results</a>.<br/>
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Apple previously linked its growing development budget to AI. During its <a href="https://www.macrumors.com/2026/04/30/apple-q2-2026-earnings-call/">April earnings call</a>, CFO Kevan Parekh said AI investment would come on top of spending already planned for Apple's product roadmap. Then-CEO <a href="https://www.macrumors.com/guide/tim-cook/">Tim Cook</a> also highlighted increased R&D spending when asked about the company's AI investments.<br/>
<div class="linkback">Tag: <a href="https://www.macrumors.com/guide/apple-research/">Apple Research</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/apples-annual-rd-spending-jumps/">Apple&#039;s Annual R&amp;D Spending Jumps by More Than &#36;11 Billion</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apples-annual-r-d-spending-jumps-by-more-than-11-billion.2493541/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>MacBook Neo Gets Rare &#36;30 Amazon Discount</title>
		<link>https://www.macrumors.com/2026/11/03/macbook-neo-30-discount/</link>
		<comments>https://forums.macrumors.com/threads/macbook-neo-gets-rare-30-amazon-discount.2493539/</comments>
		<pubDate>Tue, 03 Nov 2026 14:12:46 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/macbook-neo-30-discount/</guid>
		<dc:creator>Mitchel Broussard</dc:creator>
		<category>Deals</category>
		<category>Featured</category>
		

		<description><![CDATA[Amazon today introduced a rare discount on the MacBook Neo, discounting three of the entry-level 256GB models down to <a href="https://www.amazon.com/dp/B0GR6F79MT?lv=shuf&linkCode=ogi&th=1&tag=macrumors-20&channelId=1&plpRedirect=mhFallback&gaOptInStatus=false&optOutTS=1789061426122"><strong>&#36;669.22</strong></a>, from &#36;699.00. This sale is available in Silver, Citrus, and Blush, with an estimated delivery date of November 6 for most models.<br/>
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<img src="https://images.macrumors.com/article-new/2026/11/macbook-neo-orange.jpeg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1075314" /><em><small>Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.</small></em><br/>
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This is nearly a &#36;30 discount on the MacBook Neo, and it's now the best price we've seen on the computer since Apple's price increases over the summer. As of writing, we're only tracking discounts on the 256GB model, but if markdowns arrive for the 512GB model with Touch ID we'll update this article.<br/>
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<div class="center-wrap"><a href="https://www.amazon.com/dp/B0GR6F79MT?lv=shuf&linkCode=ogi&th=1&tag=macrumors-20&channelId=1&plpRedirect=mhFallback&gaOptInStatus=false&optOutTS=1789061426122"target="_blank"><div class="fancybutton"><div class="fancybadge">&#36;30 OFF</div>MacBook Neo for &#36;669.22</div></a></div><br/>
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There are a few other <a href="https://www.macrumors.com/2026/11/02/best-early-black-friday-deals-2026/">early Black Friday deals</a> happening on Amazon this week, including all-time low prices on a big collection of Apple Watch Ultra 4 devices. If you're on the hunt for more discounts, be sure to visit our <a href="https://www.macrumors.com/roundup/best-apple-deals/">Apple Deals</a> roundup where we recap the best Apple-related bargains of the past week.<br/>
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<div class="no-raptive"><br/>
<h3>Deals Newsletter</h3><br/>
Interested in hearing more about the best deals you can find during the holidays? You can <a href="http://eepurl.com/itTnTk">sign up for our Deals Newsletter</a> and we'll keep you updated so you don't miss the biggest deals of the season!<br/>
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<div style="text-align:center;margin-bottom:2em;"><br/>
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<form action="http://macrumors.us5.list-manage.com/subscribe/post?u=7d0106b433773bd0aef5828e0&amp;id=eebad02bf4&amp;f_id=00fbede0f0" method="post" id="mc-embedded-subscribe-form" name="mc-embedded-subscribe-form" class="validate" target="_blank" novalidate><input type="email" value="" name="EMAIL" size="30" class="required email" id="mce-EMAIL"  placeholder="Enter Email Address" title="Email Address" /><div class="response" id="mce-error-response" style="display:none"></div><div class="response" id="mce-success-response" style="display:none"></div><div style="position: absolute; left: -5000px;"><input type="text" name="b_7d0106b433773bd0aef5828e0_eebad02bf4" tabindex="-1" value="" title="form" /></div><input type="submit" value="Subscribe" name="subscribe" id="mc-embedded-subscribe" class="button"></div><br/>
</div><div class="linkback">Related Roundup: <a href="https://www.macrumors.com/roundup/best-apple-deals/">Apple Deals</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/macbook-neo-30-discount/">MacBook Neo Gets Rare &#36;30 Amazon Discount</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/macbook-neo-gets-rare-30-amazon-discount.2493539/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Hands-On: The OLED iPad Mini is Almost an iPad Pro Mini</title>
		<link>https://www.macrumors.com/2026/11/03/oled-ipad-mini-hands-on/</link>
		<comments>https://forums.macrumors.com/threads/hands-on-the-oled-ipad-mini-is-almost-an-ipad-pro-mini.2493537/</comments>
		<pubDate>Tue, 03 Nov 2026 14:01:17 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/oled-ipad-mini-hands-on/</guid>
		<dc:creator>Juli Clover</dc:creator>
		<category>Featured</category>
		<category>iPad Pro</category>
		<category>iPad mini</category>
		<category>OLED</category>
		

		<description><![CDATA[The <a href="https://www.macrumors.com/guide/macbook-ultra/">OLED</a> <a href="https://www.macrumors.com/roundup/ipad-mini/">iPad mini</a> is launching this Friday, and we were able to test one out ahead of release. <em>MacRumors</em> videographer Dan Barbera has been using the new <a href="https://www.macrumors.com/roundup/ipad/">iPad</a> for about a week at this point, and he shared his initial thoughts over on YouTube.<br/>
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<div class="center-wrap"><iframe width="560" height="315" src="https://www.youtube.com/embed/OOQYqNPpTSI" title="OLED iPad mini Review: One Week Later Impressions!" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe><em><a href="https://www.youtube.com/user/macrumors?sub_confirmation=1">Subscribe to the MacRumors YouTube channel</a> for more videos.</em></div><br/>
The &zwnj;iPad mini&zwnj; 8 is the biggest update the &zwnj;iPad mini&zwnj; line has gotten since the smaller tablet first came out 14 years ago. At 5.4mm, it's 0.2mm thicker than the <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a> when the Duo is unfolded, and it's almost a full millimeter thinner than the <a href="https://www.macrumors.com/guide/ipad-mini-7/">iPad mini 7</a>.<br/>
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A millimeter doesn't sound like much, but the thinner design makes it much nicer to hold in the hand. Thinner also means less weight, and it's 255 grams (just over half a pound), down from 293 grams. It's the lightest &zwnj;iPad&zwnj; Apple has made. If you want a tablet that focuses on portability, the &zwnj;iPad mini&zwnj; is the way to go. Like the <a href="https://www.macrumors.com/roundup/ipad-air/">iPad Air</a> and the &zwnj;iPhone Duo&zwnj;, the &zwnj;iPad mini&zwnj; sticks with <a href="https://www.macrumors.com/guide/touch-id/">Touch ID</a>.<br/>
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The &zwnj;iPad mini&zwnj; is the second &zwnj;iPad&zwnj; to get an &zwnj;OLED&zwnj; display after the <a href="https://www.macrumors.com/roundup/ipad-pro/">iPad Pro</a>. It's almost an &zwnj;iPad Pro&zwnj; mini, but Apple stopped short of giving it all the Pro features. The &zwnj;OLED&zwnj; &zwnj;iPad mini&zwnj; is limited to a 60Hz refresh rate and didn't get ProMotion. If all your other devices have ProMotion, you're likely going to notice the lack of it on the &zwnj;iPad mini&zwnj; when scrolling through content.<br/>
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<img src="https://images.macrumors.com/article-new/2026/11/ipad-mini-oled-in-hand.jpg" alt="" width="2000" height="1125" class="aligncenter size-full wp-image-1075198" /><br/>
Bezels are slimmer and the display is 8.5 inches instead of 8.3 inches like the prior version, but the overall size is about the same. Minus the 120Hz refresh rate, it's what you want from an &zwnj;OLED&zwnj; display. Deep blacks make colors stand out, high contrast makes HDR content look more true to life, and there's no loss of brightness. In fact, it's brighter than before. You can get nano-texture for cutting glare if you get one of the higher-end models, and this is the first time it's been offered in an &zwnj;iPad mini&zwnj;.<br/>
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Apple didn't do fun colors this time around, and you're limited to midnight and starlight. Pricing starts at &#36;699 for 128GB of storage, so it's up &#36;100 over the A17 Pro model. It's &#36;200 more expensive if <a href="https://www.macrumors.com/2026/06/25/apple-just-increased-prices/">you look at pre-June prices</a>, but at least the price hike comes with useful upgrades. You can also get 256GB or 512GB of storage, and there are Wi-Fi + Cellular models if you need cellular connectivity.<br/>
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Size isn't the only design change Apple made to the mini. It has a redesigned acoustic system that does away with traditional speakers for a sealed enclosure. It's the first &zwnj;iPad&zwnj; rated IP67 for water and dust resistance, meaning it was tested to withstand submersion in a meter of water for up to 30 minutes. You're probably not going to want to use it to take underwater photos, but it will survive splashes from the pool or bathtub, or getting wet in the rain.<br/>
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<img src="https://images.macrumors.com/article-new/2026/11/oled-ipad-mini-rear.jpg" alt="" width="2000" height="1125" class="aligncenter size-full wp-image-1075199" /><br/>
There are no speaker holes, and the &zwnj;iPad mini&zwnj; has an "Acoustic Display." There are tweeters under the glass display and woofers that pair through it, and the result is pretty good sound. Audio is on par with the &zwnj;iPad mini 7&zwnj;, and better in some cases with clearer highs and deeper bass. Apple upgraded the microphones too, and <a href="https://www.macrumors.com/guide/facetime/">FaceTime</a> calls and recordings sound clearer.<br/>
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Apple used the A20 Pro for the &zwnj;iPad mini&zwnj;, so it has the same chip as the <a href="https://www.macrumors.com/roundup/iphone-18-pro/">iPhone 18 Pro</a>. The 128GB and 256GB models have a binned version with a 5-core CPU and 7-core GPU, while the 512GB model has a 6-core CPU with the 7-core GPU. If you want the fastest chip, you'll need to go with the 512GB model, but even the binned A20 Pro is overkill for most tasks on a tablet this small. You're unlikely to run into any speed limitations, and it's going to play the latest games without slowdowns. It feels super fast for everything from multitasking to photo and video editing.<br/>
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The &zwnj;iPad mini&zwnj; has 12GB of RAM, which is on par with the base &zwnj;iPad Pro&zwnj;. With that RAM, the &zwnj;iPad mini&zwnj; can easily run AI tasks, and it should keep up with advances as Apple evolves <a href="https://www.macrumors.com/guide/siri/">Siri</a> AI and its other <a href="https://www.macrumors.com/guide/apple-intelligence/">Apple Intelligence</a> features. Battery life hasn't changed, and it lasts for up to 10 hours when watching videos or web browsing. Fast charging is supported now, so you can charge to 50 percent in 30 minutes, but you'll need to buy a 35W or higher power adapter.<br/>
