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Apple's $94 Billion Quarter: Growth, Challenges, and the 3 Billion iPhone Milestone
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Apple posts record $94.04 billion in Q3 2025 revenue with 10% year-over-year growth, showcasing strong performance in iPhone, Mac, and services while navigating supply chain challenges and tariff impacts.
• iPhone sales surge to $44.6 billion, up 13.5% year-over-year, with Apple crossing 3 billion iPhones sold since 2007
• Double-digit growth in services revenue ($27.4B), Mac sales (14.8%), while iPad and wearables show declines
• Apple facing $800M in tariff costs last quarter with $1.1B expected in Q4, shifting production to India and Vietnam
• Tim Cook calls AI "one of the most profound technologies," despite delays in next-gen personalized Siri until 2023
• iOS 26, macOS Tahoe, and iPadOS 26 bringing the biggest UI overhaul since iOS 7 with mixed user feedback
• Supply chain diversification creating both opportunities and challenges for global manufacturing and logistics
• Customer satisfaction remains exceptionally strong at 98% for iPhone and 97% for Mac and Watch in the US
Join us next week as we continue to decode the digital world, one quarter at a time.
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Chapters
1. Welcome to Clara Nexus (00:00:00)
2. iPhone Sales Milestone: 3 Billion Served (00:03:32)
3. Tariffs and Supply Chain Challenges (00:03:36)
4. Apple's AI Strategy and Siri Delays (00:04:52)
5. Services Revenue and Software Updates (00:07:26)
6. Financial Outlook and Future Risks (00:10:48)
28 episodes
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