Apple Q3: iPhone up 22% YoY to $54.25B, vs. $53.86B est., Mac up 29% to $10.35B, iPad down 6% to $6.19B, and Wearables, Home, and Accessories up 6% to $7.88B
THE SO WHAT
Double-digit iPhone and Mac growth — $54.25B and $10.35B respectively — says Apple’s hardware base is still expanding, which matters for on-device AI distribution. If you're betting on cross-platform, keep a separate track for Apple-first experiences where hardware and silicon are tightly coupled.
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