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<img src="https://images.macrumors.com/article-new/2026/11/oled-ipad-mini-desk.jpg" alt="" width="2000" height="1125" class="aligncenter size-full wp-image-1075200" /><br/>
Apple moved the camera to the landscape edge of the &zwnj;iPad mini&zwnj; to match the other iPads, and it's a design that makes more sense for video calls. It uses a 12-megapixel Center Stage camera that's in other &zwnj;iPad&zwnj; models. A 12-megapixel Wide camera at the rear shoots video up to 4K.<br/>
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There's an N1 chip in the &zwnj;iPad mini&zwnj; for Bluetooth 6 and Wi-Fi 7, so you may notice connectivity improvements. Cellular models have the C2 chip with sub–6GHz 5G support. You can connect the &zwnj;iPad mini&zwnj; to a 4K display using the USB-C port, and it supports extended display mode in <a href="https://www.macrumors.com/roundup/ipados-27/">iPadOS 27</a>. Like the prior model, the &zwnj;iPad mini&zwnj; 8 works with the USB-C <a href="https://www.macrumors.com/guide/apple-pencil/">Apple Pencil</a> and the &zwnj;Apple Pencil&zwnj; Pro.<br/>
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We only got a week with the &zwnj;iPad mini&zwnj;, but it's clear this is a worthwhile upgrade. If you have an &zwnj;iPad mini&zwnj; 6 or older and you use it often, the thinner chassis, &zwnj;OLED&zwnj; display, slimmed-down bezels, faster chip, and water resistance are worth the cost.<br/>
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The &zwnj;OLED&zwnj; &zwnj;iPad mini&zwnj; is available for pre-order, and it will launch on Friday, November 6.<div class="linkback">Related Roundups: <a href="https://www.macrumors.com/roundup/ipad-pro/">iPad Pro</a>, <a href="https://www.macrumors.com/roundup/ipad-mini/">iPad mini</a></div><div class="linkback">Tag: <a href="https://www.macrumors.com/guide/oled/">OLED</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#iPad-Pro">iPad Pro (Caution)</a>, <a href="https://buyersguide.macrumors.com/#iPad_Mini">iPad Mini (Buy Now)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/ipad.137">iPad</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/oled-ipad-mini-hands-on/">Hands-On: The OLED iPad Mini is Almost an iPad Pro Mini</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/hands-on-the-oled-ipad-mini-is-almost-an-ipad-pro-mini.2493537/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>MKBHD Switches Back to iPhone 18 Pro After Testing iPhone Duo</title>
		<link>https://www.macrumors.com/2026/11/03/mkbhd-switches-back-to-iphone-18-pro/</link>
		<comments>https://forums.macrumors.com/threads/mkbhd-switches-back-to-iphone-18-pro-after-testing-iphone-duo.2493533/</comments>
		<pubDate>Tue, 03 Nov 2026 13:10:45 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/mkbhd-switches-back-to-iphone-18-pro/</guid>
		<dc:creator>Hartley Charlton</dc:creator>
		<category>iPhone 18 Pro</category>
		<category>iPhone Duo</category>
		<category>No Linkback</category>
		<category>MKBHD</category>
		

		<description><![CDATA[<img src="https://images.macrumors.com/article-new/2026/09/iPhone-18-Pro-Burgundy-Feature.jpeg" alt="" class="brief" width="160" align="left" style="float:left;margin:0 20px 20px 0;width:160px;height:auto;" />YouTuber Marques Brownlee has switched back to the <a href="https://www.macrumors.com/roundup/iphone-18-pro/">iPhone 18 Pro</a> after spending more than two weeks with the <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a>. On the latest episode of the <a href="https://www.youtube.com/watch?v=HVtYS3Ydn4A&t=994s">"Waveform" podcast</a>, Brownlee said he missed the Pro's cameras and <a href="https://www.macrumors.com/guide/mask-face-id/">Face ID</a>. He added that he would miss opening the &zwnj;iPhone Duo&zwnj;, using it in portrait, and reading on the larger screen.<br/>
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Despite <a href="https://www.macrumors.com/2026/10/16/apple-iphone-duo-demand-extraordinary/">strong initial demand</a> for Apple's first foldable iPhone, the device has several <a href="https://www.macrumors.com/2026/09/11/iphone-duo-is-missing-these-features/">hardware compromises</a> compared with the &zwnj;iPhone 18 Pro&zwnj;. It lacks a dedicated Telephoto camera, &zwnj;Face ID&zwnj;, and an Action button, among other features.<div class="linkback">Related Roundups: <a href="https://www.macrumors.com/roundup/iphone-18-pro/">iPhone 18 Pro</a>, <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a></div><div class="linkback">Tag: <a href="https://www.macrumors.com/guide/mkbhd/">MKBHD</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#iPhone-18-Pro">iPhone 18 Pro (Buy Now)</a>, <a href="https://buyersguide.macrumors.com/#iPhone-Duo">iPhone Duo (Buy Now)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/iphone.99">iPhone</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/mkbhd-switches-back-to-iphone-18-pro/">MKBHD Switches Back to iPhone 18 Pro After Testing iPhone Duo</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/mkbhd-switches-back-to-iphone-18-pro-after-testing-iphone-duo.2493533/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple Explores Cheaper Way to Make New MacBook Pro&#039;s OLED Tech</title>
		<link>https://www.macrumors.com/2026/11/03/apple-exploring-next-gen-oled-tech-macs/</link>
		<comments>https://forums.macrumors.com/threads/apple-explores-cheaper-way-to-make-new-macbook-pros-oled-tech.2493531/</comments>
		<pubDate>Tue, 03 Nov 2026 11:47:44 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/apple-exploring-next-gen-oled-tech-macs/</guid>
		<dc:creator>Tim Hardwick</dc:creator>
		<category>MacBook Pro</category>
		<category>OLED</category>
		<category>Ross Young</category>
		<category>The Elec</category>
		

		<description><![CDATA[Apple is evaluating how to better manufacture high-mobility oxide (HMO) backplanes for future OLED panels, according to Korean publication <em><a href="https://www.thelec.kr/news/articleView.html?idxno=64685">The Elec</a></em>. The technology is already used in the new touchscreen MacBook Pro, according to display analyst <a href="https://x.com/DSCCRoss/status/2115641923113456127">Ross Young</a>, and Apple could be seeking to increase production for adoption in other products.<br/>
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<img src="https://images.macrumors.com/article-new/2026/10/MacBook-Pro-PROLED-XDR-Display.jpg" alt="" width="1600" height="900" class="aligncenter size-full wp-image-1074684" /><br/>
Both Samsung Display and LG Display are said to be developing the HMO thin-film transistor technology for OLED panels. It is reportedly being considered by Apple as a full-blown successor to low-temperature polycrystalline oxide, or LTPO – the TFT backplane technology currently used in iPhone models and the OLED iPad Pro.<br/>
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HMO is designed to improve on conventional oxide TFT displays by increasing electron mobility (i.e., how easily electrons move through the transistor material when an electric field is applied). Mobility is important for driving high-resolution OLED panels while keeping power consumption low. Existing oxide TFTs have electron mobility of around 10cm²/Vs, but HMO aims to raise this to the 30–50cm²/Vs range.<br/>
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Both Samsung and LG are reportedly using a "sputtering" process that could make the technology easier to integrate into existing production lines. Both suppliers are also said to be pursuing another approach that uses atomic layer deposition (ALD), which involves laying down extremely thin films one atomic layer at a time. ALD is a slower process, but Samsung and LG may be trying to create a more carefully controlled oxide transistor layer than HMO allows for.<br/>
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Both companies are said to be validating the performance and stability of each deposition method, while prioritizing the "sputtering" approach.<br/>
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<em>The Elec</em> identifies future MacBooks and iMacs as possible applications, and Apple is indeed believed to be testing OLED displays for future MacBook Air and iMac models, though both upgrades remain some way off. <em>Bloomberg</em>'s Mark Gurman <a href="https://www.bloomberg.com/news/newsletters/2026-10-25/apple-to-unveil-touch-screen-macbook-pro-executive-promotions-in-box-checker">anticipates</a> a ‌MacBook Air‌ refresh in early 2027, but he has offered no time frame for either model's transition to ‌OLED‌.<div class="linkback">Related Roundup: <a href="https://www.macrumors.com/roundup/macbook-pro/">MacBook Pro</a></div><div class="linkback">Tags: <a href="https://www.macrumors.com/guide/oled/">OLED</a>, <a href="https://www.macrumors.com/guide/ross-young/">Ross Young</a>, <a href="https://www.macrumors.com/guide/the-elec/">The Elec</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#MacBook_Pro_16">MacBook Pro (Buy Now)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/macbook-pro.90">MacBook Pro</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/apple-exploring-next-gen-oled-tech-macs/">Apple Explores Cheaper Way to Make New MacBook Pro&#039;s OLED Tech</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-explores-cheaper-way-to-make-new-macbook-pros-oled-tech.2493531/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple Released the iPhone X Nine Years Ago Today</title>
		<link>https://www.macrumors.com/2026/11/03/apple-released-iphone-x-nine-years-ago-today/</link>
		<comments>https://forums.macrumors.com/threads/apple-released-the-iphone-x-nine-years-ago-today.2493520/</comments>
		<pubDate>Tue, 03 Nov 2026 08:58:51 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/03/apple-released-iphone-x-nine-years-ago-today/</guid>
		<dc:creator>Tim Hardwick</dc:creator>
		<category>No Linkback</category>
		

		<description><![CDATA[<img src="https://images.macrumors.com/article-new/2025/04/iphone-x-front-back-feature-1.jpg" alt="" width="160" height="90" class="brief" align="left" style="float:left;margin:0 20px 20px 0;width:160px;height:auto;" />Apple's iPhone X went on sale nine years ago today, November 3, 2017. The 10th-anniversary iPhone was the first with an all-screen OLED display and no Home button, and its gesture navigation and Face ID authentication shaped the flagship iPhone models that followed it.<br/>
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Announced on <a href="https://www.apple.com/uk/newsroom/2017/09/the-future-is-here-iphone-x/">September 12, 2017</a>, the iPhone X used its TrueDepth camera to introduce Face ID, which replaced Touch ID on the device. Powered by the A11 Bionic chip, it was also Apple's first iPhone to start at &#36;999. Apple classified the device as <a href="https://www.macrumors.com/2024/07/01/iphone-x-homepod-and-original-airpods-now-vintage/">vintage in 2024</a>. Recently, Touch ID made an unlikely return to iPhones with the iPhone Duo. Apple is expected to introduce a <a href="https://www.macrumors.com/2026/09/21/iphone-20-rumors-point-to-these-seven-big-changes/">redesigned 20th-anniversary iPhone</a> in late 2027.<br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/03/apple-released-iphone-x-nine-years-ago-today/">Apple Released the iPhone X Nine Years Ago Today</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-released-the-iphone-x-nine-years-ago-today.2493520/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple Requiring Developers to Disclose Location Sharing and Dating Features in Apps</title>
		<link>https://www.macrumors.com/2026/11/02/apple-developer-dating-app-requirement/</link>
		<comments>https://forums.macrumors.com/threads/apple-requiring-developers-to-disclose-location-sharing-and-dating-features-in-apps.2493497/</comments>
