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Apple Brasil é processada em R$300 milhões por não verificar a idade em jogos de azar

3 August 2026 at 22:05

Recentemente, temos comentado a situação dos jogos de azar/apostas na App Store no Brasil, algo que tem sido alvo até mesmo de uma análise por parte do Ministério da Justiça e Segurança Pública (MJSP).

Na esteira dessas manchetes, quatro organizações não governamentais entraram com uma ação judicial contra a Apple Brasil por não realizar a verificação de idade em apps de apostas, com menção ao jogo Casino Roulette: Roulettist, disponível na App Store. O processo foi protocolado na Justiça de São Paulo e cobra indenização de R$300 milhões por danos morais.

A ação, conforme divulgado pelo Estadão, reúne a Associação Nacional dos Centros de Defesa da Criança e do Adolescente (Anced), a Educafro, o Centro Santo Dias de Direitos Humanos (CSDDH) e a Visão Mundial.

Além do jogo supracitado, o advogado da Anced, Márlon Reis (um dos autores da ação), menciona que há pelo menos seis títulos de jogos que simulam cassino e estão disponíveis para download por menores, mesmo que a classificação seja para 18 anos ou mais.

Segundo o processo, a ausência de controle etário permite que crianças baixem o app, adquiram créditos e apostem sem qualquer restrição. Nesse cenário, as ONGs argumentam que a Apple tem responsabilidade direta no caso por intermediar a compra de créditos dentro do jogo, sem verificar quem realiza os pagamentos.

Não se trata de entretenimento gratuito ou meramente simbólico. O usuário emprega recursos financeiros reais para adquirir fichas, arrisca-as nas partidas e, depois de perdê-las, é estimulado a realizar novos pagamentos para continuar jogando.

Além da indenização, as entidades pedem que a Apple suspenda todos os aplicativos de cassino disponíveis em sua loja até comprovar a adoção de um sistema efetivo de verificação de idade. A ação solicita que a Justiça fixe multa diária de R$500 mil caso a Apple não cumpra as medidas em dez dias.

A Apple disse ao Estadão que a verificação de idade para apps destinados a maiores de 18 anos “está em fase de testes e deverá ser lançada nos próximos meses”. Ela também destacou que já oferece ferramentas de controle parental.

via Tilt

Agora é possível transferir dados do Google Health para o app Saúde da Apple

3 August 2026 at 20:28

O Google atualizou recentemente seu aplicativo Health no iOS para incluir suporte à sincronização completa de dados com o aplicativo Saúde (Health) da Apple, conforme notado pelo 9to5Google.

A novidade pode ser considerada uma expansão da sincronização limitada que já existia entre os dois aplicativos, e que permitia enviar dados já consolidados do aplicativo da Apple para o do Google — mas não o contrário.

Segundo o site, agora é possível compartilhar dados gravados com o Fitbit Air — como registros de exercícios, de sono e de passos — diretamente para o app da Maçã, sem usar qualquer gambiarra ou apelar para o registro manual.

Sincronização entre Google Health e Apple Health
Imagem: Droid Life

Para isso, basta tocar no ícone de perfil dentro do app do Google, selecionar “Apps parceiros” e depois escolher o Apple Health entre as opções. Aí, é só conceder as permissões para a sincronização ser completada.

De acordo com o site Droid Life, no entanto, a sincronização ainda não funciona para a variabilidade da frequência cardíaca (HRV), uma vez que as duas empresas calculam essa métrica usando fórmulas diferentes.

Crise de memórias teria ampliado os prazos de entrega dos MacBooks Air

3 August 2026 at 14:05

Na edição mais recente da newsletter “Power On” (da Bloomberg), o jornalista Mark Gurman tratou da disponibilidade de estoque dos MacBooks Air, que contam com prazos de entrega cada vez maiores. Para ele, o motivo não poderia ser outro: a crise de memórias que a indústria da tecnologia atravessa no momento.

Inicialmente, a limitação da disponibilidade era restrita ao Mac mini e ao Mac Studio, mas agora ela já afeta os notebooks mais populares da Maçã. Segundo as fontes de Gurman ligadas ao varejo, percebe-se uma maior dificuldade por parte da Apple em manter o estoque previsto, e também mais limitação no fornecimento de novas unidades.

Also in Power On: Major shortages hit the MacBook Air amid the memory and silicon crunch, with many new orders now not arriving until September. Apple appears to be prioritizing sales now of the entry level MacBook Pro. https://t.co/3aouZVsmsg

— Mark Gurman (@markgurman) August 2, 2026
Também na “Power On”: grande escassez atinge o MacBook Air em meio à crise de memórias e silício, com muitos novos pedidos agora não chegando até setembro.
A Apple parece estar priorizando agora as vendas do MacBook Pro de entrada.

A hipótese não parece difícil de atestar: para quem opta por adquirir os notebooks agora, seja em uma Apple Store física ou online, o prazo de entrega para novos modelos pode se estender até setembro em casos de personalização (cor, tela e memória) ou até o final de agosto para configurações básicas.

Ele afirmou que isso se deve em parte à priorização da aquisição de novas memórias para o MacBook Pro de entrada (modelo de 14 polegadas), que poderá ganhar em breve uma atualização com o chip “M6” durante o outono do hemisfério norte (nossa primavera — isto é, entre setembro e dezembro).

Por fim, o jornalista observou que, tanto em seus sites quanto nas lojas físicas, o MacBook Pro básico ganhou mais destaque do que os MacBooks Air, um feito possivelmente inédito. Em alguns casos, a Apple chega a incluir um aviso de que a linha Air está sujeita à disponibilidade de estoque.

MacBook Pro de 16″

Cores: preto-espacial ou prateado
Tela: padrão ou nano-texture
Chips: M5 Pro ou M5 Max
Memória: 24GB, 36GB, 48GB, 64GB ou 128GB
Armazenamento: 1TB, 2TB, 4TB ou 8TB
R$ 30.599,00
R$ 33.999,00

MacBook Pro de 14″

Cores: preto-espacial ou prateado
Tela: padrão ou nano-texture
Chips: M5, M5 Pro ou M5 Max
Memória: 24GB, 36GB, 48GB, 64GB ou 128GB
Armazenamento: 1TB, 2TB, 4TB ou 8TB
Adaptador de energia: USB-C de 70W ou 96W
R$ 30.959,00

MacBook Air de 15″

Cores: azul-céu, prateado, estelar ou meia-noite
Chip: M5
Memória: 16GB, 24GB ou 32GB
Armazenamento: 512GB, 1TB, 2TB ou 4TB
Adaptador de energia: USB‑C de 30W, 35W com duas portas ou 70W
R$ 15.999,00

MacBook Air de 13″

Cores: azul-céu, prateado, estelar ou meia-noite
Chip: M5
Memória: 16GB, 24GB ou 32GB
Armazenamento: 512GB, 1TB, 2TB ou 4TB
Adaptador de energia: USB‑C de 30W, 35W com duas portas ou 70W
R$ 12.599,00
R$ 13.999,00

NOTA DE TRANSPARÊNCIA: O MacMagazine recebe uma pequena comissão sobre vendas concluídas por meio de links deste post, mas você, como consumidor, não paga nada mais pelos produtos/serviços usando os nossos links de afiliado.

These App Store hidden gems prove there’s still room for great software in the AI era

2 August 2026 at 16:23
Despite predictions that AI agents could make traditional apps obsolete, developers are shipping new software faster than ever. From smarter bookmarking tools and neighborhood marketplaces to digital pen pals and nature journals, here are the latest App Store finds worth adding to your Home Screen.

Samsung Galaxy SmartTag 3 Leak Suggests New Rounded-Square Design Ahead of Expected Year-End Launch

2 August 2026 at 15:49

Igeekphone News: August 2, 2026 – Samsung is reportedly preparing to introduce the Galaxy SmartTag 3, the next generation of its Bluetooth tracking accessory, with a redesigned appearance that aligns more closely with the company’s current hardware and software design language.

According to recent leaks, the upcoming smart tracker will feature an all-new rounded-square design, marking a significant departure from its predecessor while maintaining familiar functionality.

A Return to Samsung’s Family Design Language

Based on the leaked information, the Galaxy SmartTag 3 adopts a shape that sits between a square and a circle, featuring gently rounded corners that mirror the aesthetic of One UI app icons and Samsung’s latest wearable devices, including the Galaxy Watch 9.

The redesign represents another evolution in the SmartTag series’ appearance:

  • Galaxy SmartTag (1st generation): Rounded-square design
  • Galaxy SmartTag 2: Capsule-inspired shape with an integrated keyring opening
  • Galaxy SmartTag 3: Refined rounded-square design that emphasizes visual consistency across Samsung’s ecosystem

The updated design appears intended to create a more cohesive look alongside Samsung’s expanding portfolio of Galaxy devices.

