
Apple doesn’t seem to be concerned about the tariffs
App Store Link Policy Changes: How Apple Will Respond to the U.S. Trade Corrupt Order and the High-Tensor Competition
Developers who charge for things in their apps can now have an incentive to link out of the App Store. The fees are gone, and the court ruled Apple can’t “restrict developers style, formatting, or placement of links for purchases outside an app,” limit “use of buttons or other calls to action,” or plaster any sort of scary message other than they’re “going to a third-party site.”
Apple said it will fight the ruling. We don’t agree with the decision. Apple will appeal the court’s order and we will comply with it, according to a senior director of corporate communications.
President Trump’s tariffs and the possibility that they could affect shipments from Asia, are just some of the issues that Apple now faces.
is a deputy editor with 18 years of experience writing and editing product reviews, gadgets and business news. He was a deputy editor at CNBC.
Can Trump’s Tax Cut Cuts Save Google and the Apple Store? A Commentary on GOOGLE and the Macaulay Case
Apple stock had its biggest drop in five years on April 3rd after Trump announced his sweeping tariff plan. The shares recovered a bit but remained unclear. But they’ll likely impact product sales or eat into Apple’s famous profit margins.
Nobody knows for sure, I say could. First, the Trump administration was set to impose 54 percent tariffs on China (and others on India and Vietnam). Then it bumped them up to a total of 104 percent and bumped them even more to a total of 146 percent. It gave Apple a reprieve as well as saying that electronics will be under separate taxes in May or June.
Apple’s revenue is about 5 percent of net sales, and it is under scrutiny. The US Department of Justice wants Google to do several things to end its monopoly. It really wants Google to sell Chrome, for example. But it also hopes to stop Google from paying its way to the default search engine in places like Safari.
My colleague David Pierce argued that it should be possible for GOOGLE to pay for that right as long as it isn’t exclusive.
How Apple Stored and Uncertainty Affected Its Software Products, Including the iPad, and AirPods During Q2 2025
He is a senior reviewer at The Verge who has been working there since 2011. His coverage areas include audio (Sonos, Apple, Bose, Sony, etc.), home theater, smartphones, photography, and more.
Apple reported its latest quarterly earnings on Wednesday under the backdrop of a court ruling that’s poised to upend the company’s App Store business and tariff uncertainty that could spur price increases for devices including the iPhone. At least on this occasion, Apple’s revenue numbers weren’t top of mind for tech industry onlookers like they ordinarily would be. Still, overall revenue in fiscal Q2 2025 was $95.4 billion — a 5 percent jump compared to the year-ago quater — and services reached another all-time high. The iPhone, Mac, and iPad businesses all performed well thanks to new products; the iPad was particularly strong, with revenue up 15 percent year over year.
In the last few months, Apple has released several hardware items including new MacBook Airs, a more powerful Mac Studio, and the refreshed iPad Air. And the iPhone 16E, designed to compete with lower-cost smartphones, debuted in February. But Apple’s software team has been going through a rough patch following a series of stumbles and embarrassments.
The company’s attempts to build out its own artificial intelligence capabilities that rival OpenAI’s ChatGPT, Google Gemini, and other leaders in the category have been slow going. There were long-promised improvements to the company’s Siri assistant that were delayed. To keep pace, Apple is rumored to integrate the Gemini software into its Intelligence software suite.
Meanwhile, the effect of President Trump’s tariffs are already reverberating across many industries, but Cook downplayed any major impacts in an interview with CNBC. He pointed to Apple’s well-distributed supply chain and manufacturing operation as a potential buffer. “If you look at the US, over half of the US sales of iPhone come from India,” he said. The other products, including Mac and iPad and AirPods, all have an origin in Vietnam. There was a lot of talk about Apple getting a price hike for their next iPhone lineup. “With an iPhone, you really have to go a step lower and look at the individual parts and where they come from,” he said.