		<pubDate>Tue, 03 Nov 2026 00:43:57 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/02/apple-developer-dating-app-requirement/</guid>
		<dc:creator>Juli Clover</dc:creator>
		<category>Apple Developer Program</category>
		

		<description><![CDATA[Starting November 16, Apple <a href="https://developer.apple.com/news/?id=yxkh08us">will require developers</a> to disclose whether their apps include real-world location sharing or dating features so age ratings can be assigned appropriately.<br/>
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<img src="https://images.macrumors.com/article-new/2025/12/Liquid-Glass-App-Store-Feature.jpg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1030484" /><br/>
Apple says the Dating and Relationships disclosure is required for apps that allow dating or relationship connections, regardless of whether that's with a real person or a virtual companion that engages in sexual or romantic content.<br/>
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Apps that include Dating and Relationships must have a minimum age rating of 18+, but Shared Location apps may not see a change to their minimum age rating in some regions.<br/>
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In Brazil, apps are required to have an A16 rating for Shared Location and A18 for Dating and Relationships. Apps that may qualify for a lower age rating, such as an app that offers location sharing for parents and children, can request a rating from Brazil's Ministry of Justice and Public Security.<br/>
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Apps must have Shared Location and Dating and Relationships disclosures submitted through <a href="https://www.macrumors.com/guide/app-store/">App Store</a> Connect by January 12, 2027.<div class="linkback">Tag: <a href="https://www.macrumors.com/guide/apple-developer-program/">Apple Developer Program</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/02/apple-developer-dating-app-requirement/">Apple Requiring Developers to Disclose Location Sharing and Dating Features in Apps</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-requiring-developers-to-disclose-location-sharing-and-dating-features-in-apps.2493497/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple&#039;s Q4 2026 Earnings Call Takeaways</title>
		<link>https://www.macrumors.com/2026/11/02/apple-q4-2026-earnings-takeaways/</link>
		<comments>https://forums.macrumors.com/threads/apples-q4-2026-earnings-call-takeaways.2493494/</comments>
		<pubDate>Tue, 03 Nov 2026 00:26:58 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/02/apple-q4-2026-earnings-takeaways/</guid>
		<dc:creator>Juli Clover</dc:creator>
		<category>Earnings</category>
		

		<description><![CDATA[Apple <a href="https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/">held its earnings call</a> for the fourth fiscal quarter of 2026 today, and it was Apple CEO John Ternus' first earnings call in his new role. He had Apple CFO Kevan Parekh on hand, and he brought in Chief Operating Officer Sabih Khan.<br/>
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<img src="https://images.macrumors.com/article-new/2022/01/Apple-Logo-Cash-Feature-Blue.jpg" alt="" width="2676" height="1504" class="aligncenter size-full wp-image-834996" /><br/>
The trio covered <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a> sales, <a href="https://www.macrumors.com/guide/siri/">Siri</a> AI, and increasing memory costs, among other topics.<br/>
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<h2>iPhone Duo</h2><br/>
After the earnings release, Ternus told <em>Reuters</em> that Apple isn't able to meet demand for the &zwnj;iPhone Duo&zwnj;, and <a href="https://www.macrumors.com/2026/11/02/iphone-duo-shortages-no-end/">there's no word on when</a> supply/demand balance will be reached.<br/>
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Ternus also acknowledged display issues and said a "very small percentage" of units have been returned.<br/>
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<h2>iCloud+</h2><br/>
Ternus reiterated Apple's plans to add usage limits on server-side AI features like &zwnj;Siri&zwnj; AI and photo editing. Users who need more capacity will be able to purchase expanded access, but there's still no pricing information or details on the limits included with each <a href="https://www.macrumors.com/guide/icloud/">iCloud</a>+ plan.<br/>
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When asked about token consumption, Parekh said it's still early days on how much is done on-device vs. with Private Cloud Compute.<br/>
<blockquote>The mix of [on-device and cloud Siri] is very early days, and so it's hard to predict exactly what the mix of those costs are going to look like. Obviously, on device, you know, it's very very efficient. No real costs associated with that. But on the server side, we have some inference costs.<br/>
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I think again, we've just recently launched it and made it available to more users. And so we're in the very very early stages of understanding the kind of mix of those costs, as well as further requirements we might have on the compute side.</blockquote><br/>
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<h2>Siri AI</h2><br/>
Ternus said Apple has real room to expand &zwnj;Siri&zwnj;'s capabilities over time, and that Apple wants customers to be aware of what AI agents have access to.<br/>
<blockquote>As far as agentic capabilities, you know, we think these are promising tools for users. We just want to make sure that users are aware of what they're giving access to. We want to make sure this is done in a way that protects security and privacy. So, you know, we're pushing really hard on that with Siri AI, but we're also really encouraged by the fact that Apple devices are the best places to use all forms of AI.</blockquote><br/>
He also said Apple's privacy focus differentiates it from other AI providers.<br/>
<blockquote>I mean, if you think about it, so much of your personal data is on your iPhone. You know, whether it's your contacts, your communications, health data, financial data, all of that, and Siri can tap into that and help you access it in a way that's very secure and private, and that nobody else has access to. Even Apple doesn't have access to it, and so we think that is a core kind of differentiator that we're excited about, and we're going to continue to push on that.</blockquote><br/>
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<h2>iOS and macOS Merging</h2><br/>
With the <a href="https://www.macrumors.com/roundup/macbook-pro/">MacBook Pro</a> gaining a touch display, an analyst asked if we're going to see a single unified operating system in the future.<br/>
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Ternus said Apple tries to make the best version of each and every product, while also adding features like Handoff that span across devices, but the company has no plans to make major changes.<br/>
<blockquote>If you look at what we did last week with the MacBook Pro, we took a huge leap forward. These MacBook Pros are better in every way than the ones that came before them, and we're really proud of that. And so we don't have any fundamentally different changes that we're planning right now. Nor would we talk about it anyway.</blockquote><br/>
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<h2>China</h2><br/>
Revenue in Greater China was up 21 percent during the quarter, which was a quarterly record. Performance was primarily driven by the iPhone and the Mac.<br/>
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<h2>Install Base</h2><br/>
Apple has more than 2.5 billion active devices.<br/>
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<h2>Memory</h2><br/>
Ternus said the memory situation is "unprecedented," and Apple expects even higher memory costs in the December quarter. Apple's price increases in June and September offset some of the pressure, as do lower costs from some non-memory components and carry-in inventory.<br/>
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Beyond the December quarter, Apple thinks <a href="https://www.macrumors.com/2026/11/02/apple-memory-costs-increase-december/">memory prices will continue to increase</a>.<br/>
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<h2>Supply Constraints</h2><br/>
iPhone, <a href="https://www.macrumors.com/roundup/ipad/">iPad</a>, and Mac were constrained in the September quarter, which Khan said was driven by demand combined with limited availability of the advanced nodes SoCs are produced on. He said constraints on advanced nodes are easing with the transition of more of the lineup to 2nm chips.<br/>
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<h2>iPhone</h2><br/>
iPhone revenue was &#36;57.6 billion, up 17 percent year over year and a new September quarter record.<br/>
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Ternus was asked why Apple didn't release a standard <a href="https://www.macrumors.com/roundup/iphone-18/">iPhone 18</a> alongside the <a href="https://www.macrumors.com/roundup/iphone-18-pro/">iPhone 18 Pro</a>, Pro Max, and &zwnj;iPhone Duo&zwnj;, but he skirted the question.<br/>
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<h2>Mac</h2><br/>
Revenue was &#36;10.8 billion, up from &#36;8.7 billion, despite supply constraints. Full-year Mac revenue was &#36;37.9 billion, up from &#36;33.7 billion in 2025. Ternus said Apple has never sold more Macs in a fiscal year than it did in 2026.<br/>
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<h2>iPad</h2><br/>
&zwnj;iPad&zwnj; revenue was down in the quarter, coming in at &#36;6.2 billion, down from &#36;7 billion in the year-ago quarter. Apple said revenue was down because of supply constraints and a difficult compare against the launch of the A16 &zwnj;iPad&zwnj; last year.<br/>
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<h2>Services</h2><br/>
Services revenue hit &#36;31.6 billion, up from &#36;28.8 billion in the year-ago quarter, and a new all-time record. In 2026, services revenue was &#36;123.3 billion.<br/>
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The <a href="https://www.macrumors.com/guide/app-store/">App Store</a> saw a record number of nearly a billion average weekly visitors, and Apple saw growth in the number of users who are paying for at least one service.<br/>
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<h2>Wearables</h2><br/>
Wearables, Home, and Accessories revenue was &#36;8.3 billion, down 8 percent year over year. There was a difficult compare against the launch of the <a href="https://www.macrumors.com/roundup/apple-watch-se/">Apple Watch SE 3</a> and <a href="https://www.macrumors.com/roundup/airpods-pro/">AirPods Pro 3</a> in 2025.<br/>
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The new <a href="https://www.macrumors.com/roundup/apple-tv/">Apple TV</a> 4K, the <a href="https://www.macrumors.com/roundup/homepod/">HomePod</a> mini, and the <a href="https://www.macrumors.com/roundup/apple-homeview/">Apple HomeView</a> didn't ship during the September quarter.<br/>
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<h2>December Quarter</h2><br/>
Apple expects revenue to grow 7 to 10 percent year over year, leading to the best quarter for revenue in Apple's history. Services revenue is expected to grow between 8 and 9 percent.<br/>
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Gross margin is expected to be between 45 and 46 percent, impacted by higher memory costs and costs related to the ramp of &zwnj;Siri&zwnj; AI.<br/>
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Apple expects constraints on the Mac and &zwnj;iPad&zwnj; in the December quarter, primarily driven by memory because demand has been higher than expected.<div class="linkback">Tag: <a href="https://www.macrumors.com/guide/earnings/">Earnings</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/02/apple-q4-2026-earnings-takeaways/">Apple&#039;s Q4 2026 Earnings Call Takeaways</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apples-q4-2026-earnings-call-takeaways.2493494/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple Dodges Question on More Price Hikes as Memory Costs Climb</title>
		<link>https://www.macrumors.com/2026/11/02/apple-memory-costs-increase-december/</link>
		<comments>https://forums.macrumors.com/threads/apple-dodges-question-on-more-price-hikes-as-memory-costs-climb.2493491/</comments>
		<pubDate>Tue, 03 Nov 2026 00:02:11 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/02/apple-memory-costs-increase-december/</guid>
		<dc:creator>Juli Clover</dc:creator>
		<category>Apple</category>
		<category>Rumors</category>
		<category>Mac</category>
		<category>iOS</category>
		<category>iPhone</category>
		<category>iPad</category>
		

		<description><![CDATA[Apple expects memory costs to continue to increase in the December quarter and beyond, CEO John Ternus said during <a href="https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/">today's earnings call</a>. Ternus, COO Sabih Khan, and CFO Kevan Parekh all commented on Apple's struggle with memory.<br/>
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<img src="https://images.macrumors.com/article-new/2026/10/m6-macbook-pro-blue.jpg" alt="" width="2500" height="1406" class="aligncenter size-full wp-image-1074408" /><br/>
"What we're seeing with memory pricing right now is unprecedented," said Ternus. He said Apple saw higher memory costs in the September quarter, and the December quarter will be worse. "Looking beyond the December quarter, we see the pricing for memory purchases continuing to increase," he said.<br/>
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Apple was able to offset September costs by using memory it stockpiled at lower prices and securing lower prices on some non-memory components. Apple expects the same factors to cover some of the December increases, along with price increases on iPads, Macs, and iPhones in June and September.<br/>
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An analyst asked if prices could increase again, but Khan, who took the question, avoided offering a direct answer. Parekh said Apple's price increases were done "reluctantly" and the company is trying to balance the impact.<br/>
<blockquote>I think what we try to do is evaluate, and in doing that, we evaluate the unit's revenue margin, and we're really being thoughtful and deliberate at evaluating kind of the short-term and long-term considerations. And we really believe we're balancing this well.</blockquote><br/>
Ternus said Apple expects a declining benefit from pre-purchasing memory over time. Apple's inventory more than doubled year over year to &#36;14.5 billion, which suggests Apple is buying up memory before prices go up yet again. "As we work to improve supply, our manufacturing purchase obligations have increased by &#36;33 billion from June to the September quarter, which you'll see in our annual filing when it comes out tomorrow," he said.<br/>
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Apple expects gross margin to drop from 47.9 percent in the September quarter to 45 to 46 percent in the December quarter, primarily because of higher memory costs, plus some <a href="https://www.macrumors.com/guide/siri/">Siri</a> AI costs. Mac and <a href="https://www.macrumors.com/roundup/ipad/">iPad</a> supplies will be constrained in the December quarter because of memory issues.<br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/02/apple-memory-costs-increase-december/">Apple Dodges Question on More Price Hikes as Memory Costs Climb</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-dodges-question-on-more-price-hikes-as-memory-costs-climb.2493491/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple CEO Ternus Says iPhone Duo Shortages Have No End Date in Sight</title>
		<link>https://www.macrumors.com/2026/11/02/iphone-duo-shortages-no-end/</link>
		<comments>https://forums.macrumors.com/threads/apple-ceo-ternus-says-iphone-duo-shortages-have-no-end-date-in-sight.2493487/</comments>
		<pubDate>Mon, 02 Nov 2026 22:03:23 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/02/iphone-duo-shortages-no-end/</guid>
		<dc:creator>Juli Clover</dc:creator>
		<category>iPhone Duo</category>
		<category>John Ternus</category>
		

		<description><![CDATA[Apple is unable to meet demand for the <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a> and there's no timeline for when the company will catch up, CEO John Ternus told <em><a href="https://www.reuters.com/business/retail-consumer/apple-results-beat-wall-street-expectations-on-strong-iphone-sales-2026-11-02/">Reuters</a></em> following <a href="https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/">today's earnings report</a>.<br/>
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<img src="https://images.macrumors.com/article-new/2026/10/hero_medium_2x-feature1.jpg" alt="" width="1466" height="825" class="aligncenter size-full wp-image-1072525" /><br/>
<blockquote>Duo is constrained as of today. The ramp is going well, and we're working hard to get it to as many customers as quickly as possible, but at this point, we're not able to predict when supply and demand will be in balance.</blockquote><br/>
Ternus commented on the display issues some customers have seen, saying that "a very small percentage" of units have been returned and Apple is offering replacements.<br/>
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&zwnj;iPhone Duo&zwnj; orders placed today have delivery estimates in January, and stores have had little stock for online reservations.<br/>
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Last week, Apple said it was <a href="https://www.macrumors.com/2026/10/26/iphone-duo-crack-apple-response/">aware of an issue</a> impacting the inner display of some units, and it directed customers with an issue to contact <a href="https://www.macrumors.com/guide/applecare/">AppleCare</a>.<br/>
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Apple reported a September quarter revenue record of &#36;114.5 billion, up 12 percent from last year. Duo sales are not included because the device did not go on sale until after the quarter had ended.<div class="linkback">Related Roundup: <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a></div><div class="linkback">Tag: <a href="https://www.macrumors.com/guide/john-ternus/">John Ternus</a></div><div class="linkback">Buyer's Guide: <a href="https://buyersguide.macrumors.com/#iPhone-Duo">iPhone Duo (Buy Now)</a></div><div class="linkback">Related Forum: <a href="https://forums.macrumors.com/forums/iphone.99">iPhone</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/02/iphone-duo-shortages-no-end/">Apple CEO Ternus Says iPhone Duo Shortages Have No End Date in Sight</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-ceo-ternus-says-iphone-duo-shortages-have-no-end-date-in-sight.2493487/">Discuss this article</a> in our forums<br/><br/>]]></description>
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		<title>Apple Reports 4Q 2026 Results: &#36;30.7B Profit on &#36;114.5B Revenue</title>
		<link>https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/</link>
		<comments>https://forums.macrumors.com/threads/apple-reports-4q-2026-results-30-7b-profit-on-114-5b-revenue.2493486/</comments>
		<pubDate>Mon, 02 Nov 2026 21:38:09 +0000</pubDate>
		<guid isPermaLink="false">https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/</guid>
		<dc:creator>Jordan Golson</dc:creator>
		<category>Featured</category>
		<category>Earnings</category>
		

		<description><![CDATA[Apple today <a href="https://www.apple.com/newsroom/2026/11/apple-reports-fourth-quarter-results/">announced</a> financial results for the fourth fiscal quarter of 2026, which corresponds to the third calendar quarter of the year. The quarter included a number of August and September product releases from Apple, as well as the CEO transition from <a href="https://www.macrumors.com/guide/tim-cook/">Tim Cook</a> to John Ternus that took place on September 1.<br/>
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<img src="https://images.macrumors.com/article-new/2026/11/aapl-4q26-line.jpg" alt="" width="1726" height="766" class="aligncenter size-full wp-image-1075213" /><br/>
For the quarter, Apple posted revenue of &#36;114.5 billion and net quarterly profit of &#36;30.7 billion, or &#36;2.10 per diluted share, compared to revenue of &#36;102.5 billion and net quarterly profit of &#36;27.5 billion, or &#36;1.85 per diluted share, in the <a href="https://www.macrumors.com/2025/10/30/apple-4q-2025-earnings/">year-ago quarter</a>.<br/>
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Gross margin for the most recent quarter was 47.9 percent, compared to 47.2 percent in the year-ago quarter. Apple also declared a quarterly dividend payment of &#36;0.27 per share, payable on November 16 to shareholders of record as of November 12.<br/>
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Apple set September quarter records for total revenue, iPhone revenue, and earnings per share, and an all-time record for Services revenue.<br/>
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For the full fiscal year, Apple recorded &#36;478.8 billion in sales and &#36;132.2 billion in net income, compared to previous record highs of &#36;416.2 billion in sales and &#36;112.0 billion in net income set in fiscal 2025.<blockquote>"Today, Apple is proud to report a September quarter revenue record of &#36;114.5 billion, up 12 percent from a year ago, with iPhone reaching a September quarter record and Services reaching an all-time high, capping off our best fiscal year ever," said John Ternus, Apple's CEO. "We're closing the year with our most ambitious lineup yet. That includes the iPhone Duo, the most transformational iPhone since the original, alongside iPhone 18 Pro and iPhone 18 Pro Max, our most powerful iPhones yet. We also just introduced a whole new generation of hardware for the home and brought Touch to Mac for the first time. Together with the all-new Siri AI, it's an incredible lineup to carry us into the holiday season."</blockquote><br/>
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<img src="https://images.macrumors.com/article-new/2026/11/aapl-4q26-pie.jpg" alt="" width="2484" height="1236" class="aligncenter size-full wp-image-1075214" /><br/>
Apple will <a href="http://www.apple.com/investor/earnings-call/">provide live streaming</a> of its fiscal Q4 2026 financial results conference call at 2:00 pm Pacific, and <em>MacRumors</em> will update this story with coverage of the conference call highlights.<br/>
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<b>Conference call recap ahead...</b><br/>
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<b>1:39 pm</b>: Apple's share price is down about a quarter of a percentage point in after-hours trading following the earnings release, after dropping 1.8% in regular trading today.<br/>
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<b>1:40 pm</b>: "Apple delivered September quarter records for net income and EPS. Our record September quarter capped off a strong fiscal 2026, with all-time record revenue of &#36;479 billion and double-digit EPS growth," said Kevan Parekh, Apple's CFO. "We generated &#36;28 billion in operating cash flow during the quarter, allowing us to return &#36;28 billion to shareholders. Thanks to our very high levels of customer satisfaction and loyalty, our installed base of active devices reached a new all-time high across all major product categories and geographic segments."<br/>
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<b>1:42 pm</b>: Year-over-year revenue change by product segment: Mac up 23.7%, iPhone up 17.5%, Services up 9.8%, Wearables down 7.9%, and <a href="https://www.macrumors.com/roundup/ipad/">iPad</a> down 10.4%.<br/>
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<b>1:44 pm</b>: Revenue performance by geographic segment: Greater China up 21.0%, Rest of Asia Pacific up 15.0%, Europe up 11.5%, Americas up 10.2%, and Japan down 1.4%.<br/>
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<b>1:58 pm</b>: Apple's quarterly earnings call with analysts will begin momentarily. Expected on the call are Apple CEO John Ternus and CFO Kevan Parekh.<br/>
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<b>2:00 pm</b>: The call is beginning.<br/>
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<b>2:02 pm</b>: We're starting with the standard notices about forward-looking statements from investor relations head Suhasini Chandramouli. "Apple assumes no obligation to update any forward-looking statements, which speak only as of the date they are made."<br/>
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<b>2:02 pm</b>: John: "Hello, everyone, and thanks for joining us. It's a privilege to be with you for the first time as Apple CEO. I'm honored to represent our teams and the work they do every day."<br/>
<br/>
<b>2:03 pm</b>: "Today, Apple is pleased to report &#36;114.5 billion in revenue, up 12% from a year ago, and a September quarter record. These results helped Apple achieve its best ever fiscal year for revenue and EPS."<br/>
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<b>2:04 pm</b>: He's going over recent launches, including the <a href="https://www.macrumors.com/roundup/iphone-18-pro/">iPhone 18 Pro</a> and Duo, as well as the touch <a href="https://www.macrumors.com/roundup/macbook-pro/">MacBook Pro</a>, new <a href="https://www.macrumors.com/roundup/imac/">iMac</a> and &zwnj;iPad&zwnj; Mini, and new Apple Watch and AirPods models, and the new smart home products.<br/>
<br/>
<b>2:05 pm</b>: "I'm feeling great about the opportunities ahead for Apple, from our product roadmap and broad range of services to promising areas like health, emerging markets, enterprise, and education. As one example, we recently secured our biggest education deal ever for Mac with the Department of Education in the Philippines. They're going to deploy 170,000 MacBook Neos to teachers and staff."<br/>
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<b>2:06 pm</b>: "Apple is the greatest company in the world, we've assembled an extraordinary collection of talent: the best engineers, designers, developers, and experts in every corner of our business, from our supply chain to our stores. Every day, we bring the right people together with the best ideas to build products and services that change lives. Guided by a foundational set of values and a belief that the best technology should make a better world. We do that by making products that are powerful and intuitive and meet Apple's uncompromising standards for quality, performance, design, and durability. That's the Apple experience customers love."<br/>
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<b>2:06 pm</b>: "Apple Services amplify the experience of every device, helping people work, play, listen, watch, and stay connected to the world around them. I'm delighted with where our services business is today and where it's going. And with an installed base of more than 2.5 billion active devices, I'm looking forward to expanding our offerings and improving the lives of users around the world."<br/>
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<b>2:07 pm</b>: "We see tremendous opportunity in AI as well. <a href="https://www.macrumors.com/guide/siri/">Siri</a> AI marks a new chapter in AI at Apple. It is a completely reimagined assistant that is powerful, personal, private, and deeply relevant to our users' daily lives. &zwnj;Siri&zwnj; AI picks up what's relevant to our users, understands what's on their screen, and holds a natural conversation, all to help them with the things they do every day. It's the &zwnj;Siri&zwnj; we've always wanted."<br/>
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<b>2:07 pm</b>: "We are very pleased with the reviews and feedback we've received, and we're so excited that more and more users are getting to experience it."<br/>
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<b>2:07 pm</b>: "Then there's Mac, which is having an AI moment all its own. Mac is what brought me to Apple, and through the years, it has opened a world of possibilities. More than 40 years after the first Mac, the category is having its biggest moment yet."<br/>
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<b>2:08 pm</b>: "From Mac to iPhone to &zwnj;iPad&zwnj;, we are proud that our products are the best platforms in the industry for AI, for both first-party and third-party applications, and we're excited about the opportunities that creates. Ultimately, everything we do at Apple is for our users."<br/>
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<b>2:08 pm</b>: "We had an excellent quarter at Apple. In addition to September quarter and fiscal year records in total company revenue, iPhone set a September quarter revenue record, capping its best fiscal year ever."<br/>
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<b>2:09 pm</b>: "Services achieved an all-time record during the quarter to close out our best year ever there too. We grew in the vast majority of markets we track, setting September quarter records in the Americas, Europe, Greater China, and the rest of Asia Pacific. We also set September quarter revenue records in both developed and emerging markets. In addition to an all-time record in India."<br/>
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<b>2:09 pm</b>: "iPhone revenue was &#36;57.6 billion for the September quarter, up 17% from a year ago, despite supply constraints and foreign exchange headwinds, we grew strong double digits in the U.S. and Greater China to achieve September quarter revenue records. We also set a September quarter record for upgraders worldwide, as well as in the U.S., China Mainland, and India, helping to deliver our best fiscal year ever for upgraders globally."<br/>
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<b>2:10 pm</b>: He's back to touting the strong response to the &zwnj;iPhone 18 Pro&zwnj; and Duo.<br/>
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<b>2:12 pm</b>: "Turning to Mac, revenue was &#36;10.8 billion, up 24% from a year ago, despite supply constraints. We had double-digit growth in the majority of markets we track, and particularly strong performance in our emerging markets, where we set a September quarter revenue record. We also set a September quarter record for customers new to the Mac. According to IDC, we gained share globally during the quarter and for the full fiscal year, and we have never sold more Macs in a fiscal year than we did this time, which is a truly remarkable testament to these incredible products."<br/>
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<b>2:12 pm</b>: He's again going over the recent Mac announcements.<br/>
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<b>2:13 pm</b>: "Now turning to &zwnj;iPad&zwnj;, where revenue was &#36;6.2 billion for the September quarter." Then he began talking about the new <a href="https://www.macrumors.com/roundup/ipad-mini/">iPad mini</a>, without elaborating on &zwnj;iPad&zwnj;'s numbers.<br/>
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<b>2:13 pm</b>: "In Wearables, Home, and Accessories, revenue was &#36;8.3 billion for the September quarter." He then went into talking about the new products that were recently launched.<br/>
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<b>2:15 pm</b>: "Services revenue was &#36;31.6 billion, up 10% from a year ago, and an all-time record. We saw double-digit growth in the majority of markets that we track, and we set all-time revenue records in the Americas and Europe, as well as the September quarter record in the rest of Asia Pacific."<br/>
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<b>2:16 pm</b>: "Turning to <a href="https://www.macrumors.com/roundup/apple-pay/">Apple Pay</a>, we recently launched in India with Access Bank, bringing a seamless, safe, and secure way to pay in one of the biggest markets in the world. Today, &zwnj;Apple Pay&zwnj; is available in over 90 markets, giving customers around the world peace of mind built into every transaction."<br/>
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<b>2:17 pm</b>: "People love Apple products and services for the countless ways they make life easier, more enjoyable, and just plain better. They also count on Apple to create technology responsibly, built the right way, not the easy way."<br/>
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<b>2:18 pm</b>: "We're also pleased to be doing more and more manufacturing in the United States through our American Manufacturing Program. We're deepening partnerships with suppliers across the country... Nearly 100 components in our newest iPhones come from American companies in more than a dozen states. All told, Apple supports more than 450,000 American jobs with 1000s of suppliers and partners across all 50 states."<br/>
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<b>2:18 pm</b>: "I am proud of what we've accomplished this quarter, and I'm excited for what's ahead. ahead. We have everything we need to be extraordinarily successful, and with this team, this vision, this mission, and these values, I have no doubt that we will."<br/>
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<b>2:18 pm</b>: We're switching to Kevan now for more details into the numbers.<br/>
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<b>2:19 pm</b>: "Our revenue of &#36;114.5 billion was up 12% year over year, a September quarter revenue record. This strong performance was despite sequential foreign exchange headwinds of nearly two percentage points, as well as supply constraints on iPhone, Mac, and &zwnj;iPad&zwnj;."<br/>
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<b>2:19 pm</b>: "Products revenue was &#36;82.9 billion, up 12 percent year over year, driven by strong double-digit growth on iPhone and Mac. Our install base of over two and a half billion active devices has reached another all-time high across all major product categories and geographic segments."<br/>
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<b>2:20 pm</b>: "Services revenue was &#36;31.6 billion, up 10 percent year over year. We saw strong performance in many services categories, with all-time records in video, cloud services, payment services, and advertising, and a September quarter record in music."<br/>
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<b>2:20 pm</b>: "Company gross margin was 47.9%, and products gross margin was 37.2%. These both included a benefit from tariff refunds, which had a favorable impact of approximately one percentage point in the September quarter. When you remove the tariff refunds from both the June and September quarter, both company and products gross margin would be down about one point sequentially, primarily driven by higher memory costs. As of the September quarter, we have received the vast majority of the refunds related to tariffs paid. Services gross margin was 76%, up 40 basis points sequentially."<br/>
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<b>2:21 pm</b>: "Operating expenses came in at &#36;19.2 billion, up 21% year over year as we continued to make investments in R and D. Net income was &#36;37 billion. Diluted earnings per share was &#36;2.10, up 14% year over year, and included five cents of favorable impact from tariff refunds. Both net income and EPS set September quarter records, even when excluding the tariff refund benefit. Operating cash flow was also very strong at &#36;28.1 billion."<br/>