Lanyard Hole May No Longer Be Built In

One notable change suggested by the leak is the apparent removal of the integrated lanyard or keyring hole found on the previous generation.

If accurate, users who want to attach the tracker to keys, backpacks, luggage, or other personal belongings may need to purchase a dedicated protective case or accessory with a built-in attachment point.

While this approach could improve the overall aesthetics of the device, it may reduce convenience for users who prefer attaching the tracker directly without additional accessories.

Physical Button Returns for Quick Controls

The leaked design also shows the return of a central physical button, continuing a feature introduced in earlier SmartTag models.

The button is expected to support multiple shortcuts, including:

  • Single press: Ring a connected Galaxy smartphone to help locate it nearby.
  • Double press: Trigger user-defined automation routines through Samsung’s Modes and Routines feature (formerly known as Bixby Routines).

This functionality allows the tracker to serve not only as a location device but also as a convenient smart home or productivity shortcut.

Expected Features

Although Samsung has yet to announce official specifications, the Galaxy SmartTag 3 is expected to retain the core technologies that power previous models, including:

  • Bluetooth connectivity
  • Ultra-Wideband (UWB) support for precise directional tracking (on compatible Galaxy devices)
  • Compatibility with Samsung’s SmartThings Find network
  • Dust and water resistance rated at IP67 or possibly IP68

Some reports also suggest the new tracker could adopt Bluetooth 6.0, potentially improving location accuracy, connection stability, and power efficiency. However, it remains unclear whether battery life will improve over the previous generation.

Expected Launch Timeline

Samsung has not officially confirmed the Galaxy SmartTag 3, but current reports suggest the accessory could debut before the end of 2026.

Industry observers expect it may launch alongside other upcoming Galaxy devices, including the rumored Galaxy S26 FE smartphone and the Galaxy Tab S12 tablet series, as part of Samsung’s year-end product lineup.

Final Thoughts

The leaked Galaxy SmartTag 3 appears to focus on refining Samsung’s existing smart tracking platform rather than introducing major functional changes. A redesigned rounded-square form factor, continued support for Bluetooth and UWB tracking, SmartThings Find integration, and programmable physical controls suggest Samsung is prioritizing design consistency and everyday usability.

If the reported specifications prove accurate, the Galaxy SmartTag 3 could become a compelling option for Galaxy users seeking a reliable item tracker that integrates seamlessly with Samsung’s broader ecosystem. More details, including pricing, battery performance, and regional availability, are expected to emerge closer to the product’s official launch.

The post Samsung Galaxy SmartTag 3 Leak Suggests New Rounded-Square Design Ahead of Expected Year-End Launch appeared first on IGeeKphone China Phone, Tablet PC, VR, RC Drone News, Reviews.

Unseen Reality Launches URXR One Head-Mounted Display with Pancake Optics and 6DOF Tracking, Starting at $800

2 August 2026 at 15:37

Igeekphone News August 8, 2026 – XR hardware company Unseen Reality has officially unveiled the URXR One, a lightweight head-mounted display designed to serve as a portable replacement for traditional monitors rather than a conventional virtual reality headset. The device is set to launch on Kickstarter on August 4, with an early-bird price of $800, while the expected retail price is $900. Shipments are scheduled to begin in mid-October 2026.

Designed as a Personal Display Instead of a VR Headset

Unlike most VR headsets that focus on immersive gaming or virtual environments, the URXR One is positioned as a wearable display for productivity, entertainment, and extended everyday use. The headset is optimized for displaying traditional 2D content, making it suitable for users who want a large virtual screen for work, media consumption, or multitasking.

According to Unseen Reality, the headset has been engineered for comfortable long-term wear and supports both 3 Degrees of Freedom (3DOF) and 6 Degrees of Freedom (6DOF) operating modes. Spatial tracking in 6DOF mode is enabled by a dual-camera SLAM (Simultaneous Localization and Mapping) system, allowing the virtual display to remain anchored in physical space as users move around.

Lightweight Design with Pancake Optics

One of the URXR One’s standout features is its remarkably lightweight construction. Weighing just 93 grams, the headset is significantly lighter than most standalone VR and mixed reality devices currently on the market.

The display system incorporates a Mini Pancake optical design, which helps reduce both size and weight while maintaining image clarity. The headset is equipped with:

  • Dual 1.03-inch Micro OLED displays
  • 2448 × 2064 resolution per eye
  • 90Hz refresh rate

These specifications are intended to deliver crisp visuals suitable for productivity applications, video streaming, and general computing.

Virtual Display Expands Up to 200 Inches

The URXR One enables users to create a virtual display that can scale from the approximate size of a laptop screen to as large as 200 inches, providing a flexible workspace without requiring a physical monitor.

This approach makes the device particularly attractive for mobile professionals, travelers, and users working in limited spaces who want a large-screen experience while maintaining portability.

External Device Required

Unlike standalone XR headsets equipped with onboard processors, the URXR One does not include an independent computing platform. Instead, it functions as an external display by connecting directly to compatible devices through a USB-C DisplayPort connection.

Users can pair the headset with laptops, PCs, tablets, or supported smartphones capable of video output over USB-C.

However, Unseen Reality notes that certain smartphones may not provide sufficient power or DisplayPort output through a single USB-C connection. For these devices, the company offers an optional URXR Power Hub, priced at $69, which supplies additional power and expands compatibility.

Pricing and Availability

The URXR One will be available through a Kickstarter crowdfunding campaign, offering:

  • Early-bird price: $800
  • Expected retail price: $900
  • Optional URXR Power Hub: $69

The company expects to begin shipping the headset to backers in mid-October 2026.

Final Thoughts

Rather than competing directly with immersive VR headsets, the Unseen Reality URXR One targets users looking for a lightweight, wearable personal display for productivity and media consumption. Its 93-gram design, Mini Pancake optics, dual Micro OLED displays, 90Hz refresh rate, and 6DOF spatial tracking distinguish it from traditional smart glasses while avoiding the bulk of many standalone XR devices.

If Unseen Reality delivers on its promises of comfort, display quality, and reliable spatial tracking, the URXR One could become an appealing option for professionals and enthusiasts seeking a portable large-screen experience without carrying a physical monitor.

The post Unseen Reality Launches URXR One Head-Mounted Display with Pancake Optics and 6DOF Tracking, Starting at $800 appeared first on IGeeKphone China Phone, Tablet PC, VR, RC Drone News, Reviews.

Apple fecha o melhor trimestre abril-junho da sua história no último balanço de Tim Cook

2 August 2026 at 14:30

Todas as empresas de capital aberto (que possuem ações à venda na bolsa de valores) são obrigadas, por lei — na maioria dos países (inclusive Brasil) —, a disponibilizar publicamente suas demonstrações financeiras periodicamente. Esse costuma ser um momento bastante esperado por acionistas (analisando se a empresa na qual estão investindo está sendo bem administrada e gerando lucros), investidores (para captar novas oportunidades de alocar seus recursos), além da imprensa e de curiosos em geral. Na última quinta-feira (30/7), foi a vez da Apple de divulgar seus resultados financeiros referentes ao trimestre abril-junho de 2026.

Para alegria de todos, o CEO 1Chief executive officer, ou diretor executivo. Tim Cook se despede da sua posição com o melhor terceiro trimestre fiscal que a empresa já registrou — um recorde absoluto! Como já informado aqui no MacMagazine, no período de abril a junho (encerrado no dia 27/6), a companhia relatou uma receita de US$109,4 bilhões (alta de 16,4%) em relação ao mesmo trimestre do ano anterior, e lucro líquido de US$29,8 bilhões (um avanço de 27%). A margem bruta chegou a incríveis 50,1%, a maior já apurada em períodos semelhantes da história da empresa!

Hoje, a Apple tem orgulho de relatar o nosso melhor trimestre de abril-junho de todos os tempos, com crescimento de receita de dois dígitos em iPhone, Mac e Serviços, e em todos os segmentos geográficos.

A fala acima é de Cook. Ele deixará o cargo em 1º de setembro, quando John Ternus assumirá, e passará a presidir o conselho de administração.

O fenômeno Mac

Uma das grandes surpresas do relatório foi o crescimento no faturamento de Macs. Pela primeira vez, a categoria ultrapassou a casa dos US$10 bilhões em um trimestre abril-junho, e o crescimento de 29% superou o do iPhone.

A explicação está em parte na procura alucinada por Macs mini para rodar agentes de inteligência artificial e na leva de lançamentos de março: MacBook Air com M5, MacBook Pro com M5 Pro e M5 Max, e principalmente o MacBook Neo, o modelo de entrada que estreou a US$600 — preço que subiu para US$700 em junho, no reajuste geral motivado pelo custo de memória. A Apple parece ter encontrado um mercado relevante abaixo do Air, e vale acompanhar o que isso faz com a margem da linha nos próximos trimestres.

