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Apple announces changes to business terms for apps in the EU

Apple announced changes to its business terms for apps in the European Union following collaboration with the European Commission, resolving prior disagreements over business terms and alternative distribution. Developers can sign the new terms beginning August 18, 2026, with changes effective October 1, 2026. The Core Technology Fee (a per-install fee) is being replaced by a 5% Core Technology Commission on digital transactions in apps distributed outside the App Store, and the initial acquisition fee and store...

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SEC filingSEC filing

AAPL 10-Q filed 2026-07-31 | Key takeaways

AAPL filed its 10-Q; the most relevant disclosure change is added Risk factors: Added risk factor "Future operating results depend upon the Company's ability to obtain components and computing resources in sufficient quantities and on commercially reasonable terms," which expressly addresses constrained cloud computing and AI infrastructu. Customer concentration: Customer One (unnamed) represented 18% of accounts_receivable; Cellular network carriers (aggregate) represented 27% of accounts_receivable.

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EarningsOfficial company source

Apple reports Q3 FY2026 results: revenue $109.4B, diluted EPS $2.02

Apple reported fiscal Q3 2026 (quarter ended June 27, 2026) revenue of $109.4 billion, up 16% year over year and a new June quarter record. Diluted EPS was $2.02, up 29% year over year and a new June quarter record, including a $0.11 favorable impact from tariff refunds. Company gross margin was 50.1%, including approximately 2 percentage points of favorable tariff refund impact. The board declared a cash dividend of $0.27 per share, payable August 13, 2026. The press release did not include forward guidance for...

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Company updateOfficial company source

Apple announces iOS changes in Brazil following CADE agreement, including alternative app marketplaces and payment options

Apple announced changes to iOS in Brazil reflecting an agreement with Brazil's competition regulator CADE, allowing developers to distribute iOS apps via alternative app marketplaces and to process app payments for digital goods and services outside of Apple In-App Purchase. The changes take effect as part of iOS 26.5. Apple introduced new business terms that reduce or restructure commissions, including a 10% or 21% App Store commission, a 5% Apple payment processing fee on In-App Purchase, a 15% store services...

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Company updateOfficial company source

Apple Manufacturing Academy accelerates AI use in U.S. supply chains

Apple Manufacturing Academy hosted its inaugural Spring Forum at Michigan State University in East Lansing, Michigan, bringing together hundreds of U.S. manufacturers, industry leaders, and academics to accelerate AI adoption in American supply chains. The academy, launched last year as part of Apple’s $600 billion commitment to the United States, pairs Apple engineers and MSU experts with small and medium-sized U.S. businesses to help them implement AI and smart manufacturing techniques. To date, the program ha...

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