Archive for August 2025

Friday, August 1, 2025

Apple’s Q3 2025 Results

Apple (transcript, MacRumors):

The Company posted quarterly revenue of $94.0 billion, up 10 percent year over year, and quarterly diluted earnings per share of $1.57, up 12 percent year over year.

“Today Apple is proud to report a June quarter revenue record with double-digit growth in iPhone, Mac and Services and growth around the world, in every geographic segment,” said Tim Cook, Apple’s CEO.

Jason Snell (podcast):

Mac revenue was up 15%, iPhone revenue up 13%, and Services revenue up 13%. The Wearables/Home/Accessories category was down 9% and iPad revenue down 8%.

Jason Snell:

Apple is so big and has so many customers that it just slowly gets larger and larger. Every quarter, Apple trumpets the increase in its global installed base of devices, and this quarter was no different. Every quarter, Apple cherry-picks some specific stats about new buyers that boggle the mind—over half of this quarter’s iPad and Apple Watch buyers were buying their first one of those products?!

[…]

For all the hand-wringing about Apple’s long-term fate in the Chinese market, Cook took time out to point out that “the MacBook Air was the top-selling laptop model in all of China, and the Mac Mini was the top-selling desktop model in all of China.”

[…]

Apple is “significantly” increasing what it spends on AI, as well as taking people internally and re-tasking them.

Jeff Johnson:

I wonder if Mac mini is the top selling desktop model in the world?

Juli Clover:

Speaking to Reuters, Cook said that approximately one percentage point of Apple’s 10 percent sales growth in Q3 2025 can be attributed to customers buying more products to get ahead of tariffs.

Juli Clover:

Speaking to CNBC, Apple CEO Tim Cook said that iPhone revenue was up because the iPhone 16 turned out to be more popular with consumers than the iPhone 15 was during the same time period last year.

I think the iPhone 15 was the one that didn’t get a new processor and didn’t support Apple Intelligence.

Joe Rossignol:

Specifically, Apple’s CFO Kevan Parekh said that the company’s September quarter revenue outlook was contingent on Apple’s revenue-sharing agreement with Google continuing. As noted by Jason Snell at Six Colors, this is seemingly the first time Apple has directly referred to the threat of losing this revenue within its prepared remarks.

Nick Heer:

On 16 September 1997, Steve Jobs became interim CEO of Apple. 5,090 days later, he handed the reins to Tim Cook, weeks before he died.

5,090 days after 24 August 2011 is today. The Cook era is now as long as the Jobs renaissance era.

Previously:

Proton Pass and Proton Authenticator

Romain Dillet (2023, Hacker News):

Proton, the Geneva, Switzerland-based company behind the end-to-end encrypted email service Proton Mail, as well as Proton VPN, Proton Drive and Proton Calendar, is announcing a brand new product today. And it’s a password manager called Proton Pass.

Like other Proton products, the company is insisting on the privacy and security features of this new password manager. Everything you store in Proton Pass is end-to-end encrypted, including passwords (obviously), email addresses, URLs and notes.

Son Nguyen Kim (2024, MacRumors):

Today, we’re excited to announce the launch of the Proton Pass macOS app and the Proton Pass Linux app. One of the most popular requests from the Proton community was a standalone desktop app, which is now available on every major platform — Windows, macOS, Linux, Android, iOS and iPadOS, and Chrome OS (via our Android app).

As a companion to the Proton Pass macOS app, we’re also pleased to announce the standalone native Safari browser extension. This extension offers enhanced convenience and security for everyone that uses macOS’s default browser. Unlike Safari’s default password manager, Proton Pass allows you to sync your logins across multiple different browsers and devices, ensuring consistent access across all platforms.

Son Nguyen Kim (MacRumors, TidBITS-Talk, Hacker News):

Today we’re introducing Proton Authenticator, a free 2FA app that gives you more flexibility than other authenticators, along with strong encryption from a trusted team. Proton Authenticator is open source like all our apps, available for every device (including desktop!), and lets you import all your existing 2FA tokens in seconds.

Proton Authenticator is available now for free on iOS, Android, macOS, Windows, and Linux.

The App Store description says:

Effortless Import: Migrate from Google Authenticator, Authy, or any other app in seconds.

But this doesn’t seem to include Apple Passwords or 1Password.

Last year, Proton also introduced their own version of Google Docs, with a notes app forthcoming. So they seem to be doing the opposite of Dropbox.

Previously:

Dropbox Discontinues Passwords App

Dropbox (Hacker News, TidBITS-Talk, MacRumors, Slashdot):

As part of our efforts to focus on enhancing other features in our core product, Dropbox Passwords will be discontinued on October 28, 2025.

We recommend transferring your passwords to another password manager application such as 1Password—a highly trusted and secure password manager.

Good that they are focusing on the core product—it needs work and I haven’t found their side projects compelling—but only one-month notice before the app stops working and three months before the data are deleted is not great.

Previously:

NSAutoFillRequiresTextContentTypeForOneTimeCodeOnMac

Ricky Mondello:

As you’ve undoubtedly heard by now, macOS Tahoe brings Security Code AutoFill of delivered codes (via Messages and Mail) to all Mac apps, including web browsers, without text field content type annotations. This matches the iOS behavior since iOS 12.

We’ve published some documentation about this new behavior, as well as how Mac apps can opt out of being eligible for one-time codes (without annotating fields) via a new Info.plist key.

I don’t really understand why this is opt-out, since it seems like it isn’t relevant to 99% of the text fields on my Mac. Are the expectations so low about apps that would benefit doing the work to opt-in? However, it’s great news that this system is being opened up to third-party browsers and apps.

Previously: