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180 Apple Warns Investors About Risk of Massive Deal With Google Ending

MacRumors
Joe Rossignol @ MacRumors · 08/01/2025 11:05 EDT

Apple Warns Investors About Risk of Massive Deal With Google Ending

On its quarterly earnings calls, Apple provides informal financial guidance that helps set expectations for investors and Wall Street analysts. On its latest earnings call yesterday, however, Apple mentioned something that it had not before.


Specifically, Apple's CFO Kevan Parekh said that the company's September quarter revenue outlook was contingent on Apple's revenue-sharing agreement with Google continuing. As noted by Jason Snell at Six Colors, this is seemingly the first time Apple has directly r

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