This is Rumor Replay, a weekly column at 9to5Mac offering a quick rundown of the most recent Apple product rumors, with analysis and commentary. Today: iPhone 17 and 18 AI upgrades, ‘Apple Vision Air’ release timing, and iOS 18.5’s upcoming hidden features. Here are this week’s Apple rumors.
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Yesterday’s big court ruling against Apple is opening the floodgates for developers to offer their own in-app payment options with no Apple fees. As a result, unsurprisingly major companies like Spotify, Patreon, and more have confirmed they’re hard at work preparing updates to bypass Apple’s payment system and 30% fee.
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Apple has released its earnings report for fiscal Q2 2025. The company reports $95.4 billion in revenue during the three-month period. That compares to $90.75 billion during the same quarter a year ago. Wall Street expected $94.68 billion in revenue. Profit from revenue includes $24.78 billion.
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Apple just reported its latest quarterly earnings, and as expected, CEO Tim Cook came prepared to discuss the US tariff situation. In a new CNBC article, Cook explains why Apple isn’t worried about potential tariff impacts on the iPhone and its other products.
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On the quarterly earnings call today, Apple gave some color on the impact of tariffs on its business. Most notably Apple CEO Tim Cook said that in the current quarter, April through June, the company will see costs of about $900 million assuming the current tariff policy remains for the whole quarter.
Apple warned the figure could change — higher or lower — if administration changes tariff policy unexpectedly over the course of the quarter. It also said that costs in future quarters could be higher, still.
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During today’s earnings call with analysts, Apple CEO Tim Cook addressed the company’s delay of its more personal Siri features that were announced as part of Apple Intelligence last year. Cook assured analysts that the company is “making progress” on shipping these features to consumers…
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Following the Apple vs Epic ruling this week, developers are racing to take advantage of their new ability to link out to their own website to collect payments from user, with Apple no longer able to force them to use its in-app purchase system.
Spotify has just announced that it has submitted its app update to Apple for approval, including these changes. In a blog post, it details how it has been able to make the user experience better for users upgrading from free to paid memberships.
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During Apple’s tariff-heavy earnings call today, CEO Tim Cook addressed concerns about how trade policy could impact product pricing — but his careful wording may have said more than he intended.
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After teasing last month, Google today unveiled the design of the native NotebookLM app for Android and iPhone users.
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Apple has officially updated the App Store Guidelines to comply with the injunction handed down yesterday in its legal case with Epic Games. According to the new App Store rules, “there is no prohibition on an app including buttons, external links, or other calls to action” in the United States.
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