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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