Apple Receives App Store Gut Punch in U.S., The Absurdity of It All, An App Store Dilemma

Hello everyone. Last Friday’s update was focused on Apple’s 2Q25 earnings. We will continue my earnings review later this week.

My full notes from last week's App Store anti-steering court ruling came out to about a week’s worth of updates. The 80-page ruling can be found here. Instead of spending four updates on the topic, my notes will be consolidated into two updates. For today, we are going to tackle a few major points that have been on my mind the past few days. Tomorrow’s update will discuss the points in greater detail. This is a crazy development that is up there as one of the more unusual turn of events that Apple has faced.

Let’s jump in.

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Judge Gonzalez Rogers’ App Store Pretzels, The Case for Apple’s Appeal, Potential App Store Fallout

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Thoughts on Apple’s 2Q25 Earnings