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<b>2:21 pm</b>: "This performance marked our best fiscal year yet, with &#36;478.8 billion in revenue, up 15% year over year, and a fiscal year record for EPS of &#36;8.98, up 20% year over year."<br/>
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<b>2:22 pm</b>: "iPhone revenue was &#36;57.6 billion, up 17 percent year over year, despite supply constraints. We grew double digits in the majority of markets we track, and we also reached September quarter revenue records across both developed and emerging markets. As John mentioned, it was a record year for the total company, and we also had our best year ever for iPhone, both worldwide and in every geographic segment. The iPhone active install base grew to an all-time high, and iPhone had a record year for upgraders globally and in several markets, including the U.S., China mainland, India, and Japan. According to a recent survey from World Panel, iPhone was a top-selling model in the U.S., urban China, India, the UK, Germany, Australia, and Japan."<br/>
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<b>2:23 pm</b>: "Mac revenue was &#36;10.8 billion, up 24% year over year, despite supply constraints. This performance was driven by the strength of the <a href="https://www.macrumors.com/roundup/macbook-neo/">MacBook Neo</a> and &zwnj;MacBook Pro&zwnj;. We saw double-digit growth in both developed and emerging markets, with all-time records in markets like India and Southeast Asia. Emerging markets continued to see strong performance on Mac, resulting in Mac's best fiscal year there, driven by record upgraders and customers new to the Mac."<br/>
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<b>2:23 pm</b>: "&zwnj;iPad&zwnj; revenue was &#36;6.2 billion, down 10% year over year, driven by the supply constraints I mentioned earlier, as well as a continued difficult compare against the launch of the A16-powered &zwnj;iPad&zwnj; in the prior year. The &zwnj;iPad&zwnj; install base reached an all-time high during the quarter, and over half of the customers who purchase an &zwnj;iPad&zwnj; were new to the product."<br/>
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<b>2:23 pm</b>: "Wearables, Home and Accessories revenue was &#36;8.3 billion, down 8% year-over-year as we face a difficult compare against the launch of the Watch SE 3 and the <a href="https://www.macrumors.com/roundup/airpods-pro/">AirPods Pro 3</a> in the prior year. The wearables install base reached a new all-time high in over half of customers who bought an Apple Watch in the quarter were new to the product."<br/>
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<b>2:24 pm</b>: "Services revenue set an all-time record of &#36;31.6 billion, up 10%. year over year, despite over one and a half points of sequential FX headwinds. We set all-time revenue records in the majority of markets we track, including several emerging markets like Latin America and India. We are optimistic about the long-term future of our services business, with our large install base of over two and a half billion active devices, we have an incredibly strong foundation for growth opportunities."<br/>
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<b>2:24 pm</b>: "Our services continue to attract more customers, and both transacting and paid accounts reached new all-time highs in the quarter. We also have over one and a half billion paid subscriptions, which grew double digits during the quarter, reaching an all-time high."<br/>
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<b>2:26 pm</b>: "Let's turn to our cash position and capital return program. We ended the quarter with &#36;137 billion in cash and marketable securities and &#36;80 billion in total debt. During the quarter, we returned &#36;28 billion to shareholders. This included &#36;3.9 billion in dividends and equivalents, and &#36;24 billion in share repurchases."<br/>
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<b>2:26 pm</b>: "We expect our December quarter total company revenue to grow between seven and 10% year over year, which reflects. which reflects our best view of constrained supply. We expect this to be the best quarter for revenue in the history of the company."<br/>
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<b>2:27 pm</b>: "We expect services revenue to grow between eight and 9% year over year in the December quarter. This contemplates sequential headwinds, primarily driven by third-party licensing and foreign exchange. We expect gross margin to be between 45% and 46%. This includes primarily the impact of higher memory costs, as well as some costs related to the ramp of &zwnj;Siri&zwnj; AI."<br/>
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<b>2:27 pm</b>: "We expect operating expenses to be between &#36;20.4 billion and &#36;20.8 billion. We expect OINE to be around &#36;300 million, excluding any potential impact from the mark-to-market of minority investments, and our tax rate to be around 17 percent."<br/>
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<b>2:28 pm</b>: John is introducing Apple COO Sabih Khan. "Many of you know Sabih from his work with worldwide operations and supply chain, leading many important functions at Apple, including manufacturing, <a href="https://www.macrumors.com/guide/applecare/">AppleCare</a>, environmental efforts, and supplier partnerships around the world. Sabih and his team are the reason we're able to build and deliver products at a scale and a and of a caliber unlike anyone else out there. I've asked Sabih to join Kevin and me on these calls as we take your questions."<br/>
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<b>2:29 pm</b>: Q: On the <a href="https://www.macrumors.com/roundup/iphone-18/">iPhone 18</a>, the standard model was left out of the September lineup. I was just wondering if you could share some of the reasons why, whether there were some supply constraints and component-related things that led to that decision, or if it had to do with the launch of the Duo, any color there would be helpful.<br/>
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A: We were thrilled to introduce the <a href="https://www.macrumors.com/roundup/iphone-duo/">iPhone Duo</a> and 18 Pro earlier this year in September, and we have <a href="https://www.macrumors.com/roundup/iphone-17/">iPhone 17</a>, <a href="https://www.macrumors.com/roundup/iphone-air/">iPhone Air</a>, and 17e continuing to kind of round out this incredibly strong lineup for the holidays. So obviously, we don't make any comments about future roadmap, but we're excited about where we're at.<br/>
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<b>2:31 pm</b>: Q: My second question is just around <a href="https://www.macrumors.com/guide/icloud/">iCloud</a>+. It seems like it's becoming a more strategic product, just given the tie-in with home security as well as the potential monetization opportunity for <a href="https://www.macrumors.com/guide/apple-intelligence/">Apple Intelligence</a>. So I was just wondering, what are you seeing on &zwnj;iCloud&zwnj; Plus? Are there any tailwinds in terms of attach rates? You know, just particularly given the the rising cost for increased storage options on iPhone and the company's push into home products.<br/>
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A: I think you know we just in the September quarter had an all-time record for our cloud services for revenue, and you know you mentioned &zwnj;iCloud&zwnj; Plus. This is something we're very excited about. We have these &zwnj;iCloud&zwnj; Plus plans that now include <a href="https://www.macrumors.com/roundup/apple-tv/">Apple TV</a> and <a href="https://www.macrumors.com/guide/apple-arcade/">Apple Arcade</a> in more than 100 countries and regions where we think we can really reach you know new potential subscribers, and then as you mentioned, you know we think there's good opportunities on &zwnj;Apple Intelligence&zwnj;. You know there's going to be some usage limits on features that rely on server-side models, which include &zwnj;Siri&zwnj; AI and intelligent photo editing, some other things like that, and so anyone who needs greater capacity will be able to purchase expanded access in the future. So kind of to your point, in the beginning, &zwnj;iCloud&zwnj; tiers are largely about storage, but we've been you know adding more capabilities and features to it.<br/>
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<b>2:32 pm</b>: Q: As the world of AI evolves from chatbots to consumer agents, it seems like there are growing opportunities for Apple. It also seems like there are risks. And John, I'd just love to get your perspective on what role you want Apple in &zwnj;Siri&zwnj; AI to play in kind of this consumer agentic AI landscape, and just how you look at any potential risks of some of these agents trying to encroach in your services. <br/>
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A: First and foremost we're incredibly excited to launch &zwnj;Siri&zwnj; AI alongside you know the the latest generation of &zwnj;Apple Intelligence&zwnj; features. &zwnj;Siri&zwnj; has long been popular with our users with more than two and a half billion requests every day, and with &zwnj;Siri&zwnj; AI we really have the kind of the &zwnj;Siri&zwnj; that we we always wanted. You know it's primarily request-based today, but as we talked about at WWDC, it's built on a modern orchestrator-driven architecture that gives us real room to expand its capabilities over time. As far as agentic capabilities, you know, we think these are promising tools for users. We just want to make sure that users are aware of what they're giving access to. We want to make sure this is done in a way that protects security and privacy. So, you know, we're pushing really hard on on that with &zwnj;Siri&zwnj; AI, but we're also really encouraged the fact that Apple devices we think are the best places to use all forms of AI.<br/>
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<b>2:35 pm</b>: Q: How should we think about the durability of services growth. Just you know, I realized that was 10% in the September quarter. We're a little bit below that in the December quarter. You know, as certain things like search evolves and regulatory changes impact app store monetization, are there new services that we should be looking towards that you believe can become a more sizable offset to maybe take some pressure off these historically important revenue streams? <br/>
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A: We talked about during the September quarter, services grew by 10% year over year, and we look at that relative to the June quarter. You know, foreign exchange was the main driver in that change on year-on-year growth rate sequentially, you know we saw we continue to see strong performance in September in many of our service categories: all-time records in video, cloud services, payment services, and advertising, including our first-party Apple ads, and September quarter record in music. But I think it's important to kind of step back also and look at the progression of what we've seen in our services business over the last several quarters, I think it's an important backdrop, and so we spoke about in the last call. You know, we expected foreign exchange to be the largest driver of the change in the year-on-year growth rate from the March to September quarter. This ended up being a significant headwind of about four percentage points, and we expect additional sequential headwind of about another half of a percentage point for the services business as we go into the December quarter. We've also seen some factors that impacted the performance of the <a href="https://www.macrumors.com/guide/app-store/">App Store</a>. And during the September quarter, the performance on the &zwnj;App Store&zwnj; was similar to the prior year, and we had a record number of paid subscriptions with double-digit growth for third-party apps on the &zwnj;App Store&zwnj;. At the same time, we did see some headwinds in mobile gaming that we've talked about before, and expect to see those continue into the December quarter. And keep in mind, we also made some changes to the &zwnj;App Store&zwnj; business model in certain countries, and in the U.S. we continue to operate under a court ruling impacting the link out transactions.<br/>