O iPad foi a única categoria no vermelho, com queda anual de 6%. Não é surpresa: a própria Apple havia avisado que a comparação seria difícil, pois no ano anterior houve o lançamento do iPad com chip A16. O iPad Air com M4, que chegou em março, não foi suficiente para compensar. Cabe ainda analisar se o bem-sucedido MacBook Neo não acabou levando um pouco do mercado dos tablets, também.

O asterisco que quase ninguém vai mencionar

A margem bruta de 50,1% e o lucro por ação de US$2,02 não são resultado apenas da operação, e esse detalhe se perde facilmente na comemoração dos recordes.

À primeira vista, no press release — e nos comentários que fizemos no último podcast —, esse ponto não ficou bem claro, mas merece atenção. A Apple informou, no comunicado, que a margem incluiu cerca de dois pontos percentuais e o lucro por ação incluiu US$0,11 vindos de reembolso de tarifas, dinheiro que a empresa havia pago ao governo americano e recebeu de volta depois que a Suprema Corte derrubou, em fevereiro, as tarifas impostas sob a IEEPA (a lei de poderes econômicos internacionais de emergência). A empresa não detalhou a origem exata dos valores devolvidos, mas a decisão da Corte é o evento que abriu caminho para os reembolsos.

É dinheiro real, entra legitimamente no resultado, mas não é recorrente e não diz nada sobre a capacidade da Apple de vender aparelhos. Descontando o efeito, a fotografia muda um pouco: a margem bruta cai para aproximadamente 48%, exatamente o que o consenso projetava, e o lucro por ação vai para cerca de US$1,91, contra os US$1,89 esperados. De uma superação de 6,9% no lucro, sobra uma de pouco mais de 1%.

Ou seja: o trimestre continua bom em receita e em volume, que são genuinamente fortes. Mas o brilho extraordinário no lucro é, em boa parte, contábil, e não se repete.

A Apple abre a margem bruta em dois blocos apenas: produtos e serviços. Ela nunca divulga margem por categoria individual (não existe margem oficial de iPhone, Mac ou iPad em documento nenhum da empresa, e todo número desse tipo que circula é estimativa de analista), mas os dois blocos que ela abre já contam a história.

Linha de negócioMargem do FQ3 2026Margem do FQ3 2025Variação
Produtos40,07%34,52%+5,55pp
Serviços75,62%75,58%+0,04pp
Consolidado50,06%46,49%+3,57pp

A margem de hardware subiu 5,55 pontos percentuais em 12 meses. A margem de hardware não sobe 5 pontos por ganho de eficiência: é ali que o reembolso de tarifas desembarcou, porque tarifa incide sobre produto físico. A prova está na linha seguinte: serviços, que não pagam tarifa nenhuma, ficou praticamente parado. A melhora não foi operacional.

Vale registrar um desequilíbrio que explica boa parte do valuation da Apple. Serviços representam 28,1% da receita, mas respondem por 42,4% do lucro bruto do trimestre. Produtos são 71,9% da receita e apenas 57,6% do lucro. Cada dólar de serviço vale quase o dobro de um dólar de hardware, e é por isso que o mercado aceita pagar perto de 40x o lucro por uma empresa que, no fim das contas, vende telefone.

Serviços: um pequeno sinal de alerta

Os relatórios revelaram um problema silencioso do trimestre. Serviços cresceram 12,1%, um bom número isolado, mas bem abaixo dos 16,2% do trimestre encerrado em março e, mais grave, abaixo do que a própria Apple havia sinalizado. Na teleconferência de abril, o diretor financeiro Kevan Parekh disse que os serviços cresceriam em ritmo “similar ao reportado em março” (ou seja, algo perto de 16%, ressalvando o efeito cambial). Ficaram cerca de 4 pontos percentuais aquém.

A linha chegou a recuar 0,8% em relação ao trimestre imediatamente anterior. Foi o único item da projeção que a Apple não cumpriu, e não é um item qualquer: é o que sustenta o múltiplo da ação. Parte da imprensa de mercado atribuiu a reação negativa à combinação de serviços com a Grande China, embora as estimativas para a região divergissem bastante entre as casas: havia projeções de US$18,8 bilhões, que o resultado cumpriu, e de US$19,5 bilhões, que não.

Some-se a isso um risco que não tem data marcada. Boa parte da receita dos serviços vem do acordo pelo qual o Google paga à Apple para ser o buscador padrão do Safari — cerca de 36% da receita de anúncios de busca, algo próximo de US$20 bilhões por ano. Existe um processo em andamento que questiona a legitimidade desta taxa. A sentença de setembro de 2025 permitiu que o acordo continuasse, mas o Departamento de Justiça dos Estados Unidos recorreu em fevereiro de 2026 e o Google entrou com recurso próprio em maio. Se a decisão cair, o buraco nessa linha é de dois dígitos de bilhão!

Três números que o comunicado não destaca

Fora das manchetes do balanço, três indicadores das demonstrações merecem atenção, e nenhum deles apareceu no material de divulgação.

  1. O estoque quase dobrou, de US$5,7 bilhões em setembro de 2025 para US$11,1 bilhões, alta de 94%. Uma empresa que é referência mundial em operar com estoque enxuto dobrou o estoque em 9 meses. A leitura mais provável é compra antecipada de memória, antes que os preços subam ainda mais. É a confirmação contábil do que Cook disse em junho, quando afirmou que aumentos de preços eram inevitáveis.
  2. Pesquisa e desenvolvimento saltou para US$11,7 bilhões, o dobro do ritmo da receita, e passou de 9,4% para 10,7% do faturamento. Ao mesmo tempo, o investimento em ativo fixo (equipamentos, imóveis, veículos etc.) caiu 28% no acumulado de 9 meses. É a tese da IA “capital-light” traduzida em números: a Apple gasta mais em gente e software, e menos em concreto e servidor, apostando em rodar inteligência nos mais de 2 bilhões de aparelhos que já estão nas mãos dos usuários. O oposto de Microsoft, Google e Amazon.
  3. O caixa operacional de 9 meses foi de US$117 bilhões, contra US$81,8 bilhões. Mesmo assim, a recompra de ações caiu de US$70,6 para US$62,1 bilhões. A Apple está segurando dinheiro, o que é coerente com o estoque dobrado e com uma troca de comando marcada para 1º de setembro.

Há ainda um detalhe na linha de outras receitas, que agrupa o que a Apple ganha fora da operação: juros do caixa aplicado, juros pagos sobre dívida, variação cambial e valorização de participações minoritárias. O resultado foi de US$572 milhões positivos, contra US$171 milhões negativos há um ano — um giro de US$743 milhões. A carteira de caixa e aplicações subiu para US$146,5 bilhões, enquanto a dívida caiu para US$82,3 bilhões. Mais dinheiro rendendo, menos juros a pagar. É lucro financeiro, não operacional.

A projeção para setembro veio bem abaixo

O trimestre relatado é recorde. A projeção que o acompanha, não. E como o mercado precifica futuro e não passado, foi ela que dominou a reação. A ação, que havia fechado o pregão a US$333,43, caiu cerca de 6,5% na negociação estendida ao longo da teleconferência, o que equivale a aproximadamente US$317 bilhões de valor de mercado. No dia seguinte, a queda se confirmou: -7,35%. A projeção da Apple para o trimestre de setembro, o último do ano fiscal, veio com dois números desconfortáveis.

IndicadorFQ3 2026 (real)FQ4 2026 (projetado)
Crescimento de receita16,4%de 9% a 11%
Margem bruta50,1%de 47% a 48%
Margem bruta sem reembolso de tarifas48,1%de 47% a 48%
Receita implícitaUS$109,4 bilhõesde US$111,7 a US$113,7 bilhões

A desaceleração de 16,4% para algo entre 9% e 11% já seria suficiente para incomodar. O que agravou foi a justificativa: Parekh afirmou que o impacto das restrições de oferta deve “aumentar significativamente” em relação ao trimestre anterior — citando explicitamente iPhone, Mac e iPad —, e mencionou ainda ventos contrários de câmbio sobre a receita de iPhone.

A margem projetada de 47% a 48% é o número mais revelador de todo o balanço. Ela fica abaixo do resultado limpo deste trimestre sem o reembolso de tarifas. Ou seja: a Apple está dizendo que a margem vai cair de verdade, em bases comparáveis. O colchão de estoque de memória comprado a preço favorável, que segurou os custos nos últimos trimestres, está acabando, e o trimestre de setembro é justamente o que carrega o lançamento dos “iPhones 18 Pro/18 Pro Max” — e provavelmente do “iPhone Ultra”, o primeiro dobrável da empresa.

O que Ternus herda

Ternus assumirá como diretor executivo em 1º de setembro, com Cook passando a presidente executivo do conselho. A julgar pelo balanço, ele recebe uma casa em ordem: receita recorde, base instalada de aparelhos ativos em máxima histórica em todas as categorias principais, patrimônio líquido de US$107,5 bilhões e — possivelmente — a companhia mais valiosa do mundo.

Recebe também três problemas bem definidos. O primeiro é o custo de memória, que já forçou aumentos de preço no MacBook Air, no Mac mini e no Mac Studio, e que agora vai comprimir margem sem o amortecedor do estoque barato.

O segundo é a desaceleração dos serviços, com os recursos judiciais contra o acordo de busca com o Google ainda pendentes.

O terceiro é entregar a Siri reformulada, anunciada na WWDC26, movida pelo Gemini do Google, prevista para o ciclo do iOS 27 e adiada por tempo indeterminado na União Europeia — decisão que a Apple atribui às exigências da Lei dos Mercados Digitais (Digital Markets Act, ou DMA).

A leitura mais honesta deste balanço talvez seja esta: Cook encerra sua gestão entregando o melhor trimestre abril-junho da história da Apple, a maior capitalização de mercado do mundo e uma operação que cresce dois dígitos em todos os continentes em que atua. O que ele não entrega pronto é a próxima curva: provar que a aposta de rodar inteligência artificial dentro do aparelho, e não na nuvem, vale o múltiplo de 40x que a ação vinha cobrando. Essa parte, agora, é com Ternus.

Metodologia

Os números do trimestre e do comparativo anual foram extraídos das demonstrações consolidadas condensadas não auditadas da Apple referentes ao terceiro trimestre fiscal de 2026 e ao terceiro trimestre fiscal de 2025, conferidas linha a linha. As margens por linha de negócio, os indicadores de balanço patrimonial e de fluxo de caixa e todos os percentuais foram calculados a partir desses documentos.

As estimativas de consenso de Wall Street citadas foram compiladas antes da divulgação junto a Yahoo Finance, TipRanks, Zacks, Visible Alpha, Hudson Labs e Goldman Sachs.

A projeção para o trimestre de setembro e as declarações do diretor financeiro vêm da teleconferência de 30 de julho de 2026, com apuração de 9to5Mac, CNBC e AppleInsider.

Os dados de mercado chinês são da IDC e da CAICT. A série de fechamentos mensais da ação tem origem em StatMuse, StockAnalysis.com, FinancialContent e Macrotrends, via S&P Global Market Intelligence.

O ajuste identificado como “sem reembolso de tarifas” não é uma linha contábil: é cálculo próprio a partir do efeito que a Apple declarou no comunicado de resultados.

Observação

Este texto não constitui recomendação de investimento.

Notas de rodapé

  • 1
    Chief executive officer, ou diretor executivo.

DT NO.1 E08 Smart Cycling Glasses Review: AI-Powered Vision for Outdoor Adventures

2 August 2026 at 12:50

Smart wearables continue to evolve, and DT NO.1 E08 Smart Cycling Glasses are a perfect example of how artificial intelligence, photography, and audio technology can be integrated into a lightweight pair of sports glasses. Designed for cyclists, outdoor enthusiasts, and tech lovers, the E08 combines AI recognition, hands-free photography, video recording, music playback, and voice interaction into a single wearable device.

Designed for Active Lifestyles

The DT NO.1 E08 features a sporty cycling-glasses design that prioritizes comfort and stability during outdoor activities. Whether you’re riding a bike, hiking, running, or traveling, the lightweight frame provides a secure fit while offering protection from sunlight and wind.

Its modern aerodynamic appearance makes it suitable for both athletic and casual use, allowing users to capture experiences without carrying additional devices.

AI-Powered Smart Assistance

One of the biggest highlights of the E08 is its built-in AI functionality. The glasses support OpenAI-powered recognition technology, enabling users to interact with intelligent voice features while on the move.

AI capabilities include:

  • Object recognition
  • Voice assistant functions
  • Smart information retrieval
  • Voice interaction
  • Real-time AI-assisted experiences

These features transform the glasses from a simple recording device into a wearable AI companion.

13MP Camera with 32MP Photo Capture

The integrated 13MP camera allows users to capture moments directly from their point of view. Unlike traditional action cameras, the E08 records exactly what the wearer sees, making it ideal for cycling adventures, scenic rides, and outdoor exploration.

Photo resolution reaches up to 32MP, delivering detailed images suitable for sharing on social media or preserving memorable experiences. The hands-free design means users can focus on the activity rather than holding a smartphone.

1080P Video Recording with EIS Stabilization

For video creators and outdoor sports enthusiasts, the E08 supports 1080P HD video recording. Electronic Image Stabilization (EIS) helps reduce vibrations and shaking, producing smoother footage during movement.

Whether cycling through city streets or mountain trails, the stabilization technology improves recording quality and makes videos more enjoyable to watch.

Fast Wi-Fi 6 Connectivity

The inclusion of Wi-Fi 6 technology enables faster wireless transfers and improved connectivity. Users can quickly synchronize photos and videos with their smartphone, reducing the need for cables and simplifying content sharing.

Wi-Fi 6 also enhances communication between the glasses and companion applications, ensuring responsive performance for AI features and media management.

Open-Ear Audio Experience

The E08 functions as more than just smart glasses. Built-in speakers provide an open-ear listening experience, allowing users to enjoy music, navigation prompts, and voice responses while remaining aware of their surroundings.

This design is especially beneficial for cyclists and runners who need to hear traffic, pedestrians, and environmental sounds for safety. The device supports up to 10 hours of music playback, making it suitable for long rides and outdoor adventures.

Smart Features for Everyday Use

Beyond photography and audio, the DT NO.1 E08 offers a range of intelligent functions:

  • Voice control
  • AI recognition
  • Hands-free operation
  • Music playback
  • HD video recording
  • Wireless file transfer
  • Outdoor sports support
  • Smart assistant integration

These features make the glasses useful not only for sports but also for travel, commuting, sightseeing, and daily activities.

Specifications

  • Camera: 13MP
  • Photo Resolution: Up to 32MP
  • Video Recording: 1080P HD
  • Stabilization: Electronic Image Stabilization (EIS)
  • Connectivity: Wi-Fi 6
  • AI Features: OpenAI Recognition & Voice Assistant
  • Audio: Open-ear speaker design
  • Battery Life: Up to 10 hours music playback
  • Charging: USB Type-C
  • Usage Scenarios: Cycling, running, hiking, travel, outdoor sports

Real-World Benefits

For cyclists and outdoor enthusiasts, the E08 provides a practical combination of safety and convenience. Users can listen to music, receive AI assistance, capture photos, and record videos without reaching for a smartphone.

The first-person perspective recording capability makes the glasses particularly appealing for adventure content creators, while the open-ear audio design helps maintain environmental awareness during activities. Smart-glasses users often view camera, audio, AI assistance, and battery life as the most important features in everyday wearable devices.

Final Verdict

DT NO.1 E08 Smart Cycling Glasses successfully blend AI technology, hands-free photography, HD video recording, and open-ear audio into a versatile wearable device. With its 13MP camera, 32MP photo capability, Wi-Fi 6 connectivity, OpenAI recognition features, and 10-hour battery life, the E08 offers an impressive package for cyclists, travelers, and outdoor adventurers.

For users seeking a smart wearable that can capture experiences, provide AI assistance, and deliver entertainment without sacrificing comfort or awareness, the DT NO.1 E08 stands out as a compelling option in the growing smart glasses market.

The post DT NO.1 E08 Smart Cycling Glasses Review: AI-Powered Vision for Outdoor Adventures appeared first on IGeeKphone China Phone, Tablet PC, VR, RC Drone News, Reviews.

CZ31 Rocket-Style RC Drone Review: A Fun FPV Quadcopter with Brushless Power and Immersive Rocket Effects

2 August 2026 at 11:27

Looking for an RC drone that stands out from the crowd? CZ31 Rocket-Style RC Drone combines an eye-catching rocket-inspired design with beginner-friendly flight controls, brushless motors, Wi-Fi FPV, and unique visual effects that make every takeoff feel like a space launch. Designed primarily for recreational flying, this Ready-to-Fly (RTF) quadcopter offers an entertaining experience for kids, beginners, and drone enthusiasts alike.

A Rocket-Inspired Design That Turns Heads

Unlike traditional quadcopters, the CZ31 adopts a rocket-inspired appearance complete with folding arms that resemble a futuristic launch vehicle. During takeoff, the drone enhances the illusion with LED lighting and a mist spray effect beneath the aircraft, creating a realistic rocket exhaust visual.

It’s important to note that the “rocket missile-launch” branding refers purely to the drone’s appearance and visual effects—it is designed solely as a recreational RC aircraft.

Brushless Motors for Stable Flight

Powering the CZ31 are efficient brushless motors, which provide smoother flight performance and greater durability compared to conventional brushed motors.

Advantages include:

  • Improved flight stability
  • Longer motor lifespan
  • Lower operating noise
  • Better efficiency
  • Enhanced reliability for regular outdoor flying

Combined with its 6-axis gyroscope, the drone delivers stable hovering and responsive controls, making it suitable for both beginners and casual pilots.

Beginner-Friendly Flight Features

The CZ31 includes several intelligent functions that simplify flying:

  • One-key takeoff and landing
  • Altitude hold
  • Headless mode
  • Multiple speed settings
  • Stable hover control

These features help new pilots gain confidence while allowing more experienced users to enjoy quick and hassle-free flights.

Wi-Fi FPV with Built-In Camera

The drone comes equipped with a 480P HD camera that supports 2.4GHz Wi-Fi FPV (First-Person View) transmission.

Pilots can connect the drone to a compatible smartphone to:

  • View live video
  • Capture aerial photos
  • Record videos
  • Experience FPV flying

The FPV transmission range is approximately 30 meters, while the remote-control range extends to around 50 meters under ideal conditions.

Mist Spray and LED Lighting

One of the most entertaining features of the CZ31 is its one-touch mist spray system.

Using the included water dropper, users can fill the small reservoir to produce a visible mist beneath the drone. Combined with colorful LED lighting, the effect resembles rocket exhaust during takeoff, making evening flights especially enjoyable.

The spray system is intended purely as a visual effect and can operate for approximately 8 minutes after a brief activation.

Compact and Portable

The CZ31 measures approximately:

  • 200 × 200 × 190 mm
  • Takeoff weight: 175g

Its foldable arms make transportation and storage convenient, allowing users to easily pack the drone into a backpack for outdoor adventures.

Battery Performance

The drone is powered by a 3.7V 1200mAh Li-Po battery, offering:

  • 6–9 minutes of flight time
  • Around 60 minutes charging time

The modular battery design also allows for quick battery swaps if additional batteries are purchased separately.

Package Contents

The Ready-to-Fly package includes:

  • CZ31 Rocket-Style RC Drone
  • 2.4GHz remote controller
  • 3.7V 1200mAh battery
  • USB charging cable
  • Spare propellers
  • Propeller guards
  • Water dropper for the mist effect
  • Screwdriver and mounting screws
  • User manual

Key Specifications

  • Rocket-inspired foldable design
  • Brushless motor system
  • 480P HD camera
  • 2.4GHz Wi-Fi FPV
  • One-key takeoff and landing
  • Headless mode
  • Altitude hold
  • LED lighting effects
  • Mist spray “rocket exhaust” effect
  • 3.7V 1200mAh Li-Po battery
  • Flight time: 6–9 minutes
  • Control range: approximately 50 meters
  • FPV range: approximately 30 meters

Who Should Buy the CZ31?

The CZ31 is a great choice for:

  • First-time drone pilots
  • Kids and families
  • Hobbyists looking for a fun recreational drone
  • Users who enjoy unique drone designs
  • Anyone seeking an affordable FPV quadcopter with visual effects

Final Verdict

CZ31 Rocket-Style RC Drone focuses on fun rather than professional aerial photography. Its rocket-inspired styling, LED lighting, mist spray effect, brushless motors, and beginner-friendly flight controls create an engaging flying experience that stands out from conventional toy drones.

While its 480P camera and modest flight time reflect its entry-level positioning, the CZ31 offers plenty of entertainment value for recreational users. If you’re looking for a unique RC quadcopter that combines imaginative design with easy-to-fly features, the CZ31 is a compelling option for weekend flying and family fun.

The post CZ31 Rocket-Style RC Drone Review: A Fun FPV Quadcopter with Brushless Power and Immersive Rocket Effects appeared first on IGeeKphone China Phone, Tablet PC, VR, RC Drone News, Reviews.

Promoções na App Store: Pin To Wall: Photo Widget, HOOK 2, Speed Up Video e mais!

31 July 2026 at 23:51

Fechando a semana e o mês de julho com a nossa seleção de promoções na App Store!

O nosso destaque do dia é Pin To Wall: Photo Widget, um app simples e direto ao ponto, pensado para quem quer manter uma única foto sempre à mão no iPhone, iPad ou Apple Vision Pro.

Ele funciona como um quadro digital: você escolhe uma imagem, fixa na Tela de Início como widget e pronto, ela fica ali até você trocar.

A proposta é armazenar apenas uma foto por vez, seja da sua biblioteca ou com uma nova captura, evitando acúmulos desnecessários na biblioteca de fotos e tornando o app leve e fácil de usar.

Para quem gosta de foco e não quer gerenciar álbuns, é uma solução prática. Aproveite a oferta! 🌠


Abaixo outros jogos/apps que, juntos, somam quase R$100 em descontos:

Jogos

Puzzles.

Jogo de estratégia.

Jogo de cartas.

Aplicativos

Editor de vídeos.

Utilitário para desenvolvedores.


Aproveite as ofertas e tenha um excelente final de semana! Vale lembrar que as ofertas são sempre por tempo limitado, então é bom correr. 🦖

MacMagazine no Ar #693: 3º trimestre fiscal, “Apple Glass”, mudanças no Watch, Epic Games Store no Brasil e mais!

31 July 2026 at 22:33

E hoje é dia de MacMagazine no Ar! 😃 Esta é a 693ª edição do nosso podcast.

Participantes do dia

A edição é obra do Eduardo Garcia [@edugarcya].

Pauta do episódio

Ouça pelo SoundCloud
Ouça pelo Apple Podcasts
Ouça no Spotify

Nosso podcast está disponível no Apple Podcasts, no Spotify, no YouTube, no Amazon Music, no Deezer, num perfil do SoundCloud ou diretamente num feed RSS.

Links citados na introdução

Oferecimento: Patrões Platinum

Gravação ao vivo

Todas as nossas gravações do podcast são transmitidas ao vivo pelo YouTube, com interação via (Super) Chats.


Capa do podcast - MacMagazine no Ar
MacMagazine no Ar de MacMagazine Episódio: #693
Gravação: 30 de julho de 2026
Duração: 54min34

💾

App Store Regulatory Changes Begin Slowing Services Growth

31 July 2026 at 22:14

App Store regulatory changes are beginning to affect Apple Services growth as developers gain more ways to avoid Apple’s payment system or pay lower commissions in major markets.

Apple finance chief Kevan Parekh told investors that changes to the App Store business model in some countries had affected its performance during the June quarter. Softer spending on mobile games created additional pressure.

The acknowledgement is significant because regulatory risk has appeared in Apple filings for years without producing a clearly identified effect on Services performance. Apple is now confirming that rule changes have advanced far enough to influence reported results.

The impact does not mean the App Store has stopped growing. Apple described the store as reaching another June-quarter revenue record, while Services expanded by approximately 12% from the previous year.

The emerging issue is the rate of growth. A purchase can still occur inside an iPhone app while generating less revenue for Apple when the customer pays through a developer’s website or uses terms carrying a reduced fee.

App Store Regulatory Changes Affect Several Markets

Apple did not identify one country or policy as solely responsible for the effect.

The company is adapting to a collection of court orders, competition laws and regulatory agreements that differ substantially among the United States, European Union, China, Brazil, Japan, South Korea and other markets.

Some rules concentrate on payment choice. They allow developers to place links or buttons inside apps leading customers to external checkout pages.

Other changes permit alternative app marketplaces or direct distribution outside the App Store. Several regulators are also examining whether Apple can charge developers for transactions completed through another payment provider.

The financial result depends on the model adopted in each country. Apple may receive no commission, a reduced commission or another fee connected with platform technology and distribution.

This creates a more fragmented App Store business. A subscription sold through the same application can produce different revenue for Apple according to the customer’s country, payment route and the developer terms governing that version of the app.

A collection of colorful app icons forms a semicircle above the blue App Store icon, highlighting the Apple developer ecosystem, with the label "App Store" on a white background.
Image Credit: Apple Inc.

The United States Changed External Payment Links

The most direct change in the United States came from the long-running legal dispute between Apple and Epic Games.

A federal court previously ordered Apple to stop preventing developers from directing customers toward outside purchasing options. Apple responded by allowing certain external links while seeking commissions of between 12% and 27% on purchases completed through them.

The company also introduced design restrictions, an approval process and a warning screen displayed when customers left the App Store environment.

In April 2025, the district court found Apple in civil contempt for failing to comply fully with the anti-steering injunction. The ruling prohibited the company from collecting a commission on purchases made through external links and removed several restrictions governing their appearance.

Apple updated its App Review Guidelines in May 2025. Apps distributed through the United States storefront can include buttons, external links and other calls to action leading customers toward another payment method.

The rules no longer require a special external-link entitlement for the U.S. storefront.

That change gives developers a straightforward financial reason to move some transactions to the web. A company can process a payment through another provider instead of giving Apple a percentage of the digital sale.

The customer can return to the iPhone app and use the purchased subscription or content. The app remains distributed through Apple, but the associated transaction no longer produces the same App Store commission.

Enough developers adopting that route can slow Apple Services growth even if total spending on iPhone applications continues increasing.

The European Union Introduced Alternative Distribution

The European Union’s Digital Markets Act requires Apple to permit alternative app marketplaces, outside payment systems and other changes intended to reduce its control over iOS distribution.

Developers can remain under Apple’s conventional App Store terms or adopt business terms designed for the European market.

The alternative structure separates several services that were previously combined inside one commission. Developers can choose different levels of App Store support, use Apple’s payment system, provide another payment option or distribute software through a competing marketplace.

Apple introduced reduced commissions and technology-related fees to preserve compensation for the tools, security systems, distribution infrastructure and platform access it provides.

Those terms have changed several times following regulatory objections. Beginning in 2026, Apple started moving from its earlier Core Technology Fee toward a Core Technology Commission applied to eligible digital transactions under particular conditions.

The structure means outside payments do not always eliminate Apple fees in Europe. They can still reduce the amount Apple collects or shift revenue among different fee categories.

Regulators continue examining whether the terms provide meaningful choice or discourage developers from leaving the standard model.

Apple argues that alternative stores and payment systems create additional privacy, security and fraud risks. The European Commission has focused on whether Apple’s warnings, technical requirements and fees make those options unnecessarily difficult to use.

European developers must calculate more than one commission. They need to consider payment-processing costs, marketplace charges, customer acquisition, reporting obligations and the Apple terms attached to each distribution method.

The result may be lower App Store revenue without an equally large shift toward independent marketplaces. External website payments can change Apple’s economics more quickly because they do not require customers to install another store.

China Reduced Some App Store Commissions

App Store regulatory changes are not limited to alternative stores and external payments.

Apple lowered several commission rates in the China mainland storefront beginning March 15, 2026.

Qualifying transactions under the App Store Small Business Program and Mini Apps Partner Program now carry a 12% commission. The same rate applies to eligible auto-renewing subscriptions after the subscriber’s first year.

These transactions previously qualified for a higher 15% rate.

A three-percentage-point reduction may appear small beside demands for completely independent payments. At the scale of China’s app economy, it can remove a meaningful amount of revenue while improving the share retained by developers.

The Mini Apps Partner Program is particularly important in China because large platforms can contain many smaller services inside one host application.

Reducing the commission can encourage those ecosystems to continue using Apple In-App Purchase. It also demonstrates how Apple may respond to pressure by offering more favorable terms before regulators require a more disruptive change.

Lower commissions can support transaction growth over time, but the immediate calculation is straightforward: Apple receives less from each qualifying purchase.

App Store regulatory changes - Colorful illustration of five people: one flying with books, one holding a lightbulb, one kayaking on a giant smartphone, and more—all against vibrant geometric backgrounds, celebrating the creativity of Apple developers in the App Store economy.
Image Credit: Apple Inc.

Brazil Opens iOS to Outside Stores and Payments

Apple introduced alternative app distribution and payment options in Brazil through an agreement with the country’s competition regulator, CADE.

Beginning with iOS 26.5, developers can distribute apps through alternative marketplaces, operate those marketplaces and process digital payments outside Apple In-App Purchase.

Apps can also present links leading users to an external website where the transaction is completed.

Apple continues applying notarization and other technical requirements to software distributed outside the App Store.

The company maintains that these protections reduce risks but cannot provide the complete safeguards associated with App Review.

Brazil is a major smartphone and digital-services market. Its effect on Apple Services will depend on whether large developers adopt the new options and whether customers are willing to leave the familiar App Store purchasing flow.

An external option existing in software does not guarantee that people will use it. The developer must usually offer a meaningful advantage, such as a lower price, a different subscription package or payment methods better suited to local customers.

Adoption can increase gradually as existing apps release updates. The financial impact may therefore become more visible over several quarters rather than appearing immediately after the regulatory agreement takes effect.

Why Outside Payments Reduce Apple Services Revenue

Apple receives a commission when an eligible digital purchase uses its in-app payment system.

The fee compensates Apple for distribution, payment processing, fraud management, developer tools, customer support and access to the iOS platform, according to the company.

The standard percentage varies. Small developers and long-running subscriptions can qualify for reduced rates, while other eligible digital transactions may carry higher commissions.

When payment moves to a developer’s website, an independent processor handles the financial transaction. The developer pays that provider, manages more of the customer relationship and retains the amount that would otherwise become an App Store fee.

Apple may still provide the operating system, APIs, development tools and App Store distribution without receiving the conventional payment commission.

This separation explains why App Store activity and App Store revenue can move differently. People may download more applications and spend more on digital services while Apple captures a smaller percentage of the commerce.

The same customer could maintain several subscriptions used exclusively on an iPhone without any of their monthly payments passing through Apple.

Apple can collect other revenue from that user through hardware, advertising, iCloud or its own subscriptions. The external transaction nevertheless removes one part of the Services model.

Most App Store Commerce Never Paid Apple a Commission

The size of the App Store economy should not be confused with Apple’s commissionable revenue.

Apple says the global App Store ecosystem facilitated more than $1.4 trillion in developer billings and sales during 2025. More than 90% of that commerce did not produce a commission for the company.

The largest categories involve physical goods and services such as retail purchases, travel, grocery delivery, restaurant orders and transportation.

Apple does not collect a percentage when someone uses an Amazon app to order furniture, books a hotel or pays for a meal delivered through an iPhone.

App Store commissions generally concentrate on digital goods, application features, virtual items and subscriptions sold through Apple In-App Purchase.

Regulatory changes target this smaller but financially important part of the ecosystem.

Digital transactions require no physical inventory or delivery network, allowing payment commissions to carry attractive margins. Losing part of that revenue can therefore affect profitability more than the dollar amount alone suggests.

Apple does not disclose App Store revenue or profit separately. The category remains combined with cloud services, advertising, media subscriptions, AppleCare, payments and other operations inside Services.

Mobile Gaming Weakness Adds Another Pressure

Regulation was not the only factor Apple identified.

Parekh said softer mobile gaming activity also affected the App Store. Games represent an important source of digital transactions because players purchase virtual currency, characters, cosmetic items, subscriptions and access to additional content.

A decline in game spending directly affects the commission Apple receives through In-App Purchase.

Gaming is also one category where developers have pushed aggressively for alternative stores and payments. Epic Games began its legal confrontation with Apple after introducing another payment method inside Fortnite and attempting to bypass App Store commissions.

The simultaneous effects are difficult to separate. A game can generate lower revenue because players are spending less, because payments moved outside Apple’s system or because both changes occurred together.

Apple does not provide enough category detail to calculate the contribution from each factor.

The distinction matters for the outlook. Gaming demand can recover with successful releases and stronger consumer spending. A permanent regulatory change does not reverse when one popular game reaches the top of the charts.

A glowing, translucent video game controller icon—reminiscent of high-end controllers designed for AAA games—with a cross-shaped d-pad and two circular buttons on a black background.
Image Credit: Apple Inc.

Developers Gain Revenue but Assume More Work

Outside payments can improve the amount a developer retains from each purchase.

A company moving from a conventional App Store commission to a lower-cost web payment processor may use the difference to reduce prices, fund development or improve profitability.

The developer also assumes responsibilities previously handled through Apple.

Independent billing requires payment processing, tax management, fraud protection, refunds, account recovery and customer support. Subscription status must synchronize correctly between the website and the iPhone app.

Customers changing devices or reinstalling an app expect their purchases to remain available. The developer needs its own account system capable of verifying ownership without relying entirely on Apple’s purchase history.

Small developers may decide that Apple In-App Purchase remains worth its fee because it removes operational complexity and gives customers a familiar checkout experience.

Large subscription businesses have stronger incentives to build their own systems. They already maintain accounts and payments across websites, televisions, Android devices and other platforms.

The regulatory effect will therefore vary by developer size and business model. One company may remove Apple billing completely, while another continues using it because external infrastructure would cost more than the commission saved.

Customers May Receive Lower Prices

External payments create the possibility of lower subscription prices because developers no longer need to incorporate the complete App Store fee into the amount charged.

Some services already cost more when purchased through an iPhone app than through their websites. The higher price allows the developer to preserve similar revenue after Apple receives its share.

A visible external link makes comparing those prices easier. Customers can leave the app, complete the transaction on the web and return with an active account.

Savings are not guaranteed. A developer can retain the entire difference rather than passing it to subscribers.

Independent billing can also make subscription management less consistent.

Purchases completed through Apple appear in one location:

Settings > Apple Account > Subscriptions

A subscription purchased directly must be canceled through the developer’s website or account system. Customers using many external services may need to remember several billing portals and renewal policies.

Refunds and purchase disputes also move away from Apple. The developer or its payment processor becomes responsible for resolving the transaction.

Choice can reduce prices while increasing complexity. The practical outcome depends on whether developers make external checkout clearly cheaper and easy to manage.

Apple Is Expanding Other App Store Tools

Apple is responding to the changing environment by adding business models and marketing systems that can keep developers using its commerce platform.

Monthly subscriptions with a 12-month commitment allow participating apps to offer lower recurring payments while securing a complete year of revenue.

The Advanced Commerce API supports more complex content catalogs, optional add-ons and subscription structures that were previously difficult to manage through standard In-App Purchase products.

Apple has also expanded tools for custom product pages, promotional offers, application analytics and international distribution.

These additions increase the value attached to App Store billing. A developer may tolerate a commission when Apple provides conversion tools, subscription management and access to promotional placement that would be expensive to reproduce independently.

The company can also adjust rates for particular categories. The Small Business Program, Mini Apps Partner Program and reduced commission for longer-running subscriptions already demonstrate differentiated pricing.

A more competitive payment market may push Apple toward additional service tiers rather than one universal commission.

The UK Could Create the Next Material Change

The United Kingdom’s Competition and Markets Authority is consulting on rules that would allow developers to direct customers outside Apple and Google’s payment systems.

The regulator expects any fee charged for steering to be fair, reasonable and lower than current app-store commissions. It wants the resulting savings passed to customers or reinvested in developer businesses.

The UK proposal is not yet a final requirement. Its eventual structure could determine whether developers receive the broad freedom available in the United States or a fee-based model closer to some European arrangements.

Regulators are also considering app-review fairness, interoperability and access to mobile-platform capabilities.

The outcome will matter beyond British customers. Each major jurisdiction creates another model that regulators elsewhere can examine when designing their own rules.

Apple must decide whether to continue maintaining different commercial systems by country or move toward broader global terms that reduce operational complexity.

Developers face the same choice. Supporting a separate payment route, marketplace package and reporting process for every region can become expensive enough to cancel some of the benefits regulation intended to create.

The next evidence will come from behavior rather than another policy announcement: how many major apps add external payment links, whether they offer lower prices and how quickly customers move away from Apple’s checkout.

The post App Store Regulatory Changes Begin Slowing Services Growth appeared first on AppleMagazine.

Após resultados financeiros, ações da Apple despencam mais de 7%

31 July 2026 at 21:21

Apenas três dias após quebrar a barreira dos US$5 trilhões em valor de mercado, a Apple registrou uma queda e tanto no mercado de ações — algo que sucedeu a sua última conferência de resultados financeiros, realizada ontem (30/7).

Avaliada agora em US$4,537 trilhões (US$308,91 por ação, queda de 7,35%), a Maçã já tinha visto o valor dos seus papéis recuar cerca de 3% ainda ontem, logo após o fim da reunião com investidores, nas negociações pós-fechamento da Nasdaq.

Entre as causas dessa queda, estão um crescimento menor que o esperado para a App Store e para o segmento de serviços como um todo, além de desafios enfrentados pela companhia na cadeia de fornecimento — tanto pela forte demanda de produtos como o iPhone e o Mac quanto pela crise no mercado de memórias —, o que não afetou os resultados financeiros do terceiro trimestre fiscal de 2026, mas nos dá um prognóstico do que pode vir pela frente.

Como era de se esperar, a queda grande de hoje fez com que a Apple perdesse o posto de empresa mais valiosa do mundo, ocupado agora pela NVIDIA [$NVDA], que fechou o dia avaliada em US$4,862 trilhões (US$200,75 por ação, +2,93%).

A gigante de Cupertino, no entanto, permanece à frente da Alphabet [$GOOG], que apresentou hoje um crescimento forte de 6,88% e fechou o dia avaliada em US$4,362 trilhões (US$356,65 por ação).

Em quarto lugar, temos a Microsoft [$MSFT], um dia após suas ações registrarem a maior valorização da história em um único dia (ontem os papéis subiram 15,51%, adicionando cerca de US$450 bilhões ao valor de mercado da companhia). Avaliada agora em US$3,451 trilhões (US$464,72 por ação), ela apresentou hoje um crescimento de 3,02%.

Que reviravolta, hein?! 💸

Pastebot 3 for Mac

31 July 2026 at 19:31

John Voorhees:

What sets Pastebot 3 apart is its addition of deep automation tools. Not only does the update add MCP support, making it an excellent tool to use with Claude or ChatGPT/Codex, but it includes a brand new CLI that you or an agent can use from Terminal or incorporate into scripts you build.

[…]

New filters have been added that allow you to transform clippings using text transformations and even shell scripts. Using the ability to script custom filters, I’ve begun adding a few of my own to Pastebot for things like adding and removing bullets from multiple lines of text.

I’ve long been aware of this app but hadn’t paid much attention because I’m happy using LaunchBar as my clipboard and snippet manager. LaunchBar has some transformations built-in, and I’ve built up a collection of my own scripts, but it’s appealing that Pastebot comes with so many out of the box.

From Pastebot’s main UI, you can select multiple items at once and right-click to add them to a Stack, or you can pick them one at a time in any order you’d like. As you select items, they’re numbered in the order you’ll paste them into a document using a keyboard shortcut. It’s an excellent feature for filling out forms or copying data from one spreadsheet to another.

Juli Clover:

There are also rule-based Smart Pastebins for automatic organization, like every link or image copied from Safari. Smart Pastebins can be filtered by clipping size, type, file extension, creation date, text, text length, and more. Multiple parameters can be combined for detailed filtering, and custom notes can be added to clippings to make them easy to find via search.

[…]

Tapbots says Pastebot 3 was built to work with Apple's Universal Clipboard feature, and when enabled and active, anything you copy on your iPhone is saved in Pastebot automatically.

John Gruber:

Chief among my favorite features:

  • Remembers up to 1,500 clippings (up from a mere 1,000 in v2).
  • Syncs via iCloud. If I copy something on one Mac, it’s in my Pastebot history on my other Macs.
  • That sweet Tapbots UI.

Marcus Mendes:

Importantly, Pastebot 3 requires macOS 26 Tahoe or later and comes with a 14-day free trial. Users can buy the app directly from Tapbots for $39 or subscribe through the App Store for $2.99 per month or $24.99 per year.

[…]

The direct purchase includes one year of updates, with additional years available for $19 each. Users who stop paying for updates can continue using the latest version covered by their purchase. Pastebot 2 owners can also get a $12.99 upgrade discount by entering their existing license key at checkout.

scottybee:

They are not offering any upgrade path for MAS customers. The reason they stated was “upgrade pricing has always been our way of thanking people who bought directly from the site.”

Paul Haddad:

I generally try to avoid complaining about App Store review, since I do think they have a really hard job to do. But I’m about 2 more PB3 rejections from just giving up.

Previously:

Shazam agora suporta stickers e lança primeiro pacote em parceria com Ariana Grande

31 July 2026 at 19:00

O aplicativo oficial do Shazam, de propriedade da Apple, foi atualizado hoje com uma novidade bem interessante para aplicativos de mensagens e afins: o suporte a figurinhas (stickers).

A novidade estreia na forma de uma parceria da plataforma com a cantora Ariana Grande, especialmente para divulgar seu novo álbum, “petal”.

Inspiradas na estética do álbum, as figurinhas podem ser adicionadas a partir do botão de adição do app Mensagens (Messages), escolhendo a opção “Adesivos” e depois tocando no ícone do Shazam.

Stickers do Shazam

Além disso, elas podem ser usadas tanto no app de mensagens oficial da Apple quanto em qualquer aplicativo com o teclado de emojis disponível.

Para usá-las, obviamente, é preciso atualizar o Shazam para a versão 26.14.1, disponível gratuitamente na App Store.

Aplicativo promete detectar óculos inteligentes próximos ao iPhone

31 July 2026 at 18:13

Os óculos inteligentes da Meta podem parecer relativamente distantes da realidade brasileira no momento, mas já são um fenômeno (e tanto) lá fora, a tal ponto que o atual terceiro aplicativo pago mais baixado na App Store americana tem como proposta detectá-los; refiro-me ao Antizuck Smart Glasses Scanner.

O interessante é que nem mesmo a procedência desconhecida do utilitário foi capaz de conter a curiosidade dos usuários, interessados em descobrir se ele realmente funciona como anunciado.

A promessa do desenvolvedor Albert Pariente Cohen é de que a detecção ocorre por meio de sinais Bluetooth emitidos pelos óculos, sendo compatível com os Meta Glasses, Ray-Ban Meta, Snap Spectacles, Amazon Echo Frames e o RayNeo. Supostamente, o app também é capaz de estimar a proximidade dos óculos em relação ao iPhone/iPad.

App Antizuck Smart Glasses Scanner
App Antizuck Smart Glasses Scanner
App Antizuck Smart Glasses Scanner

Teoricamente, óculos inteligentes como os da Meta contam com um LED 1Light emitting diode, ou diodo emissor de luz. não removível na lateral, que permitiria às pessoas ao redor alguma ciência de que estão sendo gravadas. Já existem no mercado, no entanto, alternativas para coibir o funcionamento desse mecanismo, como tampas de plástico ou adesivos que inibem a visibilidade da luz de gravação. Varejistas como a Amazon ou a própria Meta trabalham para tirar esse tipo de produto de circulação, mas ainda é possível encontrá-los à venda.

A categoria de produtos levanta constantes debates sobre ética, visto que os casos de gravações não consentidas se tornam cada vez mais frequentes. Na semana passada, o diretor do Instagram, Adam Mosseri, declarou que vídeos contendo gravações de assédio com estranhos em lugares públicos — frequentemente gravados com o hardware da Meta — terão como consequência o banimento na rede social:

Se você está postando conteúdo que tira vantagem de pessoas e assedia elas, como muitos desse tipo de vídeo de cantadas que costumamos ver e ouvir falar, então nós vamos derrubar o conteúdo. […] Nós não queremos que pessoas sorrateiramente gravem vídeos de outras pessoas e as assediem e então postem na nossa plataforma. Então nós estamos tentando lutar de todo o jeito que conseguimos.

O Antizuck Smart Glasses Scanner está disponível por R$20 na App Store.

via 9to5Mac, Business Insider

Notas de rodapé

  • 1
    Light emitting diode, ou diodo emissor de luz.

App Store Rule Changes And A Gaming Slowdown Hit Apple’s Services Cash

31 July 2026 at 03:34

Apple is still pulling in massive amounts of money from its services division, but the numbers recently fell slightly short of Wall Street’s lofty expectations. The technology giant reported a strong $30.7 billion in services revenue for the quarter, marking a healthy 12 percent jump from the same time last year. However, analysts expected slightly […]

The post App Store Rule Changes And A Gaming Slowdown Hit Apple’s Services Cash appeared first on The Mac Observer.

Apple Says App Store Changes and Mobile Gaming Softness Affected Services Revenue

31 July 2026 at 00:40
Softness in mobile gaming and Apple's changes to the App Store business model in some countries impacted the performance of the ‌App Store‌, Apple CFO Kevan Parekh said during today's earnings call.


Apple's services revenue was $30.7 billion, a 12% increase over the $27.4 billion it earned in the year-ago quarter. Though the category saw growth, revenue came in under expectations, prompting analyst questions that led to Parekh's comments on the ‌App Store‌.
We also had some factors that impacted the performance of the App Store. We did see some headwinds in mobile gaming, and then keep in mind, we also made some changes to the App Store business model in certain countries, and in the U.S., we do continue to operate under a court ruling impacting the link-out transactions. But we're pleased the Supreme Court will hear our appeal.

There have been ‌App Store‌ fee updates in Japan and Brazil as of late, with Apple collecting no fees on link-outs in the U.S. and lower fees from alternative app marketplace apps in the EU. Despite the rule changes, the ‌App Store‌ still set a June quarter revenue record. Apple saw double-digit growth in cloud services, video, payment services, and advertising, with a record level of Apple Pay users.

During the call, Apple also said it now has 1.5 billion paid subscriptions, with transacting and paid accounts hitting an all-time high.

Parekh said it wasn't the ‌App Store‌ alone that impacted services revenue, and Apple also took a hit from foreign exchange. Last year, Apple also had the theatrical release of F1, and no equivalent release this year, making for a tougher compare.

Services growth in the September quarter is expected to be similar to the June quarter when excluding an approximately 2.5 percentage point foreign exchange headwind.
This article, "Apple Says App Store Changes and Mobile Gaming Softness Affected Services Revenue" first appeared on MacRumors.com

Discuss this article in our forums

Chrome Browser Default at the Top of the Mac App Store

29 July 2026 at 21:45

Jeff Johnson (Mastodon):

Released less than a month ago by an unknown developer, Chrome Browser Default has somehow become a top download in the United States Mac App Store, alongside well-known developers Amazon, WhatsApp/Facebook/Meta, and Microsoft[…]

[…]

Chrome Browser Default is the top search result for “Google Chrome” in the Mac App Store. Chrome itself is distributed as a direct download from Google, outside the Mac App Store. Notice also that the Chrome Browser Default app icon resembles the Google Chrome app icon[…]

Both the name and icon violate Apple’s guidelines, and the preview images are not actually screenshots of the app. The App Store is great for distributing apps that piggyback on the names of popular apps. They’d be hard to find with a regular Web search, but in the App Store they appear at the top.

The app appears to do what the description says it does, though it’s quite primitive and likely vibe-coded. I can add rules, but I couldn’t find a way to edit or delete added rules, which is ridiculous. The developer’s privacy policy is on GitHub in a repository where most of the commits were co-authored by Claude.

[…]

At the bottom is a section that shows, allegedly, what “People are Saying” about the app. Yet none of these 5-star reviews are from the App Store. According to Google Search, the reviews are not from anywhere on the web.

Jeff Johnson:

This app is no longer available in the Mac App Store.

[…]

I have no idea why the Dutch name “Standaard Browser Wisselen” appears in the alert, because the App Store Purchased section says “Chrome Browser Default,” and my only Mac system language is English (US). The name of the developer in the App Store was Chinese, 立花 卢.

[…]

My suspicion is that Apple, not the developer, removed the app from the App Store, which explains why I can’t download it. Whether this removal was triggered by my blog post or by App Store user reports, I don’t know.

Craig Grannell:

Doesn’t say amazing things for the Mac App Store that I find it faster to search for something in a search engine than within the MAS itself. And that’s when I already know the name of what I’m looking for.

Previously:

Hidden Gambling Apps in Brazilian App Store

29 July 2026 at 21:45

Marcus Mendes:

Last April, Brazilian officials notified Apple and Google over an alleged lack of age controls in betting apps on their respective app stores.

9to5Mac:

Brazilian users browsing the App Store rankings in categories such as Navigation, Travel, and Weather have noticed a growing number of poorly made games appearing among the top results, many of them featuring AI-generated illustrations of animals as their app icons. Many carry an AL age rating, making them available to users of all ages, including children.

As it turns out, these are so-called jacket apps, which are just a front for hidden betting and gambling apps.

[…]

The repository also includes explicit instructions intended to prevent the apps from being flagged as suspicious during App Store review. These include giving each app uniquely named startup and remote-configuration codes, making it harder for reviewers to identify them as part of the same group.

Ironically, the App Store’s own recommendation system appears to have little trouble grouping the apps together, as the “You Might Also Like” section on several of these apps points users toward other suspicious apps more frequently than they point to genuine apps.

John Gruber (Mastodon):

Obviously the main problem is that these apps disguise themselves Trojan Horse-style, and slip through App Store review undetected. I don’t think it’s reasonable to think App Store review could catch every attempt at this sort of thing though — if the horses are disguised well-enough, some of them are going to slip through. That’s actually fine.

I agree that it’s unreasonable to expect App Review to catch all those, but then Apple should not be pretending that it can. This was all obvious from day one. The public perception of App Review is completely at odds with what it actually can and does do.

But the first example 9to5Mac cites isn’t well disguised at all. What sense does it make that “PotatoPlot Puzzle” — a game featuring a rabbit potato farmer — is a weather app? How is that not a red flag right there?

[…]

I always mention that the point of such a squad shouldn’t be to make the App Store 100 percent scammer-free — which I believe is an impossible goal that would set the team up for failure. The point should be only to make the App Store free of successful scams. Focus on the most popular apps and the most lucrative apps.

The App Store is more than 18 years old. The idea of patrolling the top charts probably occurred to Apple before it even shipped. They just don’t want to do it.

Nick Lockwood:

Apple only took 24 hours to approve my iOS app update that crashed instantly on launch. Such a blessing to have that extra level of reliability and security that only a manual review process can provide 🙏

Incidentally, the crash was due to a missing dylib - something that could easily have been detected by the automated scan process, if only that scan were designed to protect users’ and developers’ interests instead of Apple’s.

Kyle Hughes:

There is simply no other way to maintain a modern, healthy software ecosystem without making sure that apps that have been around for 7 years and 20 major versions can’t get a build looked at within 48 hours. There’s no other way. Probably needs to be longer, honestly.

I had to file an Expedited Review Request because this update is a legitimate emergency. Four hours later, App Review rejected the build because they didn’t follow the first sentence of the testing instructions (which haven’t changed in 7 years). Back to Waiting for Review! There’s no other way.

Previously:

Update (2026-07-30): Kyle Hughes:

We got rejected in the Expedited Review again, this time for not having an account deletion feature. Except we do, and it’s one button press away from the screen that the reviewer was on. And it has always existed. Is this how the expedited review works? Malicious incompetence?

Update (2026-07-31): Kyle Hughes:

If you were wondering how long one of the “you can ask us to approve this build and can fix this issue in the next release” App Review errors takes to resolve when you’re in the Expedited Review Queue… me too! So far, 18 hours. (Ignoring the fact that we have the feature the rejection was for.)

Kyle Hughes:

Certainly it means “within a week,” right? “Within a month,” please? “In your lifetime,” I can only hope.

❌