Apple (AAPL): FY26 Q3 earnings call, Jul 30, 2026

Thu, Jul 30Earnings callSpeaker-labelled transcriptApple

On its Jul 30, 2026 earnings call (FY26 Q3), Apple said 19 of the 30 words Kalshi and Polymarket listed; Parrot’s count agreed with all 30 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

30 words · 19 settled yes · our count agreed on 30 of 30

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
AI / Artificial Intelligence 5+ timesYes4242✓86%transcripts from the transcript modelHear it 3:08, AI / Artificial Intelligence 5+ times–
iPhone 10+ timesYes3434✓87%transcripts from the transcript modelHear it 2:09, iPhone 10+ times–
Mac 10+ timesYes2828✓80%transcripts from the transcript modelHear it 2:18, Mac 10+ times–
Siri Yes1116✓85%n=6+tx from settlement history blended with transcriptsHear it 3:08, Siri–
Tariff Yes1011✓87%n=6+tx from settlement history blended with transcriptsHear it 0:56, Tariff–
App Store Yes88✓82%transcripts from the transcript modelHear it 22:25, App Store–
Apple Intelligence Yes77✓92%n=3+tx from settlement history blended with transcriptsHear it 9:53, Apple Intelligence–
China Yes66✓96%n=6+tx from settlement history blended with transcriptsHear it 2:47, China–
Manufacturing Yes44✓88%n=4+tx from settlement history blended with transcriptsHear it 15:35, Manufacturing–
AirPod Yes33✓86%transcripts from the transcript modelHear it 9:38, AirPod–
Home Yes33✓79%transcripts from the transcript modelHear it 8:53, Home–
Health Yes33✓78%transcripts from the transcript modelHear it 9:10, Health–
Formula 1 / F1 Yes22✓81%n=5+tx from settlement history blended with transcriptsHear it 13:15, Formula 1 / F1–
Sport Yes22✓51%transcripts from the transcript modelHear it 12:56, Sport–
Broadcom Yes22✓16%transcripts from the transcript modelHear it 15:21, Broadcom–
Roadmap Yes11✓78%transcripts from the transcript modelHear it 16:35, Roadmap–
Apple Pay Yes11✓47%n=3+tx from settlement history blended with transcriptsHear it 48:14, Apple Pay–
iCloud Yes11✓36%n=1+tx from settlement history blended with transcriptsHear it 54:46, iCloud–
Creator Studio Yes11✓24%n=2+tx from settlement history blended with transcriptsHear it 23:05, Creator Studio–
GPU / CPU No00✓49%transcripts from the transcript model–
Modem No00✓48%n=4+tx from settlement history blended with transcripts–
Friday Night Baseball No00✓37%transcripts from the transcript model–
Liquid Glass No00✓26%n=2+tx from settlement history blended with transcripts–
Widget No00✓22%n=3+tx from settlement history blended with transcripts–
OpenAI / ChatGPT No01✓21%n=1+tx from settlement history blended with transcripts–
Streaming No00✓18%n=5+tx from settlement history blended with transcripts–
iPhone 18 No00✓16%transcripts from the transcript model–
M3 No00✓15%n=4+tx from settlement history blended with transcripts–
Fold / Folding / Foldable No00✓11%n=2+tx from settlement history blended with transcripts–
Gemini No00✓10%n=3+tx from settlement history blended with transcripts–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 21, 2026 04:22 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

1 match for “Creator Studio”; 1 quoted, at least 25 words apart.

Kevan Parekhcompanyprepared · 23:07Hear it 23:02, Kevan Parekh

…continue to improve and expand our services offerings, from powerful updates to Creator Studio to exciting new features we're bringing to services later this year,…

Where the listed words were said

Tim Cookcompany“AI / Artificial Intelligence (5+)” · prepared · 3:10Hear it 3:07, Tim Cook

…our latest innovations. We were tremendously excited to unveil the all-new Siri AI, a completely reimagined version of Siri that is profoundly capable, deeply personal,…

Tim Cookcompany“iPhone (10+)” · prepared · 2:11Hear it 2:05, Tim Cook

…to see enormous customer enthusiasm for our most popular lineup ever, with iPhone revenue growing 22% from a year ago to reach a June quarter…

Tim Cookcompany“Mac (10+)” · prepared · 6:03Hear it 6:03, Tim Cook

Mac delivered its best June quarter yet with $10.4 billion in revenue, growing an impressive 29% from a year ago despite significant supply constraints. This…

Tim Cookcompany“Siri” · prepared · 10:10Hear it 10:04, Tim Cook

…excited about the work we're doing on the next generation of Apple Intelligence, including Siri AI and the AI features we're developing across our platforms.

Suhasini Chandramoulicompany“Tariff” · prepared · 0:58Hear it 0:52, Suhasini Chandramouli

…related to the potential impact to the company's business and results of operations from macroeconomic conditions, tariffs and other measures, and legal and regulatory proceedings.

Kevan Parekhcompany“App Store” · prepared · 22:27Hear it 22:22, Kevan Parekh

…We set records in every category, with June quarter records in advertising, App Store, AppleCare, Apple Music, and Apple TV+, as well as all-time records…

Tim Cookcompany“Apple Intelligence” · prepared · 11:12Hear it 11:06, Tim Cook

…Apple has created the world's best hardware to experience AI, whether using Apple Intelligence, including Siri AI, or third-party offerings. That's why developers and researchers…

Tim Cookcompany“China” · prepared · 2:49Hear it 2:43, Tim Cook

…pleased to see strength across the board with June quarter records in the U.S., Latin America, Western Europe, India, China Mainland, Japan, and Southeast Asia.

Tim Cookcompany“Manufacturing” · prepared · 15:37Hear it 15:31, Tim Cook

The new multi-year agreement with Broadcom, which is part of Apple's American Manufacturing Program, is expected to exceed $30 billion. This marks our largest-ever American…

Tim Cookcompany“AirPod” · prepared · 9:40Hear it 9:36, Tim Cook

…changing, even saving lives. Meanwhile, we continue raising the bar across our AirPods lineup, whether it's the immersive listening experience of AirPods Pro 3 or…

Tim Cookcompany“Home” · prepared · 8:55Hear it 8:53, Tim Cook

…mini, we're offering customers our strongest iPad lineup ever. Revenue for wearables, home, and accessories was $7.9 billion, up 6% from a year ago. We…

Tim Cookcompany“Formula 1 / F1” · prepared · 13:17Hear it 13:12, Tim Cook

…whistle. At the same time, we're halfway through an unforgettable year of F1, and Apple TV subscribers have been tuning in all season to follow…

Agents: this page as TSV at /api/v1/appearances/apple:2026-07-30:earnings_call · words: /api/v1/brief?appearance=apple:2026-07-30:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP