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Apple’s Q3 earnings

Aug 3, 2026 · 7m

Summary

Host Chance Miller discusses Apple’s Q3 2026 earnings, highlighting record revenue but a 9% stock drop due to supply constraints and slowing services growth. The episode covers regulatory impacts on the App Store and notes this was Tim Cook’s final earnings call before John Ternas takes over. Additionally, Apple’s acquisition of PlasmaSolve is detailed, focusing on its plasma simulation software for advanced hardware manufacturing.

Topics discussed

Apple Q3 2026 Earnings Overview and Revenue Breakdown Stock Drop and Supply Constraint Warnings for Q4 Outlook Services Growth Slowdown and App Store Regulatory Headwinds Tim Cook's Final Earnings Call and Leadership Transition Apple Acquires PlasmaSolve for Advanced Manufacturing Show Outro and Subscription Information
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