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As we move ahead, we expect services growth to to be between 8 to 9%, as I mentioned in the prepared remarks in the December quarter. And this outlook contemplates our best estimates on sequential headwinds, primarily from you know third-party licensing and the additional half percentage point of foreign exchange I just mentioned.<br/>
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I think you know fundamentally we feel really good about the long-term opportunity that we have in our services business. You know we see continued growth in the install base of over 2.5 billion active devices, which is fundamentally the foundation for future growth, as more customers are able to experience our products and services. You know, example of this during the September quarter, &zwnj;App Store&zwnj; saw a record number of nearly a billion average weekly visitors, and we saw growth in the number of users who are paying for at least one service, reaching an all-time high. Another good example of this in India, we recently launched &zwnj;Apple Pay&zwnj; with Access Bank, bringing you know the seamless, safe, secure way to pay to one of the biggest markets in the world, and then on top of all this, as we talked about, we think you know intelligence is going to be another opportunity as well. So overall, we're feeling really good about about where we're headed in the long term.<br/>
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<b>2:37 pm</b>: Q: You sort of described the iPhone as an intelligent personal hub in your opening comments, and you know, as personal AI agents become more prominent, do you see the potential for the primary customer relationship to shift from the device to the agent over time? And really, given Apple's integration of you know silicon hardware and software, where do you see the greatest opportunity to combine things like personal context and on-screen awareness into an agent that that can perhaps move beyond answering questions? And how far along do you think &zwnj;Siri&zwnj; is in bringing those pieces together right now?<br/>
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A: We really do think of the the iPhone as the intelligent personal hub. I mean, if you think about it, so much of your personal data is on your iPhone. You know, whether it's your your contacts, your communications, health data, financial data, all of that, and &zwnj;Siri&zwnj; can tap into that and help you access it in a way that's very secure and private, and and that nobody else has access to. Even Apple doesn't have access to it, and so we think that is a a core kind of differentiator that that we're excited about, and we're going to continue to to push on that. And so I think this is an area that we feel really really good about.<br/>
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<b>2:40 pm</b>: Q: The December quarter gross margin. I'm wondering if you'd spend a bit of time on that. I think if I exclude all the tariff refunds, you started implying gross margin would be down about 140 basis points sequentially, at least. Can you separate how much of this is maybe commodity memory inflation versus mix versus you called out &zwnj;Siri&zwnj; AI RAM costs as well? Can you just talk about what the different moving parts are as you think about the sequential.<br/>
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A: We talked about a gross margin you know outlook between 45 and 46%. As you said, when you remove the benefit of the tariff free funds in September, the midpoint of the ranges it declined sequentially in the magnitude you mentioned. We expect most of that decline to be driven by higher memory costs.<br/>
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Let me give you an overall view on memory. What we're seeing with memory pricing right now is is unprecedented, and as we said earlier in the September quarter, we did see higher memory costs as compared to the June quarter, which were partly offset by the benefit of carrying inventory and lower costs on certain non-memory components. Now, for the December quarter, we expect even higher memory costs, partly offset by a few factors. So, as you know, we changed the price on many of our products, including Mac and &zwnj;iPad&zwnj;, at the end of June and iPhone in September, and these price increases provided some offset. We also expect to see some benefit from carry-in inventory in the December quarter as well, as well as lower costs on certain non-memory components. And looking beyond the December quarter, we see the pricing for memory purchases continuing to increase. As we said before, we do believe we'll see a decreasing benefit from the carry-in inventory on memory over time. <br/>
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And there's one more thing I wanted to add. As we work to improve supply, our manufacturing purchase obligations have increased by &#36;33 billion from June to the September quarter, which you'll see in our annual filing when it comes out tomorrow.<br/>
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As we continue to roll out &zwnj;Siri&zwnj; AI to more customers, the associated cloud costs will be recognized through services cost to sales. And consistent with how we've always accounted for Map, &zwnj;Siri&zwnj;, and &zwnj;iCloud&zwnj; for the devices we sell that include these bundled services, we defer a portion of the revenue and recognize it over the life of the device. So, our hardware deferrals as of the December quarter will reflect the addition of &zwnj;Siri&zwnj; AI. Both of these items will have an impact to the gross margin. But as always, we you know we look to continue to make the investments necessary to support the business, and we also see a you know wide range of ways that AI can contribute to revenue growth over time. So on the product side, you know we feel AI offers a compelling reason for customers to upgrade and switch in order to get the latest capabilities, and we also feel those opportunities across third-party apps and partnerships as well as first-party opportunities, as John highlighted earlier, with the expanded access to you know server-side features of &zwnj;Siri&zwnj; AI and Apple intelligence features as well.<br/>
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<b>2:42 pm</b>: Q: I wanted to ask you about your cash neutral policy. On one of the previous calls, you guys said that you weren't going to focus on that anymore, and that that that was not no longer the policy. What do you how under your leadership? What do you mean by that? Do you do you mean like you may go to net debt to buy back stock or do some M and A or go go the opposite way and hoard some cash again? Your thoughts on that would be welcome.<br/>
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A: We did talk about the fact that we we're no longer using net cash neutral as a target. I think as we we explained on the last call or the last time we talked about that was the fact that we think it makes sense to evaluate our cash and debt position independently, and making sure we can optimize that and giving us the right flexibility. We remain committed to our capital allocation philosophy, which is we're going to invest everything we need to put in, you know, invest in our business and return excess cash to shareholders. And so we continue to maintain that discipline, and we do think this removal of net cash neutral just gives us flexibility to optimize so we can make the right investments with the company.<br/>
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<b>2:43 pm</b>: Q: I realize you only guide one quarter at a time, but you know, from the 8 to 9%, when you think long term, I was wondering if you're willing to say you think whether it can accelerate from there and and whether AI could help you launch new services we haven't thought of yet that are accretive to the growth rate there.<br/>
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A: I think you heard John talk about a lot of the long-term attributes that really you know feel give us optimism about the long-term opportunity in our services business. Again, we talked about things like the install base of over two and a half billion active devices. You know, we obviously saw you know a record number of weekly visitors in the &zwnj;App Store&zwnj; in September quarter. We also continue to see growth in users who are paying for at least a service, reaching all-time high in both, you know, transacting and paid accounts. We're excited about emerging markets. We talked about the launch of &zwnj;Apple Pay&zwnj; in India, but we continue to see good momentum in emerging markets in our services business, where we had double-digit growth. And so, we continue to feel really bullish about, you know, all the different elements as we as we look at the longer arc of time. And I think, as John mentioned, we are continuing to improve the features and reach of existing and new services as well. You know the example was the expansion of &zwnj;iCloud&zwnj; plans to include &zwnj;Apple TV&zwnj; and Arcade, obviously reaching you know you know a lot of new potential subscribers. &zwnj;AppleCare&zwnj; One Families another example of that. And so you know we continue to look for opportunities you know to grow our services business.<br/>
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<b>2:45 pm</b>: Q: You're now competing for memory more so versus historically from pretty well capitalized companies who are signing long term agreements. So my question is: Is Apple changing anything in the way that you are procuring memory? How do you think about the progression of memory over time, and if it continues to be a headwind, is pricing also going to remain dynamic and potentially move higher?<br/>
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A: We have worked with many of our suppliers for decades, and we deeply value their partnership over the years. We know our products would simply not be possible without them, and we look forward to continuing our work together. We're always working hard to improve supply, and as John said earlier, we our manufacturing purchase obligations have increased by &#36;33 billion from the June to the September quarter. <br/>
<br/>
We're trying to manage through this with a number of actions. You were just talking about the fact we're continuing to pursue lower costs and non-memory components. John mentioned the fact that we have some benefit of care in inventory, and you know we did reluctantly make the decision to change pricing on a number of our products, right? Starting with the &zwnj;iPad&zwnj; and Mac in the June timeframe, and then iPhone more recently in September. I think what we try to do is evaluate and doing all that we evaluate the unit's revenue and margin, and we're really being thoughtful and deliberate at evaluating kind of the short term and long term considerations. And we really believe we're balancing this well.<br/>
<br/>
<b>2:46 pm</b>: Q: It's the early days of launching this, can you give us some sense of how the token consumption associated with &zwnj;Siri&zwnj; AI is being done on-device versus private cloud compute versus GCP? And have you started to see any acceleration of usage? And if it does accelerate really fast globally, would it change your outlook on what you need to spend for compute?<br/>
<br/>
A: We do envision, you know, &zwnj;Siri&zwnj; AI to kind of, you know, have queries that kind of are managed on device and also in the private cloud compute environment that we've outlined. The mix of that is still very early days, and so it's hard to predict exactly what the mix of those costs are going to look like. Obviously, on device, you know, it's very very efficient, no real costs associated with that. But on on the server side, you know, we would have some inference costs, and that's really the connection of the &zwnj;Siri&zwnj; AI related costs that I mentioned that would be you know recognized with services cost to sales. But I think again, we've just recently launched it and made it available to more users. And so in very very early stages of understanding the kind of mix of those costs, as well as any you know further requirements we might have on the compute side.<br/>
<br/>
<b>2:48 pm</b>: Q: On the duo, can I just ask, in terms of maybe your thoughts in terms of or learnings from the launch of the duo and the demand that you've seen on that front, and what are the sort of supply chain related issues that you're facing right now that you probably need to iron out if you're trying to meet <br/>
demand on that front? Any more visibility there in one when you reach supply demand balance?<br/>
<br/>
A: We're thrilled with the initial response on the &zwnj;iPhone Duo&zwnj;. &zwnj;iPhone Duo&zwnj; is constrained as of today. The ramp is going well, and we're working hard to get this revolutionary new product into the hands of our customers as quickly as possible. But at this time, it's really hard to predict when supply and demand will be in balance.<br/>
<br/>
<b>2:49 pm</b>: Q: You have mentioned supply chain constraints impacting September quarter and going into December, but any way to sort of help us think about whether those are getting overall for the company, are those increasing in terms of magnitude relative to serve the impact on revenue? And if you are willing to sort of quantify those impacts for September and December?<br/>
<br/>
A: During the September quarter, we experienced supply constraints on iPhone, Mac, and &zwnj;iPad&zwnj;, and this was driven by the high levels of demand. And as we've said before, we're seeing less flexibility in the supply chain than normal. The Q4 constraints were primarily driven by the availability of the advanced nodes our SOCs are produced on, but as we've transitioned more of our line up to the latest two nanometer technology nodes, constraints on advanced nodes are easing.<br/>
<br/>
For the December quarter, we expect constraints on Mac and &zwnj;iPad&zwnj;, primarily driven by memory, as demand has been higher than what we expected.<br/>
<br/>
<b>2:50 pm</b>: Q: I understand the memory price inflation. Kevin, it seems like it's probably like one to one and a half or two percentage points. Is this true and is there a availability issue with memory? Are you signing LTAs with memory suppliers so that availability not not an issue, even though pricing could still be an issue down the road? <br/>
<br/>
A: So as we said earlier, you know we are continuing to work to improve supply, and and you'll see that our manufacturing purchase obligations have increased by &#36;33 billion from the June to the September quarter.<br/>
<br/>
<b>2:51 pm</b>: Q: Any comments on the margin impact to think about going forward?<br/>
<br/>
A: So when we look at the the margin change from the June quarter to the September quarter, and you remove the impact of the tariffs from both the June quarter and September quarter. We saw about a one-point sequential change in margin, and that was driven entirely by memory impacts. Now we did have some offsets because the gross memory impact was larger than that, but we had some offsets that John talked about earlier, driven by you know the benefit of care and inventory, some offsets from non-memory costs, as well as you know some of the benefits of pricing, and so as as we talked about, we expect the you know the memory costs to continue to you know be a challenge for us as we look in the December quarter, and our guide contemplates that right now. If you look at the the midpoint, most of this central decline we're expecting for the December quarter we expect to be driven by higher memory costs.<br/>
<br/>
<b>2:52 pm</b>: Q: It seems like consumer AI agent space is seeing increasing competition with several app-based options. I'm just wondering, you know, when you look at the agent capability of &zwnj;Siri&zwnj; built into the OS class platform versus AI agents that are confined within an app architecture. How do you see that evolving?<br/>
<br/>
A: &zwnj;Siri&zwnj; right now is primarily request-based, and as we talked about before, it is built on a modern orchestrator-driven architecture. So we see you know opportunity to expand its capabilities over time. We think fundamentally, you know what's most important to us is that we're giving people these capabilities that are private and secure, and we're really focused on protecting people's data.<br/>
<br/>
<b>2:53 pm</b>: Q: Can you help us understand sort of the difference or maybe the delta of quantity versus price across sort of the product lineup? Because it certainly looks like you know you're looking at double digit growth across the iPhone and the Mac business, and we all know I think in the industry that there's been pretty strong price inflation across the PC Mac ecosystem and. And you guys mentioned that you've reluctantly taken price as well. So can you help us understand kind of what's the driving dynamics in that market? <br/>
<br/>
A: We don't normally provide that level of detail or color as we look at the outlook, other than to say, again, we we did guide to the 7 to 10% year on year, and again, just as a reminder, that is on top of a phenomenal December quarter last year, where revenue grew 16%. And so, you know, we don't provide the level of detail, but I would say it's early to really read price elasticity at this point in time. You know, the &zwnj;iPad&zwnj; and Mac were constrained since you know kind of we made those adjustments, and again, we just recently. recently just adjusted the price on iPhone, so it's really early to really assess any elasticity impact at this stage.<br/>
<br/>
<b>2:54 pm</b>: Q: Going back to the investment cycle, whether it's agentic, Siri-related, you know, it looks like you guys had you're coming off of a year of you know very aggressive investments in R & D to you know to fund the business going forward and to grow the business. You know, if I just think about kind of the commentary on Q1 of fiscal 27, certainly sounds like that spending is moderating a little bit. Can you maybe walk through some of the puts and takes in terms of what's driving that moderation in spend across the operating line items? <br/>
<br/>
A: Here we don't break out you know, detail on our outlook, but but I would you know reiterate the fact that for the December quarter, we do expect OpEx to grow between 11 and 13 percent year over year, which is driven by increased you know and continued investment in R&D, in particular AI. This growth rate is coming down, as you alluded from the levels of growth we had in FY '26. But you know, as we said before, we continue to significantly increase our overall investments in AI while continue to invest. in the product roadmap, and you know our December guide is a continued reflection of that. We feel confident that we're in spending what we need to spend to achieve our roadmap.<br/>
<br/>
<b>2:56 pm</b>: Q: Your latest MacBook Pros included more iOS features like Touch and <a href="https://www.macrumors.com/guide/dynamic-island/">Dynamic Island</a>, as well as obviously &zwnj;Siri&zwnj; AI. Should we anticipate further close linking of macOS and iOS features? Maybe even pointing at some point to a single unified OS, either for simplicity or to reduce costs?<br/>
<br/>
A: We are very proud of both the Mac and the &zwnj;iPad&zwnj;, and and I think what you've seen over the years is we've really enjoyed the ability to bring features and capabilities across the ecosystem and and create you know really compelling features that span you know things between handoff between iPhone and Mac and &zwnj;iPad&zwnj;. And so when we when we design the product, we're looking at how can we make the best version of each and every product. And if you look at what we just did last week with the &zwnj;MacBook Pro&zwnj;, we took a huge leap forward. These these MacBook Pros are better in every way than the the ones that came before them, and we're really proud of that. And so we don't we don't have any fundamentally different changes that we're planning right now. Nor would we talk about it anyway.<br/>
<br/>
<b>2:57 pm</b>: Q: We saw two years of declines in China sales, and then this year, Apple obviously grew a very healthy 28% in FY 26. Can you talk through to what you attribute that recovery, and whether you think Greater China can sustain these sort of elevated levels of growth, which are really leading the company regionally now?<br/>
<br/>
A: Let me give you some color on China. We were very pleased with the performance in Greater China. Right, revenue was up 21% during the September quarter, which was a quarterly record. The performance was primarily driven by iPhone, where we set a September quarter record, and by Mac, where we saw very strong double-digit growth. And taking a step back, Greater China was up 28% for the full year. You know, Tim and Sabih were just in China meeting with customers and developers and partners, and it has been wonderful to see the customer reaction to our latest lineup of products, including &zwnj;iPhone Duo&zwnj;. Our installed base of active devices has reached an all-time high, and we had a record year for iPhone upgraders in mainland China. According to a survey from World Panel, iPhone models were the top three selling smartphones in urban China, and we think we gained share on iPhone and Mac.<br/>
<br/>
A couple other really compelling things on Mac. We had a record year for both upgraders and customers new to the product, and according to Counterpoint, <a href="https://www.macrumors.com/roundup/macbook-air/">MacBook Air</a> and &zwnj;MacBook Neo&zwnj; were the top two selling laptop models, and Mac Mini was the top selling desktop model in the September quarter. So I guess to answer your question, we think the success comes from having really great products.<br/>
<br/>
<b>2:59 pm</b>: Q: I'm interested in your thoughts with higher device prices. How you think about the environment around affordability programs and the importance to to volumes with respect to trade-ins, subsidies, and other options. And you know what Apple can do to encourage more of that independently of funding it yourself?<br/>
<br/>
A: When we're building products and then when we're pricing them, we're always focused on you know building the best products and services in the world and delivering incredible value to our customers. Obviously, as we talked about, you know, these these memory prices are unprecedented, and so that has put pressure on our prices. But it's been great to see the success of the products, and you know, we have been investing in programs like the Apple Upgrade Program, which is a great way to help affordability, and so. And so these afford affordability programs are definitely an important important factor.<br/>
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<b>2:59 pm</b>: The call is complete.<div class="linkback">Tag: <a href="https://www.macrumors.com/guide/earnings/">Earnings</a></div><br/>This article, &quot;<a href="https://www.macrumors.com/2026/11/02/apple-4q-2026-earnings/">Apple Reports 4Q 2026 Results: &#36;30.7B Profit on &#36;114.5B Revenue</a>&quot; first appeared on <a href="https://www.macrumors.com">MacRumors.com</a><br/><br/><a href="https://forums.macrumors.com/threads/apple-reports-4q-2026-results-30-7b-profit-on-114-5b-revenue.2493486/">Discuss this article</a> in our forums<br/><br/>]]></description>
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