Latest / MAG 7 Daily / Ep 30: From March 2027, Apple must open Australian iPhones to rival app stores.

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Ep 30: From March 2027, Apple must open Australian iPhones to rival app stores. · MAG 7 Daily

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  From March 2027, apple must open australian iPhones to rival app stores. This is MAG 7 Daily,
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  episode 30. After that court order, meta's quarter, and a new share class, then a bigger
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  foldable order, then one assistant on two car screens. Australia's federal court set
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  the start at noon in Melbourne on March 1st, 2027, for users whose apple account region
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  is Australia. The order follows in August 2025 finding that Apple misused its market power over
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  distribution and payments. Developer program members worldwide can join. Apple cannot charge
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  for access to rival stores or direct downloads, and it has to hand over tools on substantially
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  the same terms as its own store. It cannot force its payment system, transaction reports,
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  or an audit of other payments. On App Store apps, fees for those other payments are
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  capped at the physical goods rate plus genuine extra cost.
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  Outside apps still need a security or privacy scan and notarization by Apple or a qualified
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  third party.
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  Epic Games told Reuters that Fortnite comes back to Australia's app store today, and
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  that order does not wait for March.
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  Australia was the only country left out when Fortnite returned worldwide in May.
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  Meta's quarter is the capital spending print.
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  Yesterday the open question was whether that spending would move.
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  Today met a narrowed 2026 capital expenditure to $135 to $145 billion from $130 to $145 billion.
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  Revenue was $64.60 billion, up 26%. Family daily active people averaged $3.64 billion
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  in September, up 3%. Add Impressions rose 10%, and the average price per ad rose 14%.
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  Costs were 51.61 billion dollars, up 68 percent, including a $9.89 billion charge.
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  That charge sits on an August deal with 52 attorneys general over teen mental health
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  and social media, with payments of up to about $18.59 billion.
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  Strip the charge out and operating income would have been $22.88 billion, not $12.99 billion,
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  and diluted earnings $7.40, not $3.83.
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  The quarter's capital spending, including finance lease principle, was $34.91 billion.
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  Fullyer expenses are now $175-179 billion.
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  Reality labs losses are guided to $18-19 billion, lower than 2025.
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  4th quarter revenue is guided to 73-76 billion dollars with foreign exchange
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  about a 1% headwind and the 4th quarter tax rate to 15-17%. Cash and
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  marketable securities were 82.45 billion dollars. Operating cash flow was 32.79
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  billion. Free cash flow was negative 2.12 billion. Headcount was 66,775, down 15
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  FX leaders also reports a $25 billion new Mexico penalty over misleading data privacy practices.
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  Bloomberg reports a new non-voting share class that could help pay for acquisitions and other costs.
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  The information reports the overhaul was shaped by expectations of raising hundreds of billions of dollars,
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  and by a proposed California wealth tax.
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  Mark Zuckerberg said the quarter hit major milestones toward personal superintelligence for everyone,
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  including Muse and Muse Wonder, which he called the first frontier model, Apple's foldable
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  order book moved. Digitime says Foxconn and component makers were told to raise iPhone
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  Duo output by about 44% from 9.7 million units to 14 million across a full 12 months, not
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  just the rest of 2026. Apple last week called pre-order demand nothing short of extraordinary.
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  In 30 minutes of pre-orders opening on October 16th, United States shipping estimates hit January 25th on every configuration.
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  Digitime says the higher target still depends on assembly after earlier trouble with assembly, displays, and hinges.
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  It forecasts global foldable shipments up 25.7% in 2026 and 59.1% in 2027 against 7.4% in 2025.
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  The phone launches October 23rd, starting at $1,999 in the United States.
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  Cognizant, in an Education Times report, has put 18,000 engineers on Google's Gemini,
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  framed as tools for businesses.
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  Megazone Cloud, Chosun Bizz reports, has a resale nod for Amazon's Gov Cloud, and is pointing
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  it at United States public sector and defense buyers.
