This Week's Sponsor:

SoundSource

New Year, New Audio Setup: SoundSource 6 from Rogue Amoeba

Copilot Money: The Apple Editor’s Choice Award App for Tracking Your Money — Start Your Free Trial Today [Sponsor]

If you haven’t heard of Copilot Money yet, you’re overdue to check out Apple’s Editors Choice award-winning money tracker app. Copilot makes it simple to monitor your finances while providing personalized insights.

Their native iPhone, iPad and Mac apps are award winning for a reason: you can track your spending, budgets, investments, and net worth all in one place, allowing you to drill into the details without losing sight of the big picture.

Beyond beautiful design and functionality, Copilot’s mission is to build a future where everyone has a clear picture of their finances, without all the anxiety. Where anyone can reclaim their data from the banks to build their own plan for achieving their goals — with confidence and trust in their tools for doing so.

Launching later this month, Copilot Money is adding their #1 most user requested feature to the line-up. Savings Goals will empower you to track the money you’re saving for whatever you choose. Goals will feature smart tips informed by your data, like smart suggestions based on your cash flow, and goal ideas for you based on your categories and spending.

For a limited time, MacStories readers can get a special two-month free trial by using the code MACSTORIES when signing up. Visit their website to learn more and download Copilot from the App Store to get started today.

Our thanks to Copilot for sponsoring MacStories this week.

AppStories, Ep. 434 - 1 hour 4 minutes

Our 2025 iOS and iPadOS WWDC Wishes

FedericoJohn

This week, Federico and John begin their annual look at what they’d like to see Apple announce at WWDC 2025, starting with iOS and iPadOS 19.

On AppStories+, John explains why the recent contempt order entered against Apple is a bigger deal than most people realize, on multiple levels.

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AppStories+ Deeper into the world of apps

AppStories Episode 434 - Our 2025 iOS and iPadOS WWDC Wishes

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AppStories+ Deeper into the world of apps

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Podcast Rewind: Focus, Groundhogs, Gladiators, and an Apple Watch Anniversary

Enjoy the latest episodes from MacStories’ family of podcasts:

Comfort Zone

Chris achieves a new level of focus on the Mac with a familiar app, Matt finds comfort for his sore fingers, and Niléane leads the hardest challenge ever put forth on the show.

MacStories Unwind

This week, Federico and I compare wildlife notes, I get set up to work outdoors, Federico has an album to share, and I recommend a movie about ancient Rome.

This episode is sponsored by:

Textastic – The Powerful Code Editor for iPad and iPhone — Now Free to Try

Magic Rays of Light

Sigmund and Devon highlight the premiere of French-language Apple Original series Carême, discuss the Apple Watch’s tenth anniversary and how the device plays into their TV-viewing, and recap Dope Thief.

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Developers and Platforms React as App Store Rules Change in the U.S.

On Wednesday evening, Judge Yvonne Gonzalez Rodgers held Apple in contempt, ordering, among other things, that it immediately drop the 27% fee it was charging developers who linked users to the web for purchases. As the judge put it:

This is an injunction, not a negotiation. There are no do-overs once a party willfully disregards a court order. Time is of the essence. The Court will not tolerate further delays.

(Contempt Order at pg. 3).

As Chance Miller reported at 9to5Mac, those changes are already reflected in Apple’s App Review Guidelines. In an email sent to anyone with a developer account, Apple explained:

The App Review Guidelines have been updated for compliance with a United States court decision regarding buttons, external links, and other calls to action in apps. These changes affect apps distributed on the United States storefront of the App Store, and are as follows:

  • 3.1.1: Apps on the United States storefront are not prohibited from including buttons, external links, or other calls to action when allowing users to browse NFT collections owned by others.
  • 3.1.1(a): On the United States storefront, there is no prohibition on an app including buttons, external links, or other calls to action, and no entitlement is required to do so.
  • 3.1.3: The prohibition on encouraging users to use a purchasing method other than in-app purchase does not apply on the United States storefront.
  • 3.1.3(a): The External Link Account entitlement is not required for apps on the United States storefront to include buttons, external links, or other calls to action.

(Source: Apple email to developers on May 1, 2025).

Notably, the changes affect only the U.S. App Store, further fragmenting App Store rules along geopolitical boundaries which began with regulations in China, South Korea, Japan, the Netherlands, and the EU.

Probably the best evidence that Apple’s former rules were restraining competition is the flurry of additional news since Judge Gonzalez Rodgers’ ruling:

  • As I predicted in my story, Patreon has said it will submit an update to its app to allow creators to accept payments outside its iOS app, something that was possible until last summer when Patreon was forced to retrofit its app to account for Apple’s In-App Purchases and payments through its website in what was an inelegant solution that forced creators to either charge more on iOS or absorb Apple’s fees on what are often small monthly payments to begin with.
  • Spotify posted on its blog that it has already submitted an update to its app that will let users see how much a Spotify subscription costs from inside the app and link out to Spotify’s website to upgrade or change their subscription plans.
  • Payment processor Stripe whipped up documentation guiding developers through the process of setting up subscription and digital goods sales outside their apps.
  • Beginning in June, the Epic Games Store will handle payment processing for developers at no cost up to the developers’ first $1 million of revenue. After $1 million of revenue the split will be the existing 88% to developers and 12% to Epic Games. In June, Epic Games will also offer developers the ability to set up their own webshops for ‘out-of-app purchases.’ The webshops will be available to iOS developers in the U.S. and EU and users making purchases in them will get 5% back in Epic Rewards for their purchases. Epic Games has not said how much it will charge developers who set up a webshop.

These moves by big players aren’t surprising, and I’m sure we’ll see more companies explore ways to take advantage of Wednesday’s ruling. Over time, though, the more interesting consequence of Wednesday’s ruling will be whether and how it changes the business models of indie developers and other small businesses that offer apps.

Apple Reports Q2 2025 Financial Results

Today, second-quarter 2025 earnings are out and Apple reported record revenue of $95.4 billion, a 5% year-over-year gain. The diluted earnings per share was $1.65 an 8% year-over-year gain.

Tim Cook had this to say:

Today Apple is reporting strong quarterly results, including double-digit growth in Services. We were happy to welcome iPhone 16e to our lineup, and to introduce powerful new Macs and iPads that take advantage of the extraordinary capabilities of Apple silicon. And we were proud to announce that we’ve cut our carbon emissions by 60 percent over the past decade.

These results, which beat Wall Street expectations, may strike some as odd given the overhang of tariffs on goods entering the U.S., but it’s the threat and delays that have caused consumers to accelerate purchases, pulling sales into the last quarter that might have been deferred otherwise. It’s a little like COVID, which caused a similar tech purchasing spree. However, sales pulled into the last quarter are sales that won’t be made later, especially if the U.S. government follows through and imposes tariffs on Apple products.

Another threat to future earnings is the decision by Judge Yvonne Gonzalez Rodgers. That decision has the potential to upend the dynamics of the App Store, but it’s going to take a while before any effects are felt in earnings because, as the Court found, few developers currently offer links to goods outside the App Store.

So, for now, Apple’s earnings are good and its stock price is stable, but the threat of tariffs and the disillusionment of developers are very real storm clouds on Apple’s horizon that very well may have a negative impact on its future earnings. Come back in three months to see what happens.

A Breach of Trust: Apple Held in Contempt Over App Store Rules

Late yesterday, U.S. District Judge Yvonne Gonzalez Rogers issued a blistering opinion, concluding that Apple had willfully disregarded the Court’s 2021 injunction, which found that the anti-steering provisions of the App Review Guidelines violated California state law. Judge Gonzalez Rogers also referred Apple’s conduct to the U.S. Attorney to investigate whether criminal prosecution of the company and one of its employees is warranted. For its part, Apple has said it disagrees with the decision and will appeal, but it will comply with the Court’s order in the meantime.

If that all sounds like it’s a big deal, that’s because it is. Judge Gonzalez Rogers’ 80-page opinion and order don’t pull any punches, painting a damning picture of Apple’s response to the Court’s injunction. It’s a unique and unflattering look behind the curtain at how Apple responded to the Court’s 2021 order that’s worth looking at more closely.

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Sundar Pichai Testifies That He Hopes Gemini Will Be Integrated into iPhones This Fall→

Ever since Apple announced its deal to integrate ChatGPT into Siri, there have been hints that the company wanted to make deals with other AI providers, too. Alphabet CEO Sundar Pichai has added fuel to the rumors with testimony given today in the remedy phase of the search antitrust case brought against it by the U.S. Department of Justice.

In response to questions by a DOJ prosecutor, Pichai testified that he hoped Google Gemini would be added to iPhones this year. According to a Bloomberg story co-authored by Mark Gurman, Davey Alba, and Leah Nylen:

Pichai said he held a series of conversations with Apple Chief Executive Officer Tim Cook across 2024 and he hopes to have a deal done by the middle of this year.

This news isn’t surprising, but it is welcome. Despite Google’s early stumbles with Bard, its successor, Gemini, has improved by leaps and bounds in recent months and has the advantage of being integrated with many of Google’s other products that have a huge user base. What will be interesting to see is whether Gemini is integrated as an alternative fallback for Siri requests or whether Apple and Google ink a broader deal that integrates Gemini into other aspects of iOS.

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