MacBreak Weekly (Audio - Club TWiT) — Private to Isaac Zahavi MacBreak Weekly (Audio - Club TWiT) — Private to Isaac Zahavi

MBW 1036: Corn Is Just Corn - Apple's Q3 2026 Results

Aug 4, 2026 · 2h 2m

Summary

Micah Sargent hosts MacBreak Weekly with Jason Snell and Andy Anatko, discussing Apple’s Q3 earnings and Tim Cook’s final earnings call. They analyze record revenue offset by supply chain constraints, particularly for iPhone and Mac, which caused stock concerns. The episode also covers the success of the iPhone 17 and MacBook Neo, the beta testing of AI-enhanced Siri, and a $32.5 billion class action lawsuit.

Topics discussed

Introduction and episode overview Apple Q3 earnings analysis and supply chain concerns Vision Pro sales, services growth, and ad revenue Siri AI beta testing and potential paywalls Preparing for the end of Rosetta 2 support Apple Upgrade Program: lease vs. buy discussion Apple vs. OpenAI trade secret lawsuit Vision OS state, class action lawsuit, and sign-off
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