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  A century and a half of Kia's chemistry data is coming into Microsoft co-pilot, R&D World
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  Reports, as a research reference set inside that assistant.
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  NVIDIA has widened Cosmos with training tools, simulation checkpoints, and data factory
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  blueprints for world models used in physical AI.
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  It says the platform sits in the top five on six open model leaderboards.
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  What cuts against the Australian opening is that Apple still notarizes outside apps,
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  or requires a qualified third party to do it, and can still pull an outside app for harmful content,
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  a real security risk, or the law. Apple told Reuters it will appeal and ask for a pause
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  on intellectual property and store security. Between February 1st and February 15th, it can apply,
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  with evidence to push enforcement to May 3rd, 2027. Google and Apple now share a voice on the dashboard.
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  In 2019, Maps Traffic Reports lived only on phones.
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  Early 2024, Hazard Pins reached CarPlay.
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  Later that year, they reached Android Auto.
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  Today, Google put Gemini inside Maps on CarPlay.
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  The Mac observer calls that the first built-in voice for this navigation app on that screen.
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  The United States has it now.
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  A wider release is underway.
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  On an active route, an icon on the right edge opens Gemini.
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  You can ask for a park with city views, a time that is not crowded and stays fair, then
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  a route that skips tolls.
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  The same voice can report a disruption.
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  That screen now matches Android Auto and the voice tools added to the iPhone Maps app
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  last year.
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  Before today, those tools stayed on the handset.
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  Bogdan Popa at Auto Evolution already has it on an iPhone 15 Pro in Europe.
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  A follow-up keeps its subject.
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  best cappuccino nearby, then whether it is expensive, then navigate there.
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  He found CarPlay more refined than Android Auto, where Gemini has been buggy since late 2025.
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  Last month Google retired assistant on Android Auto, so there is no switchback.
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  Drivers had called it to chatty, and some said it could not call 911 or place a phone call.
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  On CarPlay, ordinary speech can file heavy traffic without a set phrase.
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  Apple owns the glass, Google owns maps, Gemini, and Ways. Ways still takes objects in the road,
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  broken lights, floods, and potholes. Maps stays with accidents, road works, and speed cameras,
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  and now also pulls police reports from Ways. For Apple, a Google app gains a conversational layer
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  the day before the duo goes on sale, and Apple is not shipping the model. For Google,
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  CarPlay is no longer the screen where that voice was missing.
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  Jensen Huang told the UK NeoCloud end-scale to work around the clock after early setbacks
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  getting some data centers online.
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  Bloomberg reports.
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  Trending topics reports deep-mined researchers have quit Google over military AI deals.
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  Telecom paper reports three business and AWS have opened an AI marketplace in Hong Kong.
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  NVIDIA says a European commerce platform on its open models cut inference costs by 90%.
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  NVIDIA says Revolute is rebuilding on a foundation model called Pragma, on NVIDIA computing using
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  CUDF. NVIDIA says European users are putting Earth to open models under local forecasts for
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  energy, insurance and transport, with a global storm picture above them. Home views tabletop and
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  models, each $299 in the United States, launch November 13th.
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  The Australian store and payment orders take effect at noon Melbourne time on March 1st,
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  2027.
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  Before we go, watch February 1st through February 15th, when Apple can ask to push that Australian
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  order out to May 3rd.
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  That's Mag 7 Daily for today.
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  Nothing in this show is financial advice.
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  I'm Patrick and Vancouver, see you tomorrow.
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  One more thing, if you like today's episode, our sister show Models and Agents is worth
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  a spot in your feed.
• 8:47
  Your daily briefing on AI Models and Agents.
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  It's one of the Narin Network's daily briefings, all free at NarinNetwork.com.
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  And on the website, every episode's visuals live in our free image gallery at NarinNetwork.com
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  gallery.
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  Royalty free under Creative Commons, download with Attribution.
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  This episode used AI voice synthesis of my voice.
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  Editorial selection and analysis are my own.