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.

0 matches for “Formula 1 / F